 Hello, everyone. Welcome. As you guys are coming in. I always love just at the beginning of a brand new webinar, especially the beginning of the season if you want to introduce yourself in the chat. That would be great and we'll get started in a second or so. All right, so I'm just going to go ahead and get started. Welcome everyone to the Getting Started webinar for 2023 Give Local NRV. My name is Lisa. I am the Senior Community Engagement Manager here at Mighty Cause, and we also have Lindsay here from the Community Foundation of New River Valley. Lindsay, if you want to introduce yourself, share a couple words. Hello everyone. It's good to be with all of you today. So I'm the Assistant Director here at the Community Foundation and I'm the point person for Give Local at the Foundation. But of course, Jess and Laura are my wonderful teammates. They're on the call as well and they are seasoned Giving Day veterans here to help too. Awesome. So to go over today's agenda for the webinar, we're first going to be going over some just basics about this year's event and overview on giving days. If you are brand new to participating in any particular Giving Day, let alone Give Local NRV, what your organization needs to do this year. So whether you are brand new or returning back, if this is your second or third year participating, some platform overview and features. So there are a couple of new things that we've changed on the site. So we'll be going over some of those. And then at the very end, we'll be going over any questions and answers. So you can use the questions tool on your Zoom control panel to ask any questions throughout the webinar that you'll have and we'll answer them at the end. Lindsay, do you have anything you want to add as well? I guess that we have captions enabled for this webinar. So if folks need captions for whatever reason we have, you can find those at the bottom of your Zoom screen. It says show captions or hide captions and they'll pop up to assist you if you need them. So some basics of the event this year. I don't know, Lindsay, if you want to go through some of the basics for this year's event. Sure thing. As I mentioned, I'm the primary contact for Give Local and my goal is to help make sure that everyone has a successful day. So just I'll always kind of ring this bell. If you want to meet and strategize about your fundraising or communication plans, I'd love to connect. If you need assistance learning more about how to use the platform after this webinar, I would be glad to sit down with you and show you the ropes. So here to answer any question, big or small. And so at the Community Foundation, part of our mission is to support all of you and uplift the important work that you do for our community. And one of the ways we do that is through the Give Local platform. And the signature event for this platform is Giving Day. And we're excited because this year is our 10 year anniversary. And since 2014 we've raised $2.6 million. And when I say we I mean the dozens of nonprofits and hundreds of donors who have engaged in this process. It's been an extraordinary community wide effort and we're excited to see what we can do again this year. If you have been around for a while, you might remember that we started off with raising nearly $40,000 in 2014. And where we are now, we're raising half a million dollars for the past few years. So it's our impact is pretty incredible and it's a testament to how caring our community is and how many great nonprofits are in our community. So for those of you who are new and are thinking about registering for Giving Day, here's part of what makes this day special is that your gift goes farther on Giving Day than other days of the year because the Community Foundation offers grants and prizes. And some of the stuff that I'll chat about now we'll get into more detail later but want to share this overview if you're on the fence about participating we would love for you to join us. The Community Foundation does a lot of work to publicize and market the event so you're able to leverage that marketing opportunity through us and then we have grants and prizes throughout the day. And the early getting period which starts on June 1 and that's when your total start to go up in terms of donors and gifts and you are in the running for for different grants and prizes and those will be announced in April. And when they're 10th anniversary we have some special things in the work works that we're really excited about. And so while this is a primarily online event checks or cash can be entered into the system as offline donations. And another thing that we're excited about this year is we're switching things up a little bit with our format we're going to do a noon to noon format. So, all 10 years that we've offered this event it's been a 24 hour event. And this year we're going to kick it off Wednesday June 28 that noon and I'll end the following day on the 29 that noon. And we're excited about that format for a few different reasons. One obvious one might be that we'll all be awake for the launch time, which will be great so it will build momentum in a different way so we're excited to see what we can do with that new format and what we can do. So I can turn it back over to you Lisa, we have she has a lot to share and including an exciting new feature that we're going to have this year that you all can use if you'd like, involving text to give. Yes, that's one of the features that all organizations participating give local NRB will have access to, as Lindsay mentioned, in order to participate registration is required. The event will start at noon this year. Oops. So, for those of you who have not participated in a giving day before some of the common questions we get at mighty cause are well what exactly is a giving day and why should I participate. There are typically just a day or multiple days of giving that are focused on a specific community or cause. They're typically organized the host like the community foundation here, and they're typically held online and are created to build momentum for the organizations that are within the community or cause that it's trying to build momentum for. How do giving days typically work. Typically, there is a short timeframe again to build that call to action and incentive to donors to make their donation during that short timeframe in order to raise funds for your organization. Since you are fundraising as a community, it helps spread awareness about your organization and your work within your larger community. And you're working collectively, you know, although there are prizes and there's a competitive aspect to it. You're still working collectively to spread the mission about all of the good work that you guys do in your community. And this way you're also engaging