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Page 1: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Final Steps to Success

Page 2: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

New for 2019

No Advance Giving this year

● Accepting donations for 36 hours only: 7 AM April 23 - 7 PM April 24

Online Gifts from Checking Accounts

● Gifts over $250 can now be made via ACH transfer

Offline Gift Policy ● Checks valued at $5,000 or higher will be accepted

● Made payable to Connecticut Community Foundation and must be received by April 16th

● Bonus funds will be added to offline gifts.

● Donors with funds at the Foundation may make offline gifts in any amount during Give

Local.

Page 3: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Agenda

● Admin dashboard review

● Live Event website

● The basics for everyone

● Tools in the Toolbox

○ Peer to Peer

○ Matches/Challenges

○ Prizes

● Q&A

Page 4: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Dashboard Log In

Page 5: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Admin Dashboard Review

Page 6: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Unverified status = okay!

Page 7: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

How to find your donations

Page 8: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Live Event sneak peak

Page 9: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Live Event: donation form

Page 10: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Everybody’s Basics

1. Define Your Goals

2. Tell Authentic Stories

3. Identify Calls-to-Action

4. Add Engaging Visuals

5. Empower Ambassadors

6. Prepare Communications

7. Rally Your Team

8. Review Your Campaign

9. Plan The Big Day

10. Create A Stewardship Plan

Page 11: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Do you have a communications plan?

● Plan your online communications ahead of Give Local

○ Announcement/Save The Date

○ Campaign Countdown

● Use online channels for the best engagement

○ Social Media

○ Email Communications

● Customize the templates, guides, and graphics in your

Nonprofit Toolkit for the perfect plan!

○ Day-Of Updates

○ Supporter Gratitude

○ Organization Website

○ Ambassador Sharing

Page 12: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Your Nonprofit Resources

● Customizable Email Templates and Guides

● Sample Social Media Posts and Best Practices

● Give Local Downloadable Graphics

● On-Demand Training Course Videos

● Resources for Board Members and P2P Fundraisers

● Blog Articles and How-To Videos from GiveGab

Page 13: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Tell Your Best Story

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

● Include photos, graphics, and key statistics

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

Page 14: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Use clear calls to action

● Include a link to your Give Local profile in all of your

communications for easy donor access

● Make it clear how your potential donors can help you make a

difference during Give Local

● Customize your calls to action to your audience and goals

Page 15: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Make it Visual

● On your Give Local 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

○ Embedded Video

Visuals help tell

your story and

increase online

engagement!

Page 16: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Is your Team ready?

● Gather your team before Give Local 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 team will play?

● Play to your team’s strengths and capacity

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

Page 17: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts
Page 18: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Line up your ducks

● Identify your Give Local Ambassadors

○ Social Ambassadors

○ P2P Fundraisers

● Arm them with key messaging and shareable content

○ Sample posts and graphics in your Toolkit!

● Use the Tools that will work best for your audience, goals and

talents: Peer to Peer, Matches and Challenges, Prizes!

○ Board Members

○ Major donors

Page 19: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Peer to Peer

Page 20: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Is Peer to Peer for You?

Do you have loyal volunteers who show up when you ask

them? If yes, Peer to Peer (P2P) can work for you!

1. Recruit your ambassadors

2. Stock them with stories, messages and content

3. Let them fly!

4. See the how to’s in the Tool Kit.

Page 21: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Add Fundraisers

Page 22: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Setting Up Your Fundraisers

Page 23: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Examples

Page 24: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Matches and Challenges

Page 25: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Matching Gifts

What is a matching gift?

● An additional donation pledged for each donation that is

made to your giving day campaign

● Time-based to create a sense of urgency

● Promotional tool to incentivize donors of all capacities

Page 26: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Matching Gifts

● Matching gifts allow donations to be doubled on a 1:1 ratio

Page 27: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Challenges

● Challenges allow funds to be added to the organization’s

total once a goal is reached

○ Goals can be a Donor Count or Dollar Amount

Page 28: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Potential Match/Challenge Sponsors

Educate these sponsors on the

benefits their gift can provide and how

their contribution is stretched for greater

overall impact.

