 Hi everyone. We still have about a minute before the webinar starts. So we're just going to hang tight for probably a minute after two since there are still people joining. Thank you Dawn. No problem Dee Dee. We're just going to wait one more minute. I see people are still joining. In the meantime while we're waiting, if you could locate the questions module on your go to webinar. Pop out I guess it's called. I'm not I don't know to pop out. Let me know what color shirt you're wearing today so I can make sure that you can hear me. Okay I think we're going to go ahead and get started. I see there's actually lots of Valentine's t-shirt colors out there. So way to be in the February Valentine's spirit everyone. So welcome to the Give Local Piedmont webinar number one. This webinar is all about getting started on the platform or if you participated last year it's all about refreshing yourself with the platform. You know how to make your page beautiful. Some of the tools that are associated with the account that you get with Give Local Piedmont. So let me go ahead and get started. Okay so again welcome to the first Give Local Piedmont training webinar. My name is Dawn and I'll be leading you through today's presentation. I have a few housekeeping items to note before jumping in. First the webinar will be recorded. It's going to be posted in the toolkit on the Give Local Piedmont site. It'll be under the resources tab. And then second you can use that go to webinar questions module that several of you typed in your t-shirt color to send across any questions during the presentation and we're going to have a questions portion at the end and so that's when we'll get to all the questions. So if you think of something during the presentation feel free to jot it down in that questions module send it along and I'll be happy to answer all the questions at the end. I also have Dee Dee on the webinar from Northern Piedmont Community Foundation. She has been working extra extra hard to make sure that this year's giving day is going to be awesome for everyone. So I just want to welcome Dee Dee and feel free to take it away. Thank you Dawn. I'm not going to waste a lot of time here because the focus is understanding the platform and learning how to make a beautiful page that's compelling to donors. So as much as I will say is that I hope everyone on the call keeps abreast of us through both social media and through the emails that we send to you between now and May the 4th. There's a lot of good data that we impart between now and then and a lot of it having to do with how to help you have the best day possible. I encourage you all now those participating in the call now and I see the attendees just keep going up and up. Mark your calendars also for March 17th that's the final webinar from Mighty Cause and Northern Piedmont having to do with fundraising. It's specifically geared towards fundraising for a one-day online event but given if it's anything like last year's fundraising webinar there's a lot of gold about fundraising in general and what we can do. We also do try our best to focus on those of you who have limited access to online. So in other words some of the work that you do to encourage people to donate on this one-day online giving day will be done through the mail instead of online. And that's it. If you need any help ever the quickest way to get my particulars is through npcf.org. Jane Bowling Wilson the executive director, me our executive assistant Vanessa Scherzstrom we stand ready to assist. And Dawn I pass it on to you. Thanks DD. I just want to say first that we Mighty Cause are just really excited to partner with Give Local Piedmont and the Northern Piedmont Community Foundation again for the event this year. We also are really looking forward to providing technical support to everyone as you gear up for the big day. So if you have any questions that are Mighty Cause specific like your page how to utilize tools on your page you know if you're having trouble logging in any questions at all or you know if any of your donors have any questions our support team is also here to help you. You can reach out to them at support at mightycause.com. I will have a support slide at the very end of the webinar where you can I'll leave that up for a good second so you can copy down any contact information and then I'll also make sure that we have all the information on the site. I'm pretty sure that we already do but I'll just double check too. And just for a little background on Mighty Cause Mighty Cause is a fully functioning nonprofit fundraising suite that many many organizations use 365 days a year to raise money for their causes. We've been around since 2006 and we're actually one of the first platforms to host giving days. So we've been doing this kind of event for a really long time and we are super excited to help out with Give Local Piedmont again this year. So we are also hoping for the best year ever for everyone that's participating. Okay so here's a look at today's agenda. We're going to be going over some of the basics. Then we're going to be walking through registering and navigating your nonprofit page on the platform. That's where you'll get all of the information about how to make your page look really great to donors and how to customize your checkout flow and just basically all the things that you'll want to touch on to make sure that your donors have the best experience when they come to the platform as well. And then after that we're going to be reviewing the Give Local Piedmont offline donation policy. And then lastly we'll do a Q&A session at the end of the presentation. So again if you have any questions while I'm presenting just type it into that questions box on that go-to webinar panel and we'll make time for it at the end. Okay so first things first, Give Local Piedmont basics. So Give Local Piedmont is going to be on May 4th this year. I'm sure there's going to be lots and lots of fun memes. I hope to see lots and lots of fun memes going around about, you know, May the 4th be with you. So please don't hold back for everyone that's participating. It's going to be a 24-hour giving day that runs from midnight to midnight. Early giving this year is going to start on April 20th. And again it's organized by the Northern Piedmont Community Foundation. The really awesome thing about this giving event is that there's lots and lots of prize money at stake and there's going to be lots of opportunities to win and they really put a lot of time and effort into getting these prizes for you all. So you know you can view the prizes currently available in the toolkit on the Give Local Piedmont website, but we'll be reviewing them in full during that final webinar that Dee Dee mentioned on March 17th. So how does a giving day work? For those of you who are new, a giving day is a unique campaign presented by a host