Welcome

WelcomeHow to Stretch Non-Profit Dollars

• Deeply discounted software• Use of “fillable” forms

How to Stretch Non-Profit DollarsThis presentaion will be posted on the Roundtable web site:WWW.TheCommunityRoundtable.org

On the Download Forms page

Steve Nickerson

Background• Managed staff of computer programmers for

Time Warner• Focused on Project Management for

Financial clients

Steve NickersonRoundtable Involvement• Two years as Treasurer• On the Finance Committee• Maintain the web site• Photos/videos• Share technical tips with other charities• Promote the Community Service Forum

Deeply Discounted Software

• Several web sites offer discounts to non-profits – discounts vary

• Center Place staff recommended one source

• The only site authorized to offer Microsoft products

• The Community Rountable recommends this site as well…

Deeply Discounted SoftwareSoftware Purchased by Roundtable TechSoup Amazon DiscountAdobe Creative Suite 6 Design & Web Premium -MAC $150 $1,495 90.0%Microsoft Office 2011 ($24) - Mac $24 $200 88.0%MS Office Professional Plus 2010-PC $32 $249 87.1%Adobe Photoshop Elements & Premier Elements 12 - PC $22 $149 85.2%

Totals $228 $2,093 89.1%Savings $1,865

Deeply Discounted Software

Three discount examples:

• Microsoft Office Professional Plus 2013

• Adobe Acrobat XI Pro

• Intuit QuickBooks Premier Nonprofit Edition 2015, 1 User License

Microsoft Office Professional Plus 20131. Access 2013 is a relational database management system 2. Excel 2013 is a spreadsheet application 3. InfoPath 2013 is an information-gathering program using electronic forms

deployed through web browsers, email messages, or mobile devices.4. Lync 2013 is a unified communications client 5. OneNote 2013 is a note-taking application6. Outlook 2013 with Business Contact Manager is a time and information

manager that integrates email, calendar, contacts, and tasks.7. PowerPoint 2013 is a presentation graphics program8. Publisher 2013 is a desktop publishing program9. SkyDrive Pro is an application that allows team members to collaborate

by sharing files, participating in online meetings, and using collaboration tools in the cloud.

10.Word 2013 is a full-featured word-processing program.

Amazon.com$399$325

TechSoup.org$24 or$32

Adobe Acrobat Pro XI1. Collect data with fillable PDF forms: You can create fillable forms from 

scanned paper, PDF documents, Microsoft Word documents, or Excel spreadsheets

2. Convert or scan to PDF: Create Adobe PDF documents from any application that prints

3. Combine files from multiple applications: You can combine a range of file types into a single PDF document

4. Protect PDF files and documents: You can apply document controls and security with password protection;

5. Perform collaborative document reviews: Multiple participants can conduct collaborative document reviews that allow reviewers to see one another's comments.

6. Export PDF files: Save entire PDF files or just selected portions of them as Microsoft Word, PowerPoint, or Excel documents

Amazon.com$449$419

TechSoup.org$45

Intuit QuickBooks Premier 20151. Create a chart of accounts that categorizes and views

expenses the way IRS Form 990 requires2. Draft reports that show how much money has been

contributed and spent to date by donor or by grant3. Plan budgets based on fundraising and expense data and

comparing actual income and expenses to budgeted amounts4. Use business planning and analysis tools, such as the

Statement of Financial Income & Expense5. Organize tax, donor, vendor, employee, and general company

information in separate centers while allowing an accountant to simultaneously work on the system

Amazon.com$499.96$279.99

TechSoup.org$45

So, what’s the catch? 1. Launched in January 2002, TechSoup.org is a web site serving

nonprofits. They are the exclusive U.S. distributor of Microsoft product donations and helps to connect nonprofits and libraries to 401 different product donations from 100+ donating partners (including Adobe, Symantec, Cisco and Intuit).

2. The Community Roundtable in no way benefits monetarily, or otherwise, if you avail yourself of this opportunity.

3. Sharing this information with local non-profits supports our mission statement and slogan of:

Making a Difference Together

So, what’s the catch? Rules, rules, rules…

1. Purchased software is not for resale 2. Your non-profit must be a 501(C)(3)3. Your non-profit must apply online to TechSoup for approval4. Beware of Out of stock status. If available, buy it now. 5. Software quantities are limited6. Fiscal year rule - Many of the donation programs at TechSoup

allow organizations to receive a fixed quantity of technology products between July 1 and June 30 of each year (TechSoup's fiscal year). Then, on July 1, organizations again become eligible to place requests for these products.

