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

2. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. talks! Manage your Data, Donations and More with CiviCRM Presenter: Dave Greenberg, Jeff Porter Sponsored by

5. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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.

6. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392

7. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Agenda What is CiviCRM? Features and examples Case study - Foundation for Prader-Willi Research Getting started Q&A Wrap-up

9. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Get the Big Picture

13. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392

14. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Understand your Constituents

15. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Website Integration

16. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Map Integration

17. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Fundraising Online and offline donations Reports and configurable dashboard Smart groups Integrated communications (email, snail mail) Pledges Personal campaign pages

18. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392

19. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Thank-you Gifts

20. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Personal Campaign Pages

21. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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

22. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392

23. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Memberships Offer memberships with defined benefits and durations Paid memberships Allow online or offline signup / renewal Limit access to website content or features

25. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Email Communications Bulk mail / eNewsletters Filter communications by CRM data (events, donations, membership) Click-thru tracking, bounce handling Recipients can manage subscriptions

26. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Customize: Maryland Family Network Manage staff training requirements by position and center. Complex training registration process

27. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392

28. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Topics of Discussion About the FPWR How we raise money Choosing CiviCRM How use manage donors and fundraisers Making it work

31. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 About the FPWR 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

32. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 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-profitsChoosing and Using Free and Open Source Software: primer for non-profits

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

46. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Continue the Discussion… Additional questions can be answered by posting in in our Community Forum: –http://bit.ly/tscivicrm

47. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Upcoming Webinars Winning Grants –Thursday, December 9, 11 a.m. Pacific time

48. Manage your Data, Donations and More with CiviCRM Conference Call: 866-740-1260 Access Code: 6339392 Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: pages.readytalk.com/techsoup.html

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