organization, in this case Northern Piedmont Community Foundation, that allows organizations to compete with other nonprofits or you can always compete against your own goal to win prize money. So giving days are really an exciting way for you to engage sponsors, community partners, peer-to-peer fundraisers, and more to spread the word about your organization and your mission and just basically raise funds for your cause. So the limited time frame that is created by a giving day really creates a sense of urgency that donors tend to respond to and of course you know the prizes available are a big plus and they give you fresh messaging opportunities which is always a really great thing when you're you know a nonprofit. So what does my nonprofit need to do? So to participate and give local Piedmont, you'll want to register your organization if you haven't already done so. Once you've registered you can customize your profile on Mighty Cause and start planning for your campaign. You can invite people involved with your organization to participate as peer-to-peer fundraisers and then once early giving has started on April 20th you can really start promoting your campaign and then of course you'll want to do most of your heavy pushes for donation asks on the actual giving day May 4th. So basically you'll need to raise money to win some of the awesome prizes that they have available. So this is the homepage for Give Local Piedmont this year. You'll see the URL there at the top. I would definitely bookmark the URL so that you have it handy, you always know where it's located. Once the giving day starts this is where you'll see the leaderboards that will indicate what place you're in as well as any additional prizes that are going on. So again make sure you bookmark it now so that you have it when you need it. On this page this homepage has all the tools that you'll need to the resources that come with Give Local Piedmont. You'll see the register button is right there at the top. If you haven't registered yet this is where you can go to do so. The giving day homepage also has these tabs that you see here that include the rules and the resources like the FAQ and toolkit and other information and then this is also where you can find the information about the prizes that are currently available. Okay so getting started. So first things first again if you haven't already done so yet you're going to want to register your organization for Give Local Piedmont. So registration is a two-step process. Step one is going to GiveLocalPiedmont.org and filling out that registration form. You'll need to either log into your existing Mighty Cause account or sign up for an account on Mighty Cause to view the form. Once you complete the registration form online you'll receive an email confirming that we've received it and then that email will also detail step two to complete registration. You'll also be able to add administrators to your organization's account so multiple people will be able to access and help run your campaign. And then step two of registration is filling out your organizations to-do list under the overview section on your nonprofit dashboard. So once you've completed both steps then your registration will be approved and you'll receive an email confirming that you're approved and you're all set. So with that said one very important thing to know that I want everyone to pay attention to is that if you participated in Give Local Piedmont last year your to-do list is already complete. So you have essentially you're ahead of the game. Step two is done for you. All you have to do is step one fill out the registration form and then you'll be all set. So but if you have any questions about that let us know. You can email support at mightycause.com. You can ask DD but basically if you participated in the past in 2020 specifically all you have to do is step one and then our team is going to review and you'll be all set. So again any questions support at mightycause.com or you can put your question in the questions module and I will be happy to answer it at the end. Okay navigating your dashboard. So once you've filled out and submitted your registration form for step one of the registration process again you'll want to complete your to-do list if you haven't already done so. So this list is located in the overview section on your nonprofit profile right by your metrics. Again if you've already completed your to-do list from last year that little tab with the to-do list is not going to show up for you. So feel free to like sing a little song while I go over this to-do list stuff if you've already completed it. There's four basic items for Give Local Piedmont that new organizations are going to need to complete. You're going to need to add a background image to your page or use one from our gallery of stock background images. You're going to want to upload your logo which will represent you throughout Give Local Piedmont. You'll want to add a story that tells visitors to your profile about what your nonprofit organization does. You're going to want to build a thank you page that donor see once their donation transaction is completed. For those new orgs if you click the link in your to-do list you'll be taken right to the spot on your profile where you can complete that task. So it's super easy for you to complete the list. If you do need help or you're unsure how to complete any of those items then let us know. Again at support at mightycost.com or you can check out our support library. We have lots of walkthroughs and videos that can help you out as well. Can you say one more time for new applicants where the to-do list lives? Yes. In this little GIF you'll see the overview on the left hand side dashboard. It's the first one at the top overview. So if you click on that the to-do list is going to be located the link to it is going to be located right underneath the title overview on that page. And so you just click it and it opens up this to-do list that you see on the screen on this slide. So everyone now can listen to this next part. I highly recommend taking some time to get to know your dashboard and you know if you participated last year but haven't been to the site since I really encourage you to review it again or refresh yourself with it. Your dashboard is the admin section that appears on the left hand side of the screen when you're logged in and you're on your nonprofit's profile. So when you log in you'll automatically land in that overview section for new orgs. This is where you'll find your to-do list for all orgs. This is where you'll find metrics for your nonprofit. We have some really cool like new features in this overview section. You know it will give you year over year information. It gives you some other cool stats. So definitely check it out. This is where you'll also find any like announcements for give local Piedmont. We