Not Applicable Fundraising Campaigns = Communications = *Runs on the Sphere Supporter Database

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1 Blackbaud Sphere Blackbaud Sphere consists of five products: Sphere Events Sphere Events Advanced Sphere Basic Sphere Sphere Advanced The overview table below lists the core modules available in each product and the tables that follow describe the highlighted features in each module. modules in each product: Sphere Events Sphere Not Applicable Fundraising Campaigns = Communications = Basic *Runs on the Sphere Supporter Database Standard Friends Asking Friends Thon Fundraising Campaigns Content Managed Websites Communications ecommerce *Runs on the Sphere Supporter Database *Runs on the Sphere Supporter Database Friends Asking Friends Thon Friends Asking Friends Special Events Fundraising Campaigns = Content Managed Websites = Communications = ecommerce = Advanced Member Management Advocacy Volunteer Management Web 2.0 Engagement = Enhanced Version *Runs on the Sphere Supporter Database with multi-chapter enterprise support *Runs on the Sphere Supporter Database with multi-chapter enterprise support

2 module features: Friends Asking Friends Thon Events Event Websites Promote thon-based and other team fundraising events online by using Sphere's intuitive user interface to design and launch your event site. Event Administration Use a full set of tools to manage your event, supporting online and offline participant, donor, volunteer, and sponsor activities. Personalized Fundraising Pages Enable constituents to create their own personal fundraising pages, their families and friends, and add gadgets to their social networking pages. Event Registration Site visitors can register as an individual, join a team, start a team, and register themselves, their friends, their families, or their co-workers all at one time through a single credit card transaction. Participant Address Books Allow participants to import personal address books and create personalized solicitations. Participant Headquarters Give participants access to donation and communication reports detailing activity on their personal fundraising pages. Automatically load participants' personal address books, histories, and donation histories in future events. Bookkeeping Track, record, and administer all of your event s registrations, donations, and sponsorships with single and batch entry forms. Extended Involvement Allow supporters to participate further in various online activities such as polls, quizzes, bulletin boards, Coach s Corner, stores, online auctions, and gadgets. Sponsorship Promotion Create corporate sponsorship opportunities on the website. Add a sponsor box with rotating sponsor logos to your website. Event Volunteer Management Track and manage volunteer positions for the event. Thon Event Reporting Access a full set of highly customizable event-specific reports showing communication, registrant, donation, and sponsorship data. Thon ecommerce Build a simple online store to sell event merchandise. Corporate Team Pyramids Provide a third-level of team participation where teams can be grouped under individual or national corporations.

3 Friends Asking Friends Special Events Events Friends Asking Friends Golf Use this comprehensive golf event management tool to host your golf event website and administer key event functions like online personal solicitations. Full-Featured Tournament Website Create a professional engaging website that allows visitors to register, sponsor, donate, or even volunteer. Registration Package Functionality Offer complete foursome, twosome, individual, dinner-only, or other customized player and sponsor package registrations. Limits, Wait Lists, & Group Organization Set limits on player slots and dinner tickets, provide a wait list option, automatically assign players to groups and edit groups based on handicaps or other criteria. Friends Asking Friends Gala Use this comprehensive gala event management tool to host a gala event website and administer key event functions like online personal solicitations. Online Guest Registration & Ticketing Guest can register online and create their own personal fundraising page. Administrators can set the maximum number of registrations and assign guest tickets. Table Seating Provide table buyers online tools to invite guests and reassign seats as they receive RSVPs. Use administrative tools to track table and guest seating assignments. Premiums & Registration Fee Levels Apply membership benefits to registration and set different registration fees like standard, table, and entertainment sponsor. Friends Asking Friends Custom Thon Build Friends asking Friends fundraising sites using a highly customizable template to match a specific design and user experience. Memorial and Tribute Sites Set up web tools where supporters can reach out through personal pages and tools to pay tribute or memorialize loved ones. Gift Registry This unique set of tools gives supporters the ability to pick from a variety of gift ideas and register items for friends and family to purchase on their behalf. House Parties Give advocacy-focused tools to supporters, allowing them to host, manage, and promote house parties and meet-ups. Independent Fundraising Events Gives supporters the ability to promote their own fundraising initiatives independently with online registration, promotion, and donation collections. Build Your Own Event Configure a unique fundraising, outreach, or advocacy website built from the basic components of Friends Asking Friends.

