 Hi everyone, good afternoon. Thank you for joining us today. We are here to talk about the Washington gives platform and particularly the peer to peer fundraising tools that your nonprofit will have access to on this platform. So hopefully many of you attended the training earlier this week that was focused primarily on peer to peer fundraising strategy will cover just a very brief bit of strategy on today's call today we're really primarily focused on helping your nonprofit understand. make best use of the tools that you have access to on the platform you're looking for more help with fundraising strategy make sure to check out the recording from the previous fundraising training. Today's agenda will start with a quick overview on peer to peer fundraising. Then I will highlight some of the key features that you'll have access to on the platform, just as a bit of a preview for you. i'll spend some time actually walking through the platform live to show you what a peer to peer fundraising page looks like where you can access this functionality in your nonprofits account etc. will end with a few common FAQs that our team typically gets as it relates to peer to peer fundraising and we will make space at the end to answer any questions that you all may have about peer to peer fundraising on the platform. In case you have just joined there is a Q&A button that you have access to on the zoom control panel, please feel free to type in any questions as we go throughout the training today and i'll answer those questions at the end. And another note this session is being recorded so you will be able to access and review the recording later. So first and again just very briefly, since there was another training that dug deep on peer to peer fundraising strategy, I always like to just start off with a quick context setting about why peer to peer is really so valuable for you as a nonprofit. It can feel daunting sometimes to feel the need to add more to your fundraising strategy when you might already be strapped for resources. But there are so many key benefits to peer to peer fundraising, especially as a part of a giving day campaign. And that's why that's why we encourage it so much. The first and one of the most obvious is of course donor acquisition. By activating ambassadors that go out into the community on behalf of your nonprofit, you're expanding your potential donor pool exponentially. You will have access to your existing donor database their email addresses to contact them, but you don't have their extended network in your database and so by activating individuals that are willing to spread the word about your cause. You're putting your organization's name, mission in front of new donors gives you more boots on the ground. Obviously, we know many nonprofits are strapped for resources staff and anything that you can do to expand the bandwidth of your nonprofit as well as your fundraising resources in particular has the ability to really drive additional support for your nonprofit. So, getting more people out there on your behalf spreading the word, talking about the value of your work, and asking for support on your behalf. And the last piece, which is valuable but sometimes overlooked is one of the key benefits of peer to peer fundraising is the ability that it has to strengthen the relationship with the actual peer to peer fundraiser themselves. As we look at donor engagement and stewardship as a journey. Somebody may start attending an event, making a donation. This next step of joining almost an inner circle of your nonprofit by activating and engaging in this way and creating the fundraiser telling their story on your behalf. You now have a much deeper stronger relationship with that peer to peer fundraiser that you can continue to build on. As you look at stewardship of your donor base as a whole something I don't have listed on the screen here, but another one of the key benefits that I like to encourage nonprofits to consider is the wealth of additional stories that your team will have access to share about the value of your work. Your marketing team your fundraising team has I'm sure all kinds of great information copy that you've used in the past on your website and blogs past emails and how you talk about your work. You're considering an individual who has either benefited directly from your mission, or they have a relationship with somebody who has benefited directly from your organization. It shifts the perspective of your messaging in a way that can be really helpful to a donor considering making a donation to your organization it can really deepen the personalization for new donors. By activating these peer to peer fundraisers, you're adding to your database if you will a personal stories that you can then share and reuse in other contexts outside of just the message that they've posted on their fundraising page. So when it comes to actually making use of peer to peer fundraising on the Washington gives platform. It's a fairly straightforward process. Step one is identify supporters that will make sense to be a peer to peer fundraiser and ask them to do this for you. And I believe the earlier training covers a little bit more detail on how you can identify the right types of individuals that will be a good fit for this. But that's step one to identify the right supporters. Step two, they can go to your organization's profile page on the platform and click a big fundraise button that they'll see there. That button takes them through a couple steps of a fundraiser creation wizard that will help them set up and publish their fundraising page. They then have the ability to customize that page. Tell the story about why they're fundraising why they believe in your cause. And that ties back to what I was just mentioning in terms of one of those key benefits. As they add content to their page that then becomes additional content that you can share and repackage in other ways in the future. They can set a goal for their fundraising page, either a dollar goal or a donor goal, and then they can start sharing spreading the word. To the last their friends and family members to support they'll send the direct link to their fundraising page they've created all of the donations that they raise will show up in your organization's donations report. You'll have access to all the donor data. The funds will all be dispersed directly to your nonprofit and any dollars they raise or any donors