Book Image

Using CiviCRM - Second Edition

By : Erik Hommel, Joseph Murray, Brian P Shaughnessy
Book Image

Using CiviCRM - Second Edition

By: Erik Hommel, Joseph Murray, Brian P Shaughnessy

Overview of this book

CiviCRM provides a powerful toolbox of resources to help organizations manage relationships with constituents. It is free, open source, web-based, and geared specifically to meet the constituent relationship management needs of the not-for-profit sector. Beginning with broader questions about how your organization is structured, which existing workflows are critical to your operations, and the overarching purpose of a centralized CRM, the book proceeds step by step through configuring CiviCRM, understanding the choices when setting up the system, importing data, and exploring the breadth of tools available throughout the system. You will see how to best use this software to handle event registrations, accept and track contributions, manage paid and free memberships and subscriptions, segment contacts, send bulk e-mails with open and click-through tracking, manage outreach campaigns, and set up case management workflows that match your organization’s roles and rules. With specific emphasis on helping implementers ask the right questions, consider key principals when setting up the system, and understand usage through case studies and examples, the book comprehensively reviews the functionality of CiviCRM and the opportunities it provides. With this book, you can help your organization better achieve its mission as a charity, industry association, professional society, political advocacy group, community group, government agency, or other similar organization and position yourself to become a power user who efficiently and effectively navigates the system.
Table of Contents (20 chapters)
Using CiviCRM - Second Edition
Credits
About the Authors
www.PacktPub.com
Preface
Index

Chapter 12. Providing Support – Grant Management

We've covered a lot of ground so far, and now come to the last chapter dealing directly with constituent-record data tools. In this chapter, we will discuss grant management. If you are an organization that manages and disseminates grants, CiviCRM provides some basic tools to help you collect and track details related to the grant management process. If your organization is typically on the other side of the equation, that is, applying for grants and not disseminating them, you may still find the CiviGrant tool useful for managing that process. Toward the end of this chapter, we will offer some suggestions for reconfiguring the CiviGrant component in a few small ways so that you can use it more easily to track the grants you are applying for.

In this chapter, we will cover the following topics:

  • Defining the grant application process

  • Managing grantees

  • Tracking grant applications

  • Applying for grants

Using these tools helps you integrate this process...