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with What’s New May 1, 2018 What’s New with May 1, 2018
with
What’s New
May 1, 2018
What’s Newwith
May 1, 2018
Agenda
● Why We Are Switching to GiveGab - Michael DeChiara, Valley Gives
● Overview of GiveGab - Platform for Valley Gives 2018 - Rebekah Casad,
GiveGab
○ Today: focus on setting up profile page and donation process
● Next Steps
Next webinar in April: focus on prizes and leaderboards. Date TBD
What is Changing and Why
● Valley Gives is switching our web platform from Kimbia to GiveGab.
○ GiveGab purchased Kimbia in January 2018. CFWM took the opportunity to upgrade changing
from Kimbia to GiveGab.
● What Changes?
○ Valley Gives 2018, the programmatic piece - prizes, etc is staying the same.
○ Only the website Valley Gives uses (a giving day platform) is changing.
● Is this good? YES! We are excited because it will provide a better user
experience for organizations and donors.
What is Valley Gives Gaining by the Switch?
● Enhanced Profile Customization - more robust editing
● More Flexibility For Videos and Photos
● More Than One Email Account Per Organization
● No Deadline for Updating Profiles
● Opportunities for Multi-Matching Gifts
● Peer-to-Peer Fundraising Option
● Shopping Cart for Donors
● Recurring Donations
● Set Your Own Suggested Donation Levels
● Chat Support for Organizations and Donors
Who is GiveGab?
GiveGab is a national company with
deep knowledge of giving days,
online fundraising, and nonprofits.
They are located in upstate New
York.
GiveGab supports many giving days
across the country!
Not only do they host giving days but
they have a range of robust online
tools for nonprofits.
We are in GOOD HANDS!
GiveGab is Easy to Reach
● Visit Our Help Center:
https://support.givegab.com/
● Send us an email at
● Chat with GiveGab’s Customer Success
Team whenever you have questions or
need a hand○ Look for the little blue chat bubble!
Your Organization’s Profile Page
GiveGab has a much improved “look and feel.”
You’ll be able to add more information to your organization’s profile.
Note: You’ll have the same URL that you did with the Kimbia site (if you want it)
What a Profile Page Looks Like on GiveGab
Managing My Profile Page
What do I have left to complete on my profile?
You will want to add your story, causes, attest to state fundraising
compliance, ACH banking information, donation levels, a thank you message,
any sponsor matches/challenges, and additional administrators (if
necessary).
When is the last day I can make edits?
You can edit your profile at any time! There is no deadline for making
adjustments to your profile page.
www.valley-gives.org
Accessing Your Account
Accessing Your Account
Your email address for logging
in is the SAME.
You will receive an email with a
temporary password for the
first time you log in. You’ll then
be prompted to create your
own password.
Kimbia had a static registration form;GiveGab has a workflow via dashboard.
In order to update your profile information or to complete information that GiveGab does not have, you’ll have to walk through various parts of the dashboard. The dashboard provides the workflow and ensures all your necessary information is completed.
Your Giving Day Dashboard
Review Your Organization’s Info
● Logo
○ As one of the first things a donor sees,
make sure your profile is current and
represents your brand.
● Tagline
○ A quick overview of your organization or
giving day campaign.
○ This was previously considered your
organization’s mission
● Website
○ Your website will also be included on
donation receipts.
● Causes
○ Select up to 3 causes to help donors find
causes they’re interested in.
○ This was previously considered
“categories.”
Causes Replace Categories
You can add up to 3 causes for your organization.
The categories you selected on Kimbia did not get transferred.
Add Your Story
● Optional monetary goal
● Easy formatting tools
● Can also include a video
link from YouTube or
Vimeo
Using Video and Images
Videos
If you had a video on Kimbia, it was transferred to GiveGab. If you did not have a
video on Kimbia, you can also add a video to Your Story.
● Vimeo or YouTube
● Play anytime
Photos/Images
Your logo, photos, and images from Kimbia did not transfer over to GiveGab. You
will need to add them.
● Photos can be placed in Your Story and for your profile’s Cover Photo
Confirm State Fundraising Compliance
How Your Organization Gets Its Money
With Kimbia, donors made donations that technically went to the Kimbia
Foundation. By June 15, your organization would have received a check from the
Kimbia Foundation.
With GiveGab, your organization will provide its own bank routing
information. In this case, all donations are made directly to your
organization within 24-48 hours.
● To do this, we will also need the name of your organization
representative, along with their birthday, and last 4-digits of their
SSN.
* If your organization cannot provide bank routing information, please contact Michael DeChiara at CFWM
to discuss special circumstance.
Add Bank Account Info
Add Donation Levels
You can set your own suggested
giving levels. Each level can be
customized:
● Unique Descriptions
● Optional Photos
● Unlimited Giving Levels
Strategy: Create Meaning for Donors
or Highlight Impact
Donation Info on Your Profile Page
Add a ‘Thank You’ Message
● Write your own custom thank
you message
● Add your own photo or video
● Sent immediately to your donor’s
email when they make a gift
● Comes directly from your
organization’s contact
Peer Fundraising is BACK!
