Preparing for
Preparing for What’s New with
May 1, 1, 2018 2018 May
Agenda ● Your Profile Page ● Sponsor Matches ● Donation Process ● Leaderboards ● Prizes ● Next Steps
Your Profile Page
Complete Your Profile
●
●
Required sections: ○ Add Your Organization’s Info ○ Get Verified to Collect Donations
○ ○
Add Your Story Add a ‘Thank You’ Message
Adding Donation Levels and Peer Fundraisers is optional
Your Organization’s Profile ●
There are three ways donors can visit your organization’s profile: 1. Share your organization’s unique URL ○ Reminder that if you distributed Kimbia URL, it will forward to your GiveGab organization page! 2. Use search feature page with name, cause, or location 3. Use the search box located at the top of the landing page
Your Organization’s Profile Share out your organization’s unique URL for quick access
https://valley-gives.org/organizations/[your-organization-name-here]
Your Organization’s Profile
Your Organization’s Profile
Your Organization’s Profile
Sponsor Matches
Original Sponsor Matches ●
The match is likely made outside of GiveGab prior to Valley Gives Day.
●
If it is made through GiveGab it must be via credit/debit card (processing fees will apply) and should be received by May 1. Otherwise, it is a separate agreement between organization and match provider.
●
Original match amount will only count towards your online total if made after April 26 and via GiveGab.
Sponsor Matches
Sponsor Matches
Sponsor Matches
Sponsor Matches: Starting Time/Date
● Start date can be from April 26 to May 1 to be considered for the Match Prize
Sponsor Matches: Ending
● Recommend ending to be 12:00 AM on May 2 ● Can archive match to “hide” from profile
Sponsor Matches: Auto-Matching
●
Enable auto-matching to automatically add dollars to your organization’s totals when you receive a donation. This will appear on your donation report as an offline gift.
Matches: As Shown on Profile Page
Sponsor Matches
● Deplete the match to complete the sponsor match ○ ○
This will create an offline donation for the remaining funds and add it to your totals. This will prevent future donations from counting toward this matching opportunity.
Valley Gives Matches
Donation Process
Disbursement Options ●
You have two options to receive your funds. To make sure your organization is able to receive donations starting on April 26 with Advanced Giving, decision must be made by end of day today - April 23: ○ Direct deposit ○ The K Foundation
●
If you choose to use direct deposit, you will need to enter your banking information through your Giving Day Dashboard. ○
You will not get a checkbox until bank account info is verified.
●
If you choose to use The K Foundation, you need to let Michael DeChiara know at: [email protected]
●
Note: You must choose an option for your organization to participate.
Disbursement Options Direct Deposit
The K Foundation
Donation made directly to your organizations
Donation made to the K Foundation and checks will be sent out to individual organizations at a later date
Your organization’s EIN will appear on the donor’s tax receipt
The K Foundation’s EIN will appear on the donor’s tax receipt
Donor’s credit card statement will read: “[Your Organization Name]”
Donor’s credit card statement will read: “The K Foundation”
Disbursement of funds within 24-48 hours via direct deposit
Disbursement of funds by mid/late June via check
●
Note: No matter what option you choose, you will still have full access to your donor data through your Giving Day Dashboard
Give Back = Donate
● Donations begin April 26 at 12:00AM ● Donate button actually says “Give Back”
Donation Process ● All major credit cards are accepted ○ Visa, Mastercard, American Express ● Credit card donations are immediately processed and will count towards Valley Gives totals starting May 1 ○
Any funds raised during the Advanced Giving period starting on April 26 will not be displayed on Valley-Gives.org until May 1 even though the card is processed. These will appear in Valley Gives totals on May 1.
Donation Process ● Donations can be made in several ways: ○
Single organization donation
○
Multi-give donation
○
Gift basket donation - coming soon!