that they engage will all roll up into your organization's totals for give big. So it's a great way to amplify the traditional fundraising efforts that your team might already be doing. There are two extra channels that will hopefully be driving increased fundraising support for your nonprofit. There are two key types of pages that we're going to talk about today. That your nonprofit can consider using and or encouraging use of for your peer to peer campaign. The first one is the simpler more straightforward straightforward option. And that's an individual fundraising page. So this is the traditional. If somebody wants to start a birthday fundraiser on behalf of your nonprofit, for example, they create an individual page, one to one. They customize that page, and any funds they raise gets sent right to your organization. The second page. Still brings together individual fundraising pages, they're still made up of individual pages, but it is a group of those pages together, all under one larger umbrella. It gives you the ability to bring people together, manage peer to peer efforts in one central campaign. If you anticipate having a small group of individuals that want to work together in their peer to peer fundraising efforts. And one of the most classic examples of this type of campaign that can be very well utilized by almost any nonprofit participating in a giving day is a board fundraising competition. So just about every nonprofit is going to have a board of directors that you can hopefully rely on. Not all boards are as involved and engaged in fundraising as we might like them to be. But you should have a board at your disposal that you could consider bringing into a campaign like this. So I'll actually show this campaign live when we get onto the platform and talk a little bit more about the functionality with a team fundraising campaign. The core benefit the core value to a campaign like this is that it can make it easier for a new fundraiser somebody that isn't super comfortable or familiar they maybe haven't fundraised before. By bringing them together as a group, rather than just having their own standalone page, it can make them feel like they're a part of something bigger, make them feel like they're not trying to figure it out on their own. On the team fundraising page you have the ability to create some friendly competition. There's a leaderboard you'll have access to on the page. You can do fun things like add additional incentives. You know the board member that raises the most, for example, can get something or the board member that raises the least has to bring food to the next meeting or something like that. This group structure gives you the ability to take advantage of some of those additional incentives that might make it more engaging for your fundraisers. The key feature you have access to with the team fundraising campaign is the ability to create a page template so you can make it really easy for all of your board members to more quickly create and publish their fundraising page by pre-filling a lot of the features for them. And finally, as I mentioned, you can manage your peer-to-peer efforts in one place. So rather than just managing five separate individual pages, you can access reporting metrics, etc. at this team fundraising level and quickly get a good sense of the engagement and results across your peer-to-peer fundraising. So I want to talk a little bit, like I mentioned, preview some of the tools that we'll see once I flip into the actual platform itself. The first is where you can access all of these peer-to-peer fundraising tools. It's going to be in your nonprofits dashboard. The fourth item down on the dashboard is fundraising tools. Clicking on that fundraising tools link will open up a page like you see here. The two features that I want to call out that you'll want to pay attention to as it relates to peer-to-peer fundraising is the first one, campaigns. This is where you can manage any existing fundraisers and create new ones. And the last one on this screen is fundraiser templates. That's where, as I mentioned, in relation to the team fundraising campaign just a minute ago, you have the ability to pre-create a template page for any of your fundraisers. And again, streamline that onboarding process for them, get them prepped with some additional copy content, etc., to make their onboarding as easy as possible. So in that campaign screen that I mentioned, key things that you can do here, create a new campaign, download reports of past campaigns or active campaigns. You can see the key stats right here on the screen. Who's fundraising for you? When did they start their page? How much have they raised? You can also email the fundraiser creator right through the platform. So if you want to, which we absolutely encourage you to engage with these fundraisers throughout the campaign, send them tips, encouragement, a toolkit, resources, whatever you can do to keep them engaged. Through the little three dots that you see on the far side, you'll have the ability to email them. You can also hide or delete any old campaigns. So if after this year's campaign you want to hide any fundraisers that you don't want to be accessible anymore or remove them, you have the ability to manage all of that here in your campaign screen. As for the fundraiser template, which I've mentioned a couple of times, this is really one of the most important things that we're going to encourage. Nonprofits to take the time to build out if you plan to have peer-to-peer fundraisers, because just a little bit of initial effort on the part of your nonprofit can really cut down on the time and energy that an actual peer-to-peer fundraiser will need to take when they decide to sign up for your nonprofit. So you can pre-fill their title, you can set a goal for them, you can add an image and descriptive text about your nonprofit, about your mission, so that when they come in, they still have the ability to customize their page if they want, if they want to add a personal photo or personal story. They certainly can, but they are not left in the position of trying to produce content that talks about the core mission of your work. You guys have that information readily available, and you also know how you like to speak about the mission of your organization, so it gives you the ability to set that fundraiser up for success, help their page look better in the end, and reduce the workload