 Hello, everyone. Good afternoon or good morning. I'm on the East Coast, so it's afternoon over here. Welcome to the Getting Started with the Give Back Tahoe Giving Season webinar. Thank you so much for everyone attending. Really appreciated. We're going to go ahead and get started. My name is Lisa. I am the Community Engagement Manager here at Mighty Cause. We're the technology providers for Give Back Tahoe. For those of you who are not familiar with Mighty Cause, we've been in the crowdfunding space since 2006. We've helped raise over $650 million for over 30,000 nonprofits. We're one of the leading Giving Day technology platforms. And we're here to help support organizations with their fundraising needs and for their Give Back Tahoe campaign. So this year's Give Back Tahoe Giving Season will be from December 1st to December 15th. That's when Challenge Grants will be provided. You can utilize the entire month to fundraise for your end of year fundraising campaign. But the Challenge Prize timeframe is from December 1st to December 15th. And of course, it's hosted by the Tahoe Truckee Community Foundation. We're first going to go over some key things about Give Back Tahoe this year. And then at the very end, I will be going over a technical walkthrough of some key things that you want to keep in mind as you're utilizing the platform. For some organizations, if you're new to the platform, you're going to learn where you can find key information for returning organizations. This is going to be a refresher so that you can be reminded of where you can go to access your donation reports, etc. So I'm going to pass these couple of slides to Caroline from the Tahoe Truckee Community Foundation. So Caroline, if you want to jump on, you can take over. Hi everyone. This is Caroline speaking. I guess you already have received my email. But I am, I recently joined the TTCF team about a month ago, so I will be on this learning journey with you today. And I really look forward to working with you on Give Back Tahoe these next few months. But we're really excited that the platform is going to be available year round for you to use as both the donation platform and volunteer portal. And then as Lisa said, we have shortened the giving season to only be December 1 and December 15 this year. We just felt with promotions and some of the feedback we were getting was it would be better to just focus on those first two weeks. And then again, the platform will still be available for you to use for any end of year donations. So we just wanted to call out. I know it's been a busy month, few months for all of you guys, but Placer Shares just finishing up and hopefully some of you were involved in that grant cycle. And then our community grant cycle was pushed back a little bit because of that. So September 14 that will open up. And then you have until October 11. And then the Give Back Tahoe giving season obviously December 1 to 15. And then the emergency response fund. We've already distributed about over 800,000 from the emergency response fund and it is still ongoing. So just an FYI there. And again, if you need anything or have any questions or ideas, feel free to reach out to me. Awesome. Thanks so much Caroline. So as we move forward in the slide deck. Of course, Give Back Tahoe, we had a credibly successful year last year raised over $338,000 from over 1400 generous donors. And of course, we're always here to help raise awareness for Tahoe trucking nonprofits. So let's get started and talking about this year and what your organizations can do for your campaign. So of course, the first step is always to register your nonprofit. Every year you will have to complete this registration form. So you want to do the same thing that you did last year and you want to complete the registration form. It's a really short form. So it should be sweet and easy. The registration form is currently open. So if you go to Give Back Tahoe.org, you'll see it right. It's the primary call to action. And you'll have until October 9 to complete your registration form. This is going to approve you for the challenge season and make you eligible for prizes. One of the things that I'll be talking through in the technical walkthrough is your fundraising pages, your organization profile. And one of the things that you want to keep in mind when editing your profile, editing your fundraising page is the story that you're going to be sharing this year for Give Back Tahoe. What do you want to relate to your donors? What's different about your organization in 2020 than 2019? Obviously there are a lot of events in the world that's happened since then. So how has your organization been impacted? Why would donations within the Give Back Tahoe challenge season be really important for your organization? So those are a couple of things that you want to consider as you begin editing your profile and your fundraising pages. And another thing we'll also be discussing is your organization profile versus peer-to-peer fundraising. We can also talk about this a little bit more detail on the second webinar we'll be hosting about fundraising strategies. But you have a lot of different campaign pages available to your organization. And you may want to consider thinking about if you want to do a peer-to-peer fundraising campaign. So for organizations that are returning back to their, to the platform you guys have participated last year, one of the most important things that you want to make sure that you're doing when you walk back in is to reset your metrics. The metrics that will be displayed on your organization profile are going to show last year's total raise. And so you want to make sure you head back in and reset those so that you're showing donors what you're raising this year. And again, we'll, I'll show you that in the technical walkthrough. Of course, there are toolkit resources that are going to be available to you throughout the campaign. The toolkit will have a lot of links to great support articles, some tips, FAQs, templates, etc. So please utilize this information. We want to make your lives easier as you're starting your campaign and strategizing what you're planning on doing and the emails and social media that you're planning for your campaign. So definitely check that out. And again, that can be found at givebacktaco.org. When we're also talking about strategy, I spoke a little bit about peer-to-peer fundraising. And peer-to-peer fundraising is activating your ambassadors and thinking about who in your network of supporters, if