don't have any currently but if you know Northern Piedmont Community Foundation wants to include something those will be in your overview section of your account. So next under the fundraising section on your dashboard you can customize your organization page by toggling on edit mode and you know including page metrics like adding a goal for the giving day to enable a progress bar on your page. Within that fundraising section on your dashboard you'll also find checkout flow. All of these things I'll be covering in the following slides more in detail but I'm just giving a quick overview. Matching grants is also under fundraising and then below that on the dashboard is the report section which is where you'll be able to preview and export different types of reports. Then you can manage your nonprofit settings like URL customization and admin control from your settings section. So customizing your profile. So jumping into your overall profile for give local Piedmont your profile is the face of your nonprofit for the giving day. So you'll just want to make sure it looks really good and represents you well. Just so you know your profile link is the link that you'll share with your supporters to ask them to donate to your give local Piedmont page. So to share your page just copy and paste that URL into an email or social post or wherever you're advertising the campaign. So you know as you're going through your to-do list you'll want to customize your profile to match your brand or if you participated last year you can go to your profile review it make sure all the information is up to date and correct. On your profile you can change your theme color to match your logo. You can upload media to your gallery to add more of like visual interest to your page. Your story and the description of your mission is really going to be the center piece of your page. So in your story you can put your mission statement you can add photos and videos just as a note you'll need to upload the video to YouTube or Vivo first but you can embed a video in your story so that people can watch it right there on your page. This story section this box really where you can go in depth about your work you know make make a really strong appeal to donors tell them why your organization needs their support there and give local Piedmont and just really be able to showcase the impact of your work. So spend time customizing this profile because the more you work the more work you put into it chances are that the better you know hopefully the better you'll do during give local Piedmont donors will obviously see that you put time and effort into it which will just look good to them as well. So jumping into some specific editing pieces of your profile we're going to talk about editing your theme first. The first thing you'll want to do when editing your profile is upload your organization's logo. You can use that pencil icon that you see on the Animal Humane Society logo right there to open that section up for editing. Logos need to have a one-to-one aspect ratio in order to fit in that section. The logos on Mighty Carls are the same aspect ratio as many social media sites so if you use your logo as part of your Facebook or Twitter profiles then you can use the same logo here as well. You'll basically you'll also want to make sure that your logo doesn't clash with your background image and then next thing you want to do is upload your background image. You can see the background image on the example here that two people sitting on a couch. Your background image will look best if it's mostly text-free in a strong image that's representative of your nonprofit. Landscape-oriented images work best. If you don't have any good pictures or high-quality photos that you want to use or feel comfortable using we do offer a gallery of images to choose from that are high quality. They're more generic but it's a pretty wide array so I'm sure you you know anyone could find something there that will fit and then of course your logo will still be there too so it'll still be representative of your brand. So don't feel like you know don't get too stressed out about choosing like the perfect background image because we do have those options as well. And this is also a good example of when to cry uncle and reach out for support at mightycause.com. If for some reason the logo you're uploading just doesn't land well on the page it doesn't look like you want it to. It doesn't look like you think it should. When you look at the phrase one-to-one aspect ratio and you're saying to yourself what in the world does that mean? This is where support at mightycause.com comes in to do exactly that to support you and help you. No one should suffer for more. I think Don's criteria is work on it for five or ten minutes and if you can't get it then email us and we'll help you. Yeah basically I mean your your length of time is longer I usually say if it takes you longer than 30 seconds to figure it out then please email us. We are here to help. So then the next thing is updating the theme color for your organization profile page. That's specifically what this gift on the slide is. The theme color allows you to pick a consistent color that shows throughout the experience your organization provides on your supporters. It's really easy to set just click that palette icon. That's the background that you see here the palette icon is right there and then it'll open up that section for editing. You can pick a color from the color box that's provided or you can use a hex code to get the exact color you want for your theme. If you don't know what color you want or aren't sure what a hex code is email us support at mightycause.com. We can grab your hex code for you from anything. There's some I personally use just a Google like Chrome plugin to grab hex codes but you know that way it grabs the exact color but you know it can also be a you know you can eyeball it too that'll be fine but again email us if you have any questions or you're not sure or it takes you longer than 30 seconds to figure it out. Okay so the next thing that you'll want to focus on this is specifically for organizations that have participated in Give Local Piedmont in the past. You specifically will want to think about resetting your metrics for this year. That way your organization profile accurately reflects just 2021 money raised for Give Local Piedmont. To do that you'll want to go to your organization profile within your fundraising section what you know what we were just looking at. Click the pencil icon next to the section you want to edit. You can see here the metrics calculation section and the goal section with the progress bar both have pencil icons so you can customize. Essentially when you go to your organization page everything you see that has pencil icons you can edit so there's lots there's lots of choices you can make your profile