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. 2-5GIFT Conference in Baltimore, MD
August 2, 2014 2PM - 4PM
These are the handouts and notes from a workshop PTP presented at the GIFT Money For Our Movement Conference 2014. Use them for your work. If you reuse them, please be sure to acknowledge where they came from. If you have any questions contact Jessica at jessica@progressivetech.org or (512)782-8467.
Objectives:
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GIFT Conference in Baltimore, MD
August 2, 2014 10:30AM - 12:30PM
These are the handouts and notes from a workshop PTP presented at the GIFT Money For Our Movement Conference 2014. Use them for your work. If you reuse them, please be sure to acknowledge where they came from. If you have any questions contact Jessica at jessica@progressivetech.org or (512)782-8467.
Objectives:
Category
File attachments: Activity Matrix Comparison Planning, Donor Activity Matrix, Fundraising Planning Worksheets, Fundraising Worksheet Event Planning, Fundraising Worksheet Key Numbers Planning, Fundraising Worksheet Personal Ask Planning, 
GIFT Conference 2014 Participant Agenda Session 1, Presentation-Fr-Sprint-Fundraising-Campaigns.pdf, Sprint Campaign Case Studies.pdf
Activity Matrix Comparison Planning, Donor Activity Matrix, Fundraising Planning Worksheets, Fundraising Worksheet Event Planning, Fundraising Worksheet Key Numbers Planning, Fundraising Worksheet Personal Ask Planning, GIFT Conference 2014 Participant Agenda Session 1, Presentation-Fr-Sprint-Fundraising-Campaigns.pdf, Sprint Campaign Case Studies.pdfThis training will help you develop an integrated grassroots fundraising approach for your organization. Progressive Technology Project has been working with grassroots organizations to help them raise money for their organization in an effective, integrated manner.
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File attachments: A Definition of Grassroots Fundraising _ Opportunity Knocks”.pdf, ABC of Prospecting.pdf, Annual FR Plan Worksheet.pdf, Categories of Constituents Worksheet.pdf, Circles of Influence.pdf, Constituency Circles Labeled.pdf, Drip Campaign Concept.pdf, Fundraising PB Training Participant Agenda.pdf, Fundraising Planning Worksheet.pdf, Fundraising Training August 2014 handout.pdf, Gift Range Chart.pdf, GRFR_flowchartjan10FINAL.pdf, Mimi Ho GrassrootsFundraisingStrategyChart.pdf, MultichannelMessaging_DripCampaign.pdf, Peer-to-peer Best-practice.pdf, Peer-to-peer slides.pdf, PTP Fundraising Strategy Worksheet.pdf, Sprint Campaign.pdf
A Definition of Grassroots Fundraising _ Opportunity Knocks”.pdf, ABC of Prospecting.pdf, Annual FR Plan Worksheet.pdf, Categories of Constituents Worksheet.pdf, Circles of Influence.pdf, Constituency Circles Labeled.pdf, Drip Campaign Concept.pdf, Fundraising PB Training Participant Agenda.pdf, Fundraising Planning Worksheet.pdf, Fundraising Training August 2014 handout.pdf, Gift Range Chart.pdf, GRFR_flowchartjan10FINAL.pdf, Mimi Ho GrassrootsFundraisingStrategyChart.pdf, MultichannelMessaging_DripCampaign.pdf, Peer-to-peer Best-practice.pdf, Peer-to-peer slides.pdf, PTP Fundraising Strategy Worksheet.pdf, Sprint Campaign.pdfBatch imports provides a way to easily enter a stack of checks all at once - for donations or memberships, ensuring that you don't make any data entry errors with the amounts. You begin by entering the number of checks you have and the total amount of all the checks. Then you are provided with a screen to enter each check individually. When done, Powerbase will do the math to ensure the total of the individual checks equals the total you specified when you created the batch.
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File attachments:
Description
With the economy in shambles, now is an important time to tighten our fundraising strategies and reinforce our networks of support and mutual aid. Raising Money while Capitalism Collapses focuses on building financial support using contribution pages, peer-to-peer giving campaigns, $X in X weeks sprint-style campaigns and integrating these campaigns into our organizing work so we can build holistic campaigns that support our communities.
Prerequisite: Comfortable creating and using groups.
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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.pdfDescription
Don't let social distancing stop organizing! From the very basics of creating a meeting activity through the intricacies of organizing a team to do phone outreach and generating reports of attendance, Building Community through Participation will cover everything you need to know about event organizing. The course combines the technical with political analysis, facilitation tips and discussion around building an inclusive and respectful meeting culture both online and in-person.
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The 2-day Grassroots Fundraising & Technology Training will help groups understand how to integrate their grassroots fundraising with their on-going organizing and communications activities. We emphasize multi-channel approaches to grassroots fundraising so that online and on-the-ground activities are highly coordinated and inter-connected.
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File attachments: GFT 2015 Participant Agenda.pdf, 
presentation-fr-sprint-fundraising-campaigns v2015 FINAL GRFT.pptx, FundraisingbyQuartersWorksheet.pdf, Mimi Ho GrassrootsFundraisingStrategyChart.pdf, Putting it All Together.pdf, Team Planning.pdf, Activities Comparison Matrix v2015 Day 1 No pb version.pdf, Dashboard Worksheet v2015 Day 1 No pb version.pdf, Donor Activity Matrix v2015 Day 1 No pb version.pdf, Event Planning Worksheet v2015 Day 1 No pb version.pdf, Personal Ask Worksheet v2015 Day 1 No pb version.pdf, Drip Marketing.pptx
GFT 2015 Participant Agenda.pdf, presentation-fr-sprint-fundraising-campaigns v2015 FINAL GRFT.pptx, FundraisingbyQuartersWorksheet.pdf, Mimi Ho GrassrootsFundraisingStrategyChart.pdf, Putting it All Together.pdf, Team Planning.pdf, Activities Comparison Matrix v2015 Day 1 No pb version.pdf, Dashboard Worksheet v2015 Day 1 No pb version.pdf, Donor Activity Matrix v2015 Day 1 No pb version.pdf, Event Planning Worksheet v2015 Day 1 No pb version.pdf, Personal Ask Worksheet v2015 Day 1 No pb version.pdf, Drip Marketing.pptxPlace:
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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