The document provides an overview of the CiviCRM open source constituent relationship management (CRM) software. It discusses CiviCRM's features for managing data, donors, fundraising, events, memberships, and communications. The presentation includes a case study of the Foundation for Prader-Willi Research's use of CiviCRM for donor management. It also covers considerations for choosing and implementing CiviCRM such as costs, customization, and technical requirements.

1. Manage your Data, Donations and More with CiviCRM Organization? November 23, 2010 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

2. Using ReadyTalk Chat & raise hand All lines are muted If you lose your internet connection, reconnect using the link emailed to you. If you lose your phone connection, re-dial the phone number and re-join. ReadyTalk support: 800-843-9166

3. You are being recorded… Streaming into Second Life This seminar will be available on the TechSoup website along with past webinar presentations: www.techsoup.org/go/webinars You will receive a link to this presentation, material and links. After the webinar, you can ask follow-up questions in our Community Forum: http://bit.ly/tscivicrm Twitter hashtags: #techsoup

4. Manage your Data, Donations and More with CiviCRM Presenter: Dave Greenberg, Jeff Porter Sponsored by

5. We are working toward a time when every nonprofit and social benefit organization on the planet has the technology resources and knowledge they need to operate at their full potential.

7. Today’s Speakers Jeff Porter Foundation for Prader-Willi Research Dave Greenberg CiviCRM Facilitator: Kami Griffiths, TechSoup Global Assisting with chat questions: Elliot Harmon (TechSoup Global), Donald Lobo (CiviCRM)

8. Agenda What is CiviCRM? Features and examples Case study - Foundation for Prader-Willi Research Getting started Q&A Wrap-up

9. Poll: How are you currently tracking your data? Spreadsheets Index cards/paper Access/FileMaker Database Online tool Outlook QuickBooks Proprietary software We’re not tracking our data

10. What is CiviCRM? Constituent relationship management For non-profits and other civic sector organizations Web-based Open source Integrated with Drupal and Joomla! Content Management Systems (CMS’s) Localized (20+ languages)

11. All your Data IN ONE PLACE! Donors, volunteers, event participants, mailing lists, members, clients, staff, media, partners … Fundraising Memberships Events eNewsletters / email communications Case management Grants Canvassing and Petitions (soon)

12. Get the Big Picture

14. Understand your Constituents

15. Website Integration

16. Map Integration

17. Fundraising Online and offline donations Reports and configurable dashboard Smart groups Integrated communications (email, snail mail) Pledges Personal campaign pages

19. Thank-you Gifts

20. Personal Campaign Pages

21. Events Event listings integrated with your site Online or offline registration (paid or free) Participant => CRM record Find and communicate with current and past participants Simple or complex fee structures Tell a friend

23. Memberships Offer memberships with defined benefits and durations Paid memberships Allow online or offline signup / renewal Limit access to website content or features

25. Email Communications Bulk mail / eNewsletters Filter communications by CRM data (events, donations, membership) Click-thru tracking, bounce handling Recipients can manage subscriptions

26. Customize: Maryland Family Network Manage staff training requirements by position and center. Complex training registration process

28. Diverse Community! Foundation - Wikimedia Humanitarian - Concern Worldwide Advocacy - American Friends Svc Committee Community Arts - Wellington Circus Trust Culture - Creative Commons Human Rights - Frontline Defenders Human Services - Physician Health Program Membership - International Mtn Biking Association Political Party - NZ and Australia Green Party Trade Association - Clean Economy Network Government - NY Senate, European Union Educational, Religious …

29. Viral Growth 375,000+ total downloads since 2006 3,500+ active installations Community forums 45,000+ members Avg 50+ posts / week-day 2009 NTEN Data Ecosystem report Solid A’s in user satisfaction Developers and users contributing: Code and bug fixes Documentation Sponsorships Local meetups

30. Topics of Discussion About the FPWR How we raise money Choosing CiviCRM How use manage donors and fundraisers Making it work

31. Founded in 2003 Mission to improve the lives of those impacted by Prader-Willi syndrome through the advancement of research Funded over $1.3m in research projects About the FPWR