as fancy or as simple as you want depending on what you have time for or you know what you want your donors to see. So with metrics specifically you do have several options when resetting those metrics for 2021. You can showcase both the amount raised you can showcase the number of donors that you you know you can see that in this slide or you could just have one or the other. You can choose to calculate your donations over all time or you can choose to calculate them starting on a specific date. I highly recommend early giving on April 20th so basically what that means is if you go in now and you say start population on a specific date put in April 20th at you know let's say midnight which would be 000 000 because it's um uh the four oh my goodness four military time thank you um anyway so uh yeah that means that any funds that you raise like if you happen to run a campaign next month um because you're really awesome and have lots of campaigns going on all the time um any funds raised won't actually show on your organization profile until early giving starts because you've chosen to start your metrics calculation on that specific date um and just so everyone knows resetting your metrics only updates the front and public view um on your profile it doesn't do anything to your back end it doesn't do anything to your reports um your donation reports within your account will still contain all the donor information for campaigns that you've run during the year on mighty cause or give local people out last year if you're just using the site for the giving day and then while you're updating you can also edit your goal or you can completely hide either section if you wanted your profile to be more evergreen so it's pretty flexible um so if you're only displaying the information that you want to present to your donors okay so um the story section um or the about section of your page is is your chance to explain what your nonprofit is all about so the text editor is right in that section so all you have to do is just click into that section and start writing um you can add media to your story like i mentioned earlier uh to kind of jazz things up you can utilize that inline text editor to add links upload images link out to videos from youtube or vimeo they'll get embedded in your story so people visiting your profile can check them out right within that section uh you can also add bulleted or numbered lists um this spot this about section is really where you can go in depth about your work um and make that strong appeal to donors um tell them why your organization needs their support show the impact of your support if you're able to highlight specific uh you know things that you've done or people that you've helped then this this would be the section where you can do that um and you know have it kind of tie into all of the email marketing that you're doing as well or social media so if you have a theme going um in terms of the stories or animals or people that you're highlighting this this is a great place to be able to um showcase that as well um the other very cool piece of your profile is the ability to add custom tabs um if you have any extra info that you want to share that doesn't necessarily make sense to put in your story you can create a custom tab to add that information um to your nonprofit's profile um well you know this still keeps everything organized and easy to find um you can add anything that you want to the custom tab it's totally custom um so you know information about any upcoming events that you have um or you know frequently ask questions about your nonprofit information about your staff any acknowledgement resources links to more information i could probably go on and on um you can label the tab however you want fill it in with whatever content you want to make your profile page just really comprehensive for your donors that are visiting and of course if you have any questions let us know so the media gallery on your organization's profile is where you'll be able to go to add any additional images that you have um of your organization it's a really great way to visually show donors what your organization does and where the funds are going um along with the media we have a stagnant media gallery which basically means you can add pictures there and they never change unless you manually change them um you can also connect your organization's instagram um and facebook accounts um to your profile uh which will import pictures that you already have there so those are more um uh those ones will update as you update your facebook and instagram your your organization profile uh images with instagram and facebook will also update so if you're tight on time if you're a small nonprofit connect um your facebook or instagram whichever one you use more and that way you never have to worry about your pictures or images going out of date they'll always be uh current uh with what you're doing as you update your social media channels um so you can also optimize um your social share settings uh within the settings section on your mighty cause manager um we'll go into settings in a section but basically um what that means is that you can standardize the social template whenever someone shares your campaign so if somebody comes to your organization profile um wants to share your organization on their social media you have the ability to provide them with like a template so that they don't have to uh you know it's not going to be difficult for them to share they can literally click share your stuff comes up your logo that you've put in that um template any information you've put in that template and then all they have to do is share um so you kind of have the ability to control the messaging there as well checkout flow so um moving away from your organization's profile we're kind of going to start talking about um items within the back end of your dashboard that you have the ability to customize um the the next like important thing that you'll definitely want to review um and customize if you haven't already is your checkout flow so the checkout flow is located um within the fundraiser uh section on the dashboard um you can see on this graphic here you have the fundraising section and then underneath that is your profile which we just talked about and then the checkout flow is the one that's highlighted um so it's located underneath that um fundraising section the checkout flow is what your donors experience when they make a donation um to your organization through Give Local Piedmont so the first part is to customize your checkout steps um this is probably one of the more important features to focus on when you're setting up your organization's um you know profile and flow for everyone um the checkout flow section gives you a lot of control over the donation process for your organization um on the site it allows you to opt