BIG DAY OF GIVING 2019

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Jodie Johns
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1 SACRAMENTO REGION COMMUNITY FOUNDATION S BIG DAY OF GIVING 2019 NONPROFIT ORIENTATION GET READY FOR ANOTHER YEAR OF CAPACITY-BUILDING AND DOG PUNS!

2 SHARE THE EXCITEMENT! #BDOG2019

3 PURPOSE AND GOALS OF BDOG BDOG HISTORY AGENDA 2019 OVERVIEW FEES AND BENEFITS TIPS FOR SUCCESS

relationships Master board development and engagement Create a collaborative nonprofit network

4 PURPOSE AND GOALS OF BDOG Raise unrestricted funds for your organization Build your organization s capacity: Increase marketing know-how Attract new donors and build donor relationships Master board development and engagement Create a collaborative nonprofit network in the region Bring the community s attention to your good work We aim to make a PAW-SITIVE impact in the community!

5 BDOG HISTORY SACRAMENTO REGION COMMUNITY FOUNDATION S BIG DAY OF GIVING 2019

6 THE NUMBERS YEAR TOTAL RAISED # OF GIFTS # OF DONORS # OF NONPROFITS 2013 $525,474 3,470 2, $3.1 million 19,271 12, $5.6 million 36,531 23, $7.1 million 23,431 13, $7.2 million 40,517 22, $7.4 million 39,500 21, $????????????

7 THE BDOG2018 BREAKDOWN AMOUNT ONLINE DONATIONS Made at $4,149,233 NONPROFIT MATCHES Matching funds raised by nonprofit participants $1,347,605 OFFLINE DONATIONS Donations made directly to nonprofits, not via $1,269,304 DONOR ADVISED FUND DONATIONS Gifts from charitable funds at the Sacramento Region Community Foundation and Yolo Community Foundation $384,638 PARTNERSHIPS/SPONSORS Funds that make up the prize pool $155,000 COMPANY MATCHES Such as the Golden1 match $68,497 TOTAL $7,374,277

8 GET THE GUIDE! The place to look for answers to your questions before, during, and after Big Day of Giving! Find it at bigdayofgiving.org/toolkit. WHEN IN DOUBT, CHECK THE GUIDE! BDOG OVERVIEW SACRAMENTO REGION COMMUNITY FOUNDATION S BIG DAY OF GIVING 2019

9 A RUFF TIMELINE NOW-DECEMBER JANUARY-APRIL MAY 2 POST-BDOG Attend an orientation Pay registration fee Create/update GivingEdge profile Tune into team captain webinars Finalize GivingEdge profile Attend nonprofit networking events and bootcamps BIG DAY OF GIVING! Thank your donors Look for BDOG check mailed by June 28! $$$ Complete nonprofit survey to improve future giving days Begin donor outreach and marketing efforts Send BDOG team your best BDOG stories!

ELIGIBILITY 501(c)3 tax-exempt nonprofit Physical presence in, and serving, Sacramento, Placer, Yolo, or El Dorado counties (Foundation fundholders exempt) Two years of financial reporting with a 990

10 ELIGIBILITY 501(c)3 tax-exempt nonprofit Physical presence in, and serving, Sacramento, Placer, Yolo, or El Dorado counties (Foundation fundholders exempt) Two years of financial reporting with a 990 or 990EZ Please note: 990Ns do not fulfill this requirement The following organizations are not eligible: schools, churches, and government organizations (though eligible organizations may be fiscally sponsored, or directly support, one of the above). Also ineligible are PTAs, sports teams, band boosters, and other affinity groups. Private foundations (filling 990PF) and organizations that file 509(a)3 or 509(a)4) are also ineligible.

Team Captains are your organization s primary contact with the Foundation!

working to help hundreds of organizations.

11 Team Captains are your organization s primary contact with the Foundation! TEAM CAPTAIN RESPONSIBILITIES 1. Attend monthly Team Captain Webinars 2. Inform and update your organization 3. Run your organization s BDOG campaign At the Foundation, we have very few staff working to help hundreds of organizations. Because of this, we do not have the capacity to communicate with multiple people from each nonprofit. That s why your organization s Team Captain is our go-to person!

REGISTER ONLINE 1. At www.bigdayofgiving.

12 REGISTER ONLINE 1. At hover over Login on the top right corner of the page and choose Nonprofit. 2. Then click the orange button next to the login credentials. The system will instruct you on how to proceed from there.

13 REGISTRATION FEES OPERATING BUDGET SIZE FEE $0 - $100,000 $ 85 $100,001 - $250,000 $ 135 $250,001 - $500,000 $ 185 $500,001 - $1,000,000 $ 245 $1,000,001 - $5 million $ 295 Over $5 million $ 345

14 SUBMIT YOUR PROFILE Refer to the BDOG Nonprofit User Guide for help when completing your GivingEdge profile All profiles will require updates, even if you have made some updates recently! Please respond ASAP if you are ed regarding changes to your profile JANUARY 31, 2019 Deadline to submit initial profile! Don t wait until the last minute!

