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How To Apply for Pick.Click.Give. in 2016 - Powerpoint

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A step-by-step overview of how an organization can apply to participate in the 2016 Pick.Click.Give. campaign in Alaska.

Published in: Government & Nonprofit
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How To Apply for Pick.Click.Give. in 2016 - Powerpoint

  1. 1. Online Application Process http://www.pickclickgive.org To begin the application click “Info for Nonprofits”. A link to the 2016 Application is on the left side. A copy of this webinar is near the btm of the page. Note: Tel: Press *6 to Mute. Press *7 to Speak. Computer: Right click on your name (top right) to Mute
  2. 2. Pick.Click.Give. Online Application • To begin the application visit http://www.pickclickgive.org • Click on “Info for Nonprofits”. A link to the application is on the left side.
  3. 3. Pick.Click.Give. Online Application • On the application page you will be presented with two choices: o I received an email with a login email & password. o I did not receive an email with a login email & password. • If you received an email, choose the first option and insert your EIN, email and Password. • If not, select the second option and insert your EIN, email and IRS Registered name.
  4. 4. Screenshot of the page where you must choose an option and insert your information.
  5. 5. Pick.Click.Give. Online Application • After you log in, a record of your 2016 application will be inserted in our database. • The application consists of 9 steps and will take you about 15 minutes to complete • An email with your login information will be sent to the address you inserted. This email will contain your password should you need to return at a later date to change or complete the application. • Note: If you cannot answer all the questions and need to return at a later date to complete the application, click the CANCEL button in the top right corner.
  6. 6. Step 1: Contact Information • On the first screen you will be asked for your organizations contact information. • You will need to insert the following: o IRS Registered Name, Common Name & EIN o Mailing Address (Headquarters or Main Office) o Physical Address (Headquarters or Main Office) o Primary Contact Information o Secondary Contact Information
  7. 7. Step 1: Contact Information. Top half of page.
  8. 8. Step 1: Contact Information. Bottom half of page.
  9. 9. Step 2: Types & Programs • On the second screen you must select your organization type and the programs you offer. • You will need to: – Select proper organization type (Community Foundation, Educational Organization or Charitable Organization) – Verify that your organization provides programs, aids, or services in Alaska. – Check the applicable active program(s) your organization provides. – Verify you provided programs, aids, or services in Alaska during the entire calendar years ending 2013 and 2014.
  10. 10. Step 2: Select / Verify Types and Programs. Top half of page.
  11. 11. Step 2: Select / Verify Types and Programs. Bottom half of page.
  12. 12. Step 3: Qualification Questions • On the third screen you must answer yes or no to 7 questions that will determine your eligibility. • These questions cover topics such as contributions from unrestricted funding, is your board of directors voluntary, what percentage of annual receipts is voluntary, and if a financial audit of your organization is required by the federal government. • If you answer a question that determines you are not eligible a note will appear that reads: "STOP - Your organization does not qualify."
  13. 13. Step 3: Answer Yes or No to to determine eligibility.
  14. 14. Step 4: Additional Locations • Note: This step is optional. • Insert additional locations where your organization is physically located and maintains an ongoing operation that provides a qualifying program, aids, or services. • Provide only one (1) address in each location (city, town, or village) where qualifying services are actively provided in Alaska. • Physical Address Only (No P.O. Box).
  15. 15. Step 4: Insert Additional Locations.
  16. 16. Step 5: Documents • The online application will automatically determine what documents you must provide based on your answers in step 3. • If you have any of the files in electronic format, you may upload them on the documents page. • If you do not have electronic copies, you can skip this step by pressing next at the bottom of this page. • Note: if you do not submit electronic copies you must mail all the documents with your completed application and payment.
  17. 17. Step 5: Documents. Top half of page.
  18. 18. Step 5: Documents. Bottom half of page.
  19. 19. Note regarding documentation you must provide.
  20. 20. Step 6: Certification • In this step you must insert the names who will certify your application. • We prefer this application to be certified by the Board Chair and the Chief Executive of the organization, however if they are unavailable any two board members will suffice. • On the final screen you will be presented with a page that must be printed and signed by the names you insert.
  21. 21. Step 6: Certification
  22. 22. Step 7: About Your Organization • On this page you will be presented with optional fields that will be displayed on your organization profile page. • For examples of what other organizations have inserted visit PickClickGive.org and view organizations.
  23. 23. Step 7: About your organization.
  24. 24. Step 7: About your organization as it displays on the 2015 site.
  25. 25. Step 8: Confirmation • On this page you will be presented with a list of steps you must complete in order to be considered eligible. • You must complete these steps no later than March 31, 2015. • Scroll to the bottom of the page and review the application. • If you have corrections please click the Make Changes button to correct information. • If everything is correct, please click Submit Application.
  26. 26. Step 8: Confirmation. Top half of page.
  27. 27. Step 8: Confirmation. Bottom half of page. Note two options.
  28. 28. Step 9: Print & Mail • After you press “Submit Application” you will be taken to the final page. • Print this final page and submit it with your required documents, certification signatures (in the area provided) and $250 nonrefundable fee.
  29. 29. Step 9: Print and Mail.
  30. 30. Step 9: Print & Mail • Sign certification statement in areas provided. • Example of completed application: http://bit.ly/ysYMMB
  31. 31. Pick.Click.Give. Online Application • For technical support email application@pickclickgive.org • For phone support call 1-888-785-GIFT (4438) • Applications must be received no later than March 31, 2015. • Please deliver application to: Pick. Click. Give. 701 W. 8th Avenue, Suite 230 Anchorage, Alaska 99501

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