with local businesses, you know, local media, your overall community in general. So what are a couple of action items that you need to do in order to participate this year. As mentioned, you do need to participate, complete a registration form. The registration form needs to be completed by May 25. It's a really easy form that you can find right on the website, give local nrb.org. If you are a 501C3 organization, there is already an organization page on the platform. So all you would do is need access to it as an administrator and begin customizing your organization page. There's a new nonprofit toolkit available that has a lot of support articles, templates, images, etc. So you can begin creating all of your messaging that you want to share on social media in your emails. And then you can begin talking to your donors or your network about give local nrb. One thing we'll also be talking about and we'll be talking about a little bit more in the next webinar as well is matching grants, matching grants are a great strategic tool in order to even motivate donors to give on give local nrb, but they're also a really great strategy for prizes. And also peer to peer fundraising is another great strategy to motivate donors or individuals to get involved with give local nrb in your organization and again help raise more money and win prizes. So there's a lot of things that there's a lot of different types of campaigns that you can create related to give local nrb, but we'll for this webinar we'll just be talking about the basics and the platform. So how to log in and register. I haven't used the site before or maybe you haven't used the site since last year to log in. There was a lock in icon in the top right corner, if you go to give local nrb.org, and you'll be able to log in if you've never logged in before you can sign up with your email and create a password. Once you've logged in, then right in the menu as you see in the screenshot here, there's a register call to action. And you can just click that and then start the registration process. As well, once you're logged in and if you are already an administrator, you'll then be able to go to your organization page and start customizing your page as we've talked about. And Lisa, I'll jump in for folks. And just as a reminder, whether you've participated before or your, this is your first year. Please register. And so the reason why we ask people to register again each year is so we know that you want to actively participate this year. And we have your most up to date information. So just like Lisa said, we have all the administrators on the account who can log in and see all your information so we know who to contact and reach out to. And we know information about your organization like your budget size, which helps us sort you into categories for the grants and prizes so just want to shout that out that whether you're new or you're returning, please register. Yes. And the registration process should the form it should only take a minute or so. It's not a difficult process when you actually are logged in and you go to the registration form. You'll see basically the ability to either search your organization or if you already administer you can select your organization from here. If you selected it you then complete, as Lindsay mentioned the questions that are on the form. And then once you submit it will be reviewed and then approved. And you have a good amount of time to complete this so until May 25 on your if you're an administrator on your organization page you can see if you've completed this or not. And I also always say is that if you've received an email that says you're approved, then you're approved. So if you haven't received an email that you are not approved to participate then you want to make sure that you've completed the form. And of course if you have any questions about your status you can always reach out to the many cause support team or more than happy to take a look and confirm your current status. So we're going to be going over customizing your organization profile so it's probably one of the most important parts of after you've completed registration, going in and setting up your page. So if you are brand new to the platform I'm going to be just going a quick overview of the dashboard that's available to you as an administrator. If you're returning this is just a refresher. So, on your organization dashboard so again you will only see this if you are an administrator that's logged in. The overview will give you just a quick look into if you've completed your to do list your registration status and it'll give you some quick metrics based off 30 the last 30 days of our organization on the platform. So if you click organization page that's where you can actually customize your profile so what donors will see when they go to your page. Fundraising tools is where you can find any of those strategic fundraising tools that you may want to utilize like peer to peer fundraising, matching grants and also text to give which will go through in a second. Fundraising is where you'll be able to find your donation reporting so if you want to see who gave when they gave etc you'll find that all in reports. Check out is where you can customize the checkout experience so the actual donation form so the donation amounts that are suggested the thank you message and the receipt message that comes up that can all be done through checkout. Fundraising settings is where you can control or update any administrators, your EFT direct deposit information, your legal mailing address etc it's all those miscellaneous settings that you want to handle on the back end. So when you select your organization profile to update or to start editing. You want to make sure that you're customizing it to also match your organization's branding. There's a theme color that you can set. So you can set it to match the, you know the color of your organization what's on your website. It's very top as you'll see right now on the screenshot and to the right, there is a logo in a banner image behind that. So the logo is a one to one aspect ratio what that means is that it has to be a square image. So, if it is rectangular. That means that the image will be cropped to only fit a square box. So, if you are trying to fit in a logo that is not a square just be cognizant that it will be cropped. Basically, Facebook has the similar image parameters. So typically organizations that are having trouble finding a square image I recommend checking what your Facebook Facebook logo is because that will typically be a square image. Otherwise, you can use tools like Canva to basically add white space around your image if it is rectangular so that it can fit into a white box. If you have any issues or questions about your logo, you can feel free to reach