 Hi everyone, thanks for joining us for this year's first Richland Gives webinar for our 2023 event. If you all can just type into the chat your name and the organization you're representing today we're going to give it a couple more maybe another minute to let more participants join us and then we'll get started. Well awesome, I love seeing all the organizations coming in. So again welcome to our first Richland Gives webinar all about building your campaign. We're going to focus a lot on filling out your organization profile and without further ado we will get started. So I am Sarah, I am a project manager with Mighty Cause and I help Maura run Richland Gives and we really value our partnership with the Richland County Foundation and so I will pass it over to Maura to say hello. Well good afternoon and thank you Sarah. Sarah does help us with everything involved with Richland Gives so I thank her for all of her hard work and I thank you for registering for Richland Gives and for this webinar we had a record number register today so I'm excited about that and just as a reminder all nonprofits must register each year for Richland Gives which I believe most of you have done and I actually saw some of you out at Ohio State University's community engagement fair this afternoon and chatted with a few of you so thank you for turning that around on a tight time schedule to make it for this webinar this afternoon. I would also like to thank the generous donors at the Foundation this year again we will be offering $80,000 in grant prize incentives. We are going to keep the prizes very similar to last year so last year we had the big change over where we now have three categories for the leaderboard. Those categories are small nonprofit, medium and large and this is based on your operating budget so when you filled out that form at the beginning to register it's very important that you accurately give us the number of your operating budget and that goes for the prices so this is the ninth year for Richland Gives which the Foundation hosts we do this as a way to build capacity to grow philanthropy and of course to make our community stronger through the work that you do at your individual nonprofits so it will take all of our enthusiasm and energy and effort to make this the best Richland Gives ever. You know each year we raise a lot of money together so I'm looking forward to another successful Richland Gives so thank you and I turn it back over to Sarah. Awesome so this webinar is going to be recorded just so you all are aware and it'll be uploaded into the toolkit on the Richland Gives website along with the slides that you can excuse me reference them or if you have to dip out early you can come back and we watch any segment. All right let's get started. So again our agenda we're going to kind of cover the basics I'll have Mara cover that and why I spelled registering wrong but basically we're going to go through how to register and access your page we'll talk kind of more in depth about how to accurately and effectively tell your story to attract donors during the event we'll cover kind of briefly a different tools and features that are available a couple new sections on your story pages as well and then we'll hit on all of the resources and support and follow up with Q&A. So if you do have questions you can click the Q&A button on your screen Mara is going to be helping kind of facilitate those so feel free to send them so I'll pass it back over. Okay so you see the dates on for Richland Gives and someone asked me today about the early giving period so the early giving starts two weeks prior to giving Tuesday which this year will be November 28th we do offer early giving prizes so it's important that you start communication with your donors a couple months in advance but especially November 13th when the early giving begins so pay attention to that and the other thing Sarah when people are new to Richland Gives could you describe the emails they receive and how they are actually going to log in to their page and begin their page I know that's later in your slides but I believe that they receive an email from you is that correct yes so when you register you'll get kind of an automatic email that says that we've received your submission form and it's in review when we approve you you'll also get an automatic approval email with next steps that you can take to start filling out your profile or refreshing the content on your page and then if you are brand new and you're filling out the form you'll still get those emails but you'll also get notified once our support team adds you as an approved admin of your organization page so Mighty Cause Support handles admin approvals because everyone who has added to an organization has access to sensitive donor information so we just do a quick scan make sure you know whoever's being added should be added and then you'll get an auto email notifying you of that as well and that's all I wanted to cover thank you um all righty so some giving day goals as you're starting to kind of get registered and setting up your profile um so in general giving days are a really wonderful opportunity for organizations to raise funds within a short time frame um this short time frame creates momentum during the day and encourages donors to give at specific times trying to help you win prizes um it's also a great time to just come together with nonprofits locally in the area so that you all are raising awareness of your missions and your works um and just collectively raising money for the community um it's also a wonderful opportunity for you to consider engaging sponsors or new community partners if you you know have not previously dabbled in the world of sponsorships this is a great talking point to try to get