that they will have to take, so that when they click on the fundraise button on your page, within two or three clicks, they could have a complete published fundraising page that's ready to accept donations. So with that, I'm going to take a break from the deck here and actually open up the platform so that I can show you some of these tools that we've been talking about live, give you a better feel for what's possible. So, I am here on an individual fundraiser page, this is the first type of page that I mentioned. You'll see here this is Beth's fundraising page for the Animal Humane Society. I have an image that I've added, a short story, I've set a goal for my campaign. The primary call to action of course is to make a donation, although you'll see there are social share buttons as available as well for me to easily share my campaign. This campaign happens to be a part of a larger team, which is why you'll see this indication here. If it's not part of a team, that section will just go away. And the individual fundraising page outside of that looks the exact same whether or not is a part of an existing team. There's a timeline that shows individuals that have supported my campaign, unless of course those individuals have requested to remain hidden from the public and then their name or donation amount won't show here. And then here's sort of my story section where I've been able to tell my story about why I'm fundraising for this organization. You'll see here there's a matching grant available. I did this training last week that went fully in depth on matching grants. So I'm not going to focus too much on that today. But just to mention that any peer to peer fundraiser does have the ability to post a match on their page, if they'd like to. Remember, if your nonprofit has a matching grant that you have posted as a part of that campaign, that matching grant will be visible on any fundraiser pages that are active for your nonprofit so that donors to those pages will have the insight into seeing that your nonprofit overall has offered a match. So now that I've shown you a quick visitor view. I'm going to open up the editing tools just to give you a feel for quick feel for the editing experience. It's all going to be on page editing. So the fundraiser can click on the field, make the changes that they'd like to make. They have the ability to add an image or a video to their cover section right here down in the editing tools below. They have the ability to embed photos and videos right in line in their text so they can always choose to have additional photos and videos if they'd like. They have lots of formatting options here to tell hopefully a dynamic story about why they're participating in this event why they're fundraising for your nonprofit. One other feature to call out is the goal as I mentioned, your fundraisers will have the ability to set either a dollar goal $500 or a donor goal, for example, if they are hoping to reach 100 donors to give to their campaign. So depending on their focus their interest, they can choose to set a goal that matches that. They have access to donations reports so that they can see who is giving to their campaign. Of course they won't see any information or donor data for donors giving to your nonprofit outside of their campaign, but they will have access to the donor data for their campaign directly, as well as some other opportunities to customize the social share experience, the end of their URL, etc, all available in the settings there. So this is an individual fundraising page. The next example page I wanted to show you is the team fundraising page that I referenced earlier. So on this page as well, you'll see Beth's fundraiser that we just looked at is a part of this larger team campaign. So clicking on any of these links in the leaderboard will take you to those individual fundraising pages. The team campaign is really about bringing all of these efforts together in one place. So the metrics here that you're seeing at the top are shown collectively what all of these board members have contributed together what they've been able to bring together. There's an option to set a goal for this page as well. For the leaderboard, you can choose whether the number of donors is important to you, rather rank by the number of dollars, or if you are not as interested in encouraging competition you just want to list an alphabetical order by name you're welcome to do that as well. There are some options in the leaderboard there, but that can be a really fun way to help spark that either friendly competition or at the very least just engagement among your participating peer to peer fundraisers together. You'll have a story section on this page as well to be able to talk about this larger campaign as a group. Why has this group of individuals chosen to come together and fundraise on your behalf. And then a donor timeline here that's going to be rolling up all of the gifts made to any of the participating fundraisers on your page. Pop into edit mode. I won't go into every field here. But again, it's all going to be on page editing anywhere that you see these pencil mic pencil mark icons, or these other icons here. And the editor that clicking on that will allow you to update the number or the metrics that are visible on your page update the title of your page. The story section here, similar user experience. What you see is what you get editor where you can have formatting photos videos links, etc. It's really easy to build out a nice looking page. There are not very many required fields on this page. If you don't want to have a background banner image, as you can see here with the animals you don't have to. We always encourage a logo and at least a quick description in this section here. You don't have to. It won't take a lot of time to build out a nice looking fundraising page here. And again, clicking on any one of these links in the leaderboard will take you to that individuals fundraiser page. There are some additional reporting management tools that you'll have access to here. So you can access listing of all the campaigns that have been started on behalf of your organization as a part of this event. You can view by participant directly. You can invite new members to join your team you can send an email to specific individuals that are on your team, or of course download any of these reports. You have access to a full donations report that's going to again