4 Communications Events Targeted Campaigns Create targeted communications to specific segments using an advanced query engine. enewsletter Management Allow constituents to subscribe and unsubscribe to specific enewsletters. Content Editor Enable non-technical staff to create rich HTML s with a stateof-the-art WYSIWYG editor. CAN/SPAM Compliance Promote cleaner lists with a double opt-in and opt-out option tool. Template Library Create and manage a library of templates. Split Mail Testing Compare the effectiveness of various subject lines and messaging. Bounce Management Tracks individual receipt delivery results to optimize future delivery performance. Forward to a Friend Allow recipients to forward s to recruit friends or colleagues while tracking the volume and success of such activities. Spam Assassin Test and verify the quality of content before sending to reduce potential ISP blocking and improve deliverability. Dynamic Content Personalize s with mail merge field and content based on demographic, behavioral, or other data. Auto-Fill Online Forms Pre-populate forms accessed by constituents to promote database cleanliness and an easier user experience. Recurring Schedules Create dynamic communications that automatically send on a pre-set frequency, such as daily, weekly, monthly, or annually. Dashboard and Reporting Access a list of delivery results within a detail report for each mail campaign and individual mailing. Analyze open rates, clicks, bounces, form completions, transactions, unsubscribes, and more. Sequential s Automate your strategy with rules to develop sequences of follow-up s based on constituent responses.

5 Fundraising Campaigns Events Campaign Management Track the performance of marketing and fundraising activities. Gift Entry Track and record offline giving, including donations, pledges, and recurring gifts. Giving History/Profile A giving data summary is automatically calculated for individuals and households. Matching Gifts Blackbaud Matchfinder is integrated with Sphere to provide information to donors about the possibility that their company may match their contribution. Additional fees apply. For more information, visit Contact Forms Use a form-builder to capture constituent information. Donation Forms Use a form-builder to create single- or multiple-step forms to collect online donations. Registration Forms Use a form-builder to create single- or multiple-step registration forms. Forms can be used for volunteers, conferences, or other event types and can have standard and custom fields. Forms come with full reporting. Memorials & Tributes Give web tools that enable donors to contribute in memory of loved ones by sending ecards with customized memorial or tribute messages. Online Auctions Run online auctions with catalog management. Acknowledgements/Thank you Letters/Pledge Reminders Merge gift and constituent data into Microsoft Word for offline acknowledgements and pledge reminders. Batch Gift Entry Utilize an online spreadsheet to quickly enter multiple gifts directly into the Sphere Supporter Database.

6 Content Managed Websites Events WYSIWYG Content Editing Tools Create and modify content with this state-ofthe-art content editor. Website Design Templates Use templates to simplify your work and maintain consistency. Macromedia Dreamweaver plug-in available. Navigation Manager Modify website navigation structure independent from content and design. File and Image Libraries Upload, store, and manage all files and images. Web Caching and Acceleration Provide fast website response times for all websites hosted on Sphere through advanced Web Caching Services. Product Support for Search Engine Optimization Include a variety of meta-tag data at the web page and website level to optimize search engine placement. Version Control and Archiving Allow users to revert back to previous versions of content. Web Publishing Workflow Quickly and easily publish new content to the website including scheduled automated releases. Use workflow tools to control who can create, review, and publish content. Login Security Secure access to specific web pages or website sections requiring a valid username and password. Surf-to-Edit Browse your website to identify Web pages you want to edit, then click a button to open and directly make your changes. Content and Article Listings Create content listings segmented by type or relevancy. Personalization and Relevancy Provide content to visitors based on their database segmentation and interests to create a rich user experience and acquire new supporters. Event Calendar Create an online event calendar with the ability to collect online registration, roll-up events across multiple calendars, or post user-submitted calendar features. Site Statistics Analyze real-time website traffic activity to better understand your visitors and constituents. Custom Forms Use the WYSIWYG editor to have complete design control over donation and contact forms. Interactive Site Features Create specialty website features such as job boards, resume postings, photo gallery, ecards, bulletin boards, and classified ads.

