GuideStar Coaching Session Files... · 11/1/2018 · GuideStar users to continue scrolling through...

transcript

GuideStar Coaching SessionPrep Your GuideStar Nonprofit Profile for #GivingTuesday

November 1, 2018

Eva Nico, eva.nico@guidestar.org

Jasmine Marrow, jasmine.marrow@guidestar.org

Madeline Kardos, madeline.kardos@guidestar.org

HAVE QUESTIONS?

MEET YOUR COACHES

Jasmine Marrow

Director,

Nonprofit Strategy

Madeline Kardos

Associate,

Marketing & Communications

Eva Nico

Senior Director,

Nonprofit Programs

#GivingTuesday

How Your Info Travels to GuideStar’s Partners

How to Claim + Earn a Seal + Donate Button (Live Demo)

Questions & Answers

WHAT YOU’LL LEARN TODAY

#GivingTuesday

WHAT IS #GIVINGTUESDAY?

Givingtuesday slides here

• #GT coming up

• Deadline Nov. 11

2017 RESULTS

PEOPLE ARE LOOKING FOR INFO

1,200 avg sessions per week

73,000!

FOR THE ORGANIZED!

#GIVINGTUESDAY

November 27

Update your info

on GuideStar by

November 11

Learn how today:

November 1

GuideStar Partners

Data & Information Flow in the Social SectorBetter data.

Better decisions.

Better world.

WHAT IS A GUIDESTAR NONPROFIT PROFILE?

Better decisions.

Better world.

100,000 better informed

donors, funders, nonprofits,

researchers, & journalists=(His name is Walter)

on GuideStar

=9,000,000 better informed

donors, funders, nonprofits,

researchers, & journalists

Better decisions.

Better world.

Your Data Speaks Volumes…Who’s Listening?

+20 Community

Foundations

on GuideStar via GuideStar data partners

GuideStar Via GuideStar data partners

tens of

millions of

better

informed

donors,

funders,

nonprofits,

researchers,

& journalists

PARTNERSHIPSC

CHARITY NAVIGATOR

• 2018 Gold and Platinum users

will be featured this giving

season

• Seen by 11 Million annual

visitors

• $45 Million donated through the

CN Gift Basket

Your GuideStar Info on Charity Navigator

PARTNERSHIPS

• Over $62 million donated to

charities

• Enables AmazonSmile users to

access any IRS-recognized

nonprofit

• GuideStar handles maintenance

and updates to the database

Your GuideStar Info on AmazonSmile

PARTNERSHIPS

Your GuideStar Info on Facebook

PARTNERSHIPS

Guess what!? You already have a GuideStar Nonprofit Profile!

TELL YOUR FULL STORY

WHAT WOULD CAUSE DONORS TO BE MORE WILLING TO GIVE?

Source: “Overcoming Barriers to Giving” by Fidelity Charitable, 2018

GUIDESTAR NONPROFIT PROFILES

Bronze, Silver, Gold, and PlatinumSeals of Transparency

Keep basic contact and

program information up

to date

so you can be

Provide financial

information

so you can

grow trust

Describe your goals

and strategies

so you can tell

others about

your work

Share your measures of

progress + results

so you can

show the

difference

you’re making

QUICK POLL

ACTIVITY

How to Claim, Earn a Seal & Donate Button

Step 1: Sign In or Create a GuideStar Account

CLAIMING YOUR NONPROFIT PROFILE

Step 2: Find Your Org + Verify Your Email

Step 3: Click “Update” or “Update Nonprofit Profile”

Step 4: Click “Get Started Now”

Step 5: One Last Form…And That’s It!

Need more help? Check out our video!

Video Tutorial: How to Claim Your Nonprofit Profile

Bronze: Mission Statement + Programs

KEY TAKEAWAYS

• Tip #1: Your mission statement should be no longer than 2 sentences. This will entice GuideStar users to continue scrolling through your profile.

• Tip #2: Display your top 3-5 programs. For each program, write a 3-4 sentence description. This gives users a quick idea of what you do without losing their interest.