some sponsors some matching grants set up um or even just engage your community to set up peer to peer fundraisers to help you you know spread your awareness of your mission and secure new donors um through their networks so kind of some different goals to keep in mind and we'll do more intensive kind of campaign strategy in our next webinar but this is something to keep at the forefront as you start developing your pages when you start thinking about what information you want to put on your profile um how does it relate to your giving day goals uh and starting to think about what you want to fundraise money for so first things first um you will need to register in order to participate in richland gives um so the register registration form is fairly straightforward no fee to participate it is required each year so even if you have previously participated for the last you know what is it nine years you said um you will still need to participate uh and register uh so that we can collect that information to make sure you're put on the appropriate leader board um so short form on the site you click register it'll bring up this little form um and you can search for your organization or your eion um if you're logged in um it'll prompt you to log in but if you are logged in and you search your organization it should come down in your list just like i have mighty cause because i'm a part of mighty cause um if you don't see your your organization or you're having troubles you can always reach out to our support team at support at mighty cause dot com um but there's also it's a very intuitive form so and it also offers you the option to create a page if you're brand new and nothing is coming up um and because it is an all-in-one form you can also by filling out the form you also ask for admin access if you are brand new and you're not an admin of your organization page yet um if you have logged in and you have admin access and you aren't sure you're not sure if somebody registered yet if you go to your overview screen um on your organization page on the left dashboard you'll be able to see your log your your um registration status so it'll say either registration perchlin gives is open registration is pending um or if you're approved it'll say you're approved as well um you'll also see yourself start to show up in the registration um sorry in the search for the event so that's another way you can check to make sure you're registered um but you will want to be registered and approved to participate by october 31st um once you're registered you can access your organization page by just logging in through the richlin gives website at the top right corner there's a button to log in you can log in using google facebook or the email address that's attached to your profile um once you're logged in you can also see at your name there'll be a drop down menu and it'll show the organization and you can click that and that's how you access your page um like i said if you're a new nonprofit or just a new admin you're able to request admin access through your organization profile while filling out the registration form it's kind of all in one um so it's an automatic request built into the form and then our mighty cause support team is going to go through and review your admin request i would say it takes between two and three business days um if you haven't heard back since you know for a while you can always reach out um we can follow up um but you will receive an email automatically notifying you once you've been approved um so then you can go ahead and log in um once you're logged in you will see a navigation menu on your left hand side once you click your organization profile um and these are kind of the highlights of what you will be able to access so you'll have your overview where it shows excuse me your to-do list um these are you know not technically required but these are highly recommended items that you really should complete so that you have a more complete profile so a donor can visit um so the donor can be thanked when they give to you uh and find out more about your organization empty pages you know no logos no banners not refreshed content content on the page that might say you know 2021 or 2022 is not going to resonate well with a donor and so you don't want to miss out on capturing those donors you want to make sure that you update your profile add refreshed photos videos anything that is going to help tell your story um and telling your story is going to happen on your organization page so if you click that button you'll be able to customize fundraising tools is going to house all of your fundraising um kind of tools so your campaigns your peer-to-peer pages if you have a matching grant you need a setup um widgets and things like that reporting is where you're going to access all of your donor data including your retention reports so if you previously participated pulling your retention port is going to be something you want to add to your schedule um this report is going to show donors that gave to your campaign previously who have not given this year um you can customize your checkout flow so that means you know setting up your thank you page customizing different levels in the donation form we'll get more into each of these um and then settings as well so if you are an admin but you know additional admins need access to you know the campaign page you can always go in and you can add admins as well that's where you can also set up for direct deposit EFT um or check any other settings that you need to um so this year we're really going to talk more about telling your story um and what that looks like your organization page has a lot of wonderful um capabilities here to really customize so you'll want to start by toggling on edit