Presented at GIFT's Money for Our Movements, August 13, 2016
This workshop will help groups explore what it takes to integrate their grassroots fundraising with on-going organizing and communications activities with a multichannel approach.
We will emphasize how successful fundraising campaigns are fundamentally dependent on four core components:
Trainings
Please find below a list of many of the trainings that the Progressive Technology Project has conducted over the years. Each training contains links to materials used in the trainings.
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File attachments: 
GIFT Conference 2016 Participant Agenda Session 2.pdf, 01 GIFT Conference 2016 presentation.pdf, 02 introducing-sprint-fundraising-campaigns GIFT 2016.pdf, 03 Importance of Data.pdf, 04 Tool Box and Iowa CCI Case Study.pdf, 05 Zen and the Art of Workflows August 2016 FINAL.pdf, PTP CRMs & Fundraising Campaigns GIFT Journal Sept Oct 2014.pdf, Your Organizational Data Worksheet.pdf, Mimi Ho GrassrootsFundraisingStrategyChart.pdf, PTP-fr-fundraising-dashboard.pdf, 
PTP-fr-planning-worksheets.xlsx, Rebecca FR Worksheets.xlsx, Editorial-Calendar-Template.xlsx, LCSC Case Study.pdf, See "10 years, 10 days, $10k" by Kiara Boone, Autumn Hubbard & Trish Tchume of YNPN, pp. 2-5
GIFT Conference 2016 Participant Agenda Session 2.pdf, 01 GIFT Conference 2016 presentation.pdf, 02 introducing-sprint-fundraising-campaigns GIFT 2016.pdf, 03 Importance of Data.pdf, 04 Tool Box and Iowa CCI Case Study.pdf, 05 Zen and the Art of Workflows August 2016 FINAL.pdf, PTP CRMs & Fundraising Campaigns GIFT Journal Sept Oct 2014.pdf, Your Organizational Data Worksheet.pdf, Mimi Ho GrassrootsFundraisingStrategyChart.pdf, PTP-fr-fundraising-dashboard.pdf, PTP-fr-planning-worksheets.xlsx, Rebecca FR Worksheets.xlsx, Editorial-Calendar-Template.xlsx, LCSC Case Study.pdf, See "10 years, 10 days, $10k" by Kiara Boone, Autumn Hubbard & Trish Tchume of YNPN, pp. 2-5Description
Your data can come from everywhere - online forms, sign in sheets, other databases and more. However, it won't help you organize unless it's properly parsed and de-duplicated. In Advanced Data Strategies, we'll cover how to effectively import spread sheets from other services and how to keep your data clean using deduplication and automatic merging.
Prerequisite: Comfortable adding and editing contacts, contributions, events and activities.
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Presented at Stories+Money=Change Conference, September 24, 2021
This presentation, developed by Gordon Mayer, Gordon Mayer Communications and Alice Aguilar, PTP, helps groups explore how infrastructure, technology, organizational culture, skills, and communications are key to fundraising.
Agenda:
- Intro & Logistics
- What we mean by infrastructure
- Infrastructure: Technology/Data & Organizational Culture
- Q&A
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File attachments: Data+Communications=Fundraising presentation.pdf, Using CRM at your organization.pdf, Fundraising campaign checklist.pdf, PTP-fr-fundraising-dashboard.pdf, PTP-fr-planning-worksheets.xlsx, PTP-fr-comparing-fundraising-activities.pdf, PTP-fr-dashboard-worksheet.pdf, PTP-fr-donor-activity-matrix.pdf, PTP-fr-event-planning-worksheet.pdf, PTP-fr-person-ask-worksheet.pdf, Mimi Ho GrassrootsFundraisingStrategyChart.pdf
Data+Communications=Fundraising presentation.pdf, Using CRM at your organization.pdf, Fundraising campaign checklist.pdf, PTP-fr-fundraising-dashboard.pdf, PTP-fr-planning-worksheets.xlsx, PTP-fr-comparing-fundraising-activities.pdf, PTP-fr-dashboard-worksheet.pdf, PTP-fr-donor-activity-matrix.pdf, PTP-fr-event-planning-worksheet.pdf, PTP-fr-person-ask-worksheet.pdf, Mimi Ho GrassrootsFundraisingStrategyChart.pdfThe following questions are intended to provoke discussion more than nail down concrete answers. Feel free to answer as loosely or specifically as you feel useful to your organizing needs.
Social Media
Answer for each of the social media accounts you use regularly.
Do you post from an organizational account, from your organizers' individual work accounts, or from your organizer's personal accounts?
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Place:
9:00 AM through 5:00 PM
Location
10 East 34th Street 10th Floor
New York, NY 10016
Day 1: PowerBase Fundamentals
A foundational track designed for participants that need a stronger foundation in the key features of PowerBase. This track will go at a pace designed to optimize a better understanding of PowerBase. After attending this session, participants will know how to
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File attachments:
Here are materials from the Partnership Project Summer Camp 2011 on the presentation about mining your data and building a culture of using data in your organization.
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If your voter work made you think you needed to dig into your membership database or technology planning process, check out PTP's Community Organizing and Technology Institute on Databases and Technology Assessment and Planning:
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