that's board members, volunteers, etc. How can they help support your organization during this challenge season during givebacktaco? So again, in the framework of getting your organization reset, technically, this is a great thing to start thinking about for the challenge season. How can you utilize your support network to the best of your ability? And of course, making sure that you're starting your communication for the giving event, sending out emails, social media, newsletters, making sure that donors are aware of the challenge season and the campaign that you have provided, and as well providing donors a clear call to action. Early donations are donors can start donating to your organization December 1st. So you also want to make sure that you're communicating with donors that the challenge season is going to start on Giving Tuesday, December 1st, and that's when they can start donating to your organization and supporting your nonprofit. And of course, if you have any questions after this webinar or you run into any questions as you begin getting set up, please feel free to contact our support team support at mightycause.com. We're always here to help you in whatever capacity we can. So please reach out to us. We are on the East Coast, so just please be aware that our support hours are within Eastern standard time. So I'm going to jump into the technical walkthrough on your go to webinar control panel. There is a questions area. So if you run into any questions as we're going through this walkthrough, please type them into the questions area. Also at the very end, I'll be answering questions. So please let me know if you run into any. Okay. Great. So as you see here right now I'm in my organization profile. If you're set up as an administrator for an organization, you'll see a dashboard on your left hand side. This is where you're going to be able to edit and manage your organization. For returning organizations, you may notice that your dashboard has had a refresher. We've actually updated the dashboard since last year to make it much easier for organizations to navigate seamlessly through the platform and be able to access your information much more quickly. So that's one thing to know in regards to updates on the platform. Your organization profile is really the hub of your nonprofit presence on the on the platform. So many organizations will utilize this profile page as the primary page where they're going to solicit donations. They're going to utilize this URL to send out to donors to make a donation. One thing that I had mentioned in the slide deck was the ability to create peer to peer fundraisers and I just want to quickly show that to get you organizations the idea of what's possible on the platform and you can start thinking about if it's something that you want to decide to do. So one form of peer to peer fundraising is our event fundraising page. It's a peer to peer fundraising tool where you can have teams and individual participants participating in it. You can have people create their own fundraisers and be a part of a larger campaign. The other is a team fundraising page. Now a team fundraising page would be perfect for a peer to peer campaign where you're just having individual participants want to join a collective group and help fund raise them. And as you see through this leaderboard. Each individual participant will have their own fundraising page. Where they can solicit donations to their friends and family. Now, if you are not, if you're not interested in not planning on running a peer to peer campaign you can also utilize this individual fundraising page as a campaign for give back Tahoe if you want to raise money for this particular program or a particular mission. So this type of fundraising page would be a great, you know, tool to utilize to send to donors. So you have a couple of different fundraising page available to you depending on, you know, what your campaign strategy is and what you're planning. And again, we'll get to more detail about peer to peer fundraising in the fundraising strategies webinar but I just wanted to highlight this to give you an idea. And of course, as I mentioned the organization profile is the most popular option organizations are going to utilize for their campaign usually organizations will stick to this profile page as their primary donation hub for give back Tahoe or or they're giving event they're participating in. And on the slide deck I had mentioned that for returning organizations one of the most important things that you're going to want to do is reset your metric. As you see here I have $225 raised by two donors and I have a goal set. If you haven't used the platform since last year you may have the information you had last year so what you want to do is update that and I'll show you what you want to do. So, since I am logged in I, you'll see these blue pencil icons next to these areas. If you ever want to edit a particular area you can simply select that blue pencil icon so I'm going to go ahead and select this blue pencil icon. And then you'll see that this little pop up menu has opened up and allows me to change the staff that I have displayed on my organization profile. So I can choose I want to display dollars raised a number of donors. And then I can choose the date that it's going to calculate from I have July 1. Now for give back Tahoe donations are going to start counting from December 1. So I'm actually going to set my date to December 1. And I'm going to set it up. So once I have that added in. It's going to update your metrics automatically. And you'll see now that it's at $0 raised by zero donor so really easy and simple to go ahead and update. With the goal again I can just select the pencil icon, select edit goal, and then change my goal amount this year our goal be $10,000. So now that I've edited my goal and my metrics I can scroll down and also update the about section. This is the area that I was referring to in regards to telling your story. We've also updated the inline text editor. At the very top of your about section. So this year you actually have the opportunity of customizing your about section even more. You can highlight. You can change font color. So there's a lot more options available to you. A common thing that nonprofits will also do is create an infographic if you are working with a graphic designer or someone who you know is has an arts background on creating infographic through a photo editor etc. And actually import that as a photo on here. So you have