mode and start customizing the look and feel of your profile so that means you know setting up um the logo for your page or the image that you need um your banner image what kind of pictures are really going to tell the story um you can also customize the color on your page so this you can see the theme color is a bright blue so you can do this by clicking the little kind of paint icon um and so you can pick any color that you want for your buttons and your timeline um your thermometer to show which is really fun um you can also choose images from a built-in gallery if you need a background image but you just aren't finding limit works you can select from pre created image um but basically this organization page is going to be the main link that you share with your supporters outside of your donate link um and there's also a fundraise button some people choose to toggle this on um if they are going to be having peer-to-peer fundraising efforts some organizations choose to hide it so you can decide uh here I would recommend keeping it on um that way you can kind of attract people to peer-to-peer fundraise for you they would click this fundraise button link and then they would be able to create a page to campaign for you um but this is a really great example of what a completed profile looks like um we're going to talk a little bit about why and how it influences a donor's decision to give um a complete profile is going to have you know a logo this is what also is going to show up next to your organization name on the leaderboards and a really nice clear picture for a banner um but ideally kind of reflects the work that you do people really love I mean obviously they love that's they also love people people love to see other people um so kind of having images that show the work that you do with people and the effect that you have on the community is going to really resonate really well with people um having a mix of images and text and headlines uh is also going to help break up the information so that when the donor visit your page they can see uh you know they can quickly kind of glance through and see like oh what's the mission what's your history what are you fundraising for make sure you clarify where the funds are going to be going during your campaign um and another thing that I think more organizations should take advantage of is the custom tab on your profile so you have a built-in about page this one can't be changed for your second tab you can customize so you could you know have it have your about be all about your organization and you could have your tab be all about you know your Richland gives kind of Giving Tuesday where your funds going what's your goals um some people have like uh projects that they are fundraising for so you can have this say like campaign goals or projects and then you can itemize where the funds are going but it would definitely take advantage of this because donors can toggle back and forth so it's just another area for you to add additional information to to try to help tell your story uh which is definitely going to help influence a donor's decision to give some more filled out your profile is more um you know information you have the more visuals you have it's more enticing to a donor they feel more connected to your organization they can clearly see what you're fundraising for and the impact that their funds are going to have on you um which is going to help them decide to get so as you scroll down you can feature campaigns you can see that these colors reflect the brand colors that you've picked so then in this case it's kind of upline grand um and then you can also opt for media gallery as well so you can connect social galleries um like facebook and stuff like that um but when considering telling your story of things to think about uh and the information that you want to share with a donor is going to be what is your goals um why should someone support you so you want to make sure you answer these questions very quickly at the top of your page um we have an inline text editor to help you with formatting so you can you know bold things change colors highlight things that are important um you know these little adorable animals of the animal he mean uh society obviously people love seeing the work that you do so whatever that looks like adding some photos is going to really carry weight when a donor is deciding to give um adding that custom tab in this case they've added a staff tab um to highlight their staff but you can use that tab to highlight project areas testimonials are a really good one so if you have a couple you know people who you have influenced with your work asking them to write you know I don't know a short paragraph about the impact that your work has had on them that also has a really great use of the tab uh but overall just trying to figure out how to clearly convey your organization's mission and what your fundraising for is really going to go far for donors um a couple new sections but we're excited to share with you um so well featured campaigns isn't new this one's now I'll get to that in a minute but featured campaigns these are optional sections that you can enable on your profile page so featured campaigns are going to highlight specific fundraisers that have been put together so you know for instance if your board has decided to create a fundraising page you can highlight that um so you can kind of decide if you even want to enable this you don't have to um giving activity as the new one we're very excited to share we got a lot of feedback from organizations saying that they would love to have a donor wall um where donors can be called out and just thanked publicly um so this donor wall is going to honor whatever the donor has opted for as far as anonymity