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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.

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FirstGiving for Beginners

  1. 1. FirstGiving for Beginners
  2. 2. The Home Tab <ul><ul><li>General overview of your FirstGiving activity </li></ul></ul><ul><ul><li>Graph in center of the page may say &quot;Data cannot be found&quot; - just means you have not had any fundraising activity yet </li></ul></ul><ul><ul><li>Contains links to other parts of the nonprofit account area </li></ul></ul><ul><ul><li>You can access the Success Center from this screen </li></ul></ul>
  3. 3. The Events Tab <ul><ul><li>View all your events, add new events, and manage offline donations </li></ul></ul><ul><ul><li>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! </li></ul></ul><ul><ul><li>To add a new event, click the Create New Event button </li></ul></ul>
  4. 4. The Events Tab Adding an official event
  5. 5. The Events Tab Adding an official event
  6. 6. The Nonprofit Page Tab <ul><ul><li>Set up and manage your nonprofit start page </li></ul></ul><ul><ul><li>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 </li></ul></ul><ul><ul><li>Text section: 4000 characters of text, images, and links </li></ul></ul><ul><ul><li>Images section: up to 3 images down the right-hand side of the page  </li></ul></ul><ul><ul><li>Options: up to 3 resource links to display under the &quot;About&quot; tab on your nonprofit page </li></ul></ul>
  7. 7. The Reports Tab <ul><ul><li>Information on your organization's fundraising activity on FirstGiving </li></ul></ul><ul><ul><li>FirstGiving Charts: view graphs of your fundraising and compare events against one another or view their progress over time  </li></ul></ul><ul><ul><li>Download an EFT Form: set up weekly electronic fund transfers if you'd like to switch from monthly check payments  </li></ul></ul>
  8. 8. The Reports Tab <ul><li>Shows all the official events you have set up as well as all the grassroots pages that have been created. </li></ul><ul><ul><li>Team details : this report will appear if you have teams turned on for an event  </li></ul></ul><ul><ul><li>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 </li></ul></ul><ul><ul><li>Fundraiser details : this will show info on everyone who has made a fundraising page for this event </li></ul></ul><ul><ul><li>Donor details : this will appear if the event or page has received donations and will show info on the donors </li></ul></ul>Fundraising Summary
  9. 9. The Reports Tab <ul><ul><li>Information on all donations made outside of fundraising pages </li></ul></ul><ul><ul><li>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) </li></ul></ul>Direct donations
  10. 10. The Reports Tab <ul><ul><li>I nformation on all the funds FirstGiving has sent to you </li></ul></ul><ul><ul><li>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 </li></ul></ul>Payment summary
  11. 11. The Emails Tab <ul><ul><li>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 </li></ul></ul><ul><ul><li>Click &quot;Auto-Email Settings&quot; to edit your automated email message - this will be appended to the receipt sent to all donors </li></ul></ul><ul><ul><ul><li>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 </li></ul></ul></ul>Auto-email settings
  12. 12. The Emails Tab <ul><ul><li>Clicking &quot;Compose new email&quot; 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 </li></ul></ul><ul><ul><li>Filter these people further using the criteria dropdown menus - use as many filters as you need </li></ul></ul><ul><ul><li>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 </li></ul></ul>Compose new email
  13. 13. The Widgets Tab <ul><ul><li>Buttons you can install on your own website to either accept donations or direct fundraisers to your FirstGiving start page </li></ul></ul><ul><ul><li>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 </li></ul></ul><ul><ul><li>Get a Fundraising Button, which is a link button to bring your supporters to your FirstGiving start page </li></ul></ul>
  14. 14. The Widgets Tab Multiple giving levels <ul><li>Advanced Features: </li></ul><ul><ul><li>pay the fee </li></ul></ul><ul><ul><li>recurring donations </li></ul></ul><ul><ul><li>donation notification emails (to you, the nonprofit, as donors already receive an automated donation confirmation email) </li></ul></ul><ul><ul><li>customized thank you email </li></ul></ul>Online Donate Button
  15. 15. The Widgets Tab Online Donate Button <ul><li>Ways to install your button </li></ul><ul><li>On your website </li></ul><ul><ul><li>install it yourself or send it to someone else to install it for you </li></ul></ul><ul><li>On Facebook </li></ul><ul><li>As a QR Code </li></ul>
  16. 16. The Settings Tab <ul><ul><li>Manage the users who have administrative access to your nonprofit account </li></ul></ul><ul><ul><li>Change your own account information and add or edit other users </li></ul></ul><ul><ul><li>3 levels of access: Admin , Standard , and Event Restricted </li></ul></ul><ul><ul><ul><li>Admin can do everything </li></ul></ul></ul><ul><ul><ul><li>Standard can see everything but not make changes </li></ul></ul></ul><ul><ul><ul><li>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 </li></ul></ul></ul>
  17. 17. Q & A More burning questions?  Visit the Success Center or email us at