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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!
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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
FirstGiving for Beginners
Your Admin Area
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
• 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.
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.
The Nonprofit Page Tab
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 you'd like to switch from monthly check payments
• Add custom codes to your payment reports
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 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
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
• 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
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 donorso 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
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 accept donations, display fundraising totals and top fundraisers, or house your FirstGiving registration
The Widgets Tab
The Widgets Tab
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 TabOnline 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 Widgets TabTop Fundraisers and Total Raised
The Widgets TabEmbedded Registration
• House the FirstGiving registration and fundraising page creation process right on your own website
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 Restrictedo Admin can do everythingo Standard can see everything
but not make changeso 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
Creating Your Nonprofit Start Page
The Nonprofit Page Tab
Creating Your Event PageCreating Your Event Page
Creating Your Event Page
Creating Your Event Page
Creating Your Event Page
Creating Your Event Page• Connect an Eventbrite ticket sales
event to fundraising on FirstGiving
Integration with Eventbrite
Creating Your Event Page
Creating Your Event PageUseful Stuff You Should Know 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
Add/import unlimited
contacts from multiple sources
Add/import unlimited
contacts from multiple sources
Edit First/Last name data for each contact
Edit First/Last name data for each contact
Creating Your Event Page
Add mail merge fields for
personalization
Add mail merge fields for
personalization
Choose a template msg, or write your own
Choose a template msg, or write your own
Updated design features your
nonprofits’ brand
Updated design features your
nonprofits’ brand
