Organizing and Promoting Local Nature Conservation Efforts with CiviCRM

• Background

  Giant Rabbit – This project began with a stock installation of CiviCRM and a data cleanup and migration, combined with an initial training. The goal was to enable Putah Creek Council to use the standard CiviCRM workflow to its fullest, rather than investing in customization of the CiviCRM interface to match existing workflows.

  Libby – My dream was that Civi would save time, make us better at our work, and help us grow. It’s certainly done all of that, but has also been more work than I had realized going into it. I think working with a company like Giant Rabbit was what made it work for us–we are a very small organization accomplishing really big things–but we don’t have much funding to invest in technology. We needed to be able to do most of the low-skill labor ourselves.

  When I first approached my Board about funding a Civi-backed site, they were lukewarm at best. It’s a hard case to make that a high-powered website will result in better water quality, more wildlife habitat, and a broader base of donors, but it’s certainly working out that way. We began our Civi site in 2010, right in the middle of a huge recession, and all our state contracts (90% of our funding) had been indefinitely suspended. At the same meeting where we discussed how long to furlough me, I made the case to spend even more money we didn’t have to invest in a website for programs that had been suspended. They agreed, and all would now agree that the investment paid off.

  Our Civi site has enabled us to support other groups’ fundraising events on our behalf, sign up members online, and engage many times more volunteers in more events–all of this has already paid for the initial site set up.

• Challenges

  Giant Rabbit – From an implementor’s perspective, the biggest challenge was the necessary leanness of the budget–Putah Creek is a small organization; in order for their fundraising platform to have a positive impact on their cash flow, we needed to get the platform up and in service as efficiently as possible. Putah Creek’s willingness to learn the platform and be largely self-directed in using it helped make it possible to complete the project.

  Libby – I agree that our smallness was the biggest challenge. We didn’t have the money to pay Giant Rabbit to populate the site, and we also had only one staff person to get everything done. In the end, I was unable to complete the project solo because I was always in the field tree planting! We added another staff person in mid-2011, and she and I collectively tied up loose ends.

  For a nature nerd, I am fairly technically capable, which made it work. Our new staff person, Sara, is less technically inclined, so getting her to embrace this part of her job was a challenge. Now that we have been using it together for a year we both love what it does for us and would never go back to life without Civi!

• Solution

  Libby – I did a fairly exhaustive evaluation in part because I wanted my Board to know I had done due diligence, but also because I wanted to be sure the solution made the best sense for PCC. I evaluated eTapestry, DonorTools, CloserWare (Volunteer Matters), YourMembership.com, PhilanthrAppeal, Convio, and BlackBaud.

  Civi was the clear choice because it did everything we wanted to do, and I knew from prior experience with Drupal that when new modules come out, I could easily expand our capacity if it was necessary. Plus, Civi is implemented by independent developers, which makes the process of implementing the CRM customizable. This was key because I only had sporadic time available to work on the project (I was in the field planting trees a lot) and Giant Rabbit was understanding about the fact that we couldn’t dedicate our entire staff of one to getting the project done in a quick fashion. The open-source mind-set works well for us: it’s a culture of contribution, self-reliance, and community.

  Also, for us, because of what we wanted and our willingness to do much of the low-skilled labor ourselves, Civi was most economical for our needs.

  Giant Rabbit – We recommend CiviCRM for organizations the size of Putah Creek Council because we feel the out-of-the-box features it offers are robust enough to make the platform work with a minimal investment. Once the organization is using CiviCRM, the natural growth of the platform through community contributions allows for improved features over time, and the openness of the data and the code base allows for later expansion or customization if it becomes necessary. In short, it is a good short-term, low-cost solution, while also serving as a solid foundation for later expansion.

• Functionality

  Giant Rabbit – Initial requirements involved utilizing CiviMail to send mass mailings and to allow users to sign up for the newsletter online.  We created a simple mailing template to allow Putah Creek staff to add their content and send the mailing.  Putah Creek also utilized CiviContribute and CiviMember to process online contributions and membership to the organization.  Eventually, Putah Creek began using CiviEvent to handle online event registration for their various volunteer gatherings, plantings and creek cleanups.

  Libby – Again, working with Civi and flexible developers was key. The key aspects of Civi for us were 1) CiviEvent, and 2) CiviContribute. That was not how we approached the initial set up because of our budget constraints, but I chose Civi because I knew it would allow me to get where I wanted to go once we had enough funding (it took about 18 months). We split the project into phases that were do-able given the staff and funding.

• Focus: Environment
• Type: Non-Profit
• Putah Creek Council Website

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