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DocuSign for Nonprofits: How to Get It for Free

DocuSign is a cloud-based e-signature and transaction management software that can help nonprofits streamline their workflows and save time and money. However, DocuSign can be expensive, especially for small nonprofits.

Fortunately, there is a way for nonprofits to get DocuSign for free through TechSoup. TechSoup is a nonprofit organization that provides technology products and services to nonprofits at discounted prices.

To get DocuSign for free through TechSoup, your nonprofit must meet the following criteria:

  • Be a registered 501(c)(3) organization in the United States
  • Have an annual budget of $1 million or less

Once you have met the eligibility criteria, you can follow these steps to get DocuSign for free through TechSoup:

  1. Go to the TechSoup website and create an account.
  2. Search for DocuSign in the TechSoup catalog.
  3. Click on the “Request” button to start the application process.
  4. Provide the requested information, including your nonprofit’s EIN and budget.
  5. Pay the TechSoup administrative fee.

Once your application is approved, you will receive a DocuSign subscription for free.

If you are a nonprofit that is looking for a way to streamline your workflows and save time and money, DocuSign is a great option. And with the help of TechSoup, you can get DocuSign for free.

Additional Information:

Use Google Tag Manager with Analytics

There are two different ways you can include Google Analytics tracking code in your website. The first is the easiest and most straight-forward. Google Analytics gives you a block of code to insert into the heading of your website. If you include it in your theme or template, it will be included on every page and work great.

The Cons

The drawback to doing it this way is that it becomes difficult to manage or adjust. Big deal, right? Once you set your Analytics code in place how often does it really change? Well, in a situation like the one we’re in right now (Switch to Google Analytics GA4 before July 2023), it can be a little difficult. Especially if you wan to run multiple instances of analytics simultaneously.

The Solution

The solution is to instead use Google Tag Manager. Instead of injecting the analytics code directly into your website, you insert a container. That container can then have multiple tags included from a third party interface. That allows you to have multiple tags. Google Analytics UA and GA4 instances are just the beginning of the tags you can include in your Tag Manager container. Additional tags could be everything from a Facebook verification code to a timer tracking how often paid search visitors spend more than 5 minutes on your landing page. The possibilities are truly endless!

The next time you need to change or set up Analytics, take a minute to learn what Google Tag Manager can do for you.

Upgrade PHP on Amazon Lightsail

PHP is a programming language that stands for PHP Hypertext Preprocessor. I know, I know. How can an acronym stand for itself? It just does. PHP is the backbone of WordPress sites.

There are many reasons to keep the PHP version of your website up to date.

  1. First and foremost is cybersecurity. Each new version of PHP has patches for previously discovered vulnerabilities. Keeping your site on the latest revision means you get all of the security patches.
  2. New versions of PHP also tend to boast better performance. That means your website will load faster and be better for users.
  3. There are also new features that come with PHP or may be relied on by new features of WordPress. Keeping everything current ensures you can take advantage of these when they are released.

Unfortunately, unlike some other hosts, there is no single button you can click to upgrade PHP versions on Amazon Lightsail. I upgrade all of my servers annually. There is not often a major release of PHP and even when one comes out, it is not immediately available in Lightsail. Checking and performing the upgrade once per year is about the right cadence for me.

To do so you must:

  1. Log in to the current site and perform a backup using Updrafts Plus plugin
  2. Spin up a new instance of a WordPress Binami server
  3. Log in using the default user password and install and connect Updrafts Plus backups
  4. Restore the latest backup
  5. Move the static IP associated with the live site to the new server
  6. Perform a bncert-tool upgrade and generate a new certificate

It’s not quite as convenient as a single button press, but there are other upgrades that come with the latest and greatest server configurations for WordPress utilizing Bitnami in Amazon Lightsail. So it is a good annual maintenance activity to keep your sites fast, secure, and user friendly.

ChatGPT: The end of blogging as we know it

ChatGPT has been in the news a lot lately. Everyone is at least vaguely aware that it’s some sort of artificially intelligent chat bot. But I didn’t fully grasp the ramifications until I took the time to play with the tool myself. You can check it out too at https://openai.com/blog/chatgpt/.

You will need to create a user account, but that is free. And then you can see some examples of prompts that it can respond to. Have a conversation and marvel at the fluidity. Ask it questions and get answers back promptly and completely.

