● The Basics

● Benefits of Participating

● Intro to GiveGab - your new platform!○ Virtual Tour of the new OC Nonprofit Central Site.

● Registration Process

● Customizing Your Profile○ Key Features

● Nonprofit toolkit resources (trainings, tools, templates, and guides offered to optimize efforts)

● Next Steps and Questions

Agenda

● www.ocnonprofitcentral.org

● Fully searchable online database of local nonprofit

organizations

● IRS verified 501(c)3 organizations serving Orange County

○ Must be verified to accept tax deductible donations (and

be registered in the state of California)

○ File an IRS form 990 or 990EZ *

○ Must be able to accept ACH deposit transfers into a valid

checking account

The Basics

● Increase awareness of your organization among potential donors

and new audiences

● Tell your story and make a case for support

● Help the community understand the need for your services,

solutions, and results

● Drive online donations

● Current profiles are required to participate in OCCF competitive

grant programs and Giving Days

● Upcoming: Keeping it Current campaign

Benefits of Participating

Who is GiveGab?

GiveGab is modern,

easy-to-use software that

cultivates long-term giving

relationships between

nonprofits and their

supporters by providing

robust online fundraising

and supporter engagement

for year-round fundraising,

Giving Days, and so much

more!

Quick Guide To GiveGab

● Safe, Secure, and Reliable platform

● Ultimate donor experience

○ Mobile Responsive

○ Easy-to-use donation form

○ Immediate “Thank You”

● Dedicated platform support team

Easy & Accessible

● On average 61% of all emails are opened on a mobile device

● Your OC Nonprofit Central profile is completely mobile responsive on every page

● Donors view your profile and easily give on any internet enabled device

Secure & Reliable

● Partnered with Stripe - PCI Level 1 Payment Processor

● All participating organizations verified as IRS and State recognized nonprofits

● Fail Safe Redundancy Plans for OC Nonprofit Central○ Load Testing○ Cloud Services

○ Backup Plans

● Transparent Donation Process

● All major credit cards accepted

Transparent Pricing

4.7% + $0.30

2.5% Platform Fee

2.2% Credit Card Fee + $0.30 per transaction

=

● No registration cost required to participate

● Donors ALWAYS have the option to cover all fees on behalf of your organization

○ Historically around 65-75% of donors cover fees on behalf of organizations

+

Advanced Donation Options

● Plaid - ACH withdrawal payment option○ $100 minimum donation - $3 flat processing fee

● Recurring gift options○ Monthly or quarterly

■ “Until I cancel it”■ “Until a set date” with a specified calendar date■ “Until a set balance” with a maximum donation amount

● In Memory Of/ In Honor Of○ Can send notification email individual/individual’s family

Tax Deductible Receipt

● Automatically & immediately sent after the gift is

made

● Comes from the organization receiving the

donation

○ Nonprofit can customize their tax deductible

receipt messaging

● Tax deductible receipt includes the Organization

EIN and donation amount

● Bank Statement for donor will have organization’s

name (22 character limit)

Virtual Tour

● Immediately after this webinar, individuals who are managers will

receive an email from notifications@givegab.com.

○ This email will have login instructions!

● If you cannot find this email in your inbox, please check your spam

folder. If you’re still unable to find the email, please:

○ Chat into the blue chat bubble, or

○ Email customersuccess@givegab.com

Migrated Organizations

Registration for New Organizations

Search for your Organization

Registration for New Organizations(cont’d)

Organizations that register to have a profile on Nonprofit Central are reviewed by the OCCF team.

You will see your current status on your OC Nonprofit Central Dashboard.

Within a week following an application, the team will either:

● approve your request● request supplemental documentation to finish reviewing your application,

or● deny your request

Approval Process

Once your status states "Under Review" you may start customizing your profile.

● Organization Name● Address● Phone Number● Contact First & Last

Name● Contact Email● EIN Number● Year of Incorporation

Required Fields

● Mission Statement● Background Statement● Impact Statement● Needs Statement

● Program Name● Program Budget● Program Description● Outcomes

● Board Chair Name● Board Member Name● Board Demographics -

Ethnicity & Gender● CEO/ Executive Director Name

● CEO/ Executive Director Email

● Number of staff; full-time, part-time, volunteers, contract (0 is a valid value)

● Current Fiscal Year Start & End Dates

● Current Year Income Projection● Current Year Expense Projection● IRS Letter of Determination of

Tax Exempt Status● IRS Tax Form for last three years

financial history (990, 990Z or 990N-if you complete a 990N, you must provide completed financial statement signed by ED or board member)

General Information Statements & Search Criteria Programs

GovernanceFinancials

Management

● When you are ready for OCCF to review your profile, email OCCF at ocnonprofitcentral@oc-cf.org to submit your profile for review.

