Category: Mondays with Marissa

A weekly feature in 2012 focusing on technology and non-profits.

Lessons Learned from The Susan G. Komen Foundation’s Use of Social Media

Fundraising, Mondays with Marissa, technology

How important is social media to non-profits? Ask the Susan G. Komen for the Cure Foundation.

Last week, the popular breast cancer awareness group announced that it would no longer provide grants to Planned Parenthood. In the past, the Susan G Komen Foundation provided funding to Planned Parenthood to provide mammogram screenings for those in need. Due to a change in policy, based on an investigation into where donor dollars were making the largest impact, these grants would no longer be funded. With in hours of this announcement, Facebook and Twitter were alive with posts from people voicing their opinion on the matter. Within 72 hours the decision was reversed.

Let’s not focus on the politics at hand, but moreover, what can we learn from this situation?

1. Never underestimate the power of the web. We are living in an age that has seen governments overthrown due to the organization efforts of people on Twitter. These days, information travels faster than the speed of sound. How are you using this to your advantage? Does your organization have an active presence on social media networks or is it more haphazard? People use social media every single day. Facebook, alone has over 800 million users and is projected to hit over a billion in August of this year. These are all people who can hear about the mission of your agency, but they can’t hear about it if you aren’t talking. Make sure that the message that is being published on social media sites on behalf of your organization is being controlled and constantly monitored to ensure that the message is clear and fosters a sense of community.

2. We are all connected. Do employees and volunteers understand how their activities on the web impact the mission of your agency? For example, what if an employee, let’s call him Sam, has your organization listed as their place of work and he comes home from a hard day and vents his frustration on Facebook. The next day, a donor, Jane, is looking for a new organization to donate her hard-earned dollars to, does a google search and finds your organization. On the side of your website there is a Facebook link. Jane clicks it only to find that her friend — Sam — works and your organization and is connected. Upon clicking on Sam’s profile, Jane sees what he has to say and thinks twice about making that donation. If your organization does not have a clear social media policy for employees, this situation could very likely happen.

3. The most important lesson for non-profits that can be taken away from last week’s news, is that transparency is the best policy. I know that Erik has stressed this before on the DonorDreams blog, and I can’t help but echo it again. The Susan G. Komen Foundation made a very difficult decision that they knew would probably anger some supporters. Where they made a mistake was in the messaging. They allowed people to make the issue a political one because they didn’t share all of the details behind why that action was necessary. Susan G. Komen Foundation had a number of resources at their disposal to share information and defuse the situation after the announcement was made. If they had reacted to their critics in real-time through social media as opposed to reacting through a produced video a day or so later, they might have controlled the situation a little better. How do you use social media to announce changes to your agency?

This hiccup in the timeline of The Susan G. Komen Foundation will sure come to the minds of future donors. However, what I find most interesting is to see how if they will embrace social media to help control the conversation and move the public forward.

In my upcoming “Mondays with Marissa” posts, I plan to focus on one social media site a month and how you can cultivate a community of supporters through it. To best serve our readers, I have created a quick survey to see what sites are being used and how. Please take a few moments to share your thoughts, by clicking on this link. Thank you!!

How Google’s Recent Changes Affect You and Your Non-Profit Organization

Fundraising, Mondays with Marissa, technology

Google. The little search engine that could – has changed search, yet again.

This month, Google made significant changes to how they deliver search results and the Terms of Service attached to each of their products. Today we’re going to take a look at what you need to know about these changes and how they affect your agency’s presence on the web.

Search + Your World
Google became popular because it was able to develop an algorithm that would deliver relevant search results to the user. Over the years, Google has improved on its formula and has become the most recognizable search engine in the world. The cyber-world has changed a bit during this time as it has become social. Today, people are using Twitter, Facebook and other social media sites to access information on topics before heading to Google. Why? They trust their already established social network. Recognizing that curated search results are popular, Google adapted it’s algorithm and introduced Search + Your World.