● Board Members

● Major Donors

● Local Businesses

● Corporations

● Community Members

Page 29: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

From your Giving Day Dashboard on GiveGab, click “Manage Sponsor Matching”

How to Add a Match

Page 30: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Organization Sponsor Matching

Click the button above to create a new matching opportunity

to feature right on your Giving Day profile.

Page 31: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Enter Match Information

Highlight Matching Sponsor

● Sponsor Name

● Sponsor’s Website

● Sponsor’s Logo

● Or keep your sponsor anonymous

Page 32: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Customize Your Match

Update Match Details

● Match Name

● Match Description

● Matching Funds Available

● Maximum Match Per Donor

Page 33: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Customize Your Match

Update Match Parameters

● Match Start Time (optional)

● Match End Time (optional)

● Auto Matching○ Enables 1:1 donation matching to eligible online gifts in real time

Page 34: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

View Your Match

Page 35: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

From your Giving Day Dashboard on GiveGab, click “Manage Sponsor Matching”

How to Add a Challenge

Page 36: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Adding a Challenge

Click the button above to create a new challenge opportunity

to feature right on your Giving Day profile

Page 37: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Enter Challenge Information

Page 38: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Set Challenge Details

● Start Time (Eastern)

● End Time (Eastern)

Customize Your Challenge

Page 39: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

View Your Challenge

Page 40: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts
Page 41: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Types of Prizes

Power Hour - Raise the most $ in time specified

Double Down - First gift over $500 is doubled

Donors - Inspire 5 or more unique donors in time specified

Gifts - Inspire 5 or more gifts in time specified

Golden Tickets - Random draw for anyone receiving a gift in

specified time

Time Specific - Time your gift just right to win big!

Page 42: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Prize Eligibility

Most prizes are for certain types of organizations:

● Issue Areas

● Geography

● Budget Size

...and are based on information supplied during initial

registration survey.

Page 43: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Prize Guidelines

● Your organization may win one of each prize type.

● Our platform identifies "unique donors" by reviewing a

combination of donor name, email and mailing address.

● Two Step Verification - All prizes that require unique

donors will be verified via GiveGab’s prize generator and

staff audit

● In the event of a tie, we will choose the winner at random.

● Prize winners will be posted to the Give Local prize page.

Page 44: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

New! Social Media Prizes

We’re rewarding your creativity in a new way!

● Send us a screenshot of your best Give Local-related

social media post prior to 5 p.m. on April 24

● Jury of Foundation volunteers and members of the local

artistic community will choose two winners:○ First Place: $1,000; Runner up: $500

● Judged on ○ Creative use of visuals

○ Demonstration of your impact

○ Clear call to action

○ Use of the Give Local hashtag #GiveLocalGWLH

Page 45: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Prize Examples

Page 46: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

In Summary

● Review your game plan and Give Local 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 Give Local profile consistently

across all of your digital platforms?

Page 47: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

How will you thank your supporters after Give Local?

● 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!

Save the Date! Donor Stewardship Training with Sharon Danosky

May 15, 9 AM - 12 Noon at Southbury Town Hall

Page 48: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Your Next Steps

● Like and Follow Connecticut Community Foundation on

Social Media!

○ Please also Like and Share the Give Local event page on Facebook!

● Check your inbox for important emails

● Watch on-demand training course videos

● Check out the resources on Nonprofit Toolkit page

Page 49: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

We’re Here For You!

● Visit the GiveGab Help Center

https://support.givegab.com/

● Send us an email at

[email protected]

● Chat with GiveGab’s Customer

Success Team whenever you have

questions or need a hand

○ Look for the little blue chat bubble!

● Contact Tricia at Connecticut

Community Foundation:

203.753.1315 x.130

Page 50: Final Steps to Success - Amazon S3Loc… · Identify your Give Local Ambassadors Social Ambassadors P2P Fundraisers Arm them with key messaging and shareable content Sample posts

Questions?