collectively show you gifts made across all of your peer to peer fundraisers have the ability to set up a matching grant. There are three features to mention the fundraiser template. As I mentioned before, for any team that you create, you can create a specific template that will be available to people that join that team. And finally, you do have the ability for a general fund. So if for example you do have a fundraiser that you've created. And there are five or six individuals that are fundraising on behalf of your organization. You have the choice whether you'd like to turn on a general fund, meaning that when donors come to your page, they would have the option to either make a donation to a specific fundraiser. That is a part of your team, or they could choose just to give right to the general fund that will go to your nonprofit. So, in case there are any donors that don't have a particular affiliation with one of your board members or one of the volunteers. And that provides an additional outlet for individuals that might want to give a general donation to your organization. So this is a two key types of campaigns that you might encourage supporters to create for you. Again, in your dashboard that fourth item down fundraising tools is where you're going to access all of these things that we've been talking about here, your campaigns, as well as your fundraiser templates. So for campaigns. You've got a preview of this in the deck that I showed earlier, but this campaigns area is really where you're going to manage any of your active peer to peer efforts. So you'd like to create a new campaign. There's a button in the upper right hand corner here where you can click create new campaign. This will walk you through the process of creating either an individual fundraiser or if you're looking to create a team campaign, you'll click on this other fundraising solutions option here, and then you'll be walked through how what the options are to create your team. Next to that create new campaign button. You'll see the ability to download this will download a report of all the information that's accessible in this table below, which as I mentioned, this table is really your place to manage past and active campaigns that you're going to be able to create. So that's where you're going to be able to access all of these things that we've been talking about here. So that's where the fundraiser started on behalf of your organization. So you can see right here in the table, some key data, the name of the campaign, along with a link to that campaign page, the type of campaign that's been started, how much they've been raised. You can see the actual campaign page, you can hide a page if it's an old page and you don't want it to be visible anymore. You can message the fundraiser directly, or you can delete the page if it's an old page or a page that you don't want to have actively fundraising for your organization, you can remove that page. So key information is visible here on screen for you. When you download a CSV report, you'll have lots more detail included in that CSV download, including the email address of the fundraiser, more detail about their performance donors, dollars, etc. So you're just seeing quick preview on screen and a download will give you even more information. You have the ability to search by an individual's name or a campaign title, and you can also filter. If you're looking to just see visible campaigns, just the older campaigns, or if you're like, if you'd like to filter by the owner of the campaign, admin would of course be anybody inside your organization that has started either an individual fundraiser page or a team, or peer, that's going to be somebody outside of your organization that has created a page on behalf of your organization. So lots of great tools available here to manage any of your peer to peer fundraising efforts. And then as I mentioned earlier, fundraiser templates, definitely important feature, if you plan to have some individuals that will be creating a fundraiser for your organization. So this page already has a template created. When you come to your page there likely won't be one created yet so you can click on this button in the upper right hand corner, click create, and you'll walk through the process of creating a template page. Once you create that template page, you can come back you can delete that template in the future you can edit that template. Or you can copy a direct link to that template if you'd like to send that link directly to specific individuals that you know are going to want to start a fundraiser on your behalf. You can fast track streamline the onboarding for them by sending them a direct link to use this template. By default, when an individual comes to your page and popped back over into the profile page for your organization. So you'll see the two primary calls to action available on your profile page are donate and fundraise. When somebody clicks on this button to fundraise. If your organization has set up a template. That template will automatically be available for them to use they don't have to go out of their way to request to use it, it will be the default as they go to create their page. So again with just a few clicks here, they will be taken to a page. And I'll just show you while we're here. I'm going to now be dropped on a fundraising page that has been created for me from the template. I see that notification that hey there was a template provided. So some of this has already been pre filled for you but you can go ahead and edit if you'd like. So you'll now see the required fields needed to publish my page are done. So go ahead and just click publish and be done. Again, I have the ability to edit if I'd like, but with just a few clicks there, I could be ready to publish my page. The one thing you didn't see me do in that flow is because I was already logged in. I'm going to take a step to log in or create an account. Of course, if it's an individual's first time accessing the platform. If they're not logged in, they will need to create a user account in order to create a fundraising page so that they can come back log in and manage that page in the future, but that that creation wizard will walk them through that as the only additional step beyond what you just saw. So I'm going to go ahead and now the fundraiser template and actually show you a little bit more of the editing experience you got a preview within the