into collecting the information you want from donors um like addresses and phone numbers um you can also set up custom suggested donation amounts and you can add descriptions uh to those suggestions to really help tie those amounts to items or services that your nonprofit provides which basically just really strengthens your appeal um to donate and then the checkout steps within your checkout flow also allows you to preview the whole checkout process without um actually making a test donation so you can see what your final process will look like and use that to edit yourself if needed um the next item within that checkout flow section is the post checkout section um that part is where you'll go to set up your thank you page um and customize your donation receipt both of which use that same text editor um that you saw in the story section on your profile so um you can add text links a video or image um to the thank you page specifically uh you can also add a custom call the action button that tells donors where you'd like them to go next um you know cool idea for that would be for instance you know asking them to sign up for your email list and providing them a link to do so um the um you can also customize your organization's donation receipt within the post checkout section um this customization that you set um appears above the tax deductible donation receipt that gets sent out automatically after a donor completes their donation on the site so um specifically for these two pieces within post checkout the thank you page is what shows up after the donor completes the transaction on the website um after they the transaction goes through they'll receive that donation confirmation page which is that thank you page also so you can customize that you can you know let them know um thank you so much provide additional information about what their donation is going towards um again embedded video all that good stuff just make it personal so that it's just another way that you can kind of steward them um as a donor and then of course the call the action button and then within that post checkout um uh screen to edit you can also scroll down to the bottom is where you can edit that um donation receipt so I highly recommend customizing both um just so that you're able to control what your donor see and it's not just standardized messaging um but you know your logo is everywhere for them when they go through that that whole flow from the time they check out the organization profile all the way through when their transaction is complete and they get that donation um receipt in their email so there's really a lot that you can do in the checkout flow um to optimize your campaign and customize that checkout process for your donors again please take the time to either set this up if you've never participated and give local Piedmont before or if you're returning from last year it's probably a good idea to just review what you have there currently to see if you need to make any update um the next thing within that fundraising section on your dashboard that I wanted to talk about is um the matching grants tool um so as I'm sure many of you know having a matching grant from a donor or a corporate sponsor can go a really long way in driving donations so I just want to make sure that you're aware that we have a tool um specifically for matching grants um and just to be clear the matching grant um you know tool and functionality this is something that your organization secures and sets up on your own um this is separate I mean it's not like separate from give local Piedmont but like the matching grant is something that you would um uh go through your own processes to secure it um and then you would be the one benefiting from that matching grant specifically so like it's your matching grant so this tool really helps you kind of market that um to your supporters um you know if you wanted to do something like that for give local Piedmont it's a really versatile tool um you you've just you've got a lot of options for how you can structure your match um most matches are you know one to one um if you know if somebody gives that amount um the exact amount is matched um but with the tool you can do two to one matching three to one you can match a percentage to each donation um our matching grant tool does all the math for you so all you have to do is choose how you want to secure or structure your match um and then you can also apply a match when a certain number of donations have been received um so for instance and we'll we'll talk about this more on our next webinar um just kind of strategy wise but for example you know let's say there's a power hour available for the most individual donations you could say that if you get 100 donations if your specific nonprofit gets 100 donations within the hour then the match sponsor that you've secured will give an additional $1,000 for your nonprofit just an example um really however your matching grant is set up the point is to actually you know help you drive volume and traffic um it's to give you the tools to empower yourself to do that so um it just it all and it also allows you to post multiple grants at the same time it also in sequence so you know if if you're able to secure a bunch of grants you can have them fire one after the other um there's lots of flexibility um the the tool is pretty user friendly but again any questions support at mightycause.com um check it out see if that's something that you're interested in that you want to do um and you know we're always happy to help as well um and then one last thing to note is that um the match can be paid online through the platform um I obviously recommend this route because then um it'll count towards um the give local Piedmont leaderboards and all that good stuff um or if your sponsor insists on um cutting a check then you'll want to follow the um Northern Piedmont Community Foundation offline donation policy um which I'll get into specifically in um a couple of slides so the next item on the dashboard the next section um under the fundraising section is the report section um you can access um a bunch of different types of reports through this report section of your account um clicking on the reports will give you that submenu that you see here um where you can choose from your all donations report um you have there's a recurring donations report there's a retention report um lots and lots of reports for you to review um and the disbursements report is there as well so your donation report is going to be available to you in real time and it's going to include information like uh donor name email um any designations or dedication options that you've set up through that checkout flow um that you customized it'll include the gross and net amount of their donation as well as fees associated um and then it'll also tell you what page they donated to as well as