What Open Source
Is and How Your
Nonprofit Can
Benefit
October 30, 2018
Using ReadyTalk
• Chat to ask questions
• All lines are muted
• If you lose your Internet connection,
reconnect using the link emailed to you.
• You can find upcoming and past webinars on
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www.techsoup.org/community/events-
webinars
• You will receive an email with this
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• Tweet us @TechSoup and use hashtag
#tswebinars
A Global Network
Bridging Tech Solutions
and Services for Good
Where are you on the map?
Countries Served TechSoup Partner Location NetSquared Local Group
Acclivity
Adobe
Alpha Software
Atlas Business Solutions
Atomic Training
Amazon Web Services
Autodesk
Azavea
BetterWorld
Bitdefender
Blackbaud
Bloomerang
Box
Brocade
Bytes of Learning
Caspio
CauseVox
CDI Computer Dealers
Cisco
Citrix
CitySoft
CleverReach
ClickTime
Closerware
Comodo
Connect2Give
Dell
Dharma Merchant Services
Digital Wish
Dolby
DonorPerfect
DocuSign
Efficient Elements
FileMaker
GoDaddy
GrantStation
Guide By Cell
Headsets.com
Horizon DataSys
HR Solutions Partners
Huddle
Idealware
InFocus
Informz
InterConnection
Intuit
JourneyEd
Litmos
Little Green Light
Mailshell
Microsoft
Mobile Beacon
NetSuite
Nielsen
NonProfitEasy
O&O Software
Okta
Quickbooks Made Easy
Reading Eggs
ReadyTalk
Red Earth Software
Sage Software
Shopify
Simple Charity Registration
Skillsoft
Smart Business Savings
Society for Nonprofit Organizations
Sparrow Mobile
Symantec
Tableau
TechBridge
Tech Impact
Teespring
Telosa
Tint
Ultralingua
Western Digital
Zoner
Explore our Nonprofit
Tech Marketplace
For more information, please visit
www.techsoup.org/get-product-donations
"We are an all-volunteer organization with
limited professional skills. Adobe's donated
technology is helping us present our story to
the public and to lenders in the format of a
much larger organization. With Adobe, we
are able to knock off a few of the "rough
edges" so that our story is front and center
instead of our technological limitations.
Thank you, Adobe!”
- Richard de Koster
Constitution Island Association, Inc
Presenters
John James
VP of Interactive Strategies
Case Foundation
Sima Thakkar
Online Learning Producer
TechSoup
Assisting with chat:
Zerreen Kazi
Marketing Associate
TechSoup
Sima Thakkar
Online Learning Producer
TechSoup
Zerreen Kazi
Marketing Associate
TechSoup
John James
VP of Interactive Strategies
Case Foundation
WHAT
OPEN SOURCE
IS AND HOW YOUR
NONPROFIT CAN BENEFIT
ABOUT ME
• John Jones, Vice President of
Interactive Strategies
• Techie by background, working to
spread access to technology via
Open Source
ABOUT THE CASE
FOUNDATION
• Created in 1997 by digital pioneers Jean and
Steve Case, the Case Foundation invests in
people and ideas that can change the world.
• We focus on inspiring and raising up all to Be
Fearless
• We work to catalyze movements and
collaboration to bring forward ideas that have
transformative potential and can lead us to
uncover new, more impactful ways of
addressing chronic social challenges.
• Today we are driving at two major
movements—impact investing and inclusive
entrepreneurship.
