What s New What s New with with May 1, 1, 2018 2018 May
Agenda Why We Are Switching to GiveGab - Michael DeChiara, Valley Gives Overview of GiveGab - Platform for Valley Gives 2018 - Rebekah Casad, GiveGab Today: focus on setting up profile page and donation process Next Steps Next webinar in April: focus on prizes and leaderboards. Date TBD
What is Changing and Why Valley Gives is switching our web platform from Kimbia to GiveGab. GiveGab purchased Kimbia in January 2018. CFWM took the opportunity to upgrade changing from Kimbia to GiveGab. What Changes? Valley Gives 2018, the programmatic piece - prizes, etc is staying the same. Only the website Valley Gives uses (a giving day platform) is changing. Is this good? YES! We are excited because it will provide a better user experience for organizations and donors.
What is Valley Gives Gaining by the Switch? Enhanced Profile Customization - more robust editing More Flexibility For Videos and Photos More Than One Email Account Per Organization No Deadline for Updating Profiles Opportunities for Multi-Matching Gifts Peer-to-Peer Fundraising Option Shopping Cart for Donors Recurring Donations Set Your Own Suggested Donation Levels Chat Support for Organizations and Donors
Who is GiveGab? GiveGab is a national company with deep knowledge of giving days, online fundraising, and nonprofits. They are located in upstate New York. GiveGab supports many giving days across the country! Not only do they host giving days but they have a range of robust online tools for nonprofits. We are in GOOD HANDS!
GiveGab is Easy to Reach Visit Our Help Center: https://support.givegab.com/ Send us an email at CustomerSuccess@givegab.com Chat with GiveGab s Customer Success Team whenever you have questions or need a hand Look for the little blue chat bubble!
Your Organization s Profile Page GiveGab has a much improved look and feel. You ll be able to add more information to your organization s profile. Note: You ll have the same URL that you did with the Kimbia site (if you want it)
What a Profile Page Looks Like on GiveGab
Managing My Profile Page What do I have left to complete on my profile? You will want to add your story, causes, attest to state fundraising compliance, ACH banking information, donation levels, a thank you message, any sponsor matches/challenges, and additional administrators (if necessary). When is the last day I can make edits? You can edit your profile at any time! There is no deadline for making adjustments to your profile page.
Accessing Your Account www.valley-gives.org
Accessing Your Account Your email address for logging in is the SAME. You will receive an email with a temporary password for the first time you log in. You ll then be prompted to create your own password.
Kimbia had a static registration form; GiveGab has a workflow via dashboard. In order to update your profile information or to complete information that GiveGab does not have, you ll have to walk through various parts of the dashboard. The dashboard provides the workflow and ensures all your necessary information is completed.
Your Giving Day Dashboard
Review Your Organization s Info Logo As one of the first things a donor sees, make sure your profile is current and represents your brand. Tagline A quick overview of your organization or giving day campaign. This was previously considered your organization s mission Website Your website will also be included on donation receipts. Causes Select up to 3 causes to help donors find causes they re interested in. This was previously considered categories.
Causes Replace Categories You can add up to 3 causes for your organization. The categories you selected on Kimbia did not get transferred.
Add Your Story Optional monetary goal Easy formatting tools Can also include a video link from YouTube or Vimeo
Using Video and Images Videos If you had a video on Kimbia, it was transferred to GiveGab. If you did not have a video on Kimbia, you can also add a video to Your Story. Vimeo or YouTube Play anytime Photos/Images Your logo, photos, and images from Kimbia did not transfer over to GiveGab. You will need to add them. Photos can be placed in Your Story and for your profile s Cover Photo
Confirm State Fundraising Compliance
How Your Organization Gets Its Money With Kimbia, donors made donations that technically went to the Kimbia Foundation. By June 15, your organization would have received a check from the Kimbia Foundation. With GiveGab, your organization will provide its own bank routing information. In this case, all donations are made directly to your organization within 24-48 hours. To do this, we will also need the name of your organization representative, along with their birthday, and last 4-digits of their SSN. * If your organization cannot provide bank routing information, please contact Michael DeChiara at CFWM to discuss special circumstance.