out to our support team or more than happy to help you. So in addition to, there's a banner image behind that logo image that banner image is just meant to kind of blend into the background so we typically recommend not to have any text in that banner image. It's really just a man, you know, think of it as a background image that is rectangular. And also one reason we recommend not to have any text on there is because it is mobile responsive so what that means is that depending on the screen size that is looking at those images, it's going to the formatting may change a little bit. So again, I would think of it as more of a background image rather than a focal point to have text on. As same thing with logo if you're struggling with your back banner image feel free to reach out to us. You can also add a filter color or string to your background if you have an image that is very, you know, is very bright and it's kind of contrasting with your logo you can use a filter color to make that more opaque if you need that. So one thing that will be occurring this year before the event is we will be updating everyone's fundraising metrics automatically for them this year. So you don't have to worry about resetting or setting up the date that the metrics on your organization page when they should start calculating by for context for those who are brand new to the platform. On the organization page there is a fundraising thermometer as you see here, and you can add a goal, as you see here, or edit the goal, if you've already had a goal in place. But the date that it's calculating metrics by if you haven't used the platform in a year or if you've never used it, it's probably set to an older date. So what we'll be doing is automatically for everyone will be resetting the date so that it's counting donations from June 1 when donations will start counting for give local NRV so you don't have to worry about that. The only thing that you want to make sure that you do as you see here is just adding a goal or updating that goal amount and updating that metrics will be handling on our end. The goal amount as you see you can update it by just clicking the pencil icon next to that thermometer on your page. If you don't see a pencil icon you don't see a thermometer, you just have to enable it by clicking there's a plus icon, and so that will enable and then you can add a goal amount. If you have your goal or thermometer, there is an inline text editor where you can add information and description about your organization. So this inline text editor, this is your chance to tell your story about your organization. If you're returning nonprofit, we always recommend rereading what you have listed there and updating it to match this year. We also talk about what were the goals that you talked about last year, adding, what were you able to reach from the fundraising that you received from last year's give local NRV. Maybe your goal was to, you know, feed 100 people to do accomplish that goal, what happened with the money that you received from last year's give local NRV, and what are your goals this year, what is the impact you're looking to make in the community for this year. So I think it's a great talking points to include your near about section because again that's what donors will see on their page when they want to know more information about your organization or why you're fundraising for give local NRV. So in your inline text editor, everyone has just a general about section. That's where you can add all of that text. You also have a second custom tab so in this screenshot as you see on the right they use their custom tab to have an area where they can talk about their staff, but you can make this whatever you want you can title it differently, you know you could say live events if you have tons of live events that you want to share information about you can talk about. If there's a specific program, you know underneath your organization you want to shed specific light on, you can make that whatever you want it's just an additional area that you can utilize. If you don't want to utilize it you can also just not enable that and that won't be seen to donors. So within this inline text editor as you see you can add different colors you can fold, but you can also add videos and images on here. If you are looking to add a video, it does have to be already embedded onto another site so meaning either Vimeo or YouTube, and then you can embed it as you see again in this screenshot right here, where you can add the video right on here, but it since this this year is starting at noon, some of you may be wanting to do a kickoff event or a wind down at you know on the 29th. You know maybe it's an opportunity to add a live a YouTube live stream or Facebook live stream on here for those who can't make it to maybe a live event that you're having or if you're not doing a live event you're doing something virtual. This is a really really great opportunity again to kind of anywhere that donors are to put what you're doing on there so that they can keep track and be in the know. And I'll add what I've advised people to do in terms of what to write on that page. I would say a few different things make sure you have your mission in some form doesn't necessarily have to be, you know copy and pasted what your mission is but it can be but explain what your purpose is. In case there's folks who are as familiar with your work as your close donors and friends, and talk about what a donation can do so say if you have a goal of $4,000 the odds that you pick that randomly. I mean maybe and that's that's fine but you might have a strategy behind it maybe you want to buy something new for the kitchen that you work in, or you need repairs for a van or something like that what is that represent. So having something tangible to connect what you're you're trying to raise money for can be really helpful to donors, and you can also help accomplish that with the photos and videos that you were talking about, but really telling a story about what, what that goal represents and then what if you can kind of break it down into smaller pieces what what a $25 gift represent what what $100 represent, and showing the power of a few dozen people coming together to donate to you what that can do. So that's what I suggest to folks in terms of what kind of content they want to put there. Is there anything else that you would add to kind of make something I catching. A really good point Lindsay in terms of making it tangible the donation amount that's what we've seen this really has been really successful for a lot of organizations is when you make it something tangible and we'll talk about this a little bit in the checkout flow section in regards to your donation form, but when it's something tangible that you know $25 