OUR SURVEY
After this webinar is over, please take our
five-minute survey to help us better
understand the current state of nonprofit
engagement with open source
https://www.surveymonkey.com/r/MPHPVZR
OPEN SOURCE:
AT THE CENTER OF
THE INTERNET
EARLY DAYS
• Early software was mostly shared
openly because it was research
• Commercial software took off in the
70s, which started replacing the
model
• Early home computer software was
delivered in books of code because
disks and other media were too
expensive or cumbersome
• Academics and enthusiasts started
creating and sharing code via the
Internet and dial-up services
1960sthrough1980s
THE WEB
• The World Wide Web is both a
product of and a cause for success
of open source
• The Web’s open specification
spawned many new browsers and
servers
• The new Web ecosystem spawned
further sharing and collaboration via
forums, code communities, etc
• Mozilla, the successor to Netscape,
was one of the first high-profile open
source projects
1990s
2000s
GROWTH
• With both the agile and innovative
spirit of open source in addition to
the freedom it brought, business
saw it is both an efficiency and
innovation center
• Open source created new business
models that provided transparency
for users and a distinct value
proposition for business
• Open source software runs in
conjunction with closed source
software everywhere
HOW IT’S
USED TODAY
PRIVATE SECTOR
• Google, Microsoft, Amazon, Apple, etc
all collaborate on open source projects
• Motivations:
• Ecosystem creation
• Monetization of support and hosting
• Enhanced security through
transparency
• Recognition of the community’s
innovative power
• In addition, it is a strong attractor for
recruitment and retention of top talent
• Projects used by for-profits and
nonprofits; not exclusively produced for
any one group
GOVERNMENT
• Wide recognition at the federal level of
the inefficiencies caused by continually
and redundantly licensing proprietary
software
• USDS and 18f created to spawn and
make use of open source projects
across government
• Projects are reused within other
government entities
• Beginning to see state and local
government embrace open source in the
same way
INDIVIDUALS
• Individual or small groups of developers
contribute passion projects in spare time
• Ones that grow to become popular often
get absorbed by larger entities, subsist
on small-dollar donations, or spin up into
startups:
• D3 creator brought into NYT
• Drupal and WordPress grew into
startups Aquia and Automattic
• Sites like OpenCollective and
Patreon raise funds for small
projects
OPEN SOURCE
AS A FORCE MULTIPLIER
FOR CHANGEMAKERS
GIFTS OF CODE
• Open source is a form of
philanthropy
• One gift of code can have unlimited
beneficiaries
• Both organizations and individuals
can embrace this type of
philanthropy as an alternative or
supplement to financial support
• Grants funding development of
technology should stipulate creation
of open source software to extend
the reach of that financial
contribution
DEMOCRATIZATION
OF TECH
• Open source software lowers the
barrier to entry for technology and
therefore furthers the
democratization of technology
• It is an onramp for those without all
of the technical knowhow necessary
to create innovative products and
services
• It is often at competitive parity with
closed-source software thus
lowering the financial barrier to entry
ACCELERATION OF
INNOVATION
• The collaborative and transparent
nature of open source is a force-
multiplier for changemaking efforts
• By sharing and embracing open
source software, non profits can
kickstart collaboration, increase
efficiency and share successes and
encourage others to iterate off
failures
• We have seen it deployed in
multiple environments and see great
potential for open source to make a
real impact in the non-profit world
NONPROFIT SECTOR’S
LEADERSHIP ROLE IN
OPEN SOURCE
• Open source is a way for us (for and
nonprofits alike) to engage with
others working to tackle problems in
the same space
• Open source can create
serendipitous relationships between
producers of a technology and
those who need it
• Like the broader tech industry, there
is much work to do in terms of
inclusivity and civility in open source
that we must drive
NONPROFITS
EMBRACING
OPEN SOURCE
BILL AND MELINDA GATES FOUNDATION
• Created Mojaloop, an open
source project that enables
interoperability between banks
and newer forms of financial
mechanisms sprouting up in
the developing world
• Using open source to build an
ecosystem
• Open ecosystem supports
financial inclusion while still
maintaining a competitive
market for innovation
CODE FOR AMERICA
• Organizes “brigades” of
volunteers across the country
to solve civic problems using
technology
• Open by default
• Working to encourage their
brigades to share and iterate
off of each others’ work
• Citizens who give their time
and talent in addition to the
material contribution of their
work product as philanthropy
TIDEPOOL
• Diabetes devices didn’t communicate and
relied on proprietary software for analysis of
the data
• Worked with manufacturers to open those
data standards
• Created software for working with all of these
devices for consumers
• Funded via research institutions using their
software
GIVESOURCE
• Open source fundraising
platform designed to power
Giving Days
• Created in partnership between
B-Corp Firespring, Lincoln
Community Foundation and the
Jeffrey S. Raikes School of
Computer Science and
• Cuts traditional fees taken by
similar fundraising platforms
OUR
CONTRIBUTION
#FACESOFFOUNDERS
• Our first foray into releasing open
source projects
• Campaign launched in late 2016
to gather stories of diverse
entrepreneurs and showcase
them using a profile-picture
generator
• Platform built to accept this user
content and provide a reviewing
platform for a distributed panel of
judges
• Users of the platform, impressed
by the functionality, inquired about
reusing it for future work
https://github.com/casefoundation/Faces-of-Founders-Platform
ANALYTICS DASHBOARD
