Welcome
Welcome
How to Stretch Non-Profit Dollars
• Deeply discounted software
• Use of “fillable” forms
How to Stretch Non-Profit Dollars
This 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 Nickerson
Roundtable 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 nonprofits – 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 Software
Software Purchased by Roundtable
TechSoup Amazon Discount
Adobe 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 2013
1. 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 application
TechSoup.org
6. Outlook 2013 with Business Contact Manager is a time and information
$399
manager
that integrates email, calendar, contacts, and tasks.
7. PowerPoint 2013 is a presentation graphics program
$32
$325
8. Publisher 2013 is a desktop publishing program
9. 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
$24 or
Adobe Acrobat Pro XI
1.
2.
3.
4.
5.
6.
Collect data with fillable PDF forms: You can create fillable forms from
scanned paper, PDF documents, Microsoft Word documents, or Excel
spreadsheets
Convert or scan to PDF: Create Adobe PDF documents from any
applicationAmazon.com
that prints
TechSoup.org
Combine files from multiple applications: You can combine a range of file
types into a single PDF document
Protect PDF
files and documents: You can apply document controls and
$419
security with password protection;
Perform collaborative document reviews: Multiple participants can
conduct collaborative document reviews that allow reviewers to see one
another's comments.
Export PDF files: Save entire PDF files or just selected portions of them as
Microsoft Word, PowerPoint, or Excel documents
$449
$45
Intuit QuickBooks Premier 2015
1. Create a chart of accounts that categorizes and views
expenses the way IRS Form 990 requires
2. Draft reports that show how much money has been
Amazon.com
contributed
and spent to date byTechSoup.org
donor or by grant
3. Plan budgets
based on fundraising
and expense data and
$499.96
$45
comparing actual income and expenses to budgeted amounts
$279.99
4. Use business planning and analysis tools, such as the
Statement of Financial Income & Expense
5. Organize tax, donor, vendor, employee, and general company
information in separate centers while allowing an accountant
to simultaneously work on the system
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.
2.
3.
4.
5.
6.
Purchased software is not for resale
Your non-profit must be a 501(C)(3)
Your non-profit must apply online to TechSoup for approval
Beware of Out of stock status. If available, buy it now.
Software quantities are limited
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 Inc
Current 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.
2.
3.
4.
5.
You may request licenses from up to 10 of over 70 available Microsoft
title groups.
You may request up to 50 licenses per Microsoft title group.
You may request up to 5 server products, regardless of server title group.
There is no limit on the number of request an organization can make
within a cycle.
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…
Steps to Request Software
1. Sign up on Techsoup.org as an individual
2. Check non-profit eligibility – click dropdown boxes describing
non-profit and enter annual budget amount
3. Register the new non-profit to TechSoup
4. 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.
The Blizzard of ‘15 – Boston
The Blizzard of ‘15 – Boston
The Blizzard of ‘15 – Valrico, FL
Questions about TechSoup
or Discounted Software?
Next – Fillable Forms
Fillable Forms
Time = $$
Fillable Forms
TechSoup.org
$45
Adobe Acrobat XI Pro
Fillable Forms
This is a
Standard
PDF form
Download it,
print it,
fill it out
manually
and…
Fillable Forms
Joe Blow
1123 Elm Street
Valrico, FL 33596
The Community Roundtable
PO Box 1061
Brandon , FL 33509
Days
wait…
Fillable Forms
Fillable Forms
Fillable Forms
If this data was in an
Excel file, we’d have
user specific reports.
Fillable Forms
Time = $$
Fillable Forms
From
Org name
Tom Rountree
Vietnam Helicopter Pilots
Association of Florida
Org Phone Mailing Address
Randy Toler
Randy Toler for School Board
748-7340
203 Claire Drive
hidden
columns
hidden
columns
Bob Conigliaro
Caspers Company McDonald's
Restaurants
287-2231
4908 W. Nassau Street
hidden
columns
689-4161
120 North Knights Avenuecolumns
230-2437
PO Box 1340
hidden
columns
hidden
columns
This takes
about 4
clicks of the
mouse to
create
560-7361
4692 N. Lake Vista Trail
Gwyneth Trimis
First United Methodist Church of
Brandon
Janet Dougherty, Candidate for
County Commission, District 4
Jose Robles
Latin America Motorcycle
Association
786-8515
402 Hudson Place
Terry Kemple
Campaign
Terry Kemple Campaign
653-4822
2312 Cherry Ridge Lane
Dan Palmer
Access Church
East Hillsborough Dems
Norman Canella for Judge
hidden
hidden
columns
hidden
columns
hidden
columns
hidden
columns
Description for announcer
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 running for School Board in County Wide District 6
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!
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!
Janet Dougherty is a Lifelong Conservative Republican Running for
County Commission, District 4
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 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.
Fillable Forms
So, how does this
information actually get
into an Excel
spreadsheet for
reporting?
Fillable Forms
Acrobat,
make it
fillable
Create
PDF doc
Save
form on
PC
Process flow
From
Org name
Tom Rountree
Vietnam Helicopter Pilots
Association of Florida
Org Phone Mailing Address
560-7361
4692 N. Lake Vista Trail
Randy Toler
Randy Toler for School Board
748-7340
203 Claire Drive
hidden
columns
hidden
columns
Bob Conigliaro
Caspers Company McDonald's
Restaurants
287-2231
4908 W. Nassau Street
hidden
columns
689-4161
120 North Knights Avenuecolumns
230-2437
PO Box 1340
hidden
columns
hidden
columns
Gwyneth Trimis
First United Methodist Church of
Brandon
Janet Dougherty, Candidate for
County Commission, District 4
Jose Robles
Latin America Motorcycle
Association
786-8515
402 Hudson Place
Terry Kemple
Campaign
Terry Kemple Campaign
653-4822
2312 Cherry Ridge Lane
Dan Palmer
Access Church
East Hillsborough Dems
Norman Canella for Judge
hidden
hidden
columns
hidden
columns
hidden
columns
hidden
columns
Description for announcer
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 running for School Board in County Wide District 6
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!
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!
Janet Dougherty is a Lifelong Conservative Republican Running for
County Commission, District 4
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 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.
Non-profit
exports
responses
to Excel
Post form
to
Website
Send to
clients as
email
attachment
Non-profit
Files forms
in
response
file
Client
downloads
form, fills,
submits
email
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
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 Forms
To qualify:
1.
2.
3.
4.
5.
6.
7.
Join The Community Roundtable
Join TechSoup
Qualify your 501(c)(3) – (2 weeks)
Order/download/install Acrobat Pro XI
Assign one contact person to be trained
Call 661-4350 to schedule an appointment
The offer expires April 15th, (60 days)
Questions about Fillable Forms
or TechSoup?
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4. What tools do nonprofits use to
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Paypal, Square, etc…)