you know sponsors a student school supplies etc. It not only incentivizes people to give, but it also could incentive incentivize people to give more if they see that oh I was just intending to give $10 but I see if I just increase my donation by $15 to 25. It sponsors a student and their school supplies. So, having that tangible is really helpful in terms of, you know, getting across the impact that you guys are trying to make in getting to your goal. In terms of other things to add on here, some of the cool things that I've seen other organizations do in addition to just videos or photos is info graphics. Some have used canva to create info graphics if they wanted to really drill down again a specific, you know, a part of their organization or mission that may be a complicated, you know, they're trying to clean water and they're trying to explain, you know, the process or they're trying to break down exactly. As I mentioned just all of the, the, what $25 does eye catching info graphics have been really helpful. I think for a lot of organizations and getting donors attentions on them. Agreed and one more thing that I'll add is any numbers that you can include trying to have a balance between numbers and narrative so what I mean by that is, if you served 500 kids last year through your background program that's a really impactful stat to have on your page so if you have things like that to share please share them, but then also it's helpful to have context of the narrative and, of course, you know, each organization is different in terms of what details you can share but if you can share a quote from a participant and make it anonymous if that's appropriate, or someone's story, I think we all really connect to that so there's a lot that you can do. I think that's a really good point to engage in and through any social media and email that you're doing as well. Yeah, that's a really good point. So, as we kind of were just talking about integrating media and social to your organization page. I think that is something that is available to you on the platform so meaning if any individual wants to support your organization and have their own fundraiser. They can do so and they can create a fundraiser for your nonprofit we've seen a lot of in the past like a very popular one is board of directors coming together and creating their own fundraising pages to support organizations on the platform so there is a space on the platform where you can feature specific campaigns. Additionally, outside of just peer to peer fundraising if there is a specific fund or program that you want to have a dedicated fundraising page separately for you can create a separate fundraising page for it and highlight it as your kind of featured campaign on your organization page, you can connect to your Instagram gallery or your Facebook gallery. If you're posting on Facebook or Instagram, then your organization page will be showing that feed so you don't have to be updating to places at the same time it'll just be automatically connecting. One of the new things that we've added this year and we're really excited about is a giving activity feed. This is something that organizations have asked us for a long time and we finally been able to add it to the platform. So this allows you the opportunity to enable a section where donors can see their gift and their amount right on the page so any donors that want that recognition right on your organization page, they'll be able to see it. If a donor during the checkout forum chooses to be anonymous, that information will not be displayed on a giving activity it will tell it will say you know anonymous gave, etc, or if they choose their amount to be anonymous that will also be anonymous. But that is something that you can enable now on your organization page that we're really excited about. It's such a wonderful feature Lisa and a suggestion suggestion for folks. Throughout the day if you see someone come in with a gift on your wall, you can send them an email or a text a few of that kind of relationship and just say a quick thank you. And then we'll send an automatic thank you but sometimes that extra hey I saw what you did and thank you so much can be an extra contact that you have with a donor and an extra way to acknowledge them. Yes, definitely. I think that's also sometimes it's a little bit hidden that can be forgotten but definitely, especially if you're returning back to participating from last year is optimizing your social share settings. So this can be found in your settings on your organization page in your general settings. So what social sharing refers to is when you share a link of your organization page on Facebook or Twitter. There are, you know, on Slack, some elsewhere where there is a image that appears in some text. Again if you've shared on Facebook you know what I'm referring to about image and text populating. You just want to make sure that the image and text that you want displayed is updated so if you participate the last year you may have some outdated language that may save 2022. So just want to go to your general settings and double check that that's updated for this year. So that if anyone sharing a link to your work page that updated text is shown on your social feeds. And Lisa I'll just jump in one more time I saw that we had a question in the chat from Brenda Springer and folks will have time at the end for questions as well but please feel free to add them into the chat. I'm going to answer them as we go. So Brenda asked, is it better to have a running total over the years, or just a new goal for 2023. And Brenda I can give my two cents there and Lisa if you want to add anything. I think it's good to have a new goal every year to display at the top for your thermometer to show that progress. I think something that Lisa was talking about was putting in kind of the story section of your profile, you might say, you know, through give local we've raised $20,000 over the past four years. And we're hoping to make this our biggest year yet maybe something like that, but kind of acknowledging your access in the past could be a powerful and kind of help explain why you have the goal that you have this year. But that's what I would suggest for that. Is there anything you would add there, Lisa. No, I think that's, I think that's great. I think kind of what we've talked about about in terms of making things tangible you know donors really crave transparency, and also tangibility if that's a word. And so if they're able to see okay they're raising this amount of money for these reasons. That is much more clear for donors in terms of I think just a higher number for the sake of a higher number. They want to really understand you know they want to connect with your organization and understand what is the actual goal and impact