This new system has 3 features:

  • Provides Personal Results – Now when you search for “fundraising ideas” on Google, the first set of results that you see will be anything that may have been shared with you from your social network. This includes photos, blog posts, videos, ect.
  • Profiles in Search Results – Google+ is Google’s social network. With the new changes, if you search for a topic such as “photography,” the Google+ profiles of photographers may show up at the top of your search.
  • People and Pages – Again, directing the user to Google+, search results will now offer up profiles of people or pages related to your search topic.

A few things to keep in mind:

  • Facebook and twitter results are not included in search results.
  • If you have a Google account, your own media (photos, blog posts, videos, etc) will show up in your results. Also, they will show up in the results of anyone Google thinks you might know.
  • You can opt-out. On the Google search results page, in the upper right hand corner, there are two new icons: a person and a globe. If you click on the globe, you will see search results without the new “+ Your World” filter.

What does this mean for your non-profit organization?

Seeing as this change has happened only recently, it is hard to see how it is affecting organizations when it comes to where they show up in search results. However, as we all know, social media is becoming increasingly important to having new donors find you on the internet. One scenario came to mind. Say a donor, volunteer or staff member talks about their experience with your agency on their personal blog. That post could show up in a friend of the writer’s search results before your official site.

The curation of search results will continue with both Twitter and Facebook trying to step into the ring.  Now more than ever, it is important for your agency to have a controlled and active online presence to ensure that the information you want to show up first, does. Test it out. Google your organization and see if this new way of search has made an impact.

Google’s New Terms of Service (or One Google To Rule Them All)
If you’re anything like me, I live my life in Google. I use Gmail, Google Calendar, Google Docs, Google+, YouTube, Zaggat, Google Maps and Android, pretty much everyday. Currently, each of these services has it’s own Terms of Service (TOS) outlining how Google will use my personal information. That will change on March 1, 2012 when all Google products will operate under one TOS. Google claims this will enhance results across their products and improve how products work together.

However . . .

People concerned with privacy are worried about how their information is going to be shared on the internet. For example, say a person uses Gmail for personal correspondence and is trying out stand-up comedy on YouTube under an alias. After March 1st, the person’s real name will be associated with the YouTube account – easy for anyone to find. It should be noted however, that Yahoo! and Microsoft already have similar practices.

Again, what does this mean for your non-profit agency?

If you are currently using any Google service on behalf of your agency, it is important that you are aware of how your information will be combined. I suggest creating separate personal and professional accounts before March 1, 2012 to make sure that the separation is clear to Google.

Also, if your organization already uses Google products, I would review what services are being used with your account. This can be done by logging into Google Dashboard.

Finally, if you decide that Google products are not the best fit for your organization, you can always export your data and delete your Google account.

What do you think about the changes Google has made? Do you see them as a help or hinderance to your organization? I’d love to discuss this with you, but you need to start the conversation using the comment box below!  😉

It’s Hip to Be Square: Accepting Donations From Your Phone

Fundraising, Mondays with Marissa, resource development, technology

The other day, I received an email from the non-profit where my mom works about the auction items that would be available at their annual special event. Having worked behind the scenes at similar events in the past, one thing came to mind — payment processing. In my experience, the task requires a lot of attention to detail in order to make sure things run smoothly.

This reminded me about a podcast I listened to that mentioned how stores are now able to process payments right from their smart phones using a service called Square. Square provides a free card reader that can be attached to any IOS or Android device (through the headphone jack) to process payments from anywhere. Think about how this flexibility could revolutionize a special event or even the everyday business of a non-profit. Let’s take a look and if it’s the right fit for your organization.

The Pros:

  • Free Card Reader – I mean, free is good for anyone, even better if you work for a non-profit. Not only is the adapter free, but the app associated with it is free as well.
  • Familiar Format – Most people have a smart device of some sort and are used to using apps everyday. This prior knowledge can come in handy when it comes to training people to use Square. Furthermore, this familiarity can expand the pool of people who could use a Square card reader to accept donations.
  • Next Day Direct Deposit – It won’t take long to see those donations show up in the linked bank account. Money is only good, when it’s available, right? Most times after an event, it can take a few days of coordination to get credit card payments, checks and cash in order to take it to the bank. Using Square at least cuts out some of that process.
  • Secure – Square constantly monitors what is happening across it’s network to look for signs of fraud. Also, Square makes sure that all information in encrypted.
  • All Major Cards are Accepted – No need to limit payments only to Visa and Master Card. Amex and Discover are welcome here, too.
  • Data can be Exported – Accurate financial documents are important to the running of any business. Square allows you to have access to that data and you can run your own reports.
  • Allows for Multiple Users – Each device can be linked to one account so that there can be multiple people at an event. Also, if staff or volunteers have a Square reader and their phone with them out in the community while talking about your mission, a donation by a newly inspired donor can be taken right away without any waiting.
  • Receipts – can be emailed to donors or printed on site when using an iPad.
  • No signature needed for payments under $25 – In a day an age where people are donating (albeit in smaller amounts), this feature speeds up the donation process.

