April 2008

An online "TurboTax" for 990 tax forms

With personal tax time behind us and organizational tax time fast approaching, the Nonprofit Quarterly put out word to the sector about an electronic, TurboTax like way to file your 990, using 990 Online

I didn't know about this, so I figure there's likely others out there who don't either - the system allows you to prepare your IRS Form 990, 990-EZ, or request for extension online. Returns can be e-filed directly with the IRS and participating states or you can print and mail your return and save an electronic version. The service is completely free for organizations with less than $100,000 in gross receipts and has a sliding scale for larger organizations ranging from $25 to $75.

I took a quick look, and it looks pretty useful!

Ask Idealware: International Petition Sites

Jill asks: Can anyone tell me about the following petition resources? Have you used them? How well do they work? Are they free for nonprofits? Which petition sites work best internationally? Or, by necessity, are there separate sites for each country? Which petition sites have the best "population" in terms of their site providing additional visibility for your petition among their audience? I'm particularly interested in:
  • thepetitionsite.com
  • ipetitions.com
  • pledgebank.com
  • petitions.pm.gov.uk
  • hearfromyourmp.com
  • netaction.org

Alan Rosenblatt, with the Center for American Progress Action Fund, and author of the DrDigipol blog, responds:

Here is what I know about these:
  • Thepetitionsite.com is owned by Care2.com. It is free to use and anyone can create a petition, drive traffic to it and download the signatures (but not email addresses) to forward to campaign target. For a fee, Care2 will create the petition for a campaign and drive its members to it. For a fee of about $2.25 or so per activist email acquired, Care2 will deliver validated, de-duplicated, opt-in email addresses to a non-profit. Typically, the minimum buy is $5000 and Care2 promotes the petition to its community of 8.8 million progressive activists. Additionally, Care2 will deliver the signatures to congressional offices or any other target of the campaign. Activists can also include a personalized comment attached to their signature to increase its influence potential.
My own experience with Care2 recruits is that they are super-activists. Compared to my activists acquired through other means, activists acquired from Care2 via thepetitionsite.com are 3.5 to 4 times more likely to take an action I ask them to than my other activists.
This site can also be used internationally for free and with limited use for email acquisition as around 2 million of Care2 activists are outside the US.
  • Pledgebank.com was created by UK's MySociety.org with government money. It is inherently international and free to use by anyone. It is not a conventional petition site, but rather a peer pressure campaign tool. Anyone can set up a challenge to recruit others to participate in any call to action and promote it out to their lists or via advertising/word of mouth/etc. No one is obligated to fulfill a pledge until the target number of pledges have been attained.
  • Petitions.pm.gov.uk is another MySociety tool specifically targeted at petitioning the British PM.
  • hearfromyourmp.com is yet another MySociety tool that uses accumulating constituent pressure to cajole MPs to engage in an online discussion. It is particular to the UK.
The Ask Idealware posts take on some of the questions that you send us at ask@idealware.org. Are you familiar with these petition sites, or other great option for international petitions? Help us out by entering your own answer as a comment below.

Comparing Reporting Features

We’re getting down to the end of our research into software for managing grantmaking processes, with the review a number of existing packaged solutions, and one of the things that we’ve found thorny is the evaluation of system reporting features. It’s one of those areas where the most obvious way of evaluating for any particular grantmaker is to take a look at the existing reports and decide if they’re useful for their foundation’s particular needs.

But needs vary a lot in this area – and it seems to me that it’s likely to always vary, as most organizations have a desire to tailor reports to their specific processes – so it’s not a very useful criteria for our overall, meta-evaluation needs.