• Team dedicated to ongoing digital
A/B testing, analytics review and
recommendation generation
received ongoing requests for
more realtime information
• We designed and built a
dashboard to query Google
Analytics and other data sources
to combine the information not
possible with other dashboard
platforms
• Open sourced and extensible to
support any number of other data
sources
https://github.com/casefoundation/analytics-dashboard
WEEKLY ROUNDUP
• Our Marketing and
Communications team would
spend hours collecting and
formatting news clips every week
for a staff email
• With this platform, they simply
paste-in a URL, and it scrapes the
title title, publication, date, and
description for them
• Users may break clips into
sections and reorder as necessary
• Sends beautiful, branded email to
staff with clipped news stories
https://github.com/casefoundation/weekly-roundup
REVIEW-O-MATIC
• Built in 2017 to power the review
process in our Finding Fearless
campaign
• Organizes stories submitted via a
form and assigns them for review
to a panel of judges
• Easily adaptable for any
submit/review/decide process
such as conference proposal
submissions, crowdsourcing, etc
https://github.com/casefoundation/review-o-matic
SOME WAYS TO
GET STARTED
USING OPEN SOURCE
• When taking on a new project,
consider how the problem:
A. might already be solved by an
open source solution
B. is a problem many encounter
and could be an open source
project
• Make sure your vendors are open
source friendly
• Work with a trusted team of partners
and tech vendors to help solve
these challenges
FINDING OPEN
SOURCE PROJECTS
• Identify open source projects that
are “active” along the following
criteria:
• Recent updates within the past
few months, not years
• A high amount of ticket/issue
activity
• Many open issues does not
necessarily mean the project is not
good
• Projects which have notable
sponsorships are often extremely
well-managed and maintained
CONTRIBUTING TO
OPEN SOURCE
PROJECTS
• If you find an open source solution
is a close fit but needs more work,
consider if that change is worth
sharing. (Some open source
licenses actually stipulate this.)
• Engage with the project’s team or
community to understand if it fits
their plans or is something they are
exploring – perhaps the work could
be a partnership opportunity
CREATING NEW OPEN
SOURCE PROJECTS
• Take a step back to see if the
problem you are solving could help
many
• Engage with peers to see if it is
something they are looking at
QUESTIONS
REACH OUT!
Twitter: @johnjones4
GitHub: casefoundation & johnjones4
Email: johnj@casefoundation.org
Share and Learn
• Chat in one thing that you learned in today’s
webinar.
• Please complete our post-event survey.
Your feedback really helps.
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What Open Source Is and How Your Nonprofit Can Benefit

  • 1. What Open Source Is and How Your Nonprofit Can Benefit October 30, 2018
  • 2. Using ReadyTalk • Chat to ask questions • All lines are muted • If you lose your Internet connection, reconnect using the link emailed to you. • You can find upcoming and past webinars on the TechSoup website: www.techsoup.org/community/events- webinars • You will receive an email with this presentation, recording, and links • Tweet us @TechSoup and use hashtag #tswebinars
  • 3. A Global Network Bridging Tech Solutions and Services for Good Where are you on the map? Countries Served TechSoup Partner Location NetSquared Local Group
  • 4. Acclivity Adobe Alpha Software Atlas Business Solutions Atomic Training Amazon Web Services Autodesk Azavea BetterWorld Bitdefender Blackbaud Bloomerang Box Brocade Bytes of Learning Caspio CauseVox CDI Computer Dealers Cisco Citrix CitySoft CleverReach ClickTime Closerware Comodo Connect2Give Dell Dharma Merchant Services Digital Wish Dolby DonorPerfect DocuSign Efficient Elements FileMaker GoDaddy GrantStation Guide By Cell Headsets.com Horizon DataSys HR Solutions Partners Huddle Idealware InFocus Informz InterConnection Intuit JourneyEd Litmos Little Green Light Mailshell Microsoft Mobile Beacon NetSuite Nielsen NonProfitEasy O&O Software Okta Quickbooks Made Easy Reading Eggs ReadyTalk Red Earth Software Sage Software Shopify Simple Charity Registration Skillsoft Smart Business Savings Society for Nonprofit Organizations Sparrow Mobile Symantec Tableau TechBridge Tech Impact Teespring Telosa Tint Ultralingua Western Digital Zoner
  • 5. Explore our Nonprofit Tech Marketplace For more information, please visit www.techsoup.org/get-product-donations "We are an all-volunteer organization with limited professional skills. Adobe's donated technology is helping us present our story to the public and to lenders in the format of a much larger organization. With Adobe, we are able to knock off a few of the "rough edges" so that our story is front and center instead of our technological limitations. Thank you, Adobe!” - Richard de Koster Constitution Island Association, Inc
  • 6. Presenters John James VP of Interactive Strategies Case Foundation Sima Thakkar Online Learning Producer TechSoup Assisting with chat: Zerreen Kazi Marketing Associate TechSoup Sima Thakkar Online Learning Producer TechSoup Zerreen Kazi Marketing Associate TechSoup John James VP of Interactive Strategies Case Foundation
  • 7. WHAT OPEN SOURCE IS AND HOW YOUR NONPROFIT CAN BENEFIT
  • 8. ABOUT ME • John Jones, Vice President of Interactive Strategies • Techie by background, working to spread access to technology via Open Source
  • 9. ABOUT THE CASE FOUNDATION • Created in 1997 by digital pioneers Jean and Steve Case, the Case Foundation invests in people and ideas that can change the world. • We focus on inspiring and raising up all to Be Fearless • We work to catalyze movements and collaboration to bring forward ideas that have transformative potential and can lead us to uncover new, more impactful ways of addressing chronic social challenges. • Today we are driving at two major movements—impact investing and inclusive entrepreneurship.
