Book Image

Using CiviCRM - Second Edition

By : Hommel, Murray, P Shaughnessy
Book Image

Using CiviCRM - Second Edition

By: Hommel, Murray, 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 (16 chapters)
15
Index

Chapter 8. Fundraising for Your Mission

To accomplish their mission, nonprofits need money to pay their operating expenses, (salaries, rent, office and other expenses), and support projects and programs that advance the purpose of the organization. This chapter will focus on using CiviCRM to raise funds through donations to support this work. In addition, we will touch on other forms of revenue generation, such as grant-writing, membership development, and sales of products or services.

The need to actively raise funds is a necessity many in the nonprofit and advocacy world wish they could ignore. Part of the reason they work or volunteer in the nonprofit world is because of its orientation toward mission-based work rather than a profit-based bottom line. Nonetheless, your organization needs money to accomplish its mission and raising some or all of those funds through donations is often essential. Thankfully, CiviCRM is good at helping organizations raise funds.

This chapter is...