This document summarizes technologies that non-profits can use to improve contacts, communications, and cash management. It recommends customer relationship management systems like CiviCRM to manage contacts, content management systems like WordPress and Drupal to build and manage websites, and fundraising tools like Network for Good to accept donations online. It also provides examples of bookkeeping software and graphic design programs that non-profits can use more efficiently manage operations and financial resources with limited budgets.

1. The Three C’s of NPTech Contacts, Communications, Cash A presentation to the CTC VISTA Project January 19, 2007 http://organizerscollaborative.org/presentations

2. Before We Begin . . .

3. Before We Begin . . . Challenge People, and especially organizations, are slow to understand new technology

4. Before We Begin . . . Challenge People, and especially organizations, are slow to understand new technology Strategies Find peer organizations to demonstrate impact Make sure to talk about technologies in lay terms Link technology solutions to achieving mission

5. Before We Begin . . .

6. Before We Begin . . . Challenge Non-profits, especially small ones, are reluctant to spend money on technology

7. Before We Begin . . . Challenge Non-profits, especially small ones, are reluctant to spend money on technology Strategies Educate yourself about ROI and then educate the NPO Find sources of inexpensive software and hardware Link technology solutions to achieving mission

8. Before We Begin . . .

9. Before We Begin . . . Challenge Non-profits, of all sizes, often have no plan for their information and communication technologies

10. Before We Begin . . . Challenge Non-profits, of all sizes, often have no plan for their information and communication technologies Strategies Educate yourself on the tech planning process Get leadership (program manager, ED, board) enthusiastic about creating a plan Use Npower’sTechAtlas ( http://www.techatlas.org ) to get quick handle on needs Link technology solutions to achieving mission

11. Before We Begin . . . Challenge Non-profits, of all sizes, often have no plan for their information and communication technologies Strategies Educate yourself on the tech planning process Get leadership (program manager, ED, board) enthusiastic about creating a plan Use Npower’sTechAtlas ( http://www.techatlas.org ) to get quick handle on needs Link technology solutions to achieving mission BE PATIENT

12. Contacts

13. Contacts Nonprofits are about people - members, constituents, funders, legislators, donors

14. Contacts Nonprofits are about people - members, constituents, funders, legislators, donors Your ability to succeed is related to your ability to manage and understand the people you are connected to.

15. Contacts Nonprofits are about people - members, constituents, funders, legislators, donors Your ability to succeed is related to your ability to manage and understand the people you are connected to. This is where Customer (or Constituent) Management Relationship (CRM) tools come into play.

16. Contacts What makes a CRM a CRM? Holistic Consolidates Coordinates Improves data integrity

17. Contacts some examples CiviCRM - http://www.civicrm.org Web-based, open source, based on Drupal or Jamoola, free, needs some tech skill Salesforce - http://www.salesforce.com Used by for-profit sales folks, have free NPO program, web-based, have support ODB - http://organizersdb.org Open source, free, based on VB (works like MS Access), PC platform only

18. Contacts Demo CiviCRM 1.6 http://demo.civicrm.org/drupal/

19. Communications

20. Communications Clearly outreach, marketing, and internal / external communications are important

21. Communications Clearly outreach, marketing, and internal / external communications are important This may be one of the easiest ways to get NPOs on board with technology

22. Communications Clearly outreach, marketing, and internal / external communications are important This may be one of the easiest ways to get NPOs on board with technology Three important areas - email, web, graphic design

23. Communications some examples - EMAIL Eudora - http://www.eudora.com Free email client, small ads included Gmail - http://www.gmail.com Web-based email, integrates discussion groups, chat and other collaborative tools Constant Contact - http://www.constantcontact.com Web-based, mass mailing system Worldmerge - http://www.coloradosoft.com/worldmrg Creates personalize, merged email

24. Communications EMAIL Demo Constant Contact http://www.constantcontact.com

25. Communications some examples - WEB: HOSTING Dreamhost - http://www.dreamhost.org Has nice control panel, free for NPO Community Software Lab - http://www.thecsl.org Free web hosting & low-cost software dev Grassroots .org - http://www.grassroots.org Free web-hosting, program for web design