The major criticism (and rightfully so) is that it is so fast and authoritative on subjects that people tend to believe it – even when it’s wrong. It’s also using information scrapped from the internet to build its knowledge. There was a time that Google Translate was a free online tool that could be used to translate websites in real time. Until they realized that most of the translated content out there was translated by them, and a feedback loop occurred resulting in poorer quality. They eventually put a very small fee to use the API and knocked most users off as a result to try to preserve the bank of human generated content to pull from. What happens to ChatGPT when the internet it pulls from was also written by AI?

Want to know why I think it will have a big impact? Because, secretly, I didn’t write my last blog: Registering your nonprofit with PayPal. Instead, I went to ChatGPT and said, “Write me a blog about registering a nonprofit with PayPal” and the body of that blog was its immediately response. Nobody noticed. And I really had no notes of how to improve it after the fact.

Now that’s scary.

Registering your nonprofit with PayPal

Paypal is a popular online payment platform that allows individuals and organizations to send and receive money electronically. Nonprofits, in particular, can benefit from using Paypal as it allows them to accept donations from a wide range of donors. In this blog post, we will explain the steps to take to register your nonprofit on Paypal.

Step 1: Create a Paypal account

The first step in registering your nonprofit on Paypal is to create a Paypal account. You can do this by going to the Paypal website and clicking on the “Sign Up” button. You will need to provide some personal information, including your name, email address, and a password.

Step 2: Apply for nonprofit status

Once you have created a Paypal account, you will need to apply for nonprofit status. To do this, go to the Paypal website and click on the “Donations” button. Then, click on the “Nonprofits” link and follow the prompts to apply for nonprofit status. You will need to provide some basic information about your organization, including its name, mission, and EIN (Employer Identification Number).

Step 3: Verify your nonprofit status

Once you have applied for nonprofit status, Paypal will review your application and verify your nonprofit status. This process can take several days, so be patient. Once your nonprofit status has been verified, you will be able to accept donations through your Paypal account.

Step 4: Set up donation buttons

Now that your nonprofit status has been verified, you can set up donation buttons on your website or social media pages. To do this, go to the Paypal website and click on the “Donations” button. Then, click on the “Create a Donation Button” link. You will be prompted to enter some basic information about your organization and the donation button, such as the donation amount and the currency. Once you have completed this step, you can copy and paste the code for the donation button onto your website or social media page.

Step 5: Start accepting donations

Once you have set up donation buttons, you can start accepting donations through Paypal. You will receive email notifications every time a donation is made, and the funds will be transferred to your Paypal account. You can use the funds in your Paypal account to pay for expenses related to your nonprofit, such as rent, salaries, or program costs.

In conclusion, Paypal is a great platform for nonprofits to accept donations. It is relatively easy to register, and the process is straightforward. By following the steps outlined in this blog post, your nonprofit can start accepting donations through Paypal in no time.

Using GSuite in compliance with HIPAA

HIPAA is the Health Insurance Portability and Accountability Act. In short, it requires any organization that handles protected health information (PHI) to act as trustworthy and cyber-secure stewards of that data. Most often people associate this with doctors’ offices. You wouldn’t want your personal health records to be publicly available. Nor would you want your data sold to advertisers to monetize your most private data, likely without your knowledge.

Any organization that will collect or store PHI must be aware of the laws regarding HIPAA and ensure those systems for collection and storage are also HIPAA compliant. Enter GSuite, or Google Workplace, as it is most recently branded. It is fully capable of protecting data within its ecosystem, but your organization must first opt in for this type of protection.

This Google Help Article: HIPAA Compliance with Google Workspace and Cloud Identity has the most up to date information on how to enable these features in your instance. Essentially, you just need to check a box and and answer a couple of simple yes/no questions. Inside the Admin Console, navigate to Account > Account Settings > Legal and Compliance. There you will find Security and Privacy Additional Terms for Cloud Data Processing Addendum to Google Workspace or Cloud Identity Agreement. Review the appropriate clauses and if your organization fits and requires this additional layer of security, click Review and Accept.

Bitnami bncert-tool manual update to pull new certificates

Using free SSL certificates from LetsEncrypt is a great way to keep your site and your users secure. The only downside is that each certificate is only good for 90 days. Either you need to remember to renew your certificates every 90 days or you need to set up auto-renewal on your hosted server. If you’re using Bitnami packaged app for WordPress, then it’s easy! The bncert-tool will automatically check to see if your certificates are nearing expiration and automatically update them without needing anything from you.

… Until it does. This week I got notified by two different sites that their certificates were nearing the expiration date. That normally doesn’t happen because they’ll get renewed automatically well in advance. When I logged in to investigate, I saw that even manual attempts to renew the certificate were failing. The issue ended up being that I needed to upgrade my bncert-tool.