Add Bank Account Info
Add Donation Levels You can set your own suggested giving levels. Each level can be customized: Unique Descriptions Optional Photos Unlimited Giving Levels Strategy: Create Meaning for Donors or Highlight Impact
Donation Info on Your Profile Page
Add a Thank You Message Write your own custom thank you message Add your own photo or video Sent immediately to your donor s email when they make a gift Comes directly from your organization s contact
Peer Fundraising is BACK! The Community Foundation heard from many organizations about their interest in using Peer Fundraising for Valley Gives. We heard you! GiveGab has robust capability for supporting Peer Fundraising. Why Peer Fundraise? Your organization has direct contact with certain people but whether you email list is large or small, it is a limited universe of people you already know. Peer fundraising lets you ask your most supportive folks to take another step that doesn t require making a bigger donation. What they do is reach out to their personal and professional networks on your behalf to raise money for your organization on Valley Gives. They raise money from their peers. Note: unlike in 2016 when Valley Gives used peer fundraising with Razoo, all the money raised by your Peer Fundraising team will flow to your organization and count toward prizes.
Peer Fundraisers Get Their Own Page
Add Fundraisers
Add Fundraisers Manage your supporters Set goals Message and encourage Add new supporters Resources are available to you!
Your Completed Giving Day Dashboard
Your Completed Giving Day Dashboard
Your Completed Giving Day Dashboard
Sharing Your Organization s URL When doing outreach for Valley Gives for your organization, you want to share your Valley Gives profile page. There are two options for your organization: GiveGab URL will be: valley-gives.org/organization/[your-org-name-here] Kimbia URL is still good to share. It will automatically send donor to the GiveGab URL. So if you ve printed postcards or shared the Kimbia URL, it will still work.
Additional Administrators How many administrators can I have on my page? As many as you d like! Add administrators through your dashboard! New administrators will receive an email notification with login instructions.
Add Matching Challenges (AKA Matching Grants) Your organization can have multiple matches There is greater control on how you set up a match
Manage Sponsor Matching
Manage Challenges
Donations
Easy & Accessible On Average 61% of all emails are opened on a mobile device Valley Gives is completely mobile responsive on every page Donors can give easily on any internet enabled device
Secure & Reliable Partnered with Stripe - PCI Level 1 Payment Processor All participating organizations verified as IRS and State recognized nonprofits Fail Safe Redundancy Plans for your Giving Day Load Testing Cloud Services Backup Plans Complete Transparency with Nonprofits and Donors
Simple Donation Processing All major credit cards accepted Securely processed through Stripe Donors always have the option to cover all fees on your behalf On average, between 65-75% of donors choose to cover all fees on a Giving Day Option for donors to schedule monthly recurring donations
Ways To Donate There are three ways to donate to your organization: 1. As a single donation from your organization s page 2. As part of a a multiple donation from a dropdown list of participating organizations 3. Using a shopping cart while browsing the site
Donate Directly from Organization Page
Multiple Organizations at One Time
Give to Suggested Cause Organizations GiveGab s Multi-Give features make it quick and convenient for donors to support as many causes in their community as they like!
Donation via Shopping Cart Coming soon! As a donor visits an organization s page and they decide they want to make a donation, they can add it to the gift basket and continue browsing other organizations on Valley-Gives.org. When the donor is done browsing and want to check out, they can go to the gift basket and make all of their donations at once. (note: Unlike Kimbia, the cart will remember a donor s selections once they leave an organization s page)
Checking Out: Part 1- Credit Card Info
Checking Out: Part 1- Credit Card Info
Checking Out: Part 2- Confirmation and Prize Info Prize related, demographic questions will be asked at this point in the checkout process. Optional: Donor age range Donor town/city of residence New donor? Gender identity Note: 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.
The Thank You Screen
Your Customized Thank You Customizable Thank You Emails Add your own text, photo, or video! Sent immediately after the gift is made Comes from YOUR organization Includes your organization s EIN and donation amount to act as a tax-deductible receipt Social Share links for more online engagement Option to encourage donors to fundraise
How will my organization be notified when we receive a donation? You will get a daily email with a list of your donations from each day. You also have immediate access to all donation and donor reports during and after Valley Gives.
Manage Donations
Manage Donations
Let GiveGab Help You GiveGab, not CFWM, will be first point of contact for assistance with Valley Gives platform. Visit Our Help Center: https://support.givegab.com/ Send us an email at CustomerSuccess@givegab.com Chat with GiveGab s Customer Success Team whenever you have questions or need a hand Look for the little blue chat bubble! CFWM will continue to be primary help for Valley Gives program - prizes, strategy, materials, events
Get Online Help CFWM s Valley Gives website for organizations www.communityfoundation.org/valleygives GiveGab Support Articles - https://support.givegab.com (also available via CFWM website)
Next Steps March 26: Log in to your profile - check your inbox for your access email! March 27- April 31: Finalize your profile Set up your page Add your peer fundraisers Do outreach Promote Valley Gives! April (TBD): Next webinar training: understanding prizes, leaderboards and managing Valley Gives day.
We ll Answer Your Questions Now
What s New with May 1, 1, 2018 2018 May