donor management

Managing Your Organization by Integrating Your Website with a Constituent Relationship Management System (CRM)

Egan Main Auditorium

Learn how to leverage popular open source content management systems (CMS) such as Joomla and Plone to integrate your website more tightly with your member database. We will discuss:

Specialized Features for Organizers in ODB 2.0

Curry Student Center 344 (3rd Floor)

Traditional donor and customer relationship management systems do a very good job of tracking contact info, gifts, and basic interaction with constituents. However, groups that engage in community organizing need to track types of interactions that are not easily captured by existing systems. The purpose of this workshop is to envision how we might track organizing work -- and the leadership development of constituents -- much more effectively. Some new features (of ODB 2.0) will be shown, and others will be brainstormed by participants.

Constituent Relationship Management for Civic Sector (CiviCRM) - Beginners, Intermediate

Curry Student Center 340 (3rd Floor)

Web-based, Free and Open Source Software alternative for Social Justice organizations with a huge development community and campaign-focused design. This training will introduce grassroots activists to this growing web-based platform for managing their relationships with donors, members, volunteers, and their community at large while preserving fundamental organizing strategies.

Constituent Relationship Management for Civic Sector (CiviCRM) - Intermediate, Expert

Curry Student Center 340 (3rd Floor)

Web-based, Free and Open Source Software alternative for Social Justice organizations with a huge development community and campaign-focused design. This training will introduce grassroots activists to this growing web-based platform for managing their relationships with donors, members, volunteers, and their community at large while preserving fundamental organizing strategies.