you're trying to make in the community and how their donation can go towards that if that makes sense. Yeah, that I think that makes a lot of sense of the reasoning behind that number is can be really powerful. So I hope that answers your question Brenda, if not please feel free to add more into the chat or into the q amp a section. All right, so we're going to be going over some of the fundraising tools that you will have available on the platform that you can use for your fundraising. So one of them being matching grants. Now matching grants is a big topic. So we will get into the weeds right now what will go more into the weeds until in the next webinar so if you're interested in general about matching grants how to secure them. You know what to do with it how to set it up. Please register for the next webinar or watch the recording afterwards. But through the fundraising tool section on your dashboard there is a matching grants tool where you can add a matching grant if you have secured one. So this is where you would go if after you have secured a match so once you have a match, and then you want to add it to the platform. This is where you would go. So when you go and enter your match you'll be able to enter all of your match details so as I talked about in the next webinar will go more into the weeds about different types of matches you can enter all that good stuff. So you can enter your details in there and then it will appear on your organization page when the match is set to be active so let's say that you secure a match today, and you enter it in, you can have it start at June 1. And so it won't appear on your organization page until June 1. So you could set it up at any point and have it start in the future. Match can be paid through the platform or offline. You know that's something for you and the grantor to talk through is what is the best way of making that gift, how they should make that gift online. And as I mentioned, the match notification or match button will kind of appear on your donate button. And on the bottom of your page as well, there will be a match tile which will keep track of how far you are or how close you are to completing your match. So donors can see then you know how much further how close you are or further you are away from fulfilling or meeting your match. So, I'll just reiterate that a match is just it can be a really exciting motivator for donors and it can be really fun with messaging. And you can have pre-planned message say you got a $3,000 match and you get halfway there. That's a great email that sent out to everyone halfway there to our match. And that's it unlocks and so if you have it set up where it when you reach 3000 from outside donors that the $3,000 will unlock and that will show up on your platform. So it's just an exciting thing to show and kind of like me and you are someone who maybe a better way to put it is like you like to work as a team and showing how you're all coming together to that goal. And also demonstrating the power of how people give in a range of ways. So you have one donor who gave this big amount of money $3,000 but you have these five other donors who gave $5 and they're helping toward that match and then everyone builds toward it. So it can be a really exciting way to talk about what you're doing. Yes, it definitely helps with communication in terms of just changing the language that you're sending out so that you don't feel yourself being repetitive because I feel that way at times when participating in giving days. You know that same call to action give but this adds is another sense of urgency of saying double your donation, make a larger impact if you give now because your donations being doubled, you know, you're going to help unlock a match, etc. So, yeah, it's definitely a really great use just for communication as well. And as Lindsay said to for those large donors, maybe if you have an annual large donor that consistently just writes you a check every year. This is a great way to have them get involved and make their donation make a larger impact it's a different way to have them, you know, a different relationship they can have with your nonprofit and a different ask that you can ask a donor than just you know writing a check. Absolutely. And just to add on there I think it can be exciting and gratifying for a donor to know that, say it's that $3,000 gift, and it's going to be really $6,000 if you get everyone else to donate right so knowing that you are. Many donors are we have so many generous donors in the community but so many people like to see, you know, I'm not the only person who's giving to this organization. And it's nice to see the tangible effects of that like you know you're not the only one giving but seeing the community come together again is really important. I agree I think that's a great strategy if you have a donor who writes that check every year. But one thing I want to make sure that is clear to everyone is that check has to be received during the early giving period or by the end of giving day so it needs to be dated June between June 1 and June 29 and received by you all at that time or it can be done online but just want to make sure folks know that because if you are working with donors now and maybe they want to give from another funding mechanism outside of a checking account. They want to give from an investment account or something or donor advice fund let them know that excited for that donation to come in but in order for it to count during the giving period it has to be between June 1 and June 29 and it's it's so disappointing when something comes in and on May 31 and we can't count it because we just really want that's the spirit of that giving period to be when we're receiving it so just an extra reminder to folks of when those gifts need to show up and if it comes as a check you can enter it as an online gift or an offline gift rather but just want to emphasize that that in order for those to count it has to come during that period. Yes, that's definitely something important when you're talking with your grant about how they want to make their gift to coordinate in that timeframe. One of the other tools that are a new tool that you'll have available to you that you can find in the fundraising tool section of your dashboard is text to give. So this is a really great useful tool. If you're planning a live event or even an online event a virtual event where you're going to have people that want to make a gift. So let's say you are at a live event or you have a booth and you want people to you don't have many computers you don't want to line you want something that's really easy for people to make a gift. Well, they can use text to give to do so. So to utilize text to give so you would start off by creating a keyword. So keyword