So we’re left with evaluating higher level things, which I’m not altogether satisfied with. Here’s the things we’re looking at – what do you think?
  • Is there a core base of standard reports that meet a number of the most common needs?
  • Are these reports tweakable – so that an organization can make a small change without re-building from scratch, and then save it?
  • Can users can define sets of data based on some core key criteria (for grants management, program, grant status, cycle…. for donor management, this might be relationship, amount of past donations, geography), and then generate summary reports based on them?
  • Can users can create ad-hoc reports which can include nearly any field displayed to users, or summary counts and totals, filtered by nearly any field, either within the system or by exporting the data to another tool, such as Excel?
  • Can ad-hoc reports can be customized and polished without using another system, to include logos, headers, and sub-totals for data that include custom columns and filters?
  • Are the reports – both the standard ones and saved one – listed in some organized fashion, ideally with a customizable “quick menu” of frequently used ones? Or must every user navigate through dozens of reports every time they want to run something?
So what do you think? If you were looking at a fairly large system (say, a mid-level donor database or case management system), would insight into these factors help you to make a decision? Or are there key things we’re missing?

We're Hiring! Idealware Outreach Coordinator VISTA

Are you interested in helping nonprofits to make better use of internet and database technologies? Idealware is hiring an Outreach Coordinator, as an AmeriCorp VISTA, to help manage and expand our connections to nonprofit staff members and consultants.

The job is based in Portland, Maine (a beautiful small city, minutes from both beach and mountains, with an affordable cost of living) - some relocation expenses are provided.

This is an ideal position for anyone interested in getting started in nonprofit technology or capacity building. In addition to your hands-on learning, you’ll have routine contact with dozens or hundreds of expert practitioners who work in nonprofit technology for a living. Idealware will cover your costs to attend at least four Idealware live events, plus one additional conference.

For more details, including qualifications and salary information, see the full job listing on Idealist.

Resource Roundup 4/14

How to get your small nonprofit up on the Web, Part 3 of 3 (Non-Profit Tech Blog)
Detailed, step-by-step guide as to how to get up and running with Google Apps

Video Conferencing for Small Businesses (SmallBusinessComputing.com)
Overview of the various ways that organizations can do video conferencing - video chat and web conferencing software, and a quick overview of webcams

Is Salesforce.com right for your Nonprofit? (ONE/Northwest)
Thorough and thoughtful overview of the strengths and weakness of Salesforce - a hosted constituent management software package- for nonprofits

Understanding Vertical Response and Salesforce (NonprofitCRM)
Summary of how Vertical Response (a mass email tool) and Salesforce work together - apparently, not as well as one would like for organizational mass emailing

Mac OS X Server in mixed environments (ICT Hub Knowledgebase)
Summary of the functions the Mac OS X server provides, and how it can work with both Mac and Windows desktops

Alternatives to Outlook Express: Finding the Right Email Client
(ICT Hub Knowledgebase)
Nice overview of organizational alternatives to Outlook for email clients

SharePoint vs. Exchange Public Folders (CMSWatch)
A report back of when the Microsoft team suggests using Exchange public folders to share resources as opposed to Sharepoint.

CMS Watch Subway Map of Content Technology Vendors (CMS Watch)
Very nifty graphic summarizing the landscape of Content Management Systems - and certainly useful as at least a laundry list of tools.

Why you need to estimate your volume to pick a mass email tool...


I put this graph together for our eNews online seminar, summarizing how the monthly costs of a bulk email tool vary as your list size gets bigger. I expected there to be a difference, but I didn't realize it was going to be this pronounced - the list of tools on the right are in order of cheapest to more expensive for a very small list (250 people, who each get one email a month) - and there's a very substantial flip-flop as those tools that are cheap for small lists become some of the most expensive for big ones.

And this doesn't even account for the difference between tools that charge based on the number of emails, and those that charge based on the number of constituents in your list. This graph smooths over that difference by assuming you're sending everyone on your list one email a month.

So the moral: you really need to have a sense of how many emails per month you expect to send, and about how many people you expect to have on your list, both now and in the future, before it makes any sense to start comparing prices for bulk email tools.

New article: Eight Ways a CMS Can Help with Search Engine Optimization

The second part of our two part series (of sorts) on Search Engine Optimization (SEO) is now up! Once you have a handle on the basics of SEO with our article from last month, 10 Steps to Being Found on Search Engines, take a look at how content management systems can help you with that, with our new article Eight Ways a CMS Can Help with Search Engine Optimization.