Single Organization Donation
Multi-Give Donation
Gift Basket
Donation Form
Donation Form
Page 2: Confirmation Prior to Submit
Donation Form Questions HEADS UP FOR DONORS: Prizes: If your organization is trying to get prizes based on new donors, age of donors, county of donor, etc., this is the screen to complete to have their donation considered. New Donors: Importantly, if they are a new donor, they will be prompted to type your organization’s name or abbreviation in a text box so that your organization can get credit for this new donor On behalf of: If they are making donation on behalf of someone Employer Match: To get employer matching
Access Donation Reports Review how orgs can get access to their donations before and during VG day
Access Donation Reports
Access Donation Reports
● ●
Donation Type column identifies whether donation was an online gift or a “matched” gift Donations only accepted by credit/ debit card
Access Donation Reports
Access Donation Reports
Access Donation Reports ● Your spreadsheet report can be broken up into two sections. ● Donation information includes ○
Donation date, time, status, the intended donation amount, amount charged, breakdown of bank and processing fees, whether the donor covered fees, your organization’s total payout amount, and payout date
● Donor information includes ○
Donor’s name, email address, mailing address, whether the donor chose to have their donation displayed publicly, if the donor chose a donation level from your profile, whether the donation was a recurring gift, if the donation came from a peer fundraiser’s page, any comments included with the donation
Access Donation Reports
Leaderboards
Leaderboards You can access the leaderboards starting May 1 Note: Donations made starting on April 26 will be counted in the leaderboards
Leaderboards ●
●
All Participating Organizations ○
Total number of dollars raised
○
Total number of donors
County-based leaderboard broken out by Franklin, Hampshire, and Hampden Counties
●
○
Total number of dollars raised
○
Total number of donors
“Show ‘Em Some Love” leaderboard ○
●
Organizations with the least amount of dollars raised
Matches Page ○
Not dynamic but will show all organizations with matches
Prizes
Prizes ● Prizes will be awarded throughout Valley Gives on May 1 ● Prizes are actually grants made by the Community Foundation. ○ These will be sent as checks by CFWM. Checks will likely be send mid/late May.
● All prize descriptions, rules, and winners will appear on the Valley Gives Prizes page, accessible at the top of every page on valley-gives.org. ○
Prize winners will be listed alongside every prize individual prize
Prizes
Prizes
Prizes ● Only donations made on May 1 will be considered for prizes (except for matching challenge prize)
● “Unique donor” definition ○
An individual person donating under their own name
○
NOT a unique donor ■
A donor giving on behalf of, in honor of, or in memory of someone else
■
A child or youth under 18 (as they cannot legally make a credit card donation in their own name)
■
A company or organization
Prizes by Time ●
Midnight to 1:00 am (raffle) - $1,500 ○
●
Morning coffee (raffle) - $2,500 ○
●
Organizations that get 5 or more donations between 6:00 - 7:59 AM will be entered into a raffle.
Early morning large donations (raffle) - up to $2,000 ○
●
Donations made between 12:00 - 1:00 AM will be entered into a raffle.
Donations of $1,000 or more, made between 2:00 - 4:59 AM, will be entered into a raffle.
Most donors in one hour - $2,000, $1,500, $1,000 ○
The top three organizations with either a small or medium budget size that receive the most unique donors between 8:00 - 8:59 AM will receive prizes in order of number of donors.
●
10 minute rush (raffle) - $5,000 ○
●
All $25 or greater donations received between 10:30 - 10:40 AM will be entered into a raffle.
Lunchtime (raffle) - $5,000 ○
Organizations that get 10 or more donations between 12:00 - 1:59 PM will be entered into a raffle.
Prizes by Time ●
Most $50 donors by county (raffle) - $1,000 each ○
Donations of $50 or more made between 3:00 - 4:59 PM will be entered into a raffle. One organization per county.
●
Dinner time (raffle) - $2,500 ○
●
Most new night-time donors - $2,500 ○
●
Organizations that get 5 or more donations between 6:00 - 7:59 PM will be entered into a raffle.
The organization that gets the most new donors between 9:00 - 11:00 PM will win.
Last 30 minutes (raffle) - $5,000 ○
Donations made in the last 30 minutes, between 11:30 PM - 12:00 AM, will be entered into a raffle.
Note: Winners for time-based prizes will be posted on May 1
Prizes from Donation Form Questions ●
Donors from most PV towns and cities - $5,000 each ○
One small and one medium budget sized organization with donations originating from the most towns/cities in the Pioneer Valley area will win a prize.
●
Most new donors to small and medium organizations - $1,500, $1,000, $500 ○
Top three organizations in the small and medium budget categories that have the most new donors during Valley Gives will win a prize.
