26 February, 2015

Heart of A Warrior (HOAW) Charitable Foundation supports educational, cultural, and life-enhancing enrichment programs targeted to underserved children in the Dallas/Fort Worth area.  Cividesk recently spoke with Jeff Martini, executive director about his experiences learning and using CiviCRM and how it has benefited his organization.

The foundation began using CiviCRM in 2013 with the help of Cividesk who implemented, configured and trained staff on the database.  At that time, the organization really didn’t take advantage of the many functionalities CiviCRM has to offer. “Even though the staff had CiviCRM available to them, it just seemed easier to rely on what they knew”, explained Jeff. 

When Jeff joined the HOAW team in the fall of 2014, he inherited paper...

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24 February, 2015
The Texas Home School Coalition (THSC) is the state organization for homeschooling dedicated to serving the homeschool community of Texas. THSC had an existing portal with limited integration to CiviCRM.  THSC wanted to offer members a place where they could go and manage information about themselves and their family members while interacting directly with the data in CiviCRM.  To accomplish this, BackOffice Thinking created a custom portal environment using Drupal and CiviCRM.   The new portal offers enhanced functionality with more areas of integration with CiviCRM while reducing the amount of administrative burden on THSC staff.
 
Traditionally, only members accessed the portal but with the new solution, both members and non-members can access the portal through a login.  When logged in, different functions are displayed depending upon membership status.
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16 February, 2015

Spark Inside is an innovative new charity supporting young people in the criminal justice system to create more meaningful and productive futures through professional life coaching. Our pilot program was met with significant success; an independent evaluation of our one-to-one coaching program with 8 teenage boys leaving prison showed that one year after they had been released, the re-offending rate was 12.5%, compared to the national average of 70%. This year, we expect to offer coaching to 200 young people in prison.

Our infrastructure needs have grown alongside our client numbers. We were fortunate to benefit from the pro bono support of Mark Tompsett, a CiviCRM specialist, for nearly 2 years. He enabled us to develop a secure, customized system to capture necessary client and outcome data....

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09 February, 2015

Odoo is an open source accounting software. With much more features than only accounting, such as warehouse management, project management, HR management etc.

CiviCRM is an open source software for non-profit and is great in membership management, donor management etc.

For one of our clients we have been working in integrating both CiviCRM and Odoo where Odoo is leading in the financial data and CiviCRM is leading in the contact and membership data.

Meaning that in CiviCRM we create memberships and memberships contributions. Those contributions are synced to Odoo as invoices. In Odoo the invoices marked as direct debits are exported and send to the bank and in Odoo we read and reconcile the bank statements and marking the invoices as paid. As soon as an invoice is marked as paid the contribution in CiviCRM is also marked as completed. In addition when an invoice is created in Odoo this invoice is also created as a contribution...

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06 February, 2015

(My name, but blog is actually from MAF Norge's Steinar Sødal)

How to track what marketing effort is most efficient for recruiting donors or members?

All NGOs would dream, hope and maybe pray to expand their database of donors with new ones. Hopefully your NGO is doing more than just dreaming, but actually spending some money trying to recruit new donors or members.

If you are spending money trying to achieve this, you would probably be aware that this is expensive. Newspaper advertising, Facebook and Google ads, webpages, inserts, face-to-face on the street, events and so on. What effort gives you most donors, to the lowest price?

Any sales or marketing business will need a way to measure what marketing effort is most cost efficient. I sincerely think that NGOs should do the same, so that they could understand where their marketing strength and potential lies.

The main Key Performance Indicator (KPI) for donor recruitment should be ”...

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21 January, 2015

The Denver Office of Strategic Partnerships (DOSP) was founded to serve as a bridge between the City of Denver and the non-profit sector.  The agency focuses on building individual skills and tools for non-profit and City agency staff in order to encourage the creation of cross-sector partnerships.  Cividesk recently spoke with Miriam Pena, director of the DOSP and Jason Salas, who handles marketing, media and communications within the organization about their experiences implementing and using CiviCRM.

Similar to many organizations who have transitioned to CiviCRM, the DOSP was initially using Excel spreadsheets to store their data.  However, they quickly determined they needed a better system to keep pace with their rapid...

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20 January, 2015
As CiviCRM’s Ambassador in Mexico since 2010, I connect the different actors involved (IT providers, non-profit organizations and the local and global community of CiviCRM). Here are some lessons learned throughout this process for supporting nonprofits in their strategic decisions and on building a CiviCRM culture in within the organization. Slowlly, CiviCRM is being used in Mexico. Very recently ­­I'm happy to report­­ I succeeded in convincing El Poder del Consumidor, Bicitekas and INSYDE to install CiviCRM.  I have been CiviCRM’s Ambassador in Mexico since 2010.  I love the term! In practice, I just talk, write and answer emails about CiviCRM, with an encouraging tone, but also realistic.  I prefer to see myself as a community-builder, where I connect all the different actors as needed (IT providers, non-...
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14 January, 2015

Due to circumstances beyond their control related to their previous hosting provider, PACH was recently forced to find a new host for their Joomla website and CiviCRM. In addition, PACH has one volunteer in charge of CiviCRM which manages more than 450 volunteers and supporter contacts. They recognized the need for a solid support team in the event that this volunteer becomes unavailable or is unable to resolve an issue. They had asked several CiviCRM providers, but it was difficult to find one that could host and support Joomla, until they found Cividesk.

Phoenix Allies for Community Health (PACH) is a free clinic run by volunteers in downtown Phoenix, Arizona. PACH currently provides free primary care to 250...

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07 January, 2015
By jpolzin
The Bay Area Children’s Theatre (BACT) in Oakland, California was formed to help people develop a lifelong love for live theatre. From the get-go, the program was a success and quickly grew to the more than 54,000 constituents it has today. 
 
While tricked-out spreadsheets worked well as the organization established itself, the drawbacks of this method—limited access and errors—became apparent, so BACT needed a more sophisticated nonprofit CRM solution. Jim Meehan, BACT’s volunteer IT manager, researched options and decided CiviCRM was the best open-source platform to accommodate the theatre’s immediate and future needs.  
 
Thorough Demographic and Engagement Data
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16 December, 2014

Alumni Festival is organised every year and typically consists of 140 events such as topical lectures, tours of colleges/departments and opportunities for Alumni to return to the city and re-experience some of their time at Cambridge.  The events take place over 3 days and around 1100 alumni and guests book each year.

For 2014 the decision was made to bring the booking process entirely online, streamlining the booking and payment process.  The decision to use CiviCRM was based on our analysis and testing of the standard event booking forms, reporting features, support for multiple participants and advanced priceset functionality (max participants per line item with a variety of flexible selection options).  We were fully aware that some of the advanced features we required for Alumni Festival were not supported out of the...

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