should be unique. So let's say, as just an example, you're the American Red Cross. I might say like an ARC NRB 23. Just as an example, just to show that this is American Red Cross is give local NRB 23 campaign. So here I have my unique keyword. And I add it to the text to give area. All donors have to do is just text that keyword to 844-844-644. That's across the board, every nonprofit that's the same number that donors can text. And then once they text that number they will receive a message back that will direct them to make a gift. So it will provide them a link to make a donation to your organization. So again, it's a really useful and easy thing for donors to use if you are in person and you want a way for donors to just donate easily and quickly through their mobile devices, or through their own computer. So one thing to note about text to give. So you are not texting donors. That's a common question we get is, can I text donors from here? You cannot text donors. This is just a tool available for donors to be able to receive a text and text the keyword, but receive a text that provides them a direct link to make a donation to your organization. If you're doing, let's say a peer-to-peer fundraising campaign like your board members are fundraising for your organization, you can create a keyword for all of their pages so that they can share that with their friends and family, etc. So the world is your oyster. You can go ahead and test it out if you want to. There's also donations report available. So then you can also see if this is something that if you just want to test it out, you dip your feet in the water and see if this is something that's useful or effective. You can set up a keyword. If you want to supply it to donors, you can then see how many donations you receive from your text and you can also see how many people actually text the keyword. So you can see the effectiveness of people actually utilizing it and then how many dollars you're actually getting from it. That's exciting, Lisa. We're looking forward to seeing how people use that function this year. Yes, it's really fun to see all the different keywords also people create and how donors utilize it. So one of the other important things to customize or utilize on the platform through your dashboard is your checkout flow and this is where you can edit. As I mentioned previously, your suggested donation amount, sexual form, people complete when they go to make their gifts, and also the thank you page and donation receipt message. So for the donation form, we've talked a lot about clarifying to donors the impact that they can make by giving a donation. Well, this is where you can clarify that by adding one customizing your suggested donation amounts but then adding descriptors to that donation amount. So in this example, $40 would then mean 10 pounds of dog food for the Animal Humane Society or $30 helps vaccinate two rescue dogs. So having those really clear descriptors that makes it easier for donors to really understand where their money is going and how they're supporting their organization. And as we talked about, you know, for example, if I see, oh, well for $100 I can transport a whole rescue dog, maybe instead of vaccinating two rescue dogs, I'm going to help with the transport and make that donation of $100. Within the donation checkout flow, where you can edit these amounts, you can have more than four, we typically just the minimum is four, but you can add more if that's something that you want to do. You can also set it up where monthly donations are disabled or you can set it up where automatically if you do want to kind of have a very specific recurring donation campaign, you can set it up where monthly donations is the automatic option. In addition to the donation amounts, you can also add a custom question if you have a certain data point that you want to collect. So for example, ones that I've seen before have been, are you interested in volunteering? You know, are you located in this region? It can be anything specific to you and your organization and any question that you want to ask a donor. You can also make the question required or optional. So if you're just, you don't want to require a donor to answer it, you can just add it on there so that you're collecting the information. Or if you do want to make it required, for example, you want to collect phone numbers, you can add that question on there and make it required. And I'll add, Lisa, that I apologize if you already said this, but the lowest amount that you can have go through the platform is $5. So just so folks know. But yeah, thinking through how to kind of tier it and if you have those amounts to associate with a dollar amount, it can be really impactful just like you said, Lisa. One other thing that I'll add that donors will see as part of their experience on the screen is whether checkbox, whether or not to include money toward fees for the platform and just to explain what that means. And we may, I don't think we quite talked about this in the beginning, but how it works with mighty causes mighty cause does giving days with folks all over. And so they provide the give local platform they are technical experts and just hearing from Lisa she's done this for a long time and just the ins and outs of the platform and how to run a great giving day and so there are technical partners on here. And the community foundation team are local partners. And as you all know, but the fees at the bottom donors can opt out to opt out of paying for those fees if they want to but if they include the fees. Those help fund the platform and our work through the community foundation and mighty cause so just to explain kind of what donors donors will see there. So if you want to say anything else there Lisa, but just want to share a little bit more about that donor experience. Yeah, so in terms of the fees so if a donor chooses to cover the fees for an organization that is tax deductible for them. So that's one of the nice things is that if a donor wants to cover that fee that's kind of added and add on to their gift. So that's something that they can, you know, tax deduct on their taxes in terms of their their gift and their total amount. But otherwise we found that about like on average it's probably more than like 86 90% of donors choose to cover the fees so it's not something that we've found any like pushback or issue with donors have and it's become more of an industry standard or amongst other platforms but if you guys have any questions or run into any issues with that tool. Again, feel free to reach out to our support team and we're more than happy to talk through that or help answer any further questions. All right, so two other sections on your checkout flow is your post checkout so that's your thank you page and your