●
Most donors acquired for organizations new to Valley Gives - $1,500, $1,000, $500 ○
The top three organizations in the small and medium budget categories that is new to Valley Gives AND has the most unique donors will win a prize.
●
Donors by decade (raffle) - $5,000 ○
One organization in either the small OR medium budget category that gets donors representing at least 4 different decades of age will be entered into a raffle. At least one donor must be in the 20s age range and one donor in the 30s age range.
Prize from Sponsor Matches ●
Matching prize for matches between $1,000 - $5,000 (raffle) ○
15 small and medium organizations that meet their self-determined matching gift goals will be selected in a raffle to have their match challenge amount matched by the Community Foundation. Matching gift challenges must be between $1,000 and $5,000.
○
If an organization has multiple matching gift challenges, all matches that are met can be entered into the raffle. However, an organization can only win one match prize. The amount of the organization's match will be the amount that the Community Foundation awards as a prize.
●
Note: These prizes will be awarded on May 2
Next Steps
Next Steps ●
Finalize your profile ○
●
Clarify your strategy for prizes ○
●
Note your organization will need to focus on specific prizes; you can’t try for all the prizes and be successful.
If you are using peer fundraisers… ○
●
You need your donation process to be confirmed by end of day today if you want to be sure you are ready for donations on April 26.
Make sure their pages are ready and they have what they need!
Prepare your outreach communications ○
Email, Facebook, Twitter, Instagram
●
Make plans for how you’ll track donations and thank donors
●
Promote Valley Gives using the hashtag #ValleyGives
Getting Help Before & During VG Day! ● Visit Our Help Center: https://support.givegab.com/ ●
Send us an email at [email protected]
● Chat with GiveGab’s Customer Success Team whenever you have questions or need a hand ○
The little blue chat bubble!
Get Online Help ● CFWM’s Valley Gives website for organizations www.communityfoundation.org/valleygives ● Valley Gives Facebook Group - closed group only for use by participating organizations to ask questions https://www.facebook.com/groups/valleygives/ ● GiveGab Support Articles ○ ○
https://support.givegab.com Also available via CFWM website
Questions? What’s New with
May 1, 1, 2018 2018 May
May 1, 1, 2018 2018 May
Agenda ● Your Profile Page ● Sponsor Matches ● Donation Process ● Leaderboards ● Prizes ● Next Steps
Your Profile Page
Complete Your Profile
●
●
Required sections: ○ Add Your Organization’s Info ○ Get Verified to Collect Donations
○ ○
Add Your Story Add a ‘Thank You’ Message
Adding Donation Levels and Peer Fundraisers is optional
Your Organization’s Profile ●
There are three ways donors can visit your organization’s profile: 1. Share your organization’s unique URL ○ Reminder that if you distributed Kimbia URL, it will forward to your GiveGab organization page! 2. Use search feature page with name, cause, or location 3. Use the search box located at the top of the landing page
Your Organization’s Profile Share out your organization’s unique URL for quick access
https://valley-gives.org/organizations/[your-organization-name-here]
Your Organization’s Profile
Your Organization’s Profile
Your Organization’s Profile
Sponsor Matches
Original Sponsor Matches ●
The match is likely made outside of GiveGab prior to Valley Gives Day.
●
If it is made through GiveGab it must be via credit/debit card (processing fees will apply) and should be received by May 1. Otherwise, it is a separate agreement between organization and match provider.
●
Original match amount will only count towards your online total if made after April 26 and via GiveGab.
Sponsor Matches
Sponsor Matches
Sponsor Matches
Sponsor Matches: Starting Time/Date
● Start date can be from April 26 to May 1 to be considered for the Match Prize
Sponsor Matches: Ending
● Recommend ending to be 12:00 AM on May 2 ● Can archive match to “hide” from profile
Sponsor Matches: Auto-Matching
●
Enable auto-matching to automatically add dollars to your organization’s totals when you receive a donation. This will appear on your donation report as an offline gift.
Matches: As Shown on Profile Page
Sponsor Matches
● Deplete the match to complete the sponsor match ○ ○
This will create an offline donation for the remaining funds and add it to your totals. This will prevent future donations from counting toward this matching opportunity.
