GlobalGiving - Project Leader 101
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GlobalGiving - Project Leader 101



A basic 101 guide for Project Leaders or organizational staff that are new to or unfamiliar with GlobalGiving's platform and tools.

A basic 101 guide for Project Leaders or organizational staff that are new to or unfamiliar with GlobalGiving's platform and tools.



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GlobalGiving - Project Leader 101 GlobalGiving - Project Leader 101 Presentation Transcript

  • GlobalGiving 101 The “How-to’s”, “What’s that” and “ Hey, I didn’t know you had that” of GlobalGiving
  • GlobalGiving 101
    • Disbursement and Donor Lists
    • PE
      • Entering a New Project
      • Editing an Existing Project
    • Sunsetting Projects
    • Fundraising Tools
      • Fundraisers
      • Registries
      • Widgets and Badges
    • Recurring Donations
    • Matching
    • Credibility
    • Project Updates
  • Disbursement and donor lists
    • Disbursement occurs each month
    • With your disbursement you will get a reconciled donation sheet with donor name (unless anonymous), email address, donation amount and any fees.
    • You will get this towards the end of the month after the donation has been made (January funds will be disbursed in February, etc)
  • Entering a new project
    • 1) Click login at the top right corner of
    • 2) Log in with your email address and password
    • 3) Click on Project Entry
    • 4) Enter you’re the title for your new project
    • 5) Click “Create”
  • Entering a new project 2
    • 6) Your project will appear in the “ Pending ” tab
    • 7) Click “ edit ”
    • 8) Add the required information and click “ Save ”
    • 9) Click upload documents (required) and main photo
    • 10) Add additional photos in the “Photo Gallery”
    • 11) Click “ Submit ”
      • It will take about 1-2 working days for your project to appear live on
  • Editing an existing project
    • L og in to the project entry site the same way as you would to create a new project
    • Click the ‘ pending ’ tab
    • Click “ recall to edit ”
      • This does NOT take your project off of GlobalGiving Click “edit”
  • Editing an existing project 2
    • 4. Make your edits, then click “ save ”
    • 5. Click “ submit ” so that we know your edits have been made
      • It will take about 1-2 working days for your edits to appear live on . It was stay the same until the changes are approved.
  • When are projects taken off of ?
    • Fully funded
      • You will receive a notification from our staff when your project is nearing or reaches full funding.
      • If your project has been fully funded in part by outside sources, let us know ( [email_address] ) and we will mark it as funded.
    • Non-compliance (non-reporting, organization no longer operational, financial mismanagement)
    Projects remain on GlobalGiving until they are funded or taken down for non-compliance.
  • Fundraising Tools
    • Fundraisers
    • Registries
    • Widgets
    • Name it after a group or event
    • Describe who you are or why you’re choosing this cause
    • Choose a picture to represent your group
    • Choose a fundraising goal
    • See what your group has raised
    • Count how many people have donated
    • See all your recent donors
    • Thank the people you know personally
    • Promote your fundraiser on your blog, website or social network
    • Ask others to promote it too
    • Dynamic updates on fundraising totals
    • Use registries for events where you would like a donation instead of a gift
    • Weddings, Baby Showers, Retirements, Anniversaries
    • Choose your favorite projects for your friends and family to support
    • Pick your organization’s projects
    • Select projects from countries or themes important to the honoree
    • Promote your project on your organization’s homepage, blog or social network
    • One click takes them directly to your project page
    • Ask others to feature the widget
    • Good way to feature the GlobalGiving partnership
    • A year’s worth of donations in 1 check-out
    • “ Free” money
    • Same donation benefits as a one-time donation
    • Energize your supporters
    • Double donations from major donors
    • Create an opportunity or sense of urgency
    • Great material for project updates or homepage information
  • Secure processing for credit card transactions Recognized by reputable news sources Rated by charity evaluator Satisfaction guarantee
    • Pictures are your donors’ window into the work you’re doing
    • Visual aids show an understandable impact
    • All project updates end by asking this same question
    • Get donors excited about the work you are accomplishing
    • Give donors information that will make them want to answer “YES!”