Microsoft rules, for example…2-year rule

Organization:The Roundtable Charities of Greater Brandon IncCurrent 2-year Microsoft donation cycle: May 09, 2013 through May 08, 2015 Allotments reset when next 2-year donation cycle begins May 09, 2015

1. You may request licenses from up to 10 of over 70 available Microsoft title groups.

2. You may request up to 50 licenses per Microsoft title group.3. You may request up to 5 server products, regardless of server title group.4. There is no limit on the number of request an organization can make

within a cycle.5. Note: The above rules apply to the 2-year cycle only — allotments reset

when a new 2-year cycle begins.

Microsoft rules, for example…• Microsoft provides nonprofits, charities, and libraries with an allotment of

product donations that can be requested per two-year cycle. Your organization's first donation request after July 27, 2011, marks the beginning of its recurring two-year cycle. Within a two-year cycle, each eligible nonprofit or public library may request:

• Products from up to 10 of the Microsoft title groups, with a 50-license maximum for desktop applications and operating systems or license-only title groups (see below for more details)

• A maximum of five server products, regardless of title group (see below for more details)

• There is no limit to the number of times an organization can make a Microsoft donation request within the two-year cycle as long as they have not used up their full allotment. After two years, a new cycle begins, and the allotment is reset. Blah, blah, blah, blah…

Adobe rules, for example…• Donated products will be distributed under this program to

qualifying organizations only, not to individuals.• Eligible organizations may request up to four products per 

fiscal year (July 1 to June 30).• Only organizations with annual operating budgets of $10 

million or less are eligible to receive this donation.• This donation is available to nonprofits with 501(c)(3) Religious

organizations without a secular community designation are not eligible to participate in this program

• Donated products will not be made available to fraternities or sororities, Boy Scouts of America, computer refurbishing programs, legislative and…. Blah, blah, blah, blah…

Intuit rules, for example…

• Donated product will be distributed under this program to qualifying organizations only, not to individuals.

• Organizations may request one accounting product per fiscal year (July 1 to June 30).

• Only organizations with an annual operating budget of less than $10 million are eligible to receive this donation.

• Intuit products are not available for distribution to legislative, political (except for voter registration), or advocacy organizations. Blah, blah, blah, blah…

1. Sign up on Techsoup.org as an individual2. Check non-profit eligibility – click dropdown boxes describing

non-profit and enter annual budget amount3. Register the new non-profit to TechSoup4. Enter non-profit info and get qualified to request donations

(2 weeks). Must submit 501(c)3 proof.5. Associate yourself with existing non-profit already in

TechSoup, as needed. One individual can associate with multiple non-profits.

6. Get ready to request donations – verify you are qualified.7. Shop for products – add them to the shopping cart

Steps to Request Software

8. Before you check out, make sure all of your organization’s information is up-to-date.

9. Emails confirming your donation request are sent to the individual’s email address. The emails sent to the non-profit contain the links, steps to take to download the software and product keys needed to activate the product.

10. You'll then receive a confirmation number and e-mail verifying your request. After TechSoup processes a donation request, they either ship the product or fulfill the request by the means described in our fulfillment and licensing support section. Shipments go to the non-profit mailing address.

Steps to Request Software

11. Recommended: Burn a CD or DVD with the files downloaded and store a copy of the emails with the disk. This is handy if you need to reinstall the software for some reason. The Roundtable puts our disks/emails in a safe deposit box.

12. Note:  Though only one license per software was purchased, it can be installed on two computers, as long only one is used at a time.

Steps to request Software

The Blizzard of ‘15 – Boston

The Blizzard of ‘15 – Boston

The Blizzard of ‘15 – Valrico, FL

Next – Fillable Forms

Questions about TechSoup or Discounted Software?

Time = $$

Fillable Forms

TechSoup.org$45

Adobe Acrobat XI Pro

Fillable Forms

This is a Standard PDF form Download it, print it, fill it out manually and…

Fillable Forms

The Community RoundtablePO Box 1061Brandon , FL 33509

Joe Blow1123 Elm StreetValrico, FL 33596

Days wait…

Fillable Forms

Fillable Forms

Fillable Forms

Fillable FormsIf this data was in an Excel file, we’d have user specific reports.

Time = $$

Fillable Forms

From Org name Org Phone Mailing Address Description for announcer

Tom RountreeVietnam Helicopter Pilots Association of Florida 560-7361 4692 N. Lake Vista Trail

hidden columns

The Vietnam Helicopter Pilots Association of Florida is an association of combat helicopter pilots that flew in Vietnam. The helicopter in an OH-6 commonly called a LOACH. Its mission was as a scout and flew low & slow to find the enemy.

Randy Toler Randy Toler for School Board 748-7340 203 Claire Drive hidden columns Randy Toler running for School Board in County Wide District 6

Bob ConigliaroCaspers Company McDonald's Restaurants 287-2231 4908 W. Nassau Street

hidden columns

Caspers Company McDonald's Restaurants, with Ronald McDonald at the helm, proudly salute the great Americans of the Brandon community and the 100 years of educational success stories of Brandon High School. Happy Birthday and God bless America!