lots of other information um basically the information that you set up to collect during the checkout flow will also show in your donation report so whatever information you need that will help you do a better job um make sure that you customize your checkout flow um so that that information gets collected in that donation report for you um so one quick example if you if you did turn on the option to collect phone numbers from donors during that checkout flow customization then their phone numbers will also show up in your donation report um the disbursement section of your report center um allows you to see your batch disbursement history um you can click on that disbursement listing to open up more information about that specific disbursement like um which donations were included in that report in that disbursement as well as a summary of the total amount total associated fees net amount were super big into transparency on mighty cause so um you know finance teams will will be so happy when they see these disbursements reports because they are just super full of information anything a finance team could possibly want that information is there um so definitely check that out um especially you know once you start um getting disbursements from us uh that way you can see what information is included and let us know if you have any questions um so just FYI all donations on the site um are processed by the mighty cause foundation which is a donor advice fund um and your organization can set up uh electric um electronic fund transfer um which is the recommended method since it allows fund disbursements twice monthly um we can also send disbursements via check uh if you don't want to put in your banking information totally fine um checks get sent out once a month um and there's a five dollar administrative administrative fee associated with check disbursements so it is recommended that you sign up for EFT since it's free um and you get your money faster um and I know last year we were able to get everyone's give local Piedmont um funds plus prize money um way faster than what has been done in the past so um that's our plan again this year which obviously the faster you can get your money the faster you can do good in your community which is our goal as well so um any questions on the disbursement report or anything like that um if you have a question now obviously type it into the questions module but as you're looking at your report if you have any questions don't hesitate to reach out to our support team let me just add that probably for most of our give local Piedmont participants disbursement really means the one check coming from or the one electronic funds transfer coming from give local Piedmont funds raised some of our participants use mighty cause the entire year for fundraising and disbursements beyond the one give local check disbursement from uh it is that that's relevant um but otherwise for the majority of our users it's it's one disbursement um and it'll be the entire give local Piedmont donation uh net for your organization okay and you know your disbursement history from last year will still be in your account so you can always um review what was sent to you last year all the information included and then you can expect the same for this year as well um the other report I wanted to specifically call out is the donor retention report um this report's going to be very helpful for those organizations that participated in give local Piedmont last year um you can find that donor retention report under the report section of your dashboard um the retention report allows you to see at a glance which donors um have been retained and have not been retained from certain time periods um so what I recommend with this is basically once early giving starts or before um uh it starts on April 20th you can visit this section of your account you can update the time period to show last year's um early giving period through give local Piedmont 2020 and you can download the report that comes up um that's going to give you all the information about who donated to your campaign last year as well as tell you right away if they've donated again this year it's really helpful if you create kind of a strategy around this and download that report um you know a little bit after early giving starts maybe halfway through early giving and then right before the giving day so you can see right away who's given who hasn't um and then uh kind of target your messaging around that um it's you know it's really great to help you build that email marketing strategy so you're hitting the right donors with the most timely and targeted message that you can um so I I recommend checking this out um you know you can you can look at it now uh if you want in your account um you can update the time period to reflect last year's give local Piedmont periods so you can see everyone that donated um the little red you see the little red dots um uh next to the donor name if it's red it means they haven't been retained if it's green it means they have um and then it gives you their email address um and the source basically you can download it and it'll give you all that information so you can decide how to use that information best um for for your nonprofit uh and then the last section on your dashboard is the settings um so if you click settings it opens a sub menu where you can update your organization settings like customizing your url managing your eft um so you know updating your legal information um all that good stuff the setting section is also where you can add or remove admins from your account so moving on from the dashboard um I have just a couple more slides um really like to to get through and then we'll get to the questions um but I want to make sure I mentioned the really great tools that you can use as you get ready for give local Piedmont and that is going to be in the nonprofit toolkit uh the toolkit is located on the home page for give local Piedmont.org uh it has tips and tricks it's there's an FAQ there it's got walkthroughs it's got templates that you can use for email and social media um this is also where you'll be able to find today's training recording as well as logos and graphics that you can download um to start uh you know building your email campaign for give local Piedmont this year so definitely check out the toolkit if you haven't already um refer back to it as you're planning your campaign it's got lots of stuff there for you so um yeah and if there's anything that you know you would love to see in the future or have questions on then just let us know um we can always add to this resource it's it's there for you um it's there to help you so um you know let us know if the resources there are helping you and um we we have lots more at our disposal if you're looking for something specific that you um could utilize okay so lastly I just