08 November, 2016

Some contributions to your organization might be sensitive if widely known. For example, a planned bequest might need to be kept quite confidential since the donor wants to keep its existence private from other possible inheritors or to remain anonymous about their large donation. Or you might want to restrict viewing of membership contributions to the Membership staff, and events registration contributions to your Events organizer.

The fewer people who have access to confidential information the better. Staff turnover in memberships, event organizing, or even volunteer access to some contribution information to help with receipts or fulfillment might endanger the needed confidentiality for sensitive bequests.

A little known feature was added to CiviCRM back in April to support hiding some contributions from some staff.

If you are a permissioned administrator you can navigate to Administer > CiviContribute > CiviContribute Component Settings, and enable ...

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20 May, 2016
By EvanC

About a year ago, IMBA's membership team noticed many of our members were renewing after their expiry date, and often after the "Lapsed" or grace period of two months we have in place. To help accelerate these renewals, our membership team decided to offer a "members only special"—a t-shirt normally reserved for $100 and up memberships for a lower membership fee of $50—if the member renewed as an "Early Bird" i.e. before their expiry date. Since this functionality wasn't readily available in CiviCRM, we made it a "call-in" special only, so a renewing member would have to phone up our membership team to take advantage of the offer. We had a positive response to the special, but it wasn't sustainable from a human resources perspective.

We decided to go digital.

Working with a contractor, we laid out several scenarios we'd like to use the extension—early bird renewal offers, special premiums for members who were expired, the ability to offer different premiums to...

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07 April, 2016

This is the final week for the Individual Donor Benchmark Survey, a tool to help you see how your grassroots fundraising compares to other small nonprofits across the United States.  This is the second year that AGH Strategies has supported the survey by building a CiviCRM extension for easy data collection, so you can complete the survey this afternoon.

The report also compares performance between different CRMs and fundraising databases, so you can help share the story of your success with CiviCRM.

Crunch your data

  1. Go to your Manage Extensions page in CiviCRM.
  2. Click Refresh, and once the list refreshes, go to the Add New...
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24 March, 2016

Are you responsible for planning, managing and monitoring campaigns for your organisation? If yes, you are probably using CiviCampaign to link contributions and campaigns and analyse their success. However, unless your campaign requirements are rather simple, I bet that you encountered some limitations of CiviCRM's campaign functions such as:

  • no function to record costs involved with a campaign action or to track the campaign's budget

  • no campaign hierarchy

  • limited reporting options

  • not much of an UI to manage and or visualise...

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15 March, 2016
By Rob_S

Hello everybody. I am assessing the feasibility of a CiviCRM integrated 'Community Shares' extension on behalf of my client, the Kindling Trust.

Community Shares are an investment mechanism available to Co-operative and Community Benefit Societies in the UK - see CommunityShares.org.uk if you want more info.

Kindling are a not for profit organisation based in Northern England, who have been using Civi for a number of years, and are planning on launching a community share offer in the future, in order to raise funds for a community owned farm, to develop sustainable food practices, and regional food security.

I anticipate that the new extension would build upon the existing CiviContribute and CiviMember components, and have attached an outline document describing how I would see it functioning.

We are interested in talking to members of the...

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10 March, 2016

If you're like most leaders of small nonprofits, you want to know where your fundraising stands as compared to other organizations your size. CiviCRM stores a wealth of data, but it might be time-consuming to search for it all. Even then, how will you know you're comparing data apples-to-apples with the rest of the sector?

The survey and extension

This is where the Individual Donor Benchmark Survey comes in. By asking standard questions of small nonprofits across the United States, the survey allows you to see how your organization stacks up against nationwide benchmarks, and you can compare your own results in subsequent years.

AGH Strategies is a sponsor of the project, and we produced a ...

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18 January, 2016
Filed under CiviContribute, Extensions

I've been working on a few larger CiviCRM migrations lately. Out of that work I've been adding some new pieces to the iATS payment processor extension as well as my more generic recurring payments extension, and here's my story.

The original CiviCRM model for recurring contributions was built around what let's call the Paypal model, which tries as much as possible to give the donor ownership and management of their payments, by managing the recurring schedule and giving donors their own 'account'. This has benefits for donors and also for the organization receiving the donations - e.g. less administration.

But I've found that for many organizations migrating to CiviCRM, this model isn't ideal. For a start, a lot of older regular donors don't want to manage their payments and assume it's the responsibility of the organization. Secondly, having...

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01 September, 2015
By Parvez
Filed under CiviContribute, WordPress

Over the past year there've been a few conversations in the community about the availability of a WooCommerce CiviCRM extension. A couple of attempts are out there but accessing the codebase hadn't beared any fruit for us!

Thanks to funding from Cool Earth, we're pleased to share alpha versions of our WooCommerce integration Extensions.

At the moment they carry out a simple integration whereby WooCommerce orders are placed against contacts in CiviCRM as a single contribution entry. There's also the ability to see the orders from the contact within CiviCRM.

Our next milestone will be to allow donations to also be made via WooCommerce and to ensure that they are recorded as a seperate line within CiviCRM so that processes such as Gift Aid can be applied.

Please raise any issues against the github repositories directly, once we've reached beta release we'll add to the CiviCRM extension listings.

Github repos can be found...

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10 August, 2015

I have just completed the first cookbook on CiviRules, with 2 basic examples and an example on how to automatically classify donors based on their contributing behaviour. Have a look, any comment is highly appreciated :-)

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviRules+Cookbook

The CiviRules extension is in the CiviCRM extension list (https://civicrm.org/extensions/civirules) and on GitHub (https://github.com/CiviCooP/org.civicoop.civirules)

16 July, 2015

During the past year, I've been working with a number of medium and larger organizations using CiviCRM, and have found a few gaps in CiviCRM's CiviContribute functionality, particularly around the management of recurring donors, which are often a really important part of a larger organizations' donor base.

To this end, I'm happy to share a couple of extensions that I've been developing to fill these holes, detailed below.

Feedback and patches welcome, as usual. 

Also a side note -- if you're using our iATS Payments extension, we've just released a new 1.4.0 release, which is CiviCRM 4.6.x compatible.

1. CiviContribute Recur Extra

Until I put together an official release, use this page: https://github.com/adixon/ca.civicrm.contributionrecur which...

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