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● 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)
● Immediately after this webinar, individuals who are managers will
receive an email from [email protected].
○ 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 [email protected]
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 [email protected] 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 [email protected].
● 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 [email protected] 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
● 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
○ 6AM-2PM PT
● For additional questions, email
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?