Valley Gives Matches
Donation Process
Disbursement Options ●
You have two options to receive your funds. To make sure your organization is able to receive donations starting on April 26 with Advanced Giving, decision must be made by end of day today - April 23: ○ Direct deposit ○ The K Foundation
●
If you choose to use direct deposit, you will need to enter your banking information through your Giving Day Dashboard. ○
You will not get a checkbox until bank account info is verified.
●
If you choose to use The K Foundation, you need to let Michael DeChiara know at: [email protected]
●
Note: You must choose an option for your organization to participate.
Disbursement Options Direct Deposit
The K Foundation
Donation made directly to your organizations
Donation made to the K Foundation and checks will be sent out to individual organizations at a later date
Your organization’s EIN will appear on the donor’s tax receipt
The K Foundation’s EIN will appear on the donor’s tax receipt
Donor’s credit card statement will read: “[Your Organization Name]”
Donor’s credit card statement will read: “The K Foundation”
Disbursement of funds within 24-48 hours via direct deposit
Disbursement of funds by mid/late June via check
●
Note: No matter what option you choose, you will still have full access to your donor data through your Giving Day Dashboard
Give Back = Donate
● Donations begin April 26 at 12:00AM ● Donate button actually says “Give Back”
Donation Process ● All major credit cards are accepted ○ Visa, Mastercard, American Express ● Credit card donations are immediately processed and will count towards Valley Gives totals starting May 1 ○
Any funds raised during the Advanced Giving period starting on April 26 will not be displayed on Valley-Gives.org until May 1 even though the card is processed. These will appear in Valley Gives totals on May 1.
Donation Process ● Donations can be made in several ways: ○
Single organization donation
○
Multi-give donation
○
Gift basket donation - coming soon!
Single Organization Donation
Multi-Give Donation
Gift Basket
Donation Form
Donation Form
Page 2: Confirmation Prior to Submit
Donation Form Questions HEADS UP FOR DONORS: Prizes: If your organization is trying to get prizes based on new donors, age of donors, county of donor, etc., this is the screen to complete to have their donation considered. New Donors: Importantly, if they are a new donor, they will be prompted to type your organization’s name or abbreviation in a text box so that your organization can get credit for this new donor On behalf of: If they are making donation on behalf of someone Employer Match: To get employer matching
Access Donation Reports Review how orgs can get access to their donations before and during VG day
Access Donation Reports
Access Donation Reports
● ●
Donation Type column identifies whether donation was an online gift or a “matched” gift Donations only accepted by credit/ debit card
Access Donation Reports
Access Donation Reports
Access Donation Reports ● Your spreadsheet report can be broken up into two sections. ● Donation information includes ○
Donation date, time, status, the intended donation amount, amount charged, breakdown of bank and processing fees, whether the donor covered fees, your organization’s total payout amount, and payout date
● Donor information includes ○
Donor’s name, email address, mailing address, whether the donor chose to have their donation displayed publicly, if the donor chose a donation level from your profile, whether the donation was a recurring gift, if the donation came from a peer fundraiser’s page, any comments included with the donation
Access Donation Reports
Leaderboards
Leaderboards You can access the leaderboards starting May 1 Note: Donations made starting on April 26 will be counted in the leaderboards
Leaderboards ●
●
All Participating Organizations ○
Total number of dollars raised
○
Total number of donors
County-based leaderboard broken out by Franklin, Hampshire, and Hampden Counties
●
○
Total number of dollars raised
○
Total number of donors
“Show ‘Em Some Love” leaderboard ○
●
Organizations with the least amount of dollars raised
Matches Page ○
Not dynamic but will show all organizations with matches
Prizes
Prizes ● Prizes will be awarded throughout Valley Gives on May 1 ● Prizes are actually grants made by the Community Foundation. ○ These will be sent as checks by CFWM. Checks will likely be send mid/late May.
● All prize descriptions, rules, and winners will appear on the Valley Gives Prizes page, accessible at the top of every page on valley-gives.org. ○
Prize winners will be listed alongside every prize individual prize
Prizes
Prizes
Prizes ● Only donations made on May 1 will be considered for prizes (except for matching challenge prize)
● “Unique donor” definition ○
An individual person donating under their own name
○
NOT a unique donor ■
A donor giving on behalf of, in honor of, or in memory of someone else
■
A child or youth under 18 (as they cannot legally make a credit card donation in their own name)
■
A company or organization
Prizes by Time ●
Midnight to 1:00 am (raffle) - $1,500 ○
●
Morning coffee (raffle) - $2,500 ○
●
Organizations that get 5 or more donations between 6:00 - 7:59 AM will be entered into a raffle.