Bitnami bncert-tool References

Learn About The Bitnami HTTPS Configuration Tool is a great resource with everything you need to know about setting up bncert-tool. The command to upgrade is simple and takes only a few minutes to run and then you will be able to renew your SSL certificates.

sudo /opt/bitnami/bncert-tool

If your tool is out of date, this command will inform you of that fact and ask if you would like to upgrade. Just hit ‘Y’ and Enter and the update will happen in the background in a matter of seconds. Once it is complete, you can run the same command a second time. This time it will walk you through the process to update your certificates.

I upgrade mine and my clients’ servers once per year. This is to get the latest Bitnami stack as well as the upgraded security features for each new revision of PHP. So this should be a rarity that an update of the tool is required in between annual server migrations. But just in case you’ve run for a long time without checking, be on the lookout for expiration notices and take action!

Confirm Nonprofit Status on PayPal

PayPal can be an easy and low cost way to power donations on your nonprofit’s website. Their layouts contain specific options for donation buttons. You can define set donation amounts, optionally include a custom amount, and have a checkbox for recurring monthly donations. They take care of the transaction, the cybersecurity (which is the biggest deal), and connect to your bank account, all for 2.9%+$0.30 per transaction.

But wait … you can get all of those same great features but at a reduced rate of 2.2%+$0.30 if you confirm your nonprofit status with PayPal.

Steps to confirm nonprofit status

  1. First, make sure you have an active PayPal account. It will need to be a business account set up as a Charity.
  2. Visit https://www.paypal.com/charities
  3. Click on “Get Started”
  4. Log in to your nonprofit’s PayPal account
  5. You’ll be asked to provide identifying information like your charity’s EIN number, a recent bank statement, and account holder identity.

Once you are confirmed, you’ll enjoy lower fees on every transaction allowing each donation to have an even greater impact.

What is Cross Browser Testing?

Cross Browser Testing is a way of making sure your website is going to look great for all of your users. Just because everything is aligned and beautiful on your development PC, doesn’t guarantee that anyone who visits your website will see the same thing. Users will be on:

  • Different Browsers like Chrome, Firefox, Edge, or Safari
  • Different OS like Windows, Android or iOS
  • Different versions of each browser (some really old)
  • Different devices like PCs, laptops, tablets and mobile phones

If you neglect to test your website on any of those platforms, you run the risk of a sub-par experience for an entire subset of users. It can be a lot of extra work, especially when you find unsupported functions in a particular environment. But it is the hallmark of a well designed and robust website.

Several testing tools exist. My favorite one recently changed from a free tool to a paid subscription. So you may not get out of it for free. But you can definitely at least have a few different browsers installed on your personal PC and do some high level compatibility checks before deploying to production.

Or you could always go the lazy route and put a banner at the top that says, “This website is best experienced in Google Chrome.” (Don’t do that.)

Integrating Google Forms into your website

If you’ve ever tried to create your own web forms for data collection, you know that it can sometimes be a little arduous. Not only do you need to create the form, but you’ll also need an SMTP email server to relay the information from your site to your inbox. And once you’ve gotten the data, you need some way to transfer it to a database to make good use! That can be a tall order for a web newbie!

That’s where Google Forms can be a great solution to do the heavy lifting for you. Google Forms are easy to build, easy to edit, easy to integrate, and easy to collect and review data.

  • To start, just head to https://docs.google.com/forms/ and log in using the account that will own the form.
  • You can choose from some pre-built templates or start from scratch to build your own.
  • Use the artists palette icon at the top to set some theme items – a logo of your organization at the top and your branded colors hex codes for the background and colors.
  • Populate your questions. Be conscious of the fact that every piece of data you request is adding a little bit of friction to the users completing the form. Be thorough but not exhausting. If you’ve asked for data of birth, for example, there’s no need to ask for age also. Consider whether the questions should be multiple choice or multi-select and always consider adding an “Other” option.
  • Preview and test the form yourself a few times to be sure the sequence and wording of the questions makes sense.
  • Click the “Send” button at the top and choose the Embed option. Copy and paste the iframe code into your website’s HTML code.
Google Forms embed code
  • Lastly, head to the “Responses” tab, click the three dots in the upper right and click on “Get email notifications for new responses” to be notified any time someone fills out your form.

By letting Google Forms do all the work, you can focus on using the data instead of spending too much time figuring out how to collect it.