In the first section of this chapter, we provide an overview of how to create a fundraising plan and how CiviCRM plays a role in developing and executing the plan. If your interest is focused on learning more about how to administer and operate CiviCRM in fundraising activities, feel free to skip the opening section. If you are looking to quickly begin accepting online contributions, start with the section on choosing a payment processor. Getting your payment processor account created and approved may take days or weeks while the rest of the configuration is a matter of minutes or hours. If you're using CiviCRM for offline fundraising only, you will not need a payment processor but will still need to configure CiviCRM for fundraising as discussed in the next section.
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You're reading from Using CiviCRM - Second Edition
Erik Hommel has been an active member of the CiviCRM community since 2009. He is one of the founders of CiviCooP (http://www.civicoop.org) and one of the partners in EE-atWork (http://www.ee-atwork.nl). With both organizations, he has supported CiviCRM implementation and customization projects with customers such as MAF Norge, Amnesty International Flanders, De Goede Woning, PUM Senior Experts, Wikimedia The Netherlands, and many more, as a project manager/developer/consultant. Erik has hosted sessions at CiviCon in London and Amsterdam, and several CiviCRM Developer Training workshops. He has taken part in the development of a number of extensions for CiviCRM and has taken part in several CiviCRM sprints in Europe. You can find Erik regularly on the CiviCRM Stack Exchange site, the IRC channel, and at CiviCRM events in North West Europe.
Read more about Erik Hommel
Joseph Murray is the owner and principal of JMA Consulting, specialists in e-advocacy, e-consultation, and citizen engagement for progressive organizations. He has extensive experience on nonprofit boards, at senior levels of government, and in running electoral, referendum, and advocacy campaigns. JMA Consulting has provided CRM systems to hundreds of political campaigns, tracking interactions with tens of millions of voters, as well as providing CiviCRM, Drupal, and Wordpress strategy, implementation, development, and training services to numerous nonprofits, associations, and advocacy groups. JMA Consulting has published extensions for CiviCRM integrating it with mail, social media, chat, and other services, as well as enhancing the core functionality for grants and other areas. Joe is an active contributor to the CiviCRM ecosystem, and assists the CiviCRM core team in areas including accounting functionality, sponsorships, and community governance.
Read more about Joseph Murray
Brian Shaughnessy is the owner and principal of Lighthouse Consulting & Design, a web development firm specializing in Joomla! and CiviCRM implementations. For over ten years, Brian worked with an association management company providing services to not-for-profit professional, trade, and charitable organizations. Upon starting his own business, he channeled that experience into effective implementations of CiviCRM for not-for-profits. He has worked with organizations around the world, helping to achieve greater efficiencies and expand functionality through CiviCRM.
Brian has served on the CiviCRM Community Advisory Group and helped author the first edition of Understanding CiviCRM (later renamed CiviCRM: A Comprehensive Guide). He has worked with the core development team to provide end user training and maintains a strong working relationship with the project leaders. Brian has also been active in the Joomla! project, serving on the Google Summer of Code program as a Joomla! mentor. He has provided professional Joomla! training through TechnicalLead.com.
I'd like to thank my family for their support while writing this book, and to Joe for helping spearhead the project and partnering as co-authors. I'd also like to give particular thanks to the core development team and CiviCRM community for helping make a terrific piece of software. Lobo, Dave, Kurund, and the developers spread around the world – thanks for bringing the power of an open source CRM to the not-for-profit community.
Read more about Brian P Shaughnessy
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Erik Hommel has been an active member of the CiviCRM community since 2009. He is one of the founders of CiviCooP (http://www.civicoop.org) and one of the partners in EE-atWork (http://www.ee-atwork.nl). With both organizations, he has supported CiviCRM implementation and customization projects with customers such as MAF Norge, Amnesty International Flanders, De Goede Woning, PUM Senior Experts, Wikimedia The Netherlands, and many more, as a project manager/developer/consultant. Erik has hosted sessions at CiviCon in London and Amsterdam, and several CiviCRM Developer Training workshops. He has taken part in the development of a number of extensions for CiviCRM and has taken part in several CiviCRM sprints in Europe. You can find Erik regularly on the CiviCRM Stack Exchange site, the IRC channel, and at CiviCRM events in North West Europe.
Read more about Erik Hommel
Joseph Murray is the owner and principal of JMA Consulting, specialists in e-advocacy, e-consultation, and citizen engagement for progressive organizations. He has extensive experience on nonprofit boards, at senior levels of government, and in running electoral, referendum, and advocacy campaigns. JMA Consulting has provided CRM systems to hundreds of political campaigns, tracking interactions with tens of millions of voters, as well as providing CiviCRM, Drupal, and Wordpress strategy, implementation, development, and training services to numerous nonprofits, associations, and advocacy groups. JMA Consulting has published extensions for CiviCRM integrating it with mail, social media, chat, and other services, as well as enhancing the core functionality for grants and other areas. Joe is an active contributor to the CiviCRM ecosystem, and assists the CiviCRM core team in areas including accounting functionality, sponsorships, and community governance.
Read more about Joseph Murray
Brian Shaughnessy is the owner and principal of Lighthouse Consulting & Design, a web development firm specializing in Joomla! and CiviCRM implementations. For over ten years, Brian worked with an association management company providing services to not-for-profit professional, trade, and charitable organizations. Upon starting his own business, he channeled that experience into effective implementations of CiviCRM for not-for-profits. He has worked with organizations around the world, helping to achieve greater efficiencies and expand functionality through CiviCRM.
Brian has served on the CiviCRM Community Advisory Group and helped author the first edition of Understanding CiviCRM (later renamed CiviCRM: A Comprehensive Guide). He has worked with the core development team to provide end user training and maintains a strong working relationship with the project leaders. Brian has also been active in the Joomla! project, serving on the Google Summer of Code program as a Joomla! mentor. He has provided professional Joomla! training through TechnicalLead.com.
I'd like to thank my family for their support while writing this book, and to Joe for helping spearhead the project and partnering as co-authors. I'd also like to give particular thanks to the core development team and CiviCRM community for helping make a terrific piece of software. Lobo, Dave, Kurund, and the developers spread around the world – thanks for bringing the power of an open source CRM to the not-for-profit community.
Read more about Brian P Shaughnessy