Final Steps to Success for Washington County Gives

March 6, 2019

Agenda

● Reminders for Washington County Gives

● How to Access Your Profile and Upload Documents

● Your Washington County Gives Success Checklist

○ Telling Your Story

○ Matching & Challenge Gifts

○ Peer to Peer Fundraising

● Next Steps

● Questions

Reminders

● Washington County Gives

begins and

ends at

● Early donations open

● Start sharing your

organization’s unique profile

link with donors and

supporters once it is ready to

go!

● Follow our Final Steps to

Success to ensure a

successful campaign

Reminders

Required:

● Upload your documents and pay your registration fee

● Complete your Washington County Gives profile

Optional:

● Set up matches or challenges

● Recruit peer to peer fundraisers

● Get verified to accept donations on GiveGab

How to Access Your Profile

3 Easy Ways to Access Your

Profile!

● Click “Complete Profile” in your

registration confirmation email

● Select “Log In” from the drop

down navigation menu on

WashingtonCountyGives.org

● Bookmark and follow your profile

page’s direct link

● Click “You” in the top right corner to navigate to your organization’s profile

● The window at the bottom reminds you which dashboard you’re visiting

How to Access Your Profile

How to Access Your Profile

● View your registration survey answers

● Upload your Washington County Gives documents

How to view your registration info and upload your documents

Your Success Checklist

1. Define Your Goals

3. Add Engaging Visuals

6. Prepare Communications

7. Rally Your Team

8. Review Your Campaign

9. Plan The Big Day

10. Create A Stewardship Plan

Do you have defined goals?

● Monetary Amount

● Donor Amount

● New Donors

● Repeat Donors

● Recurring Donors

● Board Engagement

● P2P Engagement

● Volunteer Engagement

● Social Media Engagement

● Win Prizes

Is your story authentic?

● Focus on a specific person, program, initiative, etc.

○ How do donors make these stories possible?

● Include photos, graphics, and key statistics

● Make sure your story reflects your initial goals

● Keep it consistent and scannable for donor ease

● Highlight the joy of giving, making your donor the hero!

Telling Your Story

● Provokes active listening and participation

● Lays the foundation of your organization’s “big picture”

● Provides context and clear calls to action

● Empowers supporters to be a part of the story

● Becoming even more significant in the digital era

Gathering Powerful Stories

● From your beneficiaries

○ Those that have benefited from the work your organization does

● From your volunteers

○ Those that have dedicated their time to serving your mission

● From your donors

○ Those that have invested financially in moving your organization forward

● From your staff

○ Those who have worked directly with your mission in action

What Types of Stories

Donation Levels

● 3-4 options

● Highlighting the actual

cost of the work you do

to achieve your

mission- it makes the

donor feel more

connected

● Create descriptions

that highlight your story

Are you featuring visual content?

● On your Washington County Gives Profile…

○ Cover Photo & Logo

○ Donation Levels

● Across your digital platforms…

○ On your website and Social Accounts

● In Your Communications…

○ Emails & Social Media Posts

○ Story Photos or Infographics

○ Embedded Video

Visuals help tell

your story and

increase online

engagement!

Why should you leverage matching dollars?

Organizations who used matches during a giving dayraised 4.5x more than those who did not.

● You can highlight the featured donor or business providing the

match, and continue to steward that relationship

● Motivates others to give more or more often when they see their

dollars going further

● Creative way to leverage larger donations that you might have

already been expecting

● Can create a sense of equity amongst donors and have them feel

like any donation size has a larger impact!

What is a Matching Gift?

● A pledged gift that’s contributed to your organization as individual

donations add up to the pledged amount

● Promotional tool used to motivate potential donors

● Usually time based to create a sense of urgency

● Can be scoped to entire giving period or just the Giving Day

● Can be configured to auto-match incoming donations, so you don’t

have to manually manage

● Matched gifts are recorded as offline donations, which will not reflect

on the Leaderboards

● The actual funds must be collected outside of GiveGab, usually via

check directly from the sponsor.

What is a Challenge Gift?

● The "Challenge" feature allows your organization and the sponsoring

organization to set a goal that, once reached, “unlocks” a donation of

a predetermined amount from the sponsoring organization.

● Goal based

○ Dollar Goal vs. Donor Goal

● These are non-automatched, or conditional, gifts.

● Funds are “Unlocked” if the entirety of the goal is met

● Challenge amounts are recorded as offline donations, which will not

reflect on the Leaderboards

● The actual funds must be collected outside of GiveGab, usually via

check directly from the sponsor.

Benefits of Matches and Challenges

● Match: Organizations with matching funds raise on average

4.5x more than organizations without a match

● Match: Opportunity to highlight existing donors and sponsors

● Match: Motivates potential donors to have a greater impact by

donating when their gift is matched

● Challenge: Great tool for smaller gift amounts. For example, gifts

under $500 may be considered too small to set up dollar for dollar

matches, however, they can be great if used as a challenge to

encourage teamwork among donors to unlock additional funds for

your organization.

Adding a Match or Challenge to your Profile

Adding Your Match - Step 1

Click the button below to create a new matching opportunity

to feature right on your Washington County Gives profile

Customize Your Match - Step 2

Highlight Matching Sponsor

● Sponsor Name

● Sponsor’s Website

● Sponsor’s Logo

● Or keep your sponsor anonymous

Customize Your Match - Step 3

Update Match Parameters

● Match Start Time (optional)

● Match End Time (optional)

● Auto Matching○ Enables 1:1 donation matching in real time!

View Your Match!