a lot of different opportunities again to share your story about your organization and you know the impact of donations and what what they would have for your organization this year. And of course within your organization profile, you will always have the ability to share images so you want to make sure you're heading back here, updating the images you have here, and if possible connecting with your Instagram photos and Facebook photos. So that images are automatically updated for you as you're adding them to Instagram and Facebook. So within your organization profile that's really the key things that you want to consider updating from a profile front facing aspect. Now in regards to the back end, you're going to want to make sure that you are updating your checkout flow. So when a donor clicks donate. The options that they're seeing on the checkout form and as well the messaging they're receiving once they have finished checking out. So to update your checkout flow. On your left hand side dashboard, you want to make sure you're selecting fundraising. And then you are selecting checkout flow. The checkout flow area will have the suggested donations and descriptions if you have that enabled. And it'll also show you the data collection points that you're currently collecting post checkout the tab to the right of checkout steps allows you to update the thank you page, the page that pops up when a donor completes their donation and also provides you the ability to edit that thank you message. So these are things two things that you definitely want to make sure that you're going in and making sure that you're editing and updating it in case that you have any outdated language outdated images videos, etc. All that you've updated really the key things that are important for your checkout experience and your profile page. You'll want to also go make sure that you're aware of the different reports and things that you can utilize for your campaign from a strategic perspective. So the thing that I want to call out is our overview section now this is something that we actually recently just updated so it's really exciting for us over here. But the overview section will give you an idea of key metrics for your organization such as dollars raise number of unique donors profile visits, and I'll also make you aware of where you are during the registration process. So this is an area that you can quickly glance at take a look at and update your information you also have the ability to add additional metrics on here. So if you want to, you know, see your profile this as I said or review the number of volunteers you've received those are all things that you can add to your overview so you can keep track of that really easily. Really easily on a daily basis. The report section of your left hand side dashboard is where you're going to find all of the information on the donations that you received through the platform. So all donations is going to break that down. And it's going to show you the donor the amount, as well as the date of the donation. And of course, all of this can be exported into a CSV file by utilizing the download button at the very top. The top filters will also allow you to choose the type of donor information that you want to see perhaps you want to see all donations you received last year. And you can also choose to look at all of your recurring donate donations. One of the reports that are available to you that will be really useful for your organization is the retention report. Now this is a really great tool to utilize when thinking about the donors that you want to target for this challenge season. So the retention report will actually tell you the donors that you've retained or you haven't retained since last year. So you can choose the type of donor that you want to look at like I said you can look at all or you can look at let's say you want to see your not retained donors. Those are the donors that you want to target this year and have them make a donation again this year. And then you can choose the period of time that you're basing that off of right now we have this year to date that we haven't retained them. Now automatically I have a list of all the donors that we haven't retained that last that made their donation last year. So this is a really great email segment to simply download and put into your email marketing system or send an email to. So I highly recommend utilizing this retention report when thinking about your email marketing strategy and your email segments that you want to do for your challenge season. And of course your disbursement report is going to provide you information on the disbursements that you've received. If you have set up direct deposit that is funds will be disbursed twice a month on the 10th or the 25th. And if you've not set up direct deposit a check will be disbursed once a month around the 10th. Always keep track of disbursements within your disbursement report and you can review a breakdown of you know the totals etc. Within the settings section also for returning organizations you'll see that this has also been updated to make it much more convenient and easy for organizations to navigate. The general settings will break down email URL customization as well as your social sharing the description and image that shows up when someone shares a URL of your organization profile on Facebook or a Twitter organization information will show the display information that you would like to share organ to donors as well as the legal information on the back end in regards to your organization. Disbursement settings will provide information regards to your disbursement report. And then admins will allow you to manage all of your administrators so either add additional manager add additional administrators with the add new admin button or delete administrators by selecting the X. Next to the corresponding administrator you want to remove. Some other additional tools that you may be utilizing for your give back Tahoe campaign is our volunteers tool and our matching grants tool. So I'm going to go over that right now so the map of the volunteer section and the matching grants tool is available in the fundraising section of the left hand side dashboard. The matching grants tool provides you the ability to add a matching grant on to your organization profile or any fundraising campaign on the platform. The tool allows you to create a match beats off the current match setup that you're planning so if that's a one to one match or maybe a