Early morning large donations (raffle) - up to $2,000 ○
●
Donations made between 12:00 - 1:00 AM will be entered into a raffle.
Donations of $1,000 or more, made between 2:00 - 4:59 AM, will be entered into a raffle.
Most donors in one hour - $2,000, $1,500, $1,000 ○
The top three organizations with either a small or medium budget size that receive the most unique donors between 8:00 - 8:59 AM will receive prizes in order of number of donors.
●
10 minute rush (raffle) - $5,000 ○
●
All $25 or greater donations received between 10:30 - 10:40 AM will be entered into a raffle.
Lunchtime (raffle) - $5,000 ○
Organizations that get 10 or more donations between 12:00 - 1:59 PM will be entered into a raffle.
Prizes by Time ●
Most $50 donors by county (raffle) - $1,000 each ○
Donations of $50 or more made between 3:00 - 4:59 PM will be entered into a raffle. One organization per county.
●
Dinner time (raffle) - $2,500 ○
●
Most new night-time donors - $2,500 ○
●
Organizations that get 5 or more donations between 6:00 - 7:59 PM will be entered into a raffle.
The organization that gets the most new donors between 9:00 - 11:00 PM will win.
Last 30 minutes (raffle) - $5,000 ○
Donations made in the last 30 minutes, between 11:30 PM - 12:00 AM, will be entered into a raffle.
Note: Winners for time-based prizes will be posted on May 1
Prizes from Donation Form Questions ●
Donors from most PV towns and cities - $5,000 each ○
One small and one medium budget sized organization with donations originating from the most towns/cities in the Pioneer Valley area will win a prize.
●
Most new donors to small and medium organizations - $1,500, $1,000, $500 ○
Top three organizations in the small and medium budget categories that have the most new donors during Valley Gives will win a prize.
●
Most donors acquired for organizations new to Valley Gives - $1,500, $1,000, $500 ○
The top three organizations in the small and medium budget categories that is new to Valley Gives AND has the most unique donors will win a prize.
●
Donors by decade (raffle) - $5,000 ○
One organization in either the small OR medium budget category that gets donors representing at least 4 different decades of age will be entered into a raffle. At least one donor must be in the 20s age range and one donor in the 30s age range.
Prize from Sponsor Matches ●
Matching prize for matches between $1,000 - $5,000 (raffle) ○
15 small and medium organizations that meet their self-determined matching gift goals will be selected in a raffle to have their match challenge amount matched by the Community Foundation. Matching gift challenges must be between $1,000 and $5,000.
○
If an organization has multiple matching gift challenges, all matches that are met can be entered into the raffle. However, an organization can only win one match prize. The amount of the organization's match will be the amount that the Community Foundation awards as a prize.
●
Note: These prizes will be awarded on May 2
Next Steps
Next Steps ●
Finalize your profile ○
●
Clarify your strategy for prizes ○
●
Note your organization will need to focus on specific prizes; you can’t try for all the prizes and be successful.
If you are using peer fundraisers… ○
●
You need your donation process to be confirmed by end of day today if you want to be sure you are ready for donations on April 26.
Make sure their pages are ready and they have what they need!
Prepare your outreach communications ○
Email, Facebook, Twitter, Instagram
●
Make plans for how you’ll track donations and thank donors
●
Promote Valley Gives using the hashtag #ValleyGives
Getting Help Before & During VG Day! ● Visit Our Help Center: https://support.givegab.com/ ●
Send us an email at [email protected]
● Chat with GiveGab’s Customer Success Team whenever you have questions or need a hand ○
The little blue chat bubble!
Get Online Help ● CFWM’s Valley Gives website for organizations www.communityfoundation.org/valleygives ● Valley Gives Facebook Group - closed group only for use by participating organizations to ask questions https://www.facebook.com/groups/valleygives/ ● GiveGab Support Articles ○ ○
https://support.givegab.com Also available via CFWM website
Questions? What’s New with
May 1, 1, 2018 2018 May