The Cons:

  • Not everyone has a smart device – sad, but true. Even in 2012.
  • 2.75% Transaction Fee – if a $100 donation is collected, your organization will only receive $97.25 after Square collects it’s fee. Granted, you are still receiving most of the money. The fee is collected per transaction and is the same no matter which card is used to process the transaction.
  • Customer/Donor information is not saved – while this is for the privacy of the customer, most non-profits see this information as essential for their donor database records. One suggestion to overcome this is to give each person a unique number that is attached to their name and contact information. Each transaction made with Square can be edited before it is processed so that this number can be attached.
  • No Offline Payments – If your event is somewhere with no cell phone data coverage or wifi available, you will have move to your Plan B option because payments cannot be collected and uploaded later.
  • One Time Payments Only – if you had a donor that wanted to donate $10 a month, this could not be accomplished with Square.

I must admit . . . I am in favor of using Square for the collection of donations (besides, it’s hip to be square) . . . but in the interest of full disclosure, I should admit that I have never used the system myself nor do I have any affiliation with Square. Truth be told, I just wanted to share the system with you because I’ve seen other non-profits struggle with credit card processing (which is never a pretty sight especially at an event with donors rushing to checkout and get home) and I thought this might work for you.

Incorporating technology can make the donation experience easier and more streamlined for the donor. After all, if the donation process is easy and enjoyable, I suspect donors will be more likely will donate again! Right?

Is Square a solution you might be interested in? What has your organization done to streamline its onsite payment procedures?  Please share your thoughts using the comment section below!

How Can SOPA/PIPA Affect Non-Profits?

Fundraising, Mondays with Marissa, nonprofit, technology

The Final Frontier . . . The Information Superhighway . . .  The World Wide Web . . .  The Place Where Cute Cat Videos Reside.

Call it what you will, but the Internet as you know it might change drastically after Tuesday, January 24, 2012. On this date, the Protect IP Act (PIPA) goes up for vote in the Senate. If it passes, censorship will have a permanent home on the Internet. PIPA is the Senate bill of the more publicized SOPA bill that was in the House, both have to do with censoring the Internet.

What are PIPA and SOPA? What does this have to do with the non-profit world?

Well, let’s take a closer look.

The main idea behind both PIPA and SOPA is to stop online piracy and ensure that content creators get benefits (mainly monetary) for their work. While this sounds pretty fair, it’s the enforcement of the bill that upon further inspection has people concerned. A recent TechCrunch article does a nice job explaining the issue:

“The big problem with SOPA is in the way it is supposed to be enforced, namely by blocking domain-name system (DNS) servers of copyright-infringing websites. But DNS servers are a basic technical component of the Internet (they translate site names like techcrunch.com into numerical IP addresses computers can understand better). Once you start messing with DNS, all sorts of unintended problems arise.

Blocking DNS without a full adversarial hearing in a courtroom raises the potential for censoring speech and other lawful activities. It is also the same method China uses to block “offending” content from China’s Internet.”

Furthermore, Ars Technica explains that passage of PIPA encourages online companies to act independently of the court system.

“The PROTECT IP Act goes even further than forcing these intermediaries to take action after a court order; it actively encourages them to take unilateral action without any sort of court order at all.”

So what does this have to do with the non-profit world?

Since there is currently no definition of what an “intellectual property right infringement” might be, your site could get cited under SOPA or PIPA because of links you’ve included in your online newsletter or stories on your website. If your agency gets cited, donors and supporters who might be trying to find you online via Google or other search engines wouldn’t be able to see you in their search results.