Once approved, your status will update on your OC Nonprofit Central Dashboard:

Final Approval Process

Customizing Your Profile

Add Your Organization’s Info

● Tagline○ A quick one sentence overview

of your organization○ 75 character limit

● Website○ If you are creating a new profile,

add your website so donors will be able to learn more about your organization.

○ For those migrating organizations, check your web address to make sure it’s correct.

Review Your Logo & Re-upload if necessary

★ If your profile has been migrated and you have a rectangular logo, the import most likely cropped the image. Please review your logos and re-upload to resize them if this is the case.

● Logo○ As one of the first things a donor sees

on your profile, make sure your logo is current and represents your brand.

○ Recommended Dimensions are 300X300

Add Your Organization’s Info (cont’d)

● Causes○ New profiles - Select up to 3 causes to help donors find causes

they’re interested in.○ Migrated profiles - Look at the causes that were migrated over

and update if better options

Add Your Organization’s Info (cont’d)

Add Your Story

Add Your Story

● This cover photo is a default photo that is on each organization’s profile

● Each nonprofit needs to go in and update your photo to one of your organization’s favorite photos!

● Photo Dimensions: Image should be 5MB max and a JPG, JPEG, or PNG file type. Recommended dimensions: 1500X500

● Text Box○ Tell your organization’s story○ Suggested Fonts: Arial,

Helvetica, Verdana○ Add photos here too!

● Add a Video○ Paste video URL, not

embeddable code

Plenty of opportunities to add visuals, which are much more engaging for potential donors!

Add Your Story (cont’d)

Add Organization Info to Tabs

Verification & Direct Deposit

Verification & Direct DepositWe suggest someone from your Finance department or your Executive Director.

Thank You Message

Thank You Message

● Write your own custom thank you message

● Add your own photo or video○ For video, you only need to paste

the URL link now. Options are YouTube & Vimeo

● Sent immediately to your donor’s email when they make a gift

● Comes directly from your organization’s contact

● Double as the tax receipt!

Additional Features

● Ability to add multiple

managers to your profile

● Donation report

● Embeddable donate button to

add to your organization’s

website

● Custom URL to share with

donors

Adding Administrators

● When you add an administrator, an email gets sent to the individual from notifications@givegab.com.

● It contains login information.

● Click “Manage Organization”● Click on “Supporters” from dropdown menu

Removing Managers

● Click on blue key under “Admin” for individual you would like to revoke admin rights for

● Once the key turns grey, it means that person is no longer a manager

Blue key= manager access

Grey key= non-manager

● Share the link from the “Share Your Page” section

● Share by using full link, hyperlinks or bitly

● Social Share buttons link to your personal Facebook or Twitter account, NOT your organization’s

Sharing Your Profile

Donations Report

Your Next Steps● For new organizations:

○ Register for a profile on OC Nonprofit Central

● For migrated organizations:

○ Look out for email from notifications@givegab.com for login

information (May need to check spam folder & proactively enter this email as

safe)

● Customize your profile (Add your logo, cover photo; enter bank info)

● Look out for emails from OC Nonprofit Central for future opportunities

(ocnonprofitcentral@oc-cf.org)

● Check out the Nonprofit Toolkit

Support Team

● Chat with GiveGab’s Customer

Success Team whenever you have

questions or need a hand creating

or updating your profile via the

chat bubble or send us an email at

CustomerSuccess@givegab.com

○ 6AM-2PM PT

● For additional questions, email

ocnonprofitcentral@oc-cf.org

Collaborative Giving Days History

● Since April, 2018

○ 14 Giving Days

○ 148 participating nonprofits

○ $2.98M raised

● Causes include:

○ Homelessness

○ Special Needs

○ Military

○ Seniors

○ Boys & Girls Clubs

○ Youth of OC

○ Environment

○ etc.

2020 Collaborative Giving Days

● Hosted on GiveGab Platform

● Unique branding for each giving day by Reveille

● Must have current Nonprofit Central profile

● OCCF funds branding and platform campaign development

● No fee to participate outside of standard platform & credit

card fees

● Training for success

Collaborative Giving Day Platform Features

● Peer-to-Peer Fundraising Tools

● Matching Gift Tracking

● Gift Basket: Multi-give feature

● Ability to enter offline gifts

● Immediate Branded “Thank You” messages to donors

● Instant Access to Donor Data

● Direct Deposits within 5-7 business days

● Accessible support team readily available

Coming Up

● Fall meeting with Steering Committee Members

● Updated LOIs are available on our website

● LOI must be received at least 4 months prior to proposed

dates

Questions?