7 ecommerce Events Online Store Quickly set up and manage an online catalog of products, set pricing and inventory, and get to know your supporters better through revenue generating sales. Product Catalog Create a catalog with categories, photos, and detailed descriptions of each product. Shopping Cart Each online visitor is provided with a robust online shopping cart complete with checkout capability that sums up the price for all selected products and completes the transaction. Online Inventory Management Get the ability to track in-stock product items and auto deduction from online and offline purchases. Shipping Fees Calculate domestic and international shipping fees including weight- based fees. Additional Donation Options Easily add a donation amount to the shopping cart total. Purchase Discounts Get the ability to offer volume or other discounts at the order and/or product levels. Reporting Features View detailed reports and create custom reports. Track information, such as number of products by order and receive inventory notifications. Display Options Leverage the power of s full content management system. Choose from a variety of layouts and set the quantity and display options for your products. Suggested Products Create relationships between products to suggest related items.

8 Member Management Events Member Center Provide a password-protected area where members can edit their personal profiles, view their membership histories, renew their memberships, and view targeted content based on their membership level. Online Membership Sales Allow donors to attain different membership levels through various types of transactions, such as registrations, donations, and ecommerce purchases. estore Member Discounts Create members-only benefits such as discount codes, premiums, or special privileges. Benefit Levels Establish different levels of membership and associate them with premiums, points, automatic discounts and other benefits. Online Member Directory Publish website features where members or website visitors can look up information of other members or contacts. Membership Terms Set specific membership type parameters such as duration (floating, fixed, or lifetime), dues year, advanced sale date (to allow for pre-sales), or grace days. Fundraising Premiums Utilize affinity programs to encourage participation in fundraising campaigns by attributing gift levels to membership levels. Tokens Award members with tokens based on various online activities that can be redeemed for various rewards or access to specialized website content. Benefits History View histories of your members' benefits and manage membership terms.

9 Volunteer Management Events Volunteer Positions Create one-time and recurring volunteer positions and identify the number of volunteers needed for each position. Online Volunteer Center Use online tools to enable volunteers to register, search for other volunteers, find available volunteer positions, edit their volunteer profile, view volunteer history, and submit time. Volunteer Profiles Collect and manage volunteer data such as availability, skills, interests, and history as well as online and offline activities. Volunteer Reporting Volunteers can submit dates, hours, comments, and rate their experiences. Staff can manage and report on detailed volunteer activity.

10 Advocacy Events Action Centers Develop personalized action centers to create awareness on issues that impact your organization, encourage constituents to take action on bills, elected officials, and sign online petitions. Elected Officials Database Use the database of federal and state legislative and executive targets to mobilize activists. Federal and State Committee Data Use the database of federal and state committee data for advocacy action targets. Auto-District Append Automatically append your constituents database records with their state and federal district codes so that the system is able to identify their elected officials based on their addresses. Media Database Use a database of newspaper, magazine, television, and radio targets to create Letter to the Editor campaigns. Federal Bill and Vote Tracking Track the bills that are important to your constituents and create legislative scorecards based on Congressional/Senate votes. Friend or Foe Create multiple action letters for a campaign in order to target officials with content that is relevant and appropriate to their positioning on the issues. E2Action Allow constituents to take action by replying to instead of requiring them to go to the website. Custom Targets Create advocacy actions directed at custom targets including unique web forms. Display Options Leverage the power of s full content management system. Choose from a variety of layouts and customize the user interface through style sheets. Advocacy Report Center Access summary and detail reports of your advocacy efforts within the Action Center controls.

11 Web 2.0 Engagement Events Content Submission Forms Provide forms to collect, post, and manage user-generated content including news stories, photos, personal stories, and calendar items. RSS Feeds and Podcasts Syndicate website content to other users and websites using auto-generated RSS feed for content listings. Create and syndicate your online media library using a Podcast feed. User forums and Blogs Host advanced blog and forum tools to promote online discussions and interaction among staff, supporters, and website visitors. The solution features a completely integrated version of the Community Server product. Additional fees apply. User Commenting Allow visitors to post comments on content items to promote interaction. Constituent Networking Create an online environment for constituents to connect with each other and create either open or controlled social networks using relationship tracking, mapping, and personal pages.