Correct me if I’m wrong, but wouldn’t this have a tremendous impact on what you’re trying to accomplish with your online presence?

This post on nonprofitmarketing360.com provides more clarity on why ALL non-profits should care:

“Ostensibly, nonprofits do not present anything that would seem to threaten these conglomerates, but, under SOPA’s current terms, nonprofits will not get a day in public court if they are deemed of trafficking in any such material. Even if they did, what nonprofit has a cabal of lawyers and lobbyists to counter the plaintiff’s accusations?”

Moreover, the effect of PIPA and SOPA goes beyond just impacting search results. It can wreak havoc with your ePhilanthropy efforts. Check out this quote from an article by Computer World:

“Basically, Sec. 103 will give the owner of any intellectual property the right to pursue private action against websites that they deem are infringing their rights. Under SOPA, IP rights holders will be able to ask payment providers such as MasterCard and PayPal to shut off services to allegedly infringing sites. They would also be able to ask Internet advertising networks to stop providing ads to the websites.”

So not only would the passage of these two bills affect your visibility on the internet, but donations taken via your website could be shut down as well if you are found to be in copyright infringement. Here’s a helpful infographic for more information.

In a nutshell, both PIPA and SOPA would cut off a resource many of us use everyday to communicate, research, and learn.

Can you imagine doing research for a grant and not having access to the information you need? Or what if your Twitter account gets taken down because you linked to a YouTube video? The landscape of the Internet will never look the same if these bills pass.

In response to a signed petition, the White House has recently come out against many of the main tenants of PIPA and SOPA, but this doesn’t mean the need for you to take action has passed.

This Wednesday, January 18, 2012 there will be a hearing on SOPA in the House of Representatives. In response, many popular sites such as Google, Reddit, Twitter, Facebook, Yahoo, Amazon, AOL, LinkedIn, PayPal, and WordPress will be participating in a blackout to draw attention to the issue of Internet censorship.

If you want to get involved in the process, you can contact your Congressperson at opencongress.org.

The media has neglected to cover PIPA/SOPA effectively. I hope that this post shines some light on how the issue of censoring the Internet could impact your everyday Internet life and the life of your non-profit organization. These two bills are just the start of trying to define the relationship between the government and the Internet. Even if they do not pass, there will be others that try. I’d love to hear your thoughts on the subject in the comments below.

Choosing the Right Donor Database is like Buying a Car

Fundraising, Mondays with Marissa, resource development, technology

Welcome to “Mondays with Marissa” at DonorDreams. Every Monday throughout 2012, we will start your non-profit week off right with a technology related topic before returning our attention to donors, fundraising, resource development and all things non-profit. We hope you enjoy Marissa as a new addition to the DonorDreams family!

Having a donor database that fits the needs of your organization can make a world of difference. So, how do choose the right one? When I sat down to think about it, it is a lot like buying a car.

There are some people who are more impulsive with their car buying than others. They walk into a dealer knowing they want a blue one with a sun roof and satellite radio. While others take their time to research and test drive different models; finding a car that has exactly what they need at a price they can afford. Both consumers get what they want, but the consumer who went with the second approach might have gotten a little more for her money. Let’s apply that strategy to finding the perfect database solution for your organization.

First, you want to make a list of what you are currently using. This not only includes the current donor database you are using (if you are using one), but the types of computers, any paper filing systems, the technological competency of the people responsible for maintaining the database, etc. Everything you are using to keep track of donor interactions should go on this list. It would be helpful to break down each item into as many details as possible. For example, when cataloging the types of computers being used, list how old they are along with the installed operating system. Next to each item, make sure you include a small statement about how well the item is satisfying the needs of the organization. Being specific now will only help you later.

I should note that if there are plans to upgrade technology, expand staff, or change facilities soon, make sure you have all of those details as well. The database you choose will exist in that environment. So, you might as well plan for it.

