Technology Check Up Presentation at AGRM
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Michael Liimatta and Ken Heitland Tek chek-up Considerations for managing the technology uses in your program
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Transcript of Technology Check Up Presentation at AGRM
Michael Liimatta and Ken Heitland
Tek chek-up
Considerations for managing the technology
uses in your program
Why Care About Technology?
Get more money: grants & donorsGet more volunteersTrack clients and outcomesCut expenses & improve efficiencyImprove communicationLearn online
Short Term Guests
Check-in/outHealth visits, sobriety checksSafety (cameras)IncidentsArchiving (duration and format)
Longer Term Guests (programs)
Access control ◦user names and passwords◦net nanny/OpenDNS
Learning ◦Adult Basic Ed◦GED/BA
EmploymentCase Management
Donors & Donations• Donor management/CRM
(Note: SalesForce is FREE)• Cash• In-Kind (average value by
Goodwill/Salvation Army)• Online Donations• Events
PlanningRegistrationOnsiteFollow-up
• Grants
Technology for Fundraising
Grants Research Databases◦Grant Station◦Guidestar◦Christian Grants Directory◦Foundation Center◦www.urbanministry.org/grants (free)
Individual Donations Management◦eTapestry
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
Staff/OperationsPhones
◦ Facility Intercom
IT Network ManagementFinancial 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
Policies and response plans
StaffClientsIssues include:
◦ Email◦ Browsing◦ Games◦ Ownership of devices◦ Time limits
How to handle violations
Nonprofit Software Categories
Nonprofit Client/Case Management Software
Volunteer Management SoftwareDonor Management SoftwareFinancial SoftwareChurch Management SoftwareDonations
◦Salesforce Foundation: client, volunteer & donor management
◦Google Apps for Nonprofits
Salesforcefoundation.org Donation
Free 10 user Enterprise EditionNonprofit Starter Pack pre-configured
Salesforce for nonprofits, Manage individual donors and their
donations, memberships, relationshipsCreate and manage Households and their
givingCreate and manage recurring gifts and
paymentsSupports other data-driven uses; case
management, progress notes, guest tracking, etc.
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 capacityGoogle Apps for Nonprofits: Free version of the Google Apps business productivity suite, including Gmail, Docs, Calendar, and more.
Google Earth Outreach GrantsOne Today by Google: Free mobile
fundraising app
Free Google Apps for Nonprofits
Appendix
Research Databases: Grant Station
Sale price: $99 for a year’s subscriptionSubscription 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
Grants Research Databases: Guidestar Free!Search for foundations by nameForm 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 staffCan’t be used to search for new prospects,
however.
Research : Christian Grants DirectoryFree!www.urbanministry.org/grantsSearch 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.)
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
eTapestry: Keeping Track of Individual Donors
Create an Account◦Ask TechMission for Help
Creating Receipt TemplatesCreating a Donor AccountEntering a GiftPrinting Receipts
Salesforcefoundation.org Donation
Free 10 user Enterprise EditionNonprofit Starter Pack pre-configured
Salesforce for nonprofits, Manage individual donors and their
donations, memberships, relationshipsCreate and manage Households and their
givingCreate and manage recurring gifts and
paymentsSupports other data-driven uses; case
management, progress notes, guest tracking, etc.
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 capacityGoogle Apps for Nonprofits: Free version of the Google Apps business productivity suite, including Gmail, Docs, Calendar, and more.
Google Earth Outreach GrantsOne Today by Google: Free mobile
fundraising app
Free Google Apps for Nonprofits