want to go over really quickly um the check slash offline donation policy for this year um so offline donations just so everyone knows are check donations that your organization receives for give local Piedmont um Northern Piedmont Community Foundation is not able to accept cash uh as I'm sure you all know you know the purpose of the online giving day is to encourage the use of secure and easy online philanthropy um however we totally get that some donors are going to prefer to donate through check um checks will be counted towards your final donation total um however only online donations are going to be eligible to compete for prizes so a very important note um for everyone to know and probably you know write down somewhere no organization is to record or deposit any check that's designed for um or that's designated for give local Piedmont um all the checks must be delivered and in the hands of Northern Piedmont Community Foundation staff by 5 p.m. on Monday May 3rd this year um so write that date down it's important to remember if you have any checks they have to be in um npcf hands by 5 p.m. on that Monday um all checks received uh must be delivered to the community foundation by mail um preferably or in person um checks have to be made out to Northern Piedmont Community Foundation with the designated charity written in the memo line um again the deadline for actual checks in hand is Monday May 3rd at five um all the checks received are to be recorded and deposited by um Northern Piedmont Community Foundation staff members only um any check that's recorded or deposited into any other bank account except for Northern Piedmont Community Foundation is going to be considered a traditional donation to your organization and not part of the give local Piedmont tally um if a donor is contributing more than one um to more than organization um please ask them to write one check per organization um if you are able to include an email address with the checks that would be really awesome um so that Northern Piedmont Community Foundation can confirm the donation with the donor and the nonprofit um this is a lot of text on the slide but if you you know if you have any questions you can visit uh we do have a specific offline donation policy on the site that you can read through um at your leisure um it's under the resources tab um this is also where you'll be able to find um the NPCF mailing address if you have any checks um and it includes the full offline donation policy this is basically the gist of it but to re review the full policy go to givelocopiedmont.org click resources and then there's that the uh sub tab for the offline donation policy um of course any questions about offline donations just let DD know um and then lastly this is the um support slide I talked about at the beginning um basically you know I want to make sure you have our support team's contact information for you to reference um our support team is a really great resource before and um during the givelocopiedmont giving day for really anything campaign related um you know if you need help like setting up your site if you need help um around figuring out how to strategize if your donor needs a receipt reset um you can reach out to them at any time um so again the email support at mightycost.com they're available Monday through Friday 9 to 5 we will have live chat available on the day of um so May 4th um live chat will be available so if there's anything like a fire that comes up that day um you know you somehow your logo got messed up um live chat us we can help you um so that will specifically be available on givelocopiedmont day on May 4th um up until then you can reach us by email or phone um Monday through Friday um and then lastly I want to plug the second webinar all about strategy it's on March 17th at 2 um and the registration link is live in the toolkit right now so I highly recommend just going over there right after this webinar signing up um so that you get all the information um handy uh so that is it on my end um let me see if there's any questions for you okay so first question um if we registered last year will anything on the forum be pre-filled that's a great question but no it will not be pre-filled um I do like that idea though so I will write it down for our development team um because that would be very convenient but for this year no um you'll need to fill out the registration form in full um for this year even if you participated last year let's see um can I change our background and logo on the profile from what we used last year um yeah so you can update your profiles um information graphics whatever you want at any time um if you wanted to do it in the middle of the day on givelocopiedmont you can do it so it's that those editing tools are available to you at any time and then the edit function is just that pencil on your profile um so if you um go to your organization's um profile page you and open it up for editing there's a little toggle that says edit those pencils will appear and um you'll just click on them to be able to open up that section for editing um let's see where is the site where we log in so um givelocopiedmont.org is where you'll want to go um there's a little login icon in the upper right uh it's a little like click on that and that's where you'll be able to log in um so the next question is where slash how do you enter offline donations um do not enter offline donations so any check donations that you receive for givelocopiedmont um need to be funneled through Northern Piedmont Community Foundation um so you can see the the full check policy um on givelocopiedmont.org under the resources tab but if you do receive check donations which we anticipate there being check donations um please have your donors make the check out to Northern Piedmont Community Foundation and write your nonprofit in the memo line and then make sure that Northern Piedmont Community Foundation has those checks in hand um by May 3rd at 5 let's see so um on your so the next question is about character limitations um on the profile or you know recommended length um so um there's no real like the character limitation on the profile is like like very long um so you're probably not going to have a problem with that um but the recommended length you know I wouldn't necessarily make it like super long and try to include you know breaks in there because really um you know your donors are going to come to the site and uh if it if it's a huge block of text then they're not they're not likely to read the whole thing um you'll want to make it like visually interesting to them um include a couple pictures of your organization and what you're doing um and just you know uh just make it really compelling to them I mean what think about like what you would like to see what kind of um you know if you're writing an email what kind of emails are you more likely