Second, you want to prioritize the requirements that you want included in your new donor database. This is the fun part. Don’t think about money. I’ll say it again because I know, working at a non-profit you probably don’t hear that very often — don’t think about money. The goal is to figure out what features are needed  for the software of your dreams. Think about the functional requirements such as the need for data back-up, ability to print, run reports, can it run on both Mac and PC, does it need to run on both Mac and PC, does it offer a secure log in, is the design customizable, etc.

Next, turn your thoughts to donor management. What functions do you need included to successfully manage your donors? Some items might include: scheduling, reminders, calendars, events, employee matching, the ability to export to Quick Books, and forecasting.

Make your lists detailed and long. Then sit down and prioritize the list into what is needed most. This isn’t to say that you won’t be able to attain everything on your list, but having priorities will help steer you to the right vendors.

Third, investigate your options with the available vendors. (To help you narrow the field, you can check out sites such as techsoup.org and idealware.org.)  Then you’ll want to take the information you receive from the vendor and see how it closely matches your lists. This, of course, is where money comes into play. When thinking about the total cost of purchasing a new database system remember that it includes: equipment, maintenance, training, implementation, customization, downtime during conversion and tech failures. Also, don’t forget to question the vendor to make sure that they are a good fit for your organization. Do they have customer service hours when you need them? Do they have a large non-profit customer base? After considering all of these options, choose the product that will work best for you. It might turn out that the best solution is continue using what you already have or switch to using a CRM.

Oh yeah, don’t be afraid to ask for references and check them!

Finding a new donor database that works best for your organization is not so different then buying a car. By assessing what you have, listing what you need and researching what’s out there; you can walk into the dealer as an educated consumer and can walk out with the product that meets your needs, most of the time at the price you had in mind.

Here’s to your health!

Introducing Mondays with Marissa

Mondays with Marissa, technology

Happy New Year! I hope that your year-end celebrations were fun, and you are ready to tackle resolutions in the new year. Speaking of resolutions, I made a number of them, and a few of them had to do with the DonorDreams blog.

Specifically, it is easy to see how technology is dramatically changing the world around us, which is why I reached out to my friend and fellow blogger — Marissa Garza — and asked her to address technology issues every Monday. (A picture of Marissa is posted to the right on your screen . . . Hi Marissa! 🙂 )

Marissa graduated from the University of Illinois with a BA in Education. She has taught in the classroom, worked for Kaplan, and is one of the most curious self-taught students I’ve ever met when it comes to technology. In fact, every time we get together she is telling me about a some new technological piece of magic.

When I needed help customizing this blog, I turned to Marissa. When I needed feedback on the The Healthy Non-Profit’s website, I turned to Marissa. When I needed to test my webcam with regards to Skype, GoToMeeting, GoToWebinar, and Google+, I turned to Marissa. When a former co-worker asked me for tips on how to get her blog up and running, I sent her to Marissa.

If you haven’t figured out that Marissa is my “go to gal” when it comes to technology, then let me just say for the record . . . she is super smart and someone I think of very highly. I am thrilled to death that she has agreed to become part of the DonorDreams family, and I predict you will fall in love with her.

The inspiration behind “Mondays with Marissa” came from the following two places:

  • One of National Public Radio’s (NPR) popular shows is Talk of the Nation with Neal Conan, and on Fridays Neal turns his show over to Ira Flatow who hosts a show branded “Talk of the Nation: Science Friday“. This approach to specialized content inspired me to add a new voice to DonorDreams one day a week.
  • Perhaps, more central to my decision to ask Marissa to join the team is how often non-profit friends ask me about technology related issues and those questions have been very broad including: websites, social media, email marketing, blogs, ePhilanthropy, e-commerce, donor databases, CRM, etc.

I’ve asked Marissa to write about all of these topics and more. As she does, I will use the comment section of this blog to weigh-in with my thoughts on how these technology topics apply to non-profit management, marketing, board development, programming/operations, and resource development (including prospect cultivation, donor solicitation, donor stewardship, etc).

I don’t know about you, but I am very excited about 2012! I am very optimistic and excited to get started.

Please use the comment box below and weigh-in with a few technology topics that you’d like Marissa to write about over the next few Mondays. Your suggestions are very much appreciated. Please also help me welcome Marissa to our family.

Happy New Year and here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
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