settings in the checkout process so if they want their name to be anonymous it'll say anonymous if they want their amount to be anonymous it'll say their amount is anonymous um so just keep that in mind but you can optionally enable this um midway down your page um and then we also have a new programs section which we're excited to share with you all uh at the very bottom of your page there's an organization data there's a tab now it says programs um this is an additional opportunity for you to continue sharing the work that you do throughout the year um so you can highlight specific programs uh like socialization programs if you work with animals type of thing so whatever information you want to add here to help continue telling your organization story is going to be a good idea uh very easy to set up there's a little plus sign click programs and then you can uh the details out of cover image a title you can describe the program and then the impact that it has you can also add an approximate budget so that donors when they see the program they can kind of get an idea of what it takes to run and operate this program um and so a couple other platform features and tools so when you have you know figured out how you want your organization page to look it'll be time to start working through your other to-do list items so that's working on your checkout flow um so your checkout flow is going to allow you to customize donation levels so if you have not previously done this I highly recommend it um this is just a very impactful way to show donors again what it takes the resources money it takes to operate uh your organization so whether that's $40 for dog food or transporting rescue dogs or growing a garden or you know transporting meals to people in need whatever those values look like make sure you add them in here we always recommend um writing a brief description with the amount uh that you are suggesting um so we recommend between four to six options um to be customized and I will also recommend um asking for also small amounts you know they don't have to start at $40 um you can start you know at $10 um so people can understand because you know $10 gifts are also going to go far um so giving people different kind of budget tier options while also adding descriptions is really helpful um and just overall reinforcing like the impact that the donor is going to have oftentimes you know donors don't always know specifically how much they want to give some do some come showing knowing exactly what they want to give maybe they gave the same year over year but this is also an opportunity to try to capture donors to give in larger gift amounts um or do a monthly recurring gift which is an option as well um but if somebody is coming and doesn't know how much to give and they think oh well maybe you know $10 would be great and then they see oh if I donate $30 I can do this that sounds fabulous I'm going to do that so you can really capture you know higher donor gift levels by explaining what the funds go to um and then you can also preview out your checkout form and your donation receipt you can add a little custom thank you message um you can customize your thank you page as well thank you page is going to have um whatever information you need so you can add a photo you can have a picture of your staff thing thank you um it's a nice little way to thank the donor immediately after donating so this is the screen that will pop up after a donor clicks donate and completes their gift so you'll definitely want to add something so that they can see something um acknowledging that they have given um so this is what I was talking about proposed checkout this is the screen that pops up um saying thank you for donating and then here's a message from the organization so definitely make sure you add something here um you obviously don't need to create a whole video unless you want to uh but just even saying thank you and then maybe linking to you know a newsletter sign up so that you can capture those donors as well uh is something that you should consider um matching grants are we're going to talk more about at our next webinar um but I do want to highlight it in case you have never worked with matching grants um matching grants are a great way to encourage donors to give at a specific time um essentially you're leveraging a large gift to bring in additional gifts so for instance if you have a donor who gives you know every year five hundred dollars say for instance um you can talk to that donor and you can say hey would you consider you know offering this up as a match this year instead um and then you can work with the donor to come up with the terms um and kind of work through all of those settings so you can find this under fundraising tools matching grants um but basically you can choose how you want it to set up to most often it is a one-to-one match so when somebody donates 20 dollars they can match 20 dollars um but what's great is that this is a really wonderful marketing opportunity for organizations so if you secure a match this is a great thing to build into your campaign communications letting donors know hey on you know which one gives at 2 p.m we're going to have a match so you can take your gift even further by donating during that hour um so something to consider as well ideally you're also leveraging these matches during either slow periods of your campaign maybe around you know dinner time when things are slowing down because this will give you something to give you a little boost during that time or you can leverage them so that they take place during prizes prize hours so that you can try to drum up a bunch of gifts to try to help you secure a prize but once you have a match set up and it's ready you'll have a little sticker showing