Customize your Challenge - Step 1

Customize Your Challenge - Step 2

Update Challenge Details

● Select the type of challenge, donor or dollar. A dollar challenge is based on

amount raised, and a donor challenge is based on a number of donors.

● Set the challenge goal: How many dollars or donors are needed to unlock the

challenge goal?

● Set the challenge amount: How much money is awarded to the organization

after meeting the challenge goal?

Customize Your Challenge - Step 3

Are your ambassadors prepared?

● Identify your Washington County Gives Ambassadors

○ Social Ambassadors

○ P2P Fundraisers

● Arm them with key messaging and shareable content

○ Sample posts and graphics in your Washington County Gives Nonprofit

Toolkit! (https://www.washingtoncountygives.org/info/nonprofit-toolkit)

● Communicate your goals and campaign game plan

○ Break down tasks into manageable responsibilities

○ Board Members

○ Internal Support

What is Peer to Peer Fundraising?

● A way to leverage your

passionate supporters to rally

behind your cause to fundraise on

your organization’s behalf

● An opportunity to share personal

stories and connections to your

cause with a new network of

potential supporters to expand

your reach

● A low cost, low effort way to

extend your campaign by

creating personal fundraising

pages for your supporters

Peer to Peer Fundraising Basics

● Use your supporters, board members, and volunteers to

expand your organization’s reach

● Each fundraiser has their own fundraising page and every

dollar they raise goes toward your organization’s totals!

● On average, each fundraiser brings in 4 new donors

● Organizations with fundraisers raise on average

than organizations without fundraisers

● Your Nonprofit Toolkit contains Peer to Peer Fundraising

resources for you and your fundraisers

Two Ways to Engage Fundraisers

1. Recruit fundraisers and set up campaigns for them through

your Washington County Gives dashboard

○ This is a great option for Board Members and Staff

○ You can add, message, and set goals for them right from your

giving day dashboard!

2. Enable the option for fundraisers to sign up themselves to

create a fundraising campaign

○ A Fundraise call to action will be added to your giving day profile

page

How to Set Up Fundraisers

Peer to Peer Fundraising Page

Do you have a communications plan?

● Plan your online communications ahead of Washington

County Gives ○ Announcement/Save The Date

○ Campaign Countdown

● Utilize multiple online channels for the best engagement

○ Social Media

○ Email Communications

● Customize the templates, guides, and graphics in your

Washington County Gives Nonprofit Toolkit for the perfect

plan!

○ Day-Of Updates

○ Supporter Gratitude

○ Organization Website

○ Ambassador Sharing

Are your calls to action clear?

● Include a link to your Washington County Gives profile in

all of your communications for easy donor access

● Make it clear how your potential donors can help you

make a difference on Washington County Gives

● Cater your calls to action to different goals and audiences

○ Fundraise! Donate! Volunteer! Join! Subscribe!

Is your team ready?

● Gather your team before Washington County Gives or

send a campaign specific email with helpful tools and

updates

○ What are your goals? How can they help you achieve them?

○ Where can they find crucial campaign resources?

○ What are the roles that your Washington County Gives team will play?

● Play to your team’s strengths and capacity

● Make it fun for everyone involved (And say thanks!)

Are you campaign confident?

● Review your game plan and Washington County Gives

profile

○ Is your profile complete? Does it reflect your goals and mission?

○ Are your communications ready? Are they clear and concise?

● Are you promoting your Washington County Gives profile

consistently across all of your digital platforms?

● Try going through the process as if you were a donor, from

the first point of access to donation success!

Is your big day BIG enough?

● Assign day-of roles for your Washington County Gives

team

○ Play to your team’s strengths and capacity!

● Mix in pre-scheduled communications with live updates

● Share any in-person opportunities with supporters

○ Don’t forget to take pictures and videos to share online!

● Have fun with your team and your supporters!

How will you thank your supporters after the day?

● Pre-schedule general messaging to all supporters

○ Social media posts and overall success update

○ Giving Day thank you email to your organization’s email list

● Follow up with donors for more personal stewardship

○ Access their contact information in your GiveGab Dashboard

● Highlight impact of donor funded projects

○ This doesn’t have to happen right away!

NEW This Year! Option to Cover Platform Fees

Benefits of Offering Donors the Option to Cover Fees

● Your organization receives more of the donations

intended for you!

○ The average effective rate for organizations when donors are given the

option to cover fees is 1.75%. (In other words, organizations receive more

than 98% of the funds donated)

● Donors love supporting nonprofits however they can!

○ The option to cover fees is always optional (opt-in)

○ On average, about 65-70% of donors choose to cover fees

Your Nonprofit Resources

Explore the Nonprofit Toolkit:

https://www.washingtoncountygives.org/info/nonprofit-toolki

t

● Customizable Email Templates and Guides

● Sample Social Media Posts and Best Practices

● Washington County Gives Downloadable Graphics

● On-Demand Training Course Videos

● Resources for Board Members and P2P Fundraisers

● Blog Articles and How-To Videos from GiveGab

We’re Here For You!

● Visit Our Help Center

https://support.givegab.com/

● Send us an email at

CustomerSuccess@givegab.com

● Chat with GiveGab’s Customer

Success Team whenever you have

questions or need a hand

○ Look for the little blue chat bubble!

○ We’re real people, not bots!

Your Next Steps

● Upload your documents if you haven’t already!

● Like and Follow Washington County Gives on Social Media!

○ Don’t forget to use #WCG2019 or #WashingtonCountyGives!

● Check your inbox for important emails

● Watch on-demand training course videos

● Check out the Nonprofit Toolkit

● Register for one of the trainings in March

Questions?

May 7, 2019