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FirstGiving for Beginners
 

FirstGiving for Beginners

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New to FirstGiving? No problem! Take a quick tour of your nonprofit account with us, and you'll be more than ready to start fundraising.

New to FirstGiving? No problem! Take a quick tour of your nonprofit account with us, and you'll be more than ready to start fundraising.

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  • This is the first half of the event-creation screen – it would have been too small to put the whole screen on one slide! Key points about info to enter on this form: Event name, location, and date, which will appear on the event page, URL of the event page, the option to have a progress bar for the event’s donations (click “show a fundraising progress bar” to enter a goal amount), adding images to the event page, contact info for event questions, and basic vs custom registration. Custom registration allows for different registration types (for instance, runner vs walker or adult vs child) including different registration fee prices).
  • Here’s the second half of the screen. Event description appears on the event page. Participant info is where you can choose whether or not to ask your registrants questions beyond name, email, and address (we automatically collect those 3 things from everyone who creates a fundraising page) – if you add extra questions, you can choose from common questions or add your own, and also add a liability waiver. On the right, you can specify the date registration shuts off and also allow fundraisers to join teams – if you choose to allow teams, you can also choose whether to allow fundraisers to create their own teams or whether you will create all the teams and they can merely select one to join. When you finish this in the live site, you’ll have a “Publish” button which will save your edits and they will then appear on the site.
  • Clicking “Edit Page” – seen on the upper image – will bring you to the second image shown here; they’re not displayed on the same screen.
  • This screen shows what you will see when you click “Make a button” – on the right is the editing area, and on the left is a live preview of your changes. That is what donors will see pop up on their screen when they click the donate button on your website.
  • This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.
  • This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.

FirstGiving for Beginners FirstGiving for Beginners Presentation Transcript

  • FirstGiving for Beginners
  • The Home Tab
      • General overview of your FirstGiving activity
      • Graph in center of the page may say "Data cannot be found" - just means you have not had any fundraising activity yet
      • Contains links to other parts of the nonprofit account area
      • You can access the Success Center from this screen
  • The Events Tab
      • View all your events, add new events, and manage offline donations
      • If your fundraisers receive offline donations (checks or cash), those can be entered from this tab - you can manage them by clicking the name of the relevant event and adding or confirming new donations.  For more info on offline donations, please check the Success Center!
      • To add a new event, click the Create New Event button
  • The Events Tab Adding an official event
  • The Events Tab Adding an official event
  • The Nonprofit Page Tab
      • Set up and manage your nonprofit start page
      • Edit your mission statement, logo, YouTube video, and banner (appears on every fundraising page as well as your nonprofit start page) and the nonprofit page itself
      • Text section: 4000 characters of text, images, and links
      • Images section: up to 3 images down the right-hand side of the page 
      • Options: up to 3 resource links to display under the "About" tab on your nonprofit page
  • The Reports Tab
      • Information on your organization's fundraising activity on FirstGiving
      • FirstGiving Charts: view graphs of your fundraising and compare events against one another or view their progress over time 
      • Download an EFT Form: set up weekly electronic fund transfers if you'd like to switch from monthly check payments 
  • The Reports Tab
    • Shows all the official events you have set up as well as all the grassroots pages that have been created.
      • Team details : this report will appear if you have teams turned on for an event 
      • Participant details : this will apear if you are using custom registration for an event and will contain answers to registration questions, as well as fundraiser information
      • Fundraiser details : this will show info on everyone who has made a fundraising page for this event
      • Donor details : this will appear if the event or page has received donations and will show info on the donors
    Fundraising Summary
  • The Reports Tab
      • Information on all donations made outside of fundraising pages
      • These donations can come in via the Donate button on your nonprofit start page or via the Online Donate Button you can install on your own website (we'll take a look at that later)
    Direct donations
  • The Reports Tab
      • I nformation on all the funds FirstGiving has sent to you
      • Each payment will have its own line item, and you can click the Payment Details icon to see an in-depth breakdown of each donation that went into that payment
    Payment summary
  • The Emails Tab
      • Manage your communications with users --  send targeted emails to a specific group of people or handle the automated emails that come from FirstGiving when anyone donates
      • Click "Auto-Email Settings" to edit your automated email message - this will be appended to the receipt sent to all donors
        • This message is a good place to mention that donations are tax-deductible - if you do so, your donors can use this receipt as a tax receip t
    Auto-email settings
  • The Emails Tab
      • Clicking "Compose new email" allows you to send out emails to specific groups of people - you can select either Fundraisers (people who have created a fundraising page), Event Registrants , or Donors
      • Filter these people further using the criteria dropdown menus - use as many filters as you need
      • When composing the email, you can enter operators like [First Name], which will be replaced with the recipient's actual first name when you send the email
    Compose new email
  • The Widgets Tab
      • Buttons you can install on your own website to either accept donations or direct fundraisers to your FirstGiving start page
      • Create an Online Donate Button to take donations without having to direct donors away from your website - all the reports will be accessible from your Direct Donations report
      • Get a Fundraising Button, which is a link button to bring your supporters to your FirstGiving start page
  • The Widgets Tab Multiple giving levels
    • Advanced Features:
      • pay the fee
      • recurring donations
      • donation notification emails (to you, the nonprofit, as donors already receive an automated donation confirmation email)
      • customized thank you email
    Online Donate Button
  • The Widgets Tab Online Donate Button
    • Ways to install your button
    • On your website
      • install it yourself or send it to someone else to install it for you
    • On Facebook
    • As a QR Code
  • The Settings Tab
      • Manage the users who have administrative access to your nonprofit account
      • Change your own account information and add or edit other users
      • 3 levels of access: Admin , Standard , and Event Restricted
        • Admin can do everything
        • Standard can see everything but not make changes
        • Event Restricted is the same as Standard everywhere in the account except if you choose to give them access on a particular event - they will be the same as Admins for that event
  • Q & A More burning questions?  Visit the Success Center or email us at learningcenter@firstgiving.com