to read are they visually interesting emails or are they like block of text emails probably visually interesting um so just as you're thinking about what you want to put in that story section or the about section um just think about what you would be interested in seeing and um you know that's probably what your donors will be interested in seeing as well let's see um does the checkout um thank you also function as a tax receipt so yes so the site will automatically send your donors a tax deductible receipt um and then you as the nonprofit have the ability to customize the top part of that um tax deductible receipt um whether or not you customize that part the site will still automatically send it out it's just obviously nicer if you know you're you're able to customize it and your donor see that but you know if you're a small organization you don't have a lot of bandwidth like that email will still get sent out so um you don't have to send your donors tax deductible receipts but um you know you're you're welcome to do so if that's your normal process but they will get those tax deductible receipts automatically after their donation is completed um let's see I might not get to all the questions so if I don't get to your question before we run out of time then I will definitely follow up with you after the webinar is over just FYI um next question is um how does uh retention work against last year's give local Piedmont donors so um the retention report basically just gives you a quick snapshot of you know who donated last year to your campaign and who hasn't donated yet this year so um when you go into your account you'll be able to see all the donors that donated last year to your give local Piedmont campaign and then you can go to that retention report um it would probably make more sense to do it after early giving has already started so you can um you know see who's donated um during that time period and who hasn't but that's the gist of it um it it basically just gives you a quick snapshot of who you've retained from last year so that you can easily contact them and let them know hey you donated last year it looks like you donated twenty five dollars um give local Piedmont early giving is open please consider giving again um maybe thirty dollars this year uh so it kind of empowers you to be able to see right at a glance um who those donors are um since you know they're they're warm donors they're not you know new people that you're reaching out to they they're already connected to your nonprofit um so the next question is about um electronic fund transfer if you happen to have set that up last year there's if your bank account's still the same there's no reason you do not need to reset it up again this year everything is all still the same um and then of course if you uh get your funds by check um you're welcome to just double check to make sure your legal address is um correct but again if it hasn't changed from last year then it'll still be the same on the site um but it's always a good idea to just go in there again double check everything make sure that it's all correct and then and if anything does need to be updated we still have plenty of time before give local Piedmont for you to be able to do that um next question can you contact previous donors before early giving to remind them to give again definitely if you want to reach out to them um to remind them that give local Piedmont's coming up um you're you're welcome to do that um my recommendation is to to start doing that after early giving has opened on April 20th just because if you reach out to them now they might be like oh I'd love to donate and then there's there's you know they might donate but then it's not going to count towards give local Piedmont because early giving's not open so um I would I would you know if you want to do that that's great there's nothing stopping you but um strategic wise I would probably wait until after early giving opens that way donors have an actual action to take once they get that note like note from you about give local Piedmont coming up um let's see what is the percent of each donation retained by mighty cause for this service um so great question um I can't remember the fees for this campaign off the top of my head um that information is in the FAQ um on give local Piedmont data work um all so it gives you a complete breakdown of all the fees within that FAQ um on the site so um that way and that way you can see it there and then donors do have the option of covering those fees for you um so if you know if your donor does cover the fee then um you know obviously you get 100 percent of of their donation um and then of course all the information is reflected in your um donation reports and your disbursement report um let's see so um it looks like we're out of time um there are a couple um questions that I didn't get to if I did not get to your question then I will email you um directly um about the question um Didi do you have any like last minute stuff that you want to say before we let everyone go? No not necessarily I just want to make sure that the folks are clear about um about retention um using the retention using the concept of uh the donors that gave last year and in the hopes that they'll give again this year you know you can start marketing give local Piedmont now and you should definitely use the reports that you have from last year to help you do that um uh I think what we're talking about in terms of um retention and waiting until the event itself have to do more with momentum and uh the recognition that during once online donating starts on April 20th with early giving and then on the day of you literally will have the ability to see who gave um last year that has not given this year yet and then you have a different kind of a way to approach them or reach them um but you always can take the report of your prior year's donors and market to them for the event for the event starting anytime and and we'll talk a lot about that going forward but that's it and Donna as always I appreciate it and a reminder that this will be on the give local Piedmont website in the resource toolkit of um area for you to view again if you want to take your time and work through it slowly yep yep um thank you DD thank you everyone uh who came and um you know ask questions I always love the questions um if I did not get to your questions I will email you um after um so that you have the information um there is an FAQ on givelocopiedmont.org um so if you have any questions you think of later feel free to email our support team support at mightycos.com um or visit those FAQs and um um yeah so any questions let us know thanks again for coming and participating and um we're super excited about give local Piedmont again this year um and just thank you all so much for your time um I hope you have a good rest of your week thanks Don