  • 10. OUR SURVEY After this webinar is over, please take our five-minute survey to help us better understand the current state of nonprofit engagement with open source https://www.surveymonkey.com/r/MPHPVZR
  • 11. OPEN SOURCE: AT THE CENTER OF THE INTERNET
  • 12. EARLY DAYS • Early software was mostly shared openly because it was research • Commercial software took off in the 70s, which started replacing the model • Early home computer software was delivered in books of code because disks and other media were too expensive or cumbersome • Academics and enthusiasts started creating and sharing code via the Internet and dial-up services 1960sthrough1980s
  • 13. THE WEB • The World Wide Web is both a product of and a cause for success of open source • The Web’s open specification spawned many new browsers and servers • The new Web ecosystem spawned further sharing and collaboration via forums, code communities, etc • Mozilla, the successor to Netscape, was one of the first high-profile open source projects 1990s
  • 14. 2000s GROWTH • With both the agile and innovative spirit of open source in addition to the freedom it brought, business saw it is both an efficiency and innovation center • Open source created new business models that provided transparency for users and a distinct value proposition for business • Open source software runs in conjunction with closed source software everywhere
  • 16. PRIVATE SECTOR • Google, Microsoft, Amazon, Apple, etc all collaborate on open source projects • Motivations: • Ecosystem creation • Monetization of support and hosting • Enhanced security through transparency • Recognition of the community’s innovative power • In addition, it is a strong attractor for recruitment and retention of top talent • Projects used by for-profits and nonprofits; not exclusively produced for any one group
  • 17. GOVERNMENT • Wide recognition at the federal level of the inefficiencies caused by continually and redundantly licensing proprietary software • USDS and 18f created to spawn and make use of open source projects across government • Projects are reused within other government entities • Beginning to see state and local government embrace open source in the same way
  • 18. INDIVIDUALS • Individual or small groups of developers contribute passion projects in spare time • Ones that grow to become popular often get absorbed by larger entities, subsist on small-dollar donations, or spin up into startups: • D3 creator brought into NYT • Drupal and WordPress grew into startups Aquia and Automattic • Sites like OpenCollective and Patreon raise funds for small projects
  • 19. OPEN SOURCE AS A FORCE MULTIPLIER FOR CHANGEMAKERS
  • 20. GIFTS OF CODE • Open source is a form of philanthropy • One gift of code can have unlimited beneficiaries • Both organizations and individuals can embrace this type of philanthropy as an alternative or supplement to financial support • Grants funding development of technology should stipulate creation of open source software to extend the reach of that financial contribution
  • 21. DEMOCRATIZATION OF TECH • Open source software lowers the barrier to entry for technology and therefore furthers the democratization of technology • It is an onramp for those without all of the technical knowhow necessary to create innovative products and services • It is often at competitive parity with closed-source software thus lowering the financial barrier to entry
  • 22. ACCELERATION OF INNOVATION • The collaborative and transparent nature of open source is a force- multiplier for changemaking efforts • By sharing and embracing open source software, non profits can kickstart collaboration, increase efficiency and share successes and encourage others to iterate off failures • We have seen it deployed in multiple environments and see great potential for open source to make a real impact in the non-profit world
  • 23. NONPROFIT SECTOR’S LEADERSHIP ROLE IN OPEN SOURCE • Open source is a way for us (for and nonprofits alike) to engage with others working to tackle problems in the same space • Open source can create serendipitous relationships between producers of a technology and those who need it • Like the broader tech industry, there is much work to do in terms of inclusivity and civility in open source that we must drive
  • 25. BILL AND MELINDA GATES FOUNDATION • Created Mojaloop, an open source project that enables interoperability between banks and newer forms of financial mechanisms sprouting up in the developing world • Using open source to build an ecosystem • Open ecosystem supports financial inclusion while still maintaining a competitive market for innovation
