Presentation by Dana Skallman at WordCamp New York City 2012. Using CiviCRM for organizing and communicating with and among your constituents, supporters, donors and allies.

1. WordPress for Nonprofits:
Using CiviCRM
CMS + CRM

2. What is WordPress
CMS = Content Management System
“WordPress is web software you can use to create a beautiful website or blog.
We like to say that WordPress is both free and priceless at the same time.”
Front-end/Public Website
● WordPress allows you to easily display and share content with the
world.

3. What is CiviCRM
CRM = Constituent Relationship Manager
“CiviCRM is a web-based, open source, CRM software geared toward meeting
the needs of non-profit and other civic-sector organizations.”
CiviCRM Dashboard Integration
● Has a set of features that bring a new toolset to your administration
dashboard and aspects of it can be shared with the public.

4. What is CiviCRM
http://sandbox.wordpress.civicrm.org/

5. CiviCRM Features
● Contact Management
● Contributions
● Communications
● Peer-To-Peer Fundraisers
● Advocacy Campaigns
● Events
● Members
● Reports
● Case Management

6. Contact Centric CRM

7. Contact Centric CRM
You can visit a contact profile to view:
● Have they donated
● What events have they attended
● Have to signed a campaign petition
● Have you been in contact with them

8. Next Steps
● Evaluate Your CRM Needs
● Identify the constituents
● Identify specific inefficiencies
● Enumerate the specific benefits
Free software… BUT, requires technical skills OR
budget for consultant to install, configure and
maintain
http://book.civicrm.org/user/getting-prepared/is-civicrm-for-you

9. Case Study
“Other CRMs were evaluated, primarily Convio and eTapestry - both
now owned by Blackbaud. Both were estimated to cost in the $6,000
USD range for setup with an ongoing cost of $300/month. CiviCRM
was installed and configured with imported data for less than $1,500.
Ongoing support and hosting costs are anticipated to be about half of
those listed above for those Blackbaud systems. Perhaps more import
than price is the freedom offered by open source software - CiviCRM
4.1 is completely without fees and the Association's data lives in an
environment unaffected by corporate buyouts and changes in terms of
service. The Capitol Page Association also enjoyes the integration
CiviCRM offers with their website CMS, Wordpress, which is also open
source.”
~ http://civicrm.org/casestudy/node/1524

10. CRM Cost Comparison
Licensing Fees
● Common Ground CRM - $200 + per month
(source)
● eTapestry (Blackbaud) - $99 + per month (source)
Donations Fees
● Network for Good - 5% transaction fees or
$49.95/ month + 3%
● First Giving - 7.5% transaction fees

11. CiviCRM Recurring Fees
● No licensing fees
● $30 to $150/month for hosting
● Support & Maintenance
● Website & database implementation costs
(one-time)

12. WordPress + CiviCRM Development
● Improved permissions
● Forms Integration
CiviCRM Make it Happen: http://civicrm.
org/participate/mih
Contributing to WordPress (core)
http://codex.wordpress.org/Contributing_to_WordPress

13. Dana Skallman
dana@tadpole.cc
www.tadpole.cc