Dan PalmerFirst United Methodist Church of Brandon 689-4161 120 North Knights Avenue

hidden columns

First U-M-C- Brandon is the area's oldest church, located on Knights Avenue one block north of State Road 60 between Kings and Parsons. Visit us this Sunday!

Gwyneth TrimisJanet Dougherty, Candidate for County Commission, District 4 230-2437 PO Box 1340

hidden columns

Janet Dougherty is a Lifelong Conservative Republican Running for County Commission, District 4

Jose RoblesLatin America Motorcycle Association 786-8515 402 Hudson Place

hidden columns

Brandon LAMA is a non-profit, voluntary organization whose drive is to raise public awareness and interest in motorcycle chapters. embracing the public through charitable services in the community

Terry Kemple Campaign Terry Kemple Campaign 653-4822 2312 Cherry Ridge Lane

hidden columns

Terry Kemple has been actively advocating for Parents' rights and for traditional family values for 18 years. He is focusing on seeing students be able to read, write, and calculate at grade level. Vote for Terry August 26th.

Access Churchhidden columns

East Hillsborough Demshidden columns

Norman Canella for Judgehidden columns

This takes about 4 clicks of the mouse to create

Fillable Forms

Fillable Forms

So, how does this information actually get into an Excel spreadsheet  for reporting?

Create PDF doc

Acrobat, make it fillable

Save form on

PC Send to clients as

email attachment

Post form to

Website

Client downloads form, fills, submits

email

Non-profit Files forms

in response

file

Non-profit exports

responses to Excel

From Org name Org Phone Mailing Address Description for announcer

Tom RountreeVietnam Helicopter Pilots Association of Florida 560-7361 4692 N. Lake Vista Trail

hidden columns

The Vietnam Helicopter Pilots Association of Florida is an association of combat helicopter pilots that flew in Vietnam. The helicopter in an OH-6 commonly called a LOACH. Its mission was as a scout and flew low & slow to find the enemy.

Randy Toler Randy Toler for School Board 748-7340 203 Claire Drive hidden columns Randy Toler running for School Board in County Wide District 6

Bob ConigliaroCaspers Company McDonald's Restaurants 287-2231 4908 W. Nassau Street

hidden columns

Caspers Company McDonald's Restaurants, with Ronald McDonald at the helm, proudly salute the great Americans of the Brandon community and the 100 years of educational success stories of Brandon High School. Happy Birthday and God bless America!

Dan PalmerFirst United Methodist Church of Brandon 689-4161 120 North Knights Avenue

hidden columns

First U-M-C- Brandon is the area's oldest church, located on Knights Avenue one block north of State Road 60 between Kings and Parsons. Visit us this Sunday!

Gwyneth TrimisJanet Dougherty, Candidate for County Commission, District 4 230-2437 PO Box 1340

hidden columns

Janet Dougherty is a Lifelong Conservative Republican Running for County Commission, District 4

Jose RoblesLatin America Motorcycle Association 786-8515 402 Hudson Place

hidden columns

Brandon LAMA is a non-profit, voluntary organization whose drive is to raise public awareness and interest in motorcycle chapters. embracing the public through charitable services in the community

Terry Kemple Campaign Terry Kemple Campaign 653-4822 2312 Cherry Ridge Lane

hidden columns

Terry Kemple has been actively advocating for Parents' rights and for traditional family values for 18 years. He is focusing on seeing students be able to read, write, and calculate at grade level. Vote for Terry August 26th.

Access Churchhidden columns

East Hillsborough Demshidden columns

Norman Canella for Judgehidden columns

Process flow

Fillable Forms

Is anyone interested in purchasing/using  Acrobat Pro?

Fillable Forms

Is anyone interested in purchasing/using  Acrobat Pro for fillable forms?

Fillable Forms

But, WAIT,  There’s MORE!!

Fillable Forms

Fillable Forms

Steve Nickerson will provide 2 hours of phone, email or on site assistance to get you up and running with fillable forms to any non-profit that qualifies.

Ahhhhhh, HERE’S the catch

Fillable FormsTo qualify:1. Join The Community Roundtable 2. Join TechSoup3. Qualify your 501(c)(3) – (2 weeks)4. Order/download/install Acrobat Pro XI5. Assign one contact  person to be trained6. Call 661-4350 to schedule an appointment7. The offer expires April 15th,  (60 days)

Questions about Fillable Forms or TechSoup?

Future Presentations?1. How to write Grant requests2. How to market via Facebook3. How to add Community Service

events to the Rountable website  to find volunteers

4. What tools do nonprofits use to handle money (Quickbooks, Paypal, Square, etc…)

What information could YOU share with The Community Roundtable and other local non-profits?

What can we learn from YOU?