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Technology Check Up Presentation at AGRM

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Technology Check Up Presentation at AGRM

  1. 1. Michael Liimatta and Ken Heitland Tek chek-up Considerations for managing the technology uses in your program
  2. 2. Why Care About Technology?  Get more money: grants & donors  Get more volunteers  Track clients and outcomes  Cut expenses & improve efficiency  Improve communication  Learn online
  3. 3. Short Term Guests  Check-in/out  Health visits, sobriety checks  Safety (cameras)  Incidents  Archiving (duration and format)
  4. 4. Longer Term Guests (programs)  Access control ◦ user names and passwords ◦ net nanny/OpenDNS  Learning ◦Adult Basic Ed ◦GED/BA  Employment  Case Management
  5. 5. Donors & Donations • Donor management/CRM (Note: SalesForce is FREE) • Cash • In-Kind (average value by Goodwill/Salvation Army) • Online Donations • Events Planning Registration Onsite Follow-up • Grants
  6. 6. Technology for Fundraising  Grants Research Databases ◦ Grant Station ◦ Guidestar ◦ Christian Grants Directory ◦ Foundation Center ◦ www.urbanministry.org/grants (free)  Individual Donations Management ◦ eTapestry
  7. 7. Volunteers  Tracking ◦ Background checks  www.employment.screennow.com ◦ Skills/Special uses ◦ Service hours worked  Access to network/Records ◦ UN/PW ◦ Usage/filtering  SFDC  Meettheneed.org
  8. 8. Staff/Operations  Phones ◦ Facility Intercom  IT Network Management  Financial reporting/Accounting ◦ Accts payable ◦ Accts receivable  User stations ◦ Laptop vs desktop ◦ Smartphones (BYOD?) ◦ Software apps (SAAS, Google apps) ◦ Training  Do you have an IT plan? ◦ Purchase ◦ upgrades ◦ management ◦ back-ups ◦ software
  9. 9. Policies and response plans  Staff  Clients  Issues include: ◦ Email ◦ Browsing ◦ Games ◦ Ownership of devices ◦ Time limits  How to handle violations
  10. 10. Nonprofit Software Categories  Nonprofit Client/Case Management Software  Volunteer Management Software  Donor Management Software  Financial Software  Church Management Software  Donations ◦ Salesforce Foundation: client, volunteer & donor management ◦ Google Apps for Nonprofits
  11. 11. Salesforcefoundation.org Donation  Free 10 user Enterprise Edition  Nonprofit Starter Pack pre-configured Salesforce for nonprofits,  Manage individual donors and their donations, memberships, relationships  Create and manage Households and their giving  Create and manage recurring gifts and payments  Supports other data-driven uses; case management, progress notes, guest tracking,
  12. 12. Google for Nonprofits Donation Program  Google Ad Grants: Free AdWords advertising to promote your website on Google  YouTube Nonprofit Program: Premium branding capabilities and increased uploading capacity Google Apps for Nonprofits: Free version of the Google Apps business productivity suite, including Gmail, Docs, Calendar, and more.  Google Earth Outreach Grants  One Today by Google: Free mobile fundraising app 
  13. 13. Free Google Apps for Nonprofits
  14. 14. Appendix
  15. 15. Research Databases: Grant Station  Sale price: $99 for a year’s subscription  Subscription available through www.techsoup.org/stock  Funder profiles ◦ Name, address, phone number, web address ◦ Brief paragraph on funder’s area of interest  Free newsletter available
  16. 16. Grants Research Databases: Guidestar  Free!  Search for foundations by name  Form 990s ◦ Who they’ve funded in the past ◦ How much they gave ◦ Whether they gave to many organizations or a few ◦ Can sometimes provide names of the foundation board members or executive staff  Can’t be used to search for new prospects, however.
  17. 17. Research : Christian Grants Directory  Free!  www.urbanministry.org/grants  Search using tags (i.e. Geographic Focus, Areas of Interest, etc.).  Search using “more options” link ◦ Click on “more options” link in the search bar ◦ Enter a search term (“Massachusetts”, “youth”, etc.)  Funder profiles (contact information, link to Form 990, etc.)
  18. 18. Grants Research : Foundation Center  Convenient option: $195 per year for the basic subscription  The cheapskate’s cheat sheet: Copley Library, Social Sciences Department ◦ Monday-Thursday 9 a.m.-9 p.m.; Friday and Saturday 9 a.m.-5 p.m.; Sunday 1-5 p.m. (October-May) ◦ Online and print format ◦ Use library card and PIN to search Foundation Center database ◦ Search for foundations by interest area, geographic focus, location  Back at your office, use Foundation Center’s free features ◦ http://foundationcenter.org/findfunders/ : search for foundation by name, state or zip code (i.e. 02111, “the Financial District”) ◦ Basic funder profiles and Form 990s
  19. 19. eTapestry: Keeping Track of Individual Donors  Create an Account ◦ Ask TechMission for Help  Creating Receipt Templates  Creating a Donor Account  Entering a Gift  Printing Receipts
  20. 20. Salesforcefoundation.org Donation  Free 10 user Enterprise Edition  Nonprofit Starter Pack pre-configured Salesforce for nonprofits,  Manage individual donors and their donations, memberships, relationships  Create and manage Households and their giving  Create and manage recurring gifts and payments  Supports other data-driven uses; case management, progress notes, guest tracking,
  21. 21. Google for Nonprofits Donation Program  Google Ad Grants: Free AdWords advertising to promote your website on Google  YouTube Nonprofit Program: Premium branding capabilities and increased uploading capacity Google Apps for Nonprofits: Free version of the Google Apps business productivity suite, including Gmail, Docs, Calendar, and more.  Google Earth Outreach Grants  One Today by Google: Free mobile fundraising app 
  22. 22. Free Google Apps for Nonprofits

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