team page, but you don't actually have to create a team campaign to have access to a template. So if you don't think you'll have enough individuals participating that you want to create a team campaign, you do still have the ability to create a fundraiser template that's available to individuals who don't have a fundraiser right from your profile page. So you have the ability to create a title for them. In this case, the title that's been created is done so in a format that will encourage the fundraiser to actually insert their name here. For example, you're welcome to do it like that or leave it more generic so they don't have to change anything. You can set a goal for them. You can add your own image. You can upload an image. You can upload an image from any one of these sources or you can include a video as well. You can add a short story, very quick one sentence. Why is this individual fundraising for your nonprofit, and then a larger longer description. And again, same editing tools that the individual would see when they're building their page you have access when you're building the template. The value here, especially in the story section is enter that mission based information about your nonprofit so that your funders are trying to reproduce that and come up with their own version of how to describe the work that they do, that your nonprofit does the value really is in them telling their personal story of how they've been impacted, how they've been affected. But you still have the ability to add your own crafted language about your nonprofit and your nonprofit's mission. You can add your logo link back to your nonprofits website, whatever is helpful, as you want to make this process easier for your fundraisers. So with that, I'm going to jump back into the presentation and answer a couple of quick FAQs, and then open it up to anybody that might have questions so please feel free to type them in the Q&A if you haven't typed in any yet. A couple of key questions that we often get in our customer support will peer to peer fundraisers be able to see who donated to their page. Yes, in two different ways. One is that donor timeline that you saw on the page. So that's visible to the public. Again, if a donor requests that their name or their donation amount be hidden when they're making their gift. The donation will not show on their timeline, but either way, that information will be available in the donation report that the fundraiser has access to. And at the organization level as well, along with the report that you have access to to see all of the peer to peer fundraisers, all of their donations will flow up into your donations report. You have the ability within your donations report to see donations made to your nonprofit, no matter what page was given to. And of course there will be data within the report additional columns of information that help you reference that this donation came from this fundraiser page as opposed to coming from your main profile page or another avenue that you might have used. So peer to peer fundraisers do have the ability to create a matching grant on their page team fundraising pages also have the ability to have a match across the team campaign. And if you are setting up a match at your nonprofits level, you can choose whether or not you want that matching grant to be available for campaigns below your nonprofit. If you'd like for donors to peer to peer fundraiser pages to be able to see and contribute against the match that you're offering across your organization, you have the ability to set that up when you are creating your matching peer to peer fundraisers also have the ability to post an offline donation to their page if they'd like. So, through that donations report that they have access to they will have the ability if somebody gives them funds by check or cash, they can post that on their page. If you're getting offline funds that they receive, they will need to work with your organization directly to get those funds over to your nonprofit because offline donations won't be processed through the platform. But they do have the ability to add those to their page to make sure their metrics reflect their full fundraising efforts. Any donations made to peer to peer fundraising pages will as I mentioned earlier, roll up into your organization's total for the campaign. So in your leaderboard totals on the totals metrics available on your profile page. I think a great way to boost and amplify your overall fundraising success is by having a number of individuals help contribute to that success by driving their own donors and dollars which will roll up into your totals. So hopefully, helpful refresher we covered most of that in today's training. But so those are some of the most common questions that we get so we just wanted to call them out specifically. And now, with just a few minutes left, I will see if we have any questions that have come in through throughout the training. And just so you know if you do have questions when you are getting into the platform building out your campaign, please feel free to email wa gives that mighty cause calm to access the customer support team, and they'll be happy to help walk you through. Okay, question here about fun matching grants on fundraising pages. Looks like this was asked slightly earlier on in the training. But yes, you can create a separate matching grant for the team and or a separate matching grant for an individual fundraiser page. It's optional. And then the last question is, are we as the nonprofit able to edit the fundraiser page after it has been published. And the answer is, yes, you will be able to make changes to a fundraiser's page once it is published it's their page to own and operate and edit and build, but you do have the ability to make a change to that page. If there's content on that page that that you would like to change or if they need help but again, individual fundraisers are also welcome to email law gives that mighty cause calm if they want additional help with their campaign. So that's all the questions that we've had come in. So I'm going to go ahead and end today's training here. Thank you so much for your time. Good luck with your peer to peer fundraising as a part of the give big campaign. Please feel free to email law gives it mighty cause calm with any questions. And again this recording will be posted and available after today's session. Thanks so much everyone.