12 Sphere Supporter Database Events Individual Profiles Record all critical information about your constituents in one easy-to-manage place. Organization Profiles Create, record, and manage profiles of organizations and primary contacts. Custom Profile Fields Create and organize custom fields for individual, organization, and transaction records. Static & Dynamic Segments Categorize your constituents and target your communications. Relationship Tracking Track interconnected supporters and their highlights. Duplicate Management Create settings to automatically resolve duplicate records or resolve them manually. Interaction Tracking Centrally record activities about interactions associated with constituents. Liquid Score Target your audience and improve direct response ROI with this simple yet accurate wealth score. Query Tool and Import Center Quickly import, update, or retrieve records using customized export queries and a standardized set of templates covering most all available data. Stand Alone Web Pages Use a WYSIWYG editor to create administrative dashboards and public web pages hosted independently from each other. Attributes Manage multiple sets of custom addresses, salutations, and properties for each constituent. Opportunity Tracking Create pipeline workflows to track potential major and planned gift prospects. Task & Appointment Tracking Track various interactions between staff and constituents using online task and appointment services.

13 Sphere Supporter Database: Multi-Chapter Management Enterprise Events Virtual Accounts Manage permissions and data visibility for multi-chapter organizations within a single database. Use the preferred account structure to promote centralized and organization-wide data management and sharing practices. Multi-Accounts Manage permissions and data visibility for multi-chapter organizations across separate database instances. Use the preferred account structure for organizations that cannot share data between chapters/local and parent entities. National and Regional Events Quickly and easily create regional or chapter Friends Asking Friends Thons from pre-configured event templates. Control permissions and release site updates across multiple sites and run reports across all accounts. Parent - Child Content Sharing Allow organizational websites to share content between parent and child entities. Sharing tools include automatic content updates from parent to child, approval management for shared content, and uploads from child sites to a shared content library. Parent Master Calendar Create a centralized calendar aggregating event activities across parent and child organizations.

14 Sphere Supporter Database: Payment Processing Events Complete Solution Get fully integrated payment services requiring no merchant account set-up. Payment Options Get transaction support for all major U.S. credit cards and direct debit. Low Transaction Fees Benefit from Blackbaud s ability to negotiate the lowest rates from payment processors. Simple Administration Manage all of your online payments through a single interface including the ability for full or partial reversals for collected payments. Real-time Reporting Instantly access all transaction activities such as event registrations, donations, and ecommerce purchases. Security Compliance Blackbaud is certified as a merchant processor by PCI, the industry standard for credit card processing, and has completed full information security audits by third party companies. Highly Secure Infrastructure Process payments protected by state-of-the art security measures, such as redundant firewalls, authentication services, and an encrypted SQL database unreachable by any public IP address. Installment and Recurring Payments Allow supporters to set up secure, recurring or installment payments on a weekly, monthly, quarterly, or annual basis. The ability to manage future payments is included. International Currencies Supports credit card processing in non-u.s. currencies and non-u.s. credit cards. Transaction Identifiers Customize the descriptors that appear on your donors credit card statements. Third-Party Payment Processor Service Get the ability to process funds through a third-party (i.e., non Blackbaud Sphere) payment processor using Verisign Payment Gateway services.

15 Sphere Supporter Database: Connect Events Connect Data APIs Utilize a robust set of application programming interfaces (APIs) to exchange data between Sphere and a third-party system. APIs cover more than 20 core Sphere Supporter Database data types including account meta-data, custom fields, and custom tables. Polling and Query API For enterprise integrations, the query API supports an embedded SQL-like query that filters potential result sets. The getupdated method supports polling by returning just the records that have changed since the provided time stamp. Connect Process APIs Utilize business process APIs to initiate and record gift activity in the Sphere database. Connect Documentation & Community Get a library of API literature complete with specification, sample code, and use cases. Use the online community for technical questions and best practices. Connect Catalog Get a catalog of software solutions that come pre-integrated with Sphere. The wide range of solutions include caging, social networking, video, and text messaging. Raiser s Edge Connector Exchange core donor data between Sphere and The Raiser s Edge. It features two-way or one-way data exchange options, new Sphere tab within The Raiser's Edge, and single-sign on between the systems. Single Sign-On Develop an administrative login link between Sphere and another system using a standard SSO format. Gadget Development Toolkit Build customized gadgets or widgets to penetrate social networks and increase fundraising success. Extended Call Limit Extend beyond the standard limits of APIs calls per hour/ day to support larger, enterprise-level data projects. Custom Entities Extend the Sphere Supporter Database s data model quickly and easily with a point-and-click builder. As you create new data types, Sphere automatically creates Supporter Database tabs and interface elements, and makes the new data available through the API [email protected] Blackbaud, Inc Daniel Island Drive Charleston, SC May