32. FPWR Fundraising History 2004 10-20 donors with large contributions Basic website, no online marketing No donor management system 2005 Installed new website w/ CiviCRM (Aug) Recruited fundraisers across USA 2006 CiviCRM 1.3, CiviContribute (Jan) 4 new fundraisers (3 handled online) Donor management processes started 2007-2010 CiviCRM 1.7, CiviEvent, 2.2 PCPs Focus on restructuring, grass-roots fundraising Emphasis on social networks, a little from many

33. Evolution of our Fundraising CATCHING BIG FISH Large contributions Focus on corporations Galas, Tournaments EXPANDING THE NET More events Manage them online Get Families to Fundraise MASS MARKET Online fundraising pages All online or through social Anyone can fundraise

34. Choosing CiviCRM Flexible and pliable We were small and new at this, we wanted to be able to have our systems adapt Customizable if we need it to be Supported 3-4 significant releases per year Incredibly responsive development and user community Features Has the basic features we need, can allow us to manage donors & fundraising Cost We would rather spend our $$ on customizations, not license fees

35. What do we use in CiviCRM? CiviContribute & PCPs This is the heart of our need. Being able to accept donations online Individual fundraising pages CiviEvent Now only use it for conferences and other paid-events Donor Database We manage all of our donor contacts in here and their donation history Accounting is handled in QuickBooks (donor records remain here) CiviMail We do mass mailings to our constituents using CiviSMTP service

36. Extending CiviCRM PCPs FPWR Campaign System New interface for CiviCRM/Drupal Attached to main www.fpwr.org site Uses CiviCRM APIs to create personal campaign pages, process contributions Adds in Social extensions Couldn ’ t be done if we had used commercial software!

37. Making Donor Management Work Establish a good set of processes around data and donations Understand how your donor data is created, managed and used With bad processes, technology can actually worsen your data problem How do you collect data? Who/what has the ability to edit it? Where is it stored? How do you maintain your data (online profiles?, calling campaigns? etc.) Remember - garbage in/garbage out (start with a good set of accurate data) Set your organization ’ s requirements for a donor management system Need it hosted and accessible from multiple locations? (e.g. SaaS/web-based) Licensing costs? Total cost of ownership (TCO)? Flexibility to meet your businesses ’ objectives and needs and structure? Know how you are going to use it, only implement what you need

38. What do you need to use CiviCRM? Prepare your Server Web-site running Drupal or Joomla CMS Prepare your data Export your data and clean it up prior to importing it Prepare your data import file Technical resource to do the installation Install the software and integrate/configure it in the server Install and configure the database Train your folks Train your team on CiviCRM (managing data and donors) Train your administrators on how to manage CiviCRM

39. What does CiviCRM cost? It depends…. Size of your data Complexity of your organization Your specific needs (e.g. how much needs to be customized?) At a minimum, you will need Administrative resources to maintain your data (if you already have a system, these people can likely learn CiviCRM) Technical admin resources to manage CiviCRM Deduplication Data import/exports Event, profiles, custom data configuration Other configuration You may need development resources to Customize CiviCRM Develop custom reports

40. Choosing partner(s) Where do you need help? Design, Configure and Customize Data Migration Hosting Ongoing support and maintenance (upgrades!) Partner selection is critical Experience w/ open source + specific platform(s) Experience w/ organizations and implementations like yours (features, scale, user profile …) Best practices approach to customization

41. Next steps? Read the book “Understanding CiviCRM” Play with the public demo Talk to others who use CiviCRM Talk to a CiviCRM consultant Install a test database

42. Apps in the “cloud” Cloud services - internet computing resources on demand Web-based apps run on servers May or may not use cloud service model

43. Web-based CRM Access your data “anytime / anywhere” Centralized Security and data “safety” Easier integration No access if offline Getting started can take longer May require more technical skills

44. Resources CiviCRM website Community forum Professional services listings Blog Issue Tracker and roadmaps Training sessions and local meetups Understanding CiviCRM : A Comprehensive Guide Free online book Choosing and Using Free and Open Source Software: primer for non-profits

45. Questions? Submit your questions using the chat box.

46. Continue the Discussion… Additional questions can be answered by posting in in our Community Forum: http://bit.ly/tscivicrm

47. Upcoming Webinars Winning Grants Thursday, December 9, 11 a.m. Pacific time

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49. Thank you! Please complete the post event survey! Kami Griffiths, kami@techsoup.org, 415-633-9392