• Tip #3: For each program, be sure to complete the fields: geographic area served, population(s) served, and budget. This provides context in an easy-to-read fashion.

How to Add a Donate Button to Your Profile

*Once you’ve earned a Bronze Seal…

1. Sign in to your account

2. Click Update Nonprofit Profile at the top of the web page

3. Click Edit Form under Manage

4. Navigate to the Confirm & Publish tab

5. Mark all check boxes and toggle ON both options for Donation Permissions

6. Click Publish now

DONATE BUTTON

Silver: Financial Info + Top Funders

KEY TAKEAWAYS

• Tip #1: If you uploaded an audited financial statement, also fill in the manual fields so basic users have access to your finances. This will make it look complete, no matter what subscription your user may have.

• Tip #2: If you manually entered information, make sure your numbers match those of your mostrecent Form 990.

• Tip #3: Fill out the Top Funders section. This fills in a large blank space at the top of the profile. You can also honor specific foundations or showcase your major funding sources by group. (This is great for grantmakers to see).

• Ex 1: The Fictional GuideStar Gives Foundation

• Ex 2: Individuals, Corporations, Foundations

Gold: Formatting + Content

KEY TAKEAWAYS

• Tip #1: Each answer should consist of 2-3 short paragraphs. Do not reach the 1,000 character limit.

• Tip #2: The Gold section does not have formatting options. Use the hard return (spaces) in between paragraphs to break up large chunks of text.

• Tip #3: Think of your 5-year plan when answering each question. This will give you a roadmap for your goals and strategies in the long term. It will also prove to users that you have plans well beyond one year in the future.

Platinum: Metric Data + Context

KEY TAKEAWAYS

• Tip #1: Start by displaying your top 3-5 metrics. Each metric should have 3-5 years worth of data.

• Tip #2: Include context! Provide insight for good (or bad) years or explain how your metric specifically relates to your organization.

• Tip #3: Include a target population for each metric (if applicable).

• *Bonus tip: Connect your metrics to your programs. This will show the difference each of your programs is making.

• Bonus tip #2: We also recommend leaving 1-2 metrics for overarching organizational goals.

Optional: Pictures, Forms & Figures

KEY TAKEAWAYS

• Tip #1: Adding photos, videos, and your logo gives your profile a face. It’ll make it stand out compared to other profiles with only text.

• Tip #2: Upload your most recent Forms 990 and annual reports. This shows effort by your organization to provide up-to-date information to GuideStar users.

• Tip #3: Fill out the Board Leadership Practices section, as well as the Demographics section. Both show your organization’s commitment to transparency in a variety of ways.

• Also, this information makes the second half of your profile shine!

THE LAST STEP

• Step #1: After saving your changes, click the Confirm & Publish tab located on the navigation bar at the top of your screen

• Step #2: (see right image) mark all boxes in the Program Terms section and click the “Publish now” button at the bottom of the page.

• Tip: please wait at least 10 minutes for all changes to appear on your profile

Don’t Forget to Publish Your Changes!

Sunday, November 11

• This is the last day to publish changes to your profile before we send information to our 200+ partner sites in time for #GivingTuesday.

• A few key partners to remember:• AmazonSmile

• Facebook

• Network for Good

• Charity Navigator

• CrowdRise

UPCOMING DEADLINE

Questions?

QUESTIONS?

Jasmine Marrow

Director,

Nonprofit Strategy

Madeline Kardos

Associate,

Marketing & Communications

Eva Nico

Senior Director,

Nonprofit Programs

HAVE MORE QUESTIONS?

Visit the GuideStar Help Center

help.guidestar.org

The (1) text and (2) basic graphical representations in this presentation are under a Creative

Commons Attribution license. The photographs and other copied images are not, as I do not

have rights to them.

UPCOMING WEBINARS

What’s Next?

• Tuesday, Nov. 6 - The Countdown Is On: A Procrastinator’s

Guide to #GivingTuesday (brought to you by )

• Wednesday, Nov. 14 - GuideStar Impact Call

www.guidestar.org/webinars

GuideStar Coaching Session Files... · 11/1/2018 · GuideStar users to continue scrolling through...

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