Workshop A - NICVA Member Session, 29 April 2010

1. www.ctxchange.org

2. Charity Technology Exchange CTX enables eligible charities to gain accessto new donated products from leading technology companies.

4. Paperless direct debitManage CTX in the UK www.ctt.org Powered by Compumentor, one of theUSA's oldest and largest nonprofit technology assistance agencies, TechSoup.org offers nonprofits a one-stop resource for technology needs by providing free information, resources, and support. Manage the global donationprogrammes and product fulfilment www.techsoup.org

6. TechSoup Global Japan Kenya Lesotho Malawi Mexico New Zealand Poland Russia Slovenia South Africa Spain Taiwan UK Ukraine USA Zambia Australia Belgium Bosnia Botswana Brazil Canada Chile Croatia Egypt France Germany Hong Kong Hungary India Ireland Israel

7. How it works EntitlementNotification Register Online GeneralRegistration Process www.ctxchange.org Eligibility Check CharityCommission OSCR HMRC Checks Donor “Shop”(Manages entitlement) Eligibility Check Donor “Shop”(Manages entitlement) Donor “Shop”(Manages entitlement) Eligibility Check Eligibility Check Donor “Shop”(Manages entitlement)

9. 6 Titles

10. 50 User licences per title

11. [Minimum 5 licences]

12. Maximum of two orders (1 every 12 months) Subject to Microsoft’s eligibility criteria Dynamics Office Sharepoint Windows Server Windows Upgrades Exchange

13. Software Assurance Free upgrades to Microsoft software for 2 years from the donation date E.g. Request Office 2007 today and you will be able to upgrade to Office 2010 when it is released

14. Key Tips Register to find out which programmes a charity qualifies for Reading the eligibility guidelines helps but the only definitive answer comes through registration The donors run separate programmes, they don’t all work the same way. Read the blurb on each programme you are interested in before you start Work out what you need from each donor over the next twelve months/two years before you make a request The donors are inflexible on the cycle Weigh up all the options A charity that only wants one copy of Office [at the moment] may be better off getting in through a Select programme provider Fulfilment is direct from the donor, CTX don’t stock product so you should factor this in to any planning

15. The eXchange Community site for organisations registered with CTX Sharing of information and materials on technology relevant to UK charities Input from donors and others with technical knowledge and sector experience Groups focussed on specific technology and mission related topics http://exchange.ctxchange.org

16. www.ctxchange.org exchange.ctxchange.org www.ctt.org www.techsoupglobal.org www.ctxchange.org