This presentation is a starting point to help

This presentation… • …is a starting point to help you present Wild Apricot as a solution for your organization – Please add, delete or change any content • If you have questions about Wild Apricot’s business or benefits, please contact support@wildapricot. com any time.

Software Recommendation for YOUR ORGANIZATION Wild Apricot Membership Management Software

Our Needs (add/delete as needed) • • Better member/contact database management Member self-service/communication portal Improve event management An online member/business directory Launch/improve online fundraising Simplify administrative functions Redesign website, make updates easier/cheaper

SOLUTION OVERVIEW

Wild Apricot • Designed for small membership organizations – Geared specifically to associations, non-profits and clubs • Web-based software – Nothing to install, accessible through any web browser – Upgrades are included and happen automatically • Manage members, events, website and more – Integrated data makes it easy to track member activity – Centralized records are always up-to-date

Vendor Information • Parent company: Bonasource Inc. – Software developer , in business since 2001 – Headquarters in Toronto, Canada • Wild Apricot membership website software – Launched in 2006 – Over 6, 000 paid clients as of April 2013 – See release history: http: //help. wildapricot. com/display/DOC/Release+history

Key Features • Membership Management – – Member application Automated renewals Online directory Email newsletters and blasts • Website Software – Easy editing – Members-only content – Secure admin access • Event Management – Online registration & payments • Payments and Financial Management – Online fundraising – Accounts receivable Watch the video online at http: //www. youtube. com/watch? v=ez. MOj. YFNro. Q

Technical Support • Free tech support: http: //support. wildapricot. com – Toll-free phone support (9: 30 am – 6: 00 pm Eastern time) – E-mail support – Submit and track support tickets from within your account – Support will respond within 1 business day • Extensive online help database: http: //help. wildapricot. com • User Community Discussion Forums: http: //community. wildapricot. com – Includes product wishlist, service notices, general discussion, customization forums

Data Safety and Security • Automatic daily backups – All Wild Apricot data is backed up every day • Data can be exported into Excel anytime – Including member, contact, event & fundraising data • Proactive vendor security team – Monitors security bulletins & updates servers as required • PCI Compliant • Product tested and certified on Microsoft Platform

Pricing • Flat monthly fees – Starting from $25/month – 30 -day free trial set-up period • NO OTHER CHARGES (no set-up fee, per transaction fee, etc. ) • No long-term contracts • Free updates included, with new features added every 3 -4 months • Free tech support • Additional information: http: //www. wildapricot. com/pricing

FEATURE DETAILS

Membership Applications • Customize online application for each membership level • Sign up members online with new contacts added to the database automatically • Automate workflow with e-mail confirmations and notices to administrators

Member Self-Service • Members can update their profiles to help keep records up-to-date • Use recurring payments for renewals and let members process payments themselves • Provide secure members-only content adding value to membership, or for private online collaboration

Membership Renewals • Set up renewal policy rules for each membership level • Automate renewal notices sent to members via email • Membership and financial reports allow easy tracking of renewals

Member Communication • Built-in blog and forums help build strong communities and collect feedback • Send e-mail newsletters or blasts to select groups of members, or to the entire contact database • Searchable member directories can be created for public or private access

Member and Contact Database • See real-time membership data including new applications and renewal status • Search member database quickly and easily to find a specific member or group • View individual member details including payments, events attended and donations made

Professional Website Tools • Start with a professional template to get your site up and running quickly • Easily edit page headers and footers, colors and styles with no technical knowledge required • Access CSS (style sheets) for advanced customization • Your organization URL (. com, . org, etc. ) can be used with any paid account

Easy-to-use Website Builder (a. k. a. CMS) • Update pages easily with an interface similar to Microsoft Word • Add an unlimited number of pages and organize them for easy navigation • Functional pages – such as member applications, discussion forums, event calendars, and directories – are all pre-coded and ready-to-use • Search engine optimization options such as page URLs, titles, meta tag descriptions and keywords are easy to change

Members-Only Areas, Privacy Control • Provide secure admin access for trusted staff and volunteers, allowing them full or partial editing rights • Members-only access areas are easy to set up, and can be restricted to select membership groups • Create default privacy settings that members can edit themselves

Online Events Calendar • Enable online registration and payment for your events • Event calendar is automatically generated and easy for visitors to browse by week, month, or year • Send automatic e-mail notifications to contacts and increase event attendance

Online Event Registration • Customize event registration to include optional payments or questions • Put automatic registration limits on events with set capacity • Customize e-mail confirmations to serve as registration ticket or payment receipt

Event Management • Create unlimited events and designate which are open for online registration • Generate income reports for one or multiple events • Track registrations in real-time including payment status • Export data to Excel or PDF formats at any time

Online Fundraising • Take donations online and record payments taken offline • Customize the online form with specific donation levels and questions • Send follow-up e-mails based on donor behavior • Create a donation meter on your website to share your fundraising results in real-time

Payments and Financial Management • Collect credit card payments online using popular payment processors Pay. Pal Standard, Pay. Pal Web Payments Pro, Google Checkout or Authorize. net • Track outstanding debts for every contact in your database, including their current balance • Generate instant reports for payments, refunds, aging receivables and more to get a clear view of organization income

EXAMPLE CUSTOMER SITES

More than 6, 000 small associations and local chapters of national organizations are paid Wild Apricot customers

Professional Association Example

Professional Association Example

Business/Trade Association Example

Chamber of Commerce Example

Chamber of Commerce Example

Non-Profit Example

Non-Profit Example

Social/Recreational Club Example

Service Club Example

Sports Club Example

Learn More About Wild Apricot • Get an instant free 30 -day trial account at Wild. Apricot. com – No credit card required, free support including pre-sales questions – Sign-up now at http: //register. wildapricot. com/ • More information: – – Videos - http: //www. wildapricot. com/video Webinars - http: //www. wildapricot. com/webinars Customer feedback - http: //www. wildapricot. com/survey Online help - http: //help. wildapricot. com