The Community Foundation heard from many organizations about their interest in
using Peer Fundraising for Valley Gives. We heard you!
GiveGab has robust capability for supporting Peer Fundraising.
Why Peer Fundraise?
Your organization has direct contact with certain people but whether you email list
is large or small, it is a limited universe of people you already know. Peer
fundraising lets you ask your most supportive folks to take another step that
doesn’t require making a bigger donation. What they do is reach out to their
personal and professional networks on your behalf to raise money for your
organization on Valley Gives. They raise money from their peers.
Note: unlike in 2016 when Valley Gives used peer fundraising with Razoo, all the money raised by your
Peer Fundraising team will flow to your organization and count toward prizes.
Peer Fundraisers Get Their Own Page
Add Fundraisers
Add Fundraisers
● Manage your supporters
○ Set goals
○ Message and encourage
○ Add new supporters
● Resources are available to you!
Your Completed Giving Day Dashboard
Your Completed Giving Day Dashboard
Your Completed Giving Day Dashboard
Sharing Your Organization’s URL
When doing outreach for Valley Gives for your organization, you want to share
your Valley Gives profile page. There are two options for your organization:
● GiveGab URL will be: valley-gives.org/organization/[your-org-name-here]
● Kimbia URL is still good to share. It will automatically send donor to the
GiveGab URL. So if you’ve printed postcards or shared the Kimbia URL, it will
still work.
Additional Administrators
How many administrators can I have on my page?
As many as you’d like! Add administrators through your dashboard! New
administrators will receive an email notification with login instructions.
Add Matching Challenges
Your organization can have multiple matches
There is greater control on how you set up a match
(AKA Matching Grants)
Manage Sponsor Matching
Manage Challenges
Donations
Easy & Accessible
● On Average 61% of all emails are
opened on a mobile device
● Valley Gives is completely mobile
responsive on every page
● Donors can give easily 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 your Giving Day
○ Load Testing
○ Cloud Services
○ Backup Plans
● Complete Transparency with Nonprofits and Donors
Simple Donation Processing
● All major credit cards accepted
● Securely processed through Stripe
● Donors always have the option to
cover all fees on your behalf
○ On average, between 65-75% of donors
choose to cover all fees on a Giving Day
● Option for donors to schedule
monthly recurring donations
Ways To Donate
There are three ways to donate to your organization:
1. As a single donation from your organization’s page
2. As part of a a multiple donation from a dropdown list of participating
organizations
3. Using a “shopping cart” while browsing the site
Donate Directly from Organization Page
Multiple Organizations at One Time
Give to Suggested Cause Organizations
GiveGab’s Multi-Give features make it quick and
convenient for donors to support as many causes in
their community as they like!
Donation via Shopping Cart
Coming soon!
As a donor visits an organization’s page and they decide they want to make a
donation, they can add it to the “gift basket” and continue browsing other
organizations on Valley-Gives.org.
When the donor is done browsing and want to “check out,” they can go to the gift
basket and make all of their donations at once.
(note: Unlike Kimbia, the cart will remember a donor’s selections once they leave
an organization’s page)
Checking Out: Part 1- Credit Card Info
Checking Out: Part 1- Credit Card Info
Checking Out: Part 2- Confirmation and Prize Info
Note: If your organization is trying to get prizes based on new donors, age of donors, county of donor, etc., this is the screen to complete to have their donation considered.
Prize related, demographic questions will be asked at this point in the checkout process.
Optional:● Donor age range● Donor town/city of
residence● New donor?● Gender identity
The “Thank You” Screen
Your Customized Thank You
● Customizable Thank You Emails
○ Add your own text, photo, or video!
● Sent immediately after the gift is made
● Comes from YOUR organization
● Includes your organization’s EIN and donation amount
to act as a tax-deductible receipt
● Social Share links for more online engagement
● Option to encourage donors to fundraise
How will my organization be notified when we receive a donation?
You will get a daily email with a list of your donations from each day. You
also have immediate access to all donation and donor reports during and
after Valley Gives.
Manage Donations
Manage Donations
Let GiveGab Help You
GiveGab, not CFWM, will be first point of
contact for assistance with Valley Gives
platform.
● Visit Our Help Center:
https://support.givegab.com/
● Send us an email at
● Chat with GiveGab’s Customer Success
Team whenever you have questions or
need a hand○ Look for the little blue chat bubble!
CFWM will continue to be primary help for
Valley Gives program - prizes, strategy,
materials, events
Get Online Help
● CFWM’s Valley Gives website for organizations -
www.communityfoundation.org/valleygives
● GiveGab Support Articles - https://support.givegab.com
○ (also available via CFWM website)
Next Steps
March 26: Log in to your profile - check your inbox for your access email!
March 27- April 31:
● Finalize your profile
● Set up your page
● Add your peer fundraisers
● Do outreach
● Promote Valley Gives!
April (TBD): Next webinar training: understanding prizes, leaderboards and
managing Valley Gives day.
We’ll Answer Your Questions Now
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What’s New
May 1, 2018May 1, 2018
