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FirstGiving for Beginners
FirstGiving for Beginners• Part I: Your Admin Area• Part II: Create Your Nonprofit Start Page• Part III: Create Your Event...
Your Admin Area
The Home Tab•    General overview of your     FirstGiving activity•    Graph in center of the page     may say "Data canno...
The Events Tab• View all your events, add new events, and manage offline donations• If your fundraisers receive offline do...
The Nonprofit Page Tab•    Set up and manage your     nonprofit start page•    Your hub page on FirstGiving•    Edit your ...
The Nonprofit Page Tab
The Reports Tab•   Allow donors to cover    FirstGiving transaction fees•   FirstGiving Charts: view    graphs of your fun...
The Reports TabFundraising SummaryShows all the official events you haveset up as well as all the grassrootspages that hav...
The Reports Tab    Direct donations•    Information on all donations     made outside of fundraising     pages•    These d...
The Reports Tab    Payment summary•    Information on all the funds     FirstGiving has sent to you•    Each payment will ...
The Emails Tab    Auto-email settings•    Manage your communications     with users -- send targeted     emails to a speci...
The Emails Tab    Compose new email•    Clicking "Compose new email"     allows you to send out emails     to specific gro...
The Widgets Tab•    Buttons you can install on     your own website to accept     donations, display     fundraising total...
The Widgets Tab
The Widgets Tab
The Widgets TabOnline Donate Button                Multiple giving levels   Advanced Features:    •   pay the fee    •   r...
The Widgets Tab Online Donate ButtonWays to install your button• On your website    • install it yourself or send it to   ...
The Widgets TabTop Fundraisers and Total Raised
The Widgets TabEmbedded Registration•   House the FirstGiving    registration and    fundraising page creation    process ...
The Settings Tab•    Manage the users who have     administrative access to your     nonprofit account•    Change your own...
Creating Your Nonprofit Start           Page
The Nonprofit Page Tab
Creating Your Event Page   Creating Your Event Page
Creating Your Event Page
Creating Your Event Page
Creating Your Event Page
Integration with Eventbrite•   Connect an Eventbrite ticket sales    event to fundraising on FirstGiving                  ...
Creating Your Event Page
Useful Stuff Your Event Page Know     Creating You Should              About
Creating Your Event PageOffline Donations
Creating Your Event Page
Creating Your Event Page
Creating Your Event Page
Creating Your Event Page
Creating Your Event PageFundraiser Email Tool
Creating Your Event Page
Creating Your Event Page
Creating Your Event Page                                  Edit First/Last                                  Edit First/Last...
Choose a template msg,Choose a template msg,  or write your own  or write your own                                    Upda...
Q&A        More burning questions?Visit the Success Center or email us at     learningcenter@firstgiving.com
FirstGiving for Beginners (April 2013)
FirstGiving for Beginners (April 2013)
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FirstGiving for Beginners (April 2013)

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New to FirstGiving or just need a refresher? Join us for an overview of your premium nonprofit account so that you can make the most of your fundraising. We’ll cover:

- Customizing your nonprofit start page
- Creating an event
- Viewing and managing your reports

...and much more!

Published in: Education
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FirstGiving for Beginners (April 2013)

  1. 1. FirstGiving for Beginners
  2. 2. FirstGiving for Beginners• Part I: Your Admin Area• Part II: Create Your Nonprofit Start Page• Part III: Create Your Event Page• Part IV: Useful Stuff You Should Know About
  3. 3. Your Admin Area
  4. 4. 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
  5. 5. 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• To add a new event, click the Create New Event button. We’ll walk you through this tab in more detail later in this webinar.
  6. 6. The Nonprofit Page Tab• Set up and manage your nonprofit start page• Your hub page on FirstGiving• Edit your mission statement, logo, YouTube video, and banner (appears on every fundraising page as well as your nonprofit start page), more on setting this up later.
  7. 7. The Nonprofit Page Tab
  8. 8. The Reports Tab• Allow donors to cover FirstGiving transaction fees• 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 youd like to switch from monthly check payments• Add custom codes to your payment reports
  9. 9. The Reports TabFundraising SummaryShows all the official events you haveset up as well as all the grassrootspages that have been created. • Team details: this report will appear if you have teams turned on for an event • Participant details: this will appear 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
  10. 10. The Reports Tab Direct donations• 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 (well take a look at that later)
  11. 11. The Reports Tab Payment summary• Information 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
  12. 12. The Emails Tab Auto-email settings• 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 o 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 receipt
  13. 13. The Emails Tab Compose new email• 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 recipients actual first name when you send the email
  14. 14. The Widgets Tab• Buttons you can install on your own website to accept donations, display fundraising totals and top fundraisers, or house your FirstGiving registration
  15. 15. The Widgets Tab
  16. 16. The Widgets Tab
  17. 17. The Widgets TabOnline Donate Button 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
  18. 18. The Widgets Tab Online Donate ButtonWays 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
  19. 19. The Widgets TabTop Fundraisers and Total Raised
  20. 20. The Widgets TabEmbedded Registration• House the FirstGiving registration and fundraising page creation process right on your own website
  21. 21. 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 o Admin can do everything o Standard can see everything but not make changes o 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
  22. 22. Creating Your Nonprofit Start Page
  23. 23. The Nonprofit Page Tab
  24. 24. Creating Your Event Page Creating Your Event Page
  25. 25. Creating Your Event Page
  26. 26. Creating Your Event Page
  27. 27. Creating Your Event Page
  28. 28. Integration with Eventbrite• Connect an Eventbrite ticket sales event to fundraising on FirstGiving Creating Your Event Page
  29. 29. Creating Your Event Page
  30. 30. Useful Stuff Your Event Page Know Creating You Should About
  31. 31. Creating Your Event PageOffline Donations
  32. 32. Creating Your Event Page
  33. 33. Creating Your Event Page
  34. 34. Creating Your Event Page
  35. 35. Creating Your Event Page
  36. 36. Creating Your Event PageFundraiser Email Tool
  37. 37. Creating Your Event Page
  38. 38. Creating Your Event Page
  39. 39. Creating Your Event Page Edit First/Last Edit First/Last Add/import Add/import name data for name data for unlimited unlimited each contact each contact contacts from contacts frommultiple sourcesmultiple sources
  40. 40. Choose a template msg,Choose a template msg, or write your own or write your own Updated design Updated design features your features your Creating Your Event Page nonprofits’ brand nonprofits’ brandAdd mail mergeAdd mail merge fields for fields forpersonalization personalization
  41. 41. Q&A More burning questions?Visit the Success Center or email us at learningcenter@firstgiving.com

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