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WordPress for Nonprofit Organizations

WordPress for Nonprofit Organizations

This topic will cover how Nonprofit Organizations (NPO) can make use of WordPress to track their constituents, donations, events, memberships and more. NPO have many choice, both open source and proprietary. This talk will explore my journey with NPOs and technology from 1983 until today and how using an open source CRM has been a game changer.

Kevin Cristiano

July 23, 2016
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  1. WordPress for Nonprofit Organizations: An Open Source Journey Kevin Cristiano

    kcristiano@tadpole.cc July 2016 Tadpole Collective @kcristiano
  2. • 1983 - First Job at a Nonprofit • 2004

    – Formed my first Nonprofit • 2004 – Consulting on Business Systems for Nonprofits • 2006 - WordPress • 2012 – WordPress and Nonprofits About Me
  3. • Contributions • Membership • Events • Mailings – bulk

    and transactional • Petitions – Advocacy • Reports • Contact Records showing all the above Working with Nonprofits
  4. WordPress

  5. • Originally developed for Drupal in 2005. Joomla! Support added

    next. • WP support added in February 2012
  6. Why CiviCRM? • Own and control your data • Open

    Source • GPL • Strong Community • Shares values with WordPress
  7. “Our vision: That all organizations – regardless of their size,

    budget, or focus – have access to an amazing CRM to engage their contacts and achieve their missions; that they own their data and their code; and that they can modify and extend their CRM without restriction.”
  8. Contributions & Pledges Memberships Events Mass communications (SMS, email) Campaigns

    Case management Volunteers Grants Accounting Activities Reporting Modules
  9. Usage by Sector

  10. • Initial WP Integration was not as full featured as

    Drupal Integration • How do we fix? Perfect?
  11. • Very few WP people working on the project •

    We needed improvements • We decided to get involved • Started creating issues and working on the code Contribute
  12. None
  13. My Reaction • Install Drupal and Joomla! • Learn CiviCRM

    on all Three CMS • Test on all Three CMS
  14. Result • Issues fixed for all CMS • Less Single

    CMS Development • Increased use of CiviCRM with WordPress • April 2015 – Installer rewrite
  15. None
  16. None
  17. Contact Dashboard

  18. None
  19. None
  20. Alternative CRM systems • Nationbuilder • Salsa • Blackbaud -

    eTapestry • SugarCRM • SalesForce for Non Profits
  21. Trapped

  22. Lessons Learned

  23. QUESTIONS?

  24. Links • CiviCRM Website – https://civicrm.org • CiviCRM Stack Exchange

    - http://civicrm.stackexchange.com/ • CiviCRM Mattermost (open source Slack instance) - https://chat.civicrm.org/login • CiviCRM Download link - https://civicrm.org/download/list • CiviCRM Documentation - https://civicrm.org/documentation • CiviCRM Wiki - https://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+Documentation • CiviCRM Admin Utils - https://wordpress.org/plugins/civicrm-admin-utilities/ • CiviCRM Profile Sync - https://wordpress.org/plugins/civicrm-wp-profile-sync/ • CiviCRM BP Group Sync - https://wordpress.org/plugins/bp-groups-civicrm-sync/ • CiviCRM Member Sync - https://wordpress.org/plugins/civicrm-wp-member-sync/ • CiviCRM Contribution Widget – https://wordpress.org/plugins/civicrm-contribution-page-widget/ • CiviCRM Event Widget - https://wordpress.org/plugins/civievent-widget/ • CiviCRM css helper - https://develop.tadpole.cc/extensions/cc.tadpole.csshelper • CiviCRM Jira - https://issues.civicrm.org/jira/secure/Dashboard.jspa • CiviCRM Github Core Repo – https://github.com/civicrm/civicrm-core • CiviCRM Github WP Repo – https://github.com/civicrm/civicrm-wordpress • CiviCRM Packages Repo – https://github.com/civicrm/civicrm-packages • CiviCRM Development Enviornment - https://github.com/civicrm/civicrm-buildkit-vagrant
  25. WordPress for Nonprofit Organizations: An Open Source Journey Kevin Cristiano

    kcristiano@tadpole.cc July 2016 Tadpole Collective @kcristiano