Wow, that's a total of 18 steps and ways. We have many steps and ways over here.

Ask Idealware: Blackbaud, or eCommerce Tools fo Online Donations?

Sue asks: We purchased Blackbaud’s Raisers Edge last year. People here love it, but most of our donations come through the mail. Only 46 online donations since Sept. 07, so I’m wondering if it makes sense to purchase their online donation module, which is quite expensive, or to do something less expensive. We are planning to use Monster Commerce (now owned by Network Solutions) for our new online store, and may just try to make that work for donations, too. I’m not sure how flexible it is, though. We’ve been using the Bizland shopping cart for both sales and donations, which makes donors feel like they are purchasing something when they make a donation, and we would like to improve that interface.

Laura Quinn of Idealware says:
The key issue here is integration - how important is it to you that your donations flow smoothly into Raisers Edge from your online donation module, without any manual work for your staff? At your volume - 5-10 donations per month - getting the data into Raiser Edge doesn't feel like enough of an effort to pay substantially more for Blackbaud's online transactions module. While this tool, called NetCommunity, offers some nice integrated features - for instance, the ability to change the giving levels on an online donation form based on a user's giving history - it doesn't seem like you're at a scale that it makes sense to pay a lot more for these advanced features. There are a number of tools that provide nice support for online donations for the realm of $20/month plus 3% per transaction - see our Online Donation report (it's quite old, but the list of tools is still reasonably useful)

You should be able to export the data from any online donation tool, to be able to import it into Raisers Edge every week, or at whatever frequency makes sense for you. Even manually entering the data seems like a reasonable process for your volume, although this becomes more error prone. Of course, you should think about the future as well - are you likely to continue getting donations at about the same pace, or is the number likely to increase over time to a volume that's less easily manageable with manual processes?

In regard to Monster Commerce, while it can be tempting to try to consolidate an online store and online donation options, my experience is that it's difficult to provide substantial support for both with a single tool. If you sell more than a handful of items, a real eCommerce tool is warranted - these provide a shopping cart model, tools to update pictures and prices, and support for shipping fees and sales tax. These more sophisticated tools generally are built for the business world, and have trouble supporting donations in a way that doesn't involve "checking out" and sometimes even "shipping" the donation. You might check out Click & Pledge - they have robust support for donations, and a shopping cart model for items, and might provide enough functionality for your needs. Or see our article A Few Good Payment Multitaskers for a number of different options that might you kind of get you there in a single package.

Or do any of our intrepid readers have suggestions for tools that will support both sophisticated eCommerce - a shopping cart and things like shipping fee rules for a store with a substantial number of items - as well as solid donation pages and processes?

Update 4/10: Ack! As David mentions below, and several people have emailed me, Blackbaud's NetCommunity is the wrong product for Sue's needs - their NetSolutions would be much more fitting. (I knew I should have sent this question to someone who works more extensively with Blackbaud products... I apologize for the misinformation. I assure you that our articles are better researched!) Could anyone give us a ballpark sense of what Sue would expect to pay for NetSolutions? At a lower price point than NetCommunity, it might be sensible to pay a little more for a solution which doesn't require staff time to get the donation data into Raiser's Edge.

The Ask Idealware posts take on some of the questions that you send us at ask@idealware.org. Have a great option to suggest for this question? Hate the response here? Help us out by entering your own answer as a comment below.

Software for Team or Friends-Asking-Friends Fundraising

The TechSoup forums recently had a great thread about software that will support team fundraising, to for instance allow a number of your constituents to create their own fundraising page and solicit their friends for a walk-a-thon (and thanks to Robert Weiner for highlighting the thread!). Looking for a solution to support this? Apparently there are a lot of options. Check out:

Active.com
Artez
Blackbaud NetCommunity
Blue Sky Collaborative
Convio
Dojiggy
Donate.net
DonorDrive
DonorPerfect
Events.org
FirstGiving
Kintera
Northwest Software Technologies

Or read the full TechSoup forum thread.

Last chance to take the Idealware planning survey!

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