26. Communications WEB: HOSTING Demo of Dreamhost http://www.dreamhost.com Free hosting for NPOs at Dreamhost http://wiki.dreamhost.com/index.php/Non-profit_Discount

27. Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features:

28. Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly

29. Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit

30. Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit Features can build upon each other

31. Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit Features can build upon each other As web standard changes built in

32. Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit Features can build upon each other As web standard changes built in Manage workflow -- often with multiple users

33. Communications WEB: Content Management System (CMS) A CMS facilitates document control, auditing, editing, and timeline management. A Web CMS provides the following key features: Templates can change quickly Content is easy to edit Features can build upon each other As web standard changes built in Manage workflow -- often with multiple users Manage documents

34. Communications some examples - WEB: CMS Wordpress - http://www.wordpress.org & http://www.wordpress.com Primarily a blogging system, easy to use, many plugins Drupal - http://www.drupal.com Lots of functionality, community building potential, needs intermediate to advanced tech skill to setup, large npo user community Joomla - http://www.joomla.org Similar to Drupal, level of entry easier

35. Communications WEB: CMS Demo of Wordpress http://www.grassrootsradioxii.org

36. Communications some examples - GRAPHIC DESIGN Inkscape - http://www.inkscape.org Free, vector-based illustration software Gimp - http://www.gimp.org Free, photo editing tool Impress - http://www.openoffice.org Presentation app part of free office suite Vista Print - http://www.vistaprint.com One of many low-cost printing services

37. Cash

38. Cash As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help:

39. Cash As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help: Transactions

40. Cash As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help: Transactions Bookkeeping

41. Cash As important as people, financial resource are crucial for a stable NPO. Here are three areas to look at how technology can help: Transactions Bookkeeping Fundraising

42. Cash some examples - TRANSACTIONS Network for Good / Groundspring http://www.networkforgood.com http://www. groundspring .com Credit card donation services (free & customized versions) Pay Pal - http://www. paypal .com Linked to bank account, no NPO status required - low fees Merchant Account - various site - one is http://www.echo-inc.com

43. Cash TRANSACTIONS Demo of Network for Good http://www.ltc.org Demo of Groundspring http://www.organizerscollaborative.org/donate Demo of Paypal http://www.compartners.org/donate

44. Cash some examples - BOOKKEEPING / BUDGETS Quickbooks for Nonprofits http://www.techsoup.org/stock Accounting software made affordable via TechSoup donation program Calc - http://www.openoffice.org Free spreadsheet app part of office suite

45. Cash some examples - FUNDRAISING CiviContribute - http://civicrm.org/civicontribute Module works with Drupal / Jamoola and CiviCRM to accept and track donatoins Charity Badge - http://promotions.yahoo.com/giving Using the power of social networking to build financial resources Echo Bat - http://www.hiveminds.co.uk/node/729 Module for Drupal 4.6 that tracks donations visually

46. Cash FUNDRAISING Demo of Charity Badge - http://promotions.yahoo.com/giving Demo of Echo Bat - http://www.organizersdb.org

47. Some Key Resources TechSoup - http://www.techsoup.org NTEN - http://www.nten.org DotOrganize Tool Crib - http:// toolcrib . ning .com Organizers’ Collaborative - Tech Tips http://organizerscollaborative.org/techtips RSS - NPTech

48. Some Additional Resources Bryght - http://www.bryght.com Online hosting of Drupal CTCNet - http://www.ctcnet.org Lots fo resources for community tech including access for all grants Alliance for Tech Access - http://www.ataccess.org Resources for ensure equality of access for those with disabilities More Graphic Design Resources: http://www.photofiltre.com http://www.ironfonview.com http://www.xnview.com

49. My Contact Info Felicia M. Sullivan Organizers’ Collaborative 14 Beacon Street - Suite 707 Boston, MA 02108 [ v ] 617.720.6190 [ e ] [email_address] [ w ] http://www.organizerscollaborative.org