  • 26. CODE FOR AMERICA • Organizes “brigades” of volunteers across the country to solve civic problems using technology • Open by default • Working to encourage their brigades to share and iterate off of each others’ work • Citizens who give their time and talent in addition to the material contribution of their work product as philanthropy
  • 27. TIDEPOOL • Diabetes devices didn’t communicate and relied on proprietary software for analysis of the data • Worked with manufacturers to open those data standards • Created software for working with all of these devices for consumers • Funded via research institutions using their software
  • 28. GIVESOURCE • Open source fundraising platform designed to power Giving Days • Created in partnership between B-Corp Firespring, Lincoln Community Foundation and the Jeffrey S. Raikes School of Computer Science and • Cuts traditional fees taken by similar fundraising platforms
  • 30. #FACESOFFOUNDERS • Our first foray into releasing open source projects • Campaign launched in late 2016 to gather stories of diverse entrepreneurs and showcase them using a profile-picture generator • Platform built to accept this user content and provide a reviewing platform for a distributed panel of judges • Users of the platform, impressed by the functionality, inquired about reusing it for future work https://github.com/casefoundation/Faces-of-Founders-Platform
  • 31. ANALYTICS DASHBOARD • Team dedicated to ongoing digital A/B testing, analytics review and recommendation generation received ongoing requests for more realtime information • We designed and built a dashboard to query Google Analytics and other data sources to combine the information not possible with other dashboard platforms • Open sourced and extensible to support any number of other data sources https://github.com/casefoundation/analytics-dashboard
  • 32. WEEKLY ROUNDUP • Our Marketing and Communications team would spend hours collecting and formatting news clips every week for a staff email • With this platform, they simply paste-in a URL, and it scrapes the title title, publication, date, and description for them • Users may break clips into sections and reorder as necessary • Sends beautiful, branded email to staff with clipped news stories https://github.com/casefoundation/weekly-roundup
  • 33. REVIEW-O-MATIC • Built in 2017 to power the review process in our Finding Fearless campaign • Organizes stories submitted via a form and assigns them for review to a panel of judges • Easily adaptable for any submit/review/decide process such as conference proposal submissions, crowdsourcing, etc https://github.com/casefoundation/review-o-matic
  • 34. SOME WAYS TO GET STARTED
  • 35. USING OPEN SOURCE • When taking on a new project, consider how the problem: A. might already be solved by an open source solution B. is a problem many encounter and could be an open source project • Make sure your vendors are open source friendly • Work with a trusted team of partners and tech vendors to help solve these challenges
  • 36. FINDING OPEN SOURCE PROJECTS • Identify open source projects that are “active” along the following criteria: • Recent updates within the past few months, not years • A high amount of ticket/issue activity • Many open issues does not necessarily mean the project is not good • Projects which have notable sponsorships are often extremely well-managed and maintained
  • 37. CONTRIBUTING TO OPEN SOURCE PROJECTS • If you find an open source solution is a close fit but needs more work, consider if that change is worth sharing. (Some open source licenses actually stipulate this.) • Engage with the project’s team or community to understand if it fits their plans or is something they are exploring – perhaps the work could be a partnership opportunity
  • 38. CREATING NEW OPEN SOURCE PROJECTS • Take a step back to see if the problem you are solving could help many • Engage with peers to see if it is something they are looking at
  • 40. REACH OUT! Twitter: @johnjones4 GitHub: casefoundation & johnjones4 Email: [email protected]
  • 41. Share and Learn • Chat in one thing that you learned in today’s webinar. • Please complete our post-event survey. Your feedback really helps. • Follow TechSoup on social media (FB, Instagram, Twitter) • Visit the TechSoup Blog at blog.techsoup.org
  • 42. Join us for our upcoming webinars. 11/01 Maximize Your Giving Tuesday Fundraising and Engagement 11/19 From Desktop to the Cloud: Why Organizations Are Converting 11/13 Intro to Building PDF Forms Archived Webinars: www.techsoup.org/community-events
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