Zoom for nonprofits: Guidelines for getting started

Zoom has become an essential communication tool for nonprofits as they adjust to the pandemic. If some were reluctant to integrate videoconferencing software into their operations in the “before times” (before COVID-19, that is), they’ve likely found it’s become an absolute necessity now.

Zoom is ideal for nonprofits because it’s reliable and simple to use, empowers robust collaboration, and makes it possible for distributed teams across the country and the world to stay connected. It enables nonprofits to be more efficient and even launch new activities they may not have been able to manage with a limited staff and budget. Using a video tool like Zoom also creates opportunities for nonprofits to save money by reducing program costs.

Here are just a few ways nonprofits can use Zoom:

  • Donor briefings
  • Board meetings
  • Small group meetings
  • Virtual fundraising events
  • Educational presentations and webinars
  • Staff and volunteer training
  • Team collaboration and remote work
  • Public relations campaigns

Even if you googled “Zoom for nonprofits” five minutes ago because all this is new to you, trust me, you can learn how to use Zoom. (Because if I can, anybody can.)

How can you integrate Zoom into your nonprofit operations?

Use Zoom in your programs

For example, let’s say your nonprofit offers telehealth services to patients in remote rural areas. With Zoom, healthcare providers can communicate with patients and each other to provide care that would otherwise be unavailable.

Zoom for Telehealth is a service especially for telehealth that integrates with the electronic health record system Epic. Mental health services, like counseling, therapy, and other patient services, can also use Zoom.

Use Zoom for fundraising initiatives

The pandemic has prevented most in-person donor meetings and gift solicitations, but who says you can’t still have face-to-face interactions via video? As a plus, you won’t have to spend donations on travel expenses, and you’ll reduce your carbon footprint.

In addition to one-to-one communications, you can also use Zoom for full-fledged events and fundraising campaigns. You can also use Zoom to record testimonials from people who have benefitted from your organization’s gifts, and then you can share those testimonials with donors.

Just so you know

Streamline your nonprofit workflow with JotForm’s Zoom Scheduler! You can use your online forms to schedule Zoom sessions and automatically add appointments in your Zoom account.

Use Zoom to meet with distributed offices and teams

Teams can easily communicate with each other in real time no matter where they are in the world. Use Zoom to meet with the fundraising team, volunteers, administrative staff, or board members.

Use Zoom as a PR tool

Invite the general public or your current and potential supporters to a Zoom webinar to share what your organization is up to and talk about upcoming events and initiatives in the community. Put the webinar recordings on your website’s media page, send them to your email subscribers, and share them on all your social media channels.

You could create a video campaign about volunteers who have worked with your organization to make a difference in the community. Not only will this generate goodwill in the community, but it will also resonate with new potential donors.

Use Zoom to streamline internal communications 

Maybe your organization has been cobbling together various software solutions and conferencing platforms because none of them on their own meet your organization’s needs. This is bad for productivity and collaboration. Zoom offers powerful features and capabilities that make team communication a breeze.

Use Zoom to manage and support volunteers

Of course, face-to-face interaction is preferable whenever possible. But these days, it’s not always possible, either because of the pandemic or because volunteers for your organization are dispersed over several cities, counties, or even states. You can always make your volunteers feel appreciated with a video message. Or you can host an online meeting with someone on your senior staff or even a high-profile member of the community who plays an important role in your organization. This will keep volunteers enthusiastic and engaged.

If you’re sold on using Zoom in your nonprofit organization, JotForm has you covered. You can use JotForm to schedule Zoom sessions, collect registrations, and process payments.

This article is originally published on Dec 16, 2020, and updated on Apr 19, 2021.
AUTHOR
Kimberly Houston is a conversion-focused marketing copywriter. She loves helping established creative service providers attract and convert their ideal clients with personality-driven web and email copy, so they can stand out online, and get more business, bookings, and sales.

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