thank you message on your receipt. The difference between the two is your thank you page is the page that pops up right after a donor has selected donate they're submitting their payment, and that's what pops up and it says thank you for donating. But then you can add your own language images video call to action that you want. I definitely recommend if you've used the platform or if you've participated last year. Make sure that you review this and make sure that this language images etc is updated for this year if you're brand new. This is a great way to again, personalize that thank you message that you want to send them on the call to action if you want to direct them to a certain area of your website or if you want to direct them to subscribe to a newsletter. This is your opportunity to make that call to action to donors. And there's an inline text editor as you see that you can use to add that information in. And then you can add your thank you message or they're your receipt message that will be added to your email that's sent out to donors on their receipt it's at the very top. So again that can be thank you for making your donation and adding that additional call to action of, you know, if you want to learn more head here to our website or subscribe to our newsletter, etc. I think that it's this platform is so great in terms of how you can see all these steps and see the preview that a donor would see, but an extra step that you might want to take is once you have everything, or you think you have everything up to date, you might want to do a test gift. And that I mean the gift is, it's, it goes through as an actual gift to your organization but if you do, like, if you're already planning on making a gift during giving day you can make one during the early giving period. And just kind of see what the donor sees as they go through that process and put yourself in their shoes and then I found it's just a different way to see any typos or. I can update my thank you message and that sort of thing so you could even do $5 to test it out. Or if you're already planning on doing a gift to your organization doing do it during the early giving period but I found that helpful like last year and I, I fixed some mistakes that I had made. But that's a, that's a great way of like seeing the whole donor experience. And if for any reason you don't want to make a gift to yourself there's also a button on the donation receipt that allows you to send yourself a test email if you know for whatever reason you don't want to make that test gift, but that is also a really great way of making sure that, again you're seeing exactly what the donor is seeing in terms of the whole process and that they're going through. So that kind of actually brings us to the reporting piece is that after a donor makes a gift. Where do you see that information, how do you find that. So, all as an administrator, you will receive an email notification when a donation is made so you are kept up to date as to when you're receiving gifts on the platform. In the report section of your dashboard, you'll have access to a lot of different reports but all donations is going to be your primary report where you can see all the gifts that have been made on the platform, and that will be shown in real time. So you can see exactly who it was. If you guys have other fundraisers what it's tied to, etc. If you do want a detailed report so you want to know for example the specific time that they made it or let's say you ask are asking an additional question or are collecting phone numbers or addresses, and you want to see that that is available in the downloaded report so all you have to do is just download the report and it will be downloaded into a CSV file and that CSV file will have all of that detailed information. The online report is just going to show you you know really quick information of this is who it is and when they need it. As well if you are adding any offline gifts, you'll be able to add it in your all donations or offline donation reports, you'll be able to add offline gifts through your report here. Disbursements so when we actually send the funds out related to the donations that you receive on the platform. They are sent out twice a month via EFT, so via direct deposit. So they're sent out on the 10th or the 25th of the month around those time frames depending on the date of the week those fall under and so though that's when you will receive donations so if you receive donations on June 1, you will receive those gifts around June 25. And then as well within the reporting area you'll have access to disbursement details so any previous disbursements that you received so anytime we've sent over direct deposits to your organization. You'll be able to see that there you will receive an email notification anytime a disbursement is issued out so you don't have to worry about you know when you're getting it, you'll always be notified. But what's really great about the disbursement reports is that they have a breakdown of exactly your net total. So if there's any confusion of why is it this amount. You know, and you're trying to do the math, you can just go to your disbursement report and it will break down all of the donations, any fees and then the net total and why it's that total amount. So if you have any questions with future past disbursements always check out your disbursement breakdown in your reports. So something that's really helpful with for returning give local NRB participants is your retention report. I love this tool it's one of those tools that I don't think is utilized enough, but it's incredibly helpful. So this will help track down donors who donated last year to your organization on give local NRB, but have not donated yet again this year. So it's a really great way to quickly get a list of donors that you need to reach out to and get and retain back. So if you need a list of people to contact, you know, head to your retention report, you can do so during, you know, do this a couple of times through from June 1 to the 29th. You know, start at the, maybe a couple to the first week, midway through and then at the end and see who haven't you've retained back. You can download that list and then send those people an email saying hey you know you supported our organization last year here's how you can make an impact this year for our nonprofit. If you are brand new to participating. And this is your first year. This is something to look forward to next year and having a list of where you can see all of the donors that participated last year that you need to retain for this year. So, when you go to your retention report, there is a filter so you can filter. You can pick give local NRB or the day or if you use the platform, you know, throughout the year for any reason, then