CiviCRM for Membership Associa?ons

Transcription

1 CiviCRM for Membership Associa?ons Lisa Rau/Ashma Shrestha Jason Bertolacci 1

2 Outline Who Are WE? A Couple Examples of Customiza?on Ques?ons / Discussion 2

3 Introduc?ons Lisa Rau CEO and co- founder, Confluence ( Computer Scien?st 20 years experience in IT / support services industry Ashma Shrestha 6+ years as crackerjack PHP programmer / open source MS in Informa?on Systems, Virginia Interna?onal University Jason Bertolacci Interac?ve Marke?ng and Database Manager Interna?onal Mountain Bicycling Associa?on 15 years building solu?ons on open source technologies 3

4 Introduc?ons - Confluence Mission: To help our nonprofit clients achieve the greatest strategic value from their technology resources Founded 3/01 Close to 500 clients na?onwide Over 30 full?me staff and consultants 95% of our work is for the nonprofit sector 4

5 CiviCRM Member Flexible Membership Management System Mul?ple Membership Online signups and renewal Search and list members Automated Renewal and Thank you message 5

6 MCUA.ORG Cons?tuents Management Membership Management Events management Basic Repor?ng Outreach 6

7 What is Unique? MCUA s members are credit unions The employees of member credit union can register on the site Member Credit Union informa?on is updated quarterly via NCUA data NCUA : Na?onal Credit Union Associa?on 7

8 MCUA Collect cons?tuent informa?on Registra?on informa?on Members Import NCUA Call Report Memberships and Rela?onships Affiliates and Associates Chapters and Affiliates of Chapters Public directory Affiliate Members Associate Members Chapters 8

9 Collect Cons?tuent Info - Registra?on 9

10 Member Import NCUA Roll Call 10

11 MCUA Members Types of Membership Affiliate Membership Associate Membership Types of Rela?onships Chapter of MCUA Member (Affiliate) of Chapter 11

12 MCUA Affiliate Member list 12

13 MCUA Affiliate Membership form (Admin) 13

14 Affiliate member Profile with Branches 14

15 Chapter Affiliates 15

16 Publica?ons Asset Size Discount Services Card Service Checking Account Discount Program Financial Counselling Shared Brancing Student Lending Member Benefits 16

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19 Who is IMBA? 501(c)3 Educa?onal Non- profit 35,000 Financial Supporters 80,000 Addresses 180,000 Contacts 450 US Clubs A Third of IMBA s Revenue from Individual Members 19

20 Who is IMBA? Land protec?on, recrea?on, children & nature and mountain biking access Canada, Australia, United Kingdom, Germany, Norway, Ireland, South Africa, Spain, Czech Republic, The Netherlands & the newly formed IMBA EU IMBA US and Canada are using CiviCRM & Drupal 20

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22 IMBA US, Then Loose federa?on of clubs who are members of IMBA Individual Members 22

23 The Collision Course An Individual has to purchase two memberships to be a part of the local and na?onal organiza?on We are compe?ng for membership dollars with our own clubs No incen?ve for IMBA or club invest in each other s growth No unified voice for advoca?ng on federal issues 23

24 The Suppor8ng Cast 24

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26 and IMBA US Now Joint Membership IMBA Chapters Individual Members 26

27 The Requirements Merged chapter and IMBA back- office opera?ons Permissioned access to CiviCRM for chapter Admins Co- branded print and online collateral Joint membership and contribu?on revenue sharing 27

28 The Big Requirement Can t break the bank! 28

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30 The New Architecture 30

31 The New Architecture 31

32 Custom Data Fields Custom data fields on contact and contribu?on records to track financial and opt- in associa?on with chapters 32

33 Groups and Permissions Per- chapter groups defining chapter cons?tuents ACL permissions based on groups 33

34 Choose Membership IMBA.com/join passes chapter tagging to branded contribu?on page via URL 34

35 CiviCRM buildform hook Populate fields via a GET url and buildform hook hrp://civicrm.org/node/562 35

36 The Good, the Bad and the Ugly Non- CiviCRM developer One- size- fits- most solu?on Living with your neighbor s dirty laundry Tech turf Upgrade cycle for Drupal, CiviCRM and linux 36

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38 The Pot of Gold 77 Chapters 48 IMBA staff members 123 chapter admin volunteers 45,478 contribu?ons Totaling nearly $6,000,000 11,587 contribu?ons shared with chapters Sharing $235,035 with chapters 38

39 The Big Win IMBA is becoming a united na?onwide grass- roots organiza?on 39