the donor that a match is live and it'll also be searchable on the Richling Gives event within the search um a lot of donors they like to see how far their money can go so they're willing to go to the search to see which organizations have live matches so it's also searchable there um peer-to-peer campaigns are really another wonderful opportunity so those are found under your fundraising tools if you click campaigns you'll be able to see a list itemizing every single campaign has been created for your organization both by admins and also by ambassadors or peer-to-peer supporters you can see how much they've raised you can see when they were last updated if you go through here it's a good idea to also hide any out of date campaigns that are no longer being used ideally all the campaigns that are showing up in search are ones that are active so if you know a couple of these are out of date you can click the little three dots next to it and you can toggle discoverability um that way you know donors don't get lost in campaigns that are no longer active um another highlight fundraiser templates if you have not created a fundraiser template and you are encouraging people to fundraise for you this year definitely definitely get this set up um you're able to set up one template and you can basically pre-fill a bunch of the peer-to-peer fundraiser page for a supporter so you can add a title if you want consistency say all your board members are or you want every page to have consistent meaning you can kind of pre-format it so that when somebody clicks the fundraise button they get prompted to use the template and then they can just fill in the missing gaps so you can add fundraising goal for them you can add an image if you want your logo featured um so definitely take time to create a fundraiser template really this just makes it easier for peer-to-peer supporters to not be terrified of a blank page sometimes it's hard for people to get started on pages so adding content makes it less intimidating so you can pre-fill a bunch of that for them and then once they see content on the page they are welcome to adjust so if they are like oh five hundred dollars is too much for Michael I want it to be 200 then they can do that they can adjust anything on here and they can also add additional text they can add you know their own testimonials to their fundraiser page and really make it their own um and then we have donations and disbursements as we move through your navigation menu um donations and disbursements is found under reporting so you can see all the donations that have come in um you can see any recurring gifts that have been set up in the past um you can add offline gifts if you need to and this is retention where you'll pull the retention report if you've previously participated in Richland Gives you'll be able to filter your report and show um who gave last year's during the campaign but hasn't given this year um which is really just a very cool feature because you are going to want to build into your schedule reaching out to people who've previously given um that is just to be honest it is really great low hanging fruit if they gave before they are more than likely willing to give again so you want to make sure you build into your communications reaching out to that batch of donors um so then let's see what else disbursements if you need to pull a detailed disbursement report you can do that as well it kind of itemizes uh all of the funds that you raised um and then uh let's see what else I have funds disbursement so just as a reminder um if you are set up for EFT you'll get a twice monthly direct deposit um and then if you are not set up for EFT you will get funds once monthly via check around the 10th of the month for anything that was made in the previous month um again the retention report I love to just continue to drive this home if you've previously participated pull that retention report it shows you all the stats so you'll be able to filter by Rich Lungives 2022 um and then you can see like how many donors how many donors were retained it gives you stats um that post event you can also bring that to your board you can report on your retention um stuff like that uh it also pulls the list so that you can download and you can pull all those emails and build it in to either you can send me a email or whatever mail champ whatever kind of mail application you use um additional settings so like I said if you have additional admins that need access this year if you have you know a financial person who needs access um you can add those admins here just know that whoever you add as an admin is going to have access to donor data so be thoughtful about who you're adding um and who needs access to that data um you can also update your legal address you can set up EFT disbursements like I said um and under um general settings you can also customize your social sharing settings so you can customize what it's going to look like if someone clicks that share to email or share to socials button on your profile so you can customize by adding hashtags if those are relevant um prefilling text that would display in a social share or adding a picture um additionally we have some wonderful resources and support available to you um if you haven't already seen it we have a brand new non-profit toolkit that we've built um it's very similar but it has a bunch of new kind of things in it and the format is a little different too um but we have your important dates you can register for the next webinars of September 27th at 2 p.m um and then we go through a bunch of the basics reviewing kind of settings um and Mara has put together some wonderful toolkit assets for you uh social media graphics templates we try to make it uh as easy as possible for