cumulative cumulative threshold match. We have a lot of different actually match types available. So the world is your oyster and records to setting up a match here. One thing to note the matching grant tool is a reporting and display tool. It's the responsibility of the organization to coordinate with the grantor and to decide how that match will be fulfilled. So please know only online donations will count towards prizes and the leaderboard any offline donations any donations may be a check of the anything else cash will not be included in leaderboard and prizes. So if you would like, if you are planning on having a match or you're lucky enough to receive a grant or on here. You will want to coordinate with them and hopefully get them to make their match online so can count towards leaderboard and prizes. Again, we'll talk more about these tools such as matching grants in the fundraising strategies and we'll get more into the nitty gritty of them. But that is a tool that is available to you on the platform to utilize. Of course, the volunteers opportunity tool allows you to add a volunteer opportunity to your organization profile. Many organizations are already utilizing this tool here. It's a great way to share with donors and share to supporters. So what volunteer opportunities you currently have open and have individuals sign up for them directly through your give back Tahoe profile. And so you would simply add your information here. And then that would be added to your profile for people to be able to sign up. So something that we've added this year is actually the ability to attach a waiver agreement. So that if that is something that you do require from volunteers, you are able to attach that so that participants or I'm sorry volunteers can provide you assigned waiver agreement. And then after they've signed up to volunteer. Once you've added a volunteer opportunity. It will show up on your organization profile as I noted, and I will show up at the very bottom of your page and as you see here. So what I'm going to show up is really easy. All the individual has to do is select the volunteer opportunity they're interested read more about it and then select register that individual has then will receive an email telling them that they've registered and as well if I go back to the volunteer I'll be able to pull up my volunteer opportunity and see the donor that I'm sorry the volunteer that signed up for that volunteer opportunity. As I mentioned, there are a lot of tools available here that can really help support your campaign and your organization on a year round basis. So I want to take a pause here and help answer any questions that anyone has. Okay, so there's a question about offline donations. And so you do have the ability to add offline donations on the platform. And that is really easy to do so you would simply go to your report section. And there is an offline donations area. At the very top there is an add offline donation tool. So as I mentioned as I was explaining with matching brands offline donations will not be included in leaderboards and prizes. So these donations can be calculated for your profile metric so this dollar raise at the on your profile. So you can keep track of in general the total amount you've received during their challenge or the end of your fundraising. However, you're not going to see those donations included on the leaderboard. So that's just one thing to know if you are planning on adding that. You're not going to see those dollars on your leaderboard so you may see a discrepancy in your profile metrics and what you're seeing on the leaderboard if you do plan on adding offline donations. And that's why also with matching grants as I noted, you want to, if possible, if your grantor can make their fulfillment online that's great because it can be counted towards the leaderboard and for prizes then. So this is a question in regards to utilizing what type of profile page or what type of campaign page. So, again, most organizations will utilize their profile page. If you are planning to do a peer to peer fundraising campaign, let's say you want to get your board of directors together, and you want each of them to participate and fundraise together. So a peer to peer fundraising page like this would be useful because it provides you the ability to set up a campaign like that. If you aren't planning on doing a campaign like that, you're planning on, you know, just soliciting donations you're not looking for necessarily participants or individuals to create fundraisers etc. So then your organization profile would be perfectly fine to utilize as your primary page. And again, we'll talk more about peer to peer fundraising and that fundraising strategies webinar. Okay, there's another question about EFT information. So to set up EFT or direct deposit that can be done in your disbursement settings. If you haven't done so already, you could simply go to disbursement settings and you'll see the area to add EFT. We always highly recommend setting up direct deposit because with check disbursements. They are only once a month as opposed to twice a month and there is a $5 service fee for check disbursements. So we always recommend direct deposit faster easier. If you don't have that $5 service fee. Are there any other questions that will be helpful to go over help answer for your challenge season. If you don't have any further questions and you run into questions as you begin logging in and updating your information, please reach out to support at mighty cause.com. We're more than happy to walk through and help you out with whatever issue problem update that you need assistance with. We're always there to support you. As I mentioned, we have a great toolkit available to you that will have some really great resources that I would definitely recommend checking out. And of course, if you haven't registered yet, you want to make sure that that is always your first step to complete that registration form so that you're approved for the challenge season. The registration form will be open until October 9. This webinar will be added to the toolkit. So for anyone that's missed this webinar, you'll this will be provided in the toolkit. And this will also be shared to you by the community foundation. If you have no further questions, I'm going to stop this webinar here. And again, feel free to reach out to us with any help or any assistance. We really appreciate you guys taking the time. And we hope this was helpful. Thank you so much and have a great day.