15 DON T FORGET TO CLICK SUBMIT! Make sure to click the Submit NPO for Approval button on the Overview page to complete the submission process! If you do not click it, YOUR PROFILE WILL NOT BE SUBMITTED! If this button appears grey and unclickable like this, it means that you are missing some required information. Click Check Profile and review each tab to make sure that all fields are complete in order to be able to submit your profile.

16 74% of BDOG2018 nonprofits submitted their GivingEdge profiles during the final four weeks leading up to the deadline. NEW PRIZE! THE EARLY DOG GETS THE BONE Submit your initial profile/updates by December 31 to be entered to win 10 organization will win the $500 EARLY DOG GIVINGEDGE PRIZE on BDOG! Profiles must be 100% completed to the best of your ability to be eligible

$$ MONEY $$ DONATIONS Minimum donation online: $15 Donation types: Visa, Mastercard, Discover, and AmEx through the BDOG website Donations directly to you (cash, check, $ from other

PRIZES Hourly Challenges Board Member Challenge (It s back!) Early Dog GivingEdge Challenge Social Media Challenge (TBD) And more!

17 $$ MONEY $$ DONATIONS Minimum donation online: $15 Donation types: Visa, Mastercard, Discover, and AmEx through the BDOG website Donations directly to you (cash, check, $ from other platforms) Through a charitable fund at the Foundation Donors can schedule donations on the BDOG website beginning April 15. These are processed on May 2. PRIZES Hourly Challenges Board Member Challenge (It s back!) Early Dog GivingEdge Challenge Social Media Challenge (TBD) And more! DONOR ENGAGEMENT TOOLS Raise funds for match pools before Big Day of Giving, which will show on your profile on BDOG Peer to Peer Fundraising Campaigns Look for a webinar training in April to explain this feature more deeply. You can also find info in the User Guide!

18 PEER TO PEER FUNDRAISING WHAT IS IT? A little help from your friends! Activates donors to campaign on your behalf! Brings new donors to your organization and you get their donor data! Tip: Encourage your board members, volunteers, and supporters to create campaigns!

due April 15: First day to schedule donations May 2: BIG DAY OF GIVING!

19 IMPORTANT DATES December 31: Deadline for Early Dog Prize January 3: Deadline to register and pay registration fee January 31: Initial GivingEdge profile due March 29: Final GivingEdge profile edits due April 15: First day to schedule donations May 2: BIG DAY OF GIVING! May 3 at noon: Deadline to enter offline donations June 28: Latest date BDOG checks mailed! Download the BDOG2019 CALENDAR in the toolkit!

20 FEES AND BENEFITS SACRAMENTO REGION COMMUNITY FOUNDATION S BIG DAY OF GIVING 2019

21 UNDERSTANDING TRANSACTION FEES WHAT IS PROVIDED SECURE TECHNOLOGY Goes to CiviCore, which is responsible for hosting the site, preventing fraud, and ensuring a positive user experience. AMOUNT 2.6% CREDIT CARD PROCESSING Covers the credit card processing provided by Stripe. 2.1% BDOG MANAGEMENT Helps the Foundation offset costs associated with event management, reconciliation of gifts, and check processing. 0.5% TOTAL 5.2% Donors have the option to increase their donation to help offset the cost of fees. In 2018, 74% of donors choose this option.

22 RESOURCES BDOG TRAINING BOOTCAMPS TEAM CAPTAIN WEBINARS JEDI MENTORSHIP PROGRAM FACEBOOK LEARNING COMMUNITY BDOG NONPROFIT USER GUIDE THE BARK E-NEWSLETTER NETWORKING EVENTS 8 WEEK WORKPLAN BDOG WEBSITE POWERED BY GIVINGEDGE BDOG JEDI MENTOR, I AM

23 The Foundation cannot accept calls (or visits!) regarding Big Day of Giving. HAVE QUESTIONS? Check the User Guide! STILL HAVE QUESTIONS? the BDOG team at

24 TIPS FOR SUCCESS SACRAMENTO REGION COMMUNITY FOUNDATION S BIG DAY OF GIVING 2019

Use the 8-Week Workplan in the Nonprofit User Guide and Toolkit!

25 TIPS FROM VETERANS Take advantage of Bootcamp trainings and Team Captain Webinars! Thank your donors! Analyze your donor data! Use the 8-Week Workplan in the Nonprofit User Guide and Toolkit! Engage your Board of Directors! Read The Bark E-newsletter for updates! The more engaged you are, the better your results!

26 WHAT NOW? Attend an orientation Register online (Deadline: January 3) Pay registration fee (Deadline: January 3) Complete and submit GivingEdge profile (Deadline: January 31*) *Submit by December 31 to be eligible for the Early Dog Prize!

MARCH TEAM CAPTAIN MEETING

MARCH TEAM CAPTAIN MEETING Tweet! #BDOG2018 AGENDA Pre-DOG Challenge Workplan check-in Basics Refresher Announcement & Reminders Q & A PRE-DOG CHALLENGE! PRE- DOG CHALLENGE 111 submissions PRE- DOG CHALLENGE!