you to get your campaign off the ground so check out those email email templates download them and then you know tweak them so that they sound like they're coming more from your organization add your messaging add your brand colors things like that uh we also have some example facebook posts a news release sample if that's relevant so take some time and really dig through those assets we also have some ebooks that you can download one is on peer-to-peer fundraising um and i believe there's also one on matching grants um so that you can really kind of do a deeper dive into those areas if that's something you want to focus on as a goal for this year's campaign uh and then of course review the FAQs a lot of the information that you know donors might reach out to you about is already answered so make it easy on yourself you don't need to rewrite an answer if there is uh an FAQ that has relevant information you can always refer to the FAQs when you're trying to answer emails or donor questions or anything like that um and then of course Mighty Calls has a wonderful support team available to you Monday to Friday at 9 to 5 send us an email with any questions that you might have if you need help getting a peer-to-peer page set up if your donor has a question um send us an email and then during the event you also have continued access to our support team they prioritize Richland Give's tickets uh support tickets during the live event so send over any questions um and check out the Mighty Calls support library we have pre-recorded webinars on so many different topics um so if you want to see a webinar all about matching grants that exists um you can do kind of a deep dive into that uh but be sure to kind of check it out the links are added to the um on profit toolkit and of course Richland Give's their support team is here for you as well um but yeah I see a couple questions so we can take those let's see the size of the banner and pixels that's a good question so I would have to look up the pixel size specifically because the way Mighty Calls um profiles are set up it's a responsive page design so if you were to drag the corner of your website into a small browser kind of smaller big you're going to see that the picture in the banner changes based on device size um so we don't really have I think we have a ratio instead of pixels specifically um but then I'm trying to look that up real quick there are when you upload a picture to the banner it gives you cropping size on there so the best suggestion I have for one of those photos is make sure that it's a obviously a horizontal photo and um if there's if there's people in it you know upload it take a look at it in the live view of your page and see if it works well um it's a tricky thing so I've tried many on our individual page so if you just upload the photo on there and take a look at it it will show you the cropping size and I think if you were to go to Canva as well Canva is a free design um website so if you go to Canva you can create a banner image by telling them the ratio is I think it's 16 to 9 um so that's kind of like a horizontal shape that Mara was just saying um and then you can of course crop based on that if you do need help though reach out to support they can help you kind of troubleshoot getting an image to to work um and then let me see if I can pull up the other question and ask the question what was it can you review the programs feature again I'm not seeing it on my dashboard um yes so the programs section is not on your dashboard it's on your organization page um see so at the very bottom of your organization page you'll see organization data and there will be a programs tab there are questions yes I can show where to register for the webinar um so registering for the webinars um they are all listed in the nonprofit toolkit so if you go to the richland gives home page and you click resources there's a drop down menu and it'll say nonprofit toolkit at the very top you can find the important dates um and that's the quickest way to find it is to just register right in that table um and that one is all about strategies for success so we'll kind of talk more in depth about the prizes we'll talk more in depth about how to create strategies around them how to use them as talking points in your emails um how to come up with you know a timeline of communications when to start doing that um and just we'll always kind of do a focus on matching grants and peer-to-peer fundraising because those are such just crucial parts of building a campaign um organizations just in general who utilize peer-to-peer fundraising are going to raise more than those that don't just because you're casting a wider net and you're reaching more people than you would normally be able to without peer-to-peer fundraising so we'll also chat through um ways to find people to peer-to-peer fund raise your question um well i give it a second in case any others come through but we are going to download this um recording and we'll upload it to the toolkit for you all to access um and to review the slides um be sure to register for our next webinar September 27 um and then between now and then you can start to work on registering if you're not already registered and then re kind of you know looking at and assessing your organization pages filling out that to-do list making sure your donation levels and your checkout farmer set um kind of doing all of that lift and then we'll get into strategies yeah mara if you have anything else uh there is one other toolkit on the resources and that's the donor toolkit so if your donors do have questions that's under resources as well awesome well thank you everyone for taking time to join us for our first webinar this year um we will see you all at the next one bye everyone