you can also track a different time period that's totally up to you to decide you know what time period you want to track, but obviously for give local NRB, if you set it to give local NRB 2023 oh then compare from last year. And I'll just plug this as well. If you participated in the past, the one of the most important things you can do is ask people who gave last year to give again. So many people will give if you just ask and this is one of your primary groups to go for and, and just like you said Lisa if you haven't participated in the past this report won't be available to you but certainly previous donors whose participation you have that in a different platform or format certainly reach out to them they're some of the people who will will want to keep supporting you. Yes. All right, so we're kind of winding down to the end of the webinar. So, the setting section on your dashboard this is where you can remove and add administrator so if you're returning back. It's always good to go back to your admin section just to see who you can remove or who you need to add back. If there's been any turnover at your nonprofit. If you're brand new if you want to add anyone else as an administrator you can go ahead and add additional people here. If you need to update in any legal mailing address or name information you can do so here. And if you need to set up EFT direct deposit disbursements in your disbursement settings you can update that here and add that information in. As we mentioned in the beginning of the webinar, the toolkit will provide you with lots of great resources to use like FAQs, templates, images, etc. You can also sign up for the next webinar strategies for a successful campaign. It will be Tuesday, April 11. If for whatever reason you can't make it there will be a recording that is provided to you. I'm just like this one there. This recording will be added to the toolkit, but definitely recommend signing up for that one if you're interested in kind of diving more deep into peer to peer fundraising matching grants, all that good stuff. If you have any questions regarding, you know, the, for technical questions you can contact support at mighty cause calm. That's what we're here for we're here to support you guys and whatever way we can. You have any questions about, you know, image issues, any, how do I add this to my about section. If you want to read a contact us we want to make sure that you guys are set up for success for the day. Any additional questions that are specific for the community foundation, you can reach out to Lindsay at her email and phone number. In addition to that if there's, if you want to read up on a topic further we have a really great resource library. So you can go to support at mighty cause calm or mighty cause calm slash a guide. If you want to read up on, you know, peer to peer fundraising for example we have a whole ebook on that that dives deep into that specific strategy or, you know, other topics as well. So I want to make sure that we get to questions because we're at the end. Feel free to use either the chat or the QA tool. If you have any further questions about the event. Lisa, this is Jess at the foundation and while folks are putting any questions in the chat. Just wanted to chime in again as we're talking a little bit about fees because one thing that we hear from our nonprofits regularly is how to address if donors are either frustrated about the fee or to explain to them why covering the fee is helpful. So just again there are fees through the mighty cause platform that are both credit card processing fees and fees that just support the entire giving day and the ability to use mighty cause donors don't have to cover the fees but as Lisa already shared. It's almost 90% that do. But I think for those who've been with us over the last 10 years you'll know that you know we kind of get what we pay for with fees and by that I mean the fees that we paid a mighty cause are what help with all the incredible support and the tools that we get. It makes for a very easy giving platform and particularly the support to address issues that you might have on the day of. It really does go to making the giving day everything it can be. And so we just suggest to folks that if your donors really don't want to pay the fee that is why we allow that offline giving so that they can make sure the whole donation goes to you and give it via a check. And more if they give online we encourage them to cover the fee but they don't have to. But just know that obviously we want you all to get the full amount of the donation but we also want to make sure that we're providing the best product possible together with mighty cause and so that that that fee really helps us do that and make this giving day possible. Awesome thanks for for sharing a bit more about that just one question that came to mind for me Lisa is you all have kind of your regular working hours that's typical of your every day of Monday through Friday nine to five eastern standard time but during the giving day can you just share a little bit more about the support level that you all offer during the day to folks. Yeah, so we have support available like 24 hours on the day of the event so if any issue comes up let's say you know 11pm. There's a donor that's telling you they're having issues with the platform. We're available to help facilitate any of those issues that come up. If you're having trouble with setting up a matching grant. That's what we're there for for the day of giving so we'll be there to support you guys and whatever you need. And I'll just shout out mighty cause that they're all about customer service they they have reports that they can pull up once a request goes in, how many minutes it took to get the request resolved so they really want they know that time is of that that essence during a giving day event, and they're there to respond as fast as possible to you so just want to shout out there they're great support. Well, I think not seeing any more questions. I know I just wanted to say thank you to Lisa for sharing her time with us today and all this great information. We'll hopefully see you all at our next webinar in April, and just one more plug. You're thinking about registering this year but some questions please feel free to reach out to me. If you've registered ready and you'd like to strategize or anything else I'm here as well so just want to share that one more time and I'll just pass it back to you Lisa. Thank you so much everyone has attended will be adding a recording in the slide deck to the toolkit so if you need to provide this to any coworkers or peers anyone else, you'll have access to it through the toolkit. So thank you everyone for attending and let us know if you have any other follow up questions. Have a great day everyone.