1. Michael Liimatta and Ken Heitland
Tek chek-up
Considerations for
managing the technology
uses in your program

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. Short Term Guests
 Check-in/out
 Health visits, sobriety checks
 Safety (cameras)
 Incidents
 Archiving (duration and format)

4. Longer Term Guests (programs)
 Access control
◦ user names and passwords
◦ net nanny/OpenDNS
 Learning
◦Adult Basic Ed
◦GED/BA
 Employment
 Case Management

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. Technology for Fundraising
 Grants Research Databases
◦ Grant Station
◦ Guidestar
◦ Christian Grants Directory
◦ Foundation Center
◦ www.urbanministry.org/grants (free)
 Individual Donations Management
◦ eTapestry

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. 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. Policies and response plans
 Staff
 Clients
 Issues include:
◦ Email
◦ Browsing
◦ Games
◦ Ownership of devices
◦ Time limits
 How to handle violations

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. 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. 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. Free Google Apps for Nonprofits

14. Appendix

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. 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. 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. 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. 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. 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. 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. Free Google Apps for Nonprofits