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Final Steps to Success

November 14, 2019

Agenda

● El Paso Giving Day Updates & Reminders

● Best Practices

● After El Paso Giving Day

● Your Nonprofit Resources

● Volunteering campaign

Your Success Checklist

☑ Ready for Donations?

☑ The Perfect Profile

☑ Matches/Challenges

☑ Engage Ambassadors

☑ Prepare Communications

Are you donation ready?

● Check your verification status on your admin dashboard

Status: LAPSED

Do you have cash/check gifts?

● Add cash/check donations as offline gifts

● Note: Offline donations are not included in prizes and but

are included in leaderboards

Is your profile completed?

● Have you:

○ Added your logo and a cover photo?

○ Shared an authentic story?

○ Set goals?

○ Included clear calls to action?

○ Featured visual content?

○ Highlighted donation levels?

○ Invited Peer-to-peer fundraisers?

Is your profile completed?

Is your profile completed?

Do you have matches/challenges?

● 1:1 Match

○ Matches are based on the amount given by each donor, and you can set

specific guidelines around your match to make it more impactful

○ Each time an eligible donation is made, a corresponding offline gift of the

same amount will be contributed to your totals

● Challenges

○ A gift amount that’s goal based and unlocks once a certain threshold is

reached

○ A challenge can be tailored to your goals by selecting either a donor or

dollar-based limit

Who are your P2P fundraisers?

● Expand your organization’s reach

● P2P have their own fundraising page

● Every dollar they raise goes toward your totals!

Organizations with

P2P raise 3.4 x more

than organizations

without P2P

Are your communications ready?

● Plan and pre-schedule your online communications

ahead of El Paso Giving Day○ Announcement/Save The Date

○ Campaign Countdown

● Utilize multiple online channels for the best engagement

○ Social Media

○ Email Communications

● Customize the templates, guides, and graphics in your El

Paso Giving Day Resources for the perfect plan!

How will you get your donor data?

How will you get your donor data?

How will you get your donor data?

How will you thank your donors?

● Pre-schedule general messaging to all supporters

○ Social media posts and overall success update

○ Giving Day thank you email to your organization’s email list

● Follow up with donors for more personal stewardship

○ Access their contact information in your GiveGab Dashboard

● Highlight impact of donor funded projects

○ This doesn’t have to happen right away!

We’re Here For You!

● Visit Our Help Center

https://support.givegab.com/

● Send us an email at

CustomerSuccess@givegab.com

● Chat with GiveGab’s Customer

Success Team whenever you have

questions or need a hand

○ Look for the little blue chat bubble!

Your Next Steps

● Like and Follow El Paso Giving Day on Social Media!

○ Don’t forget to use #EPGivingDay

● Check your inbox for important emails

● Watch on-demand training course videos

● Check out the Nonprofit Toolkit

El Paso Giving TIMENonprofit Training

Sarah TaylorCommunity Engagement and Success Manager sarah@givepulse.com

Volunteer Management

& Matching Portal

Database to Track All

CommunityEngagement

Activity

Assessment Tools to Gauge

Impact

Community Engagement Platform Built For Analyzing Collective Impact

NOTE: TO BE ELIGIBLE FOR THE CAMPAIGN, ALL VOLUNTEER AND DONATION ACTIVITY MUST BE TRACKED ON ELPASOGIVING.GIVEPULSE.COM

Guidelines

Step 1: Claim Your Account

Step 2: Create Volunteer Event & Register Volunteers

Step 3: Verify Volunteer Impact & Volunteer Requests a Match

Step 4: Eligible Matches are Approved

Step 5: Nonprofit Receives Check

How to Participate in El Paso Giving TIME

Claim Your Account

1. Visit elpasogiving.givepulse.com and click on Get Involved2. Toggle to Groups3. Search for your nonprofit by organization name or EIN

Helpful Reminders

● Once you claim your account, you must be approved. You will be notified by email once you have been approved.

● If you can’t locate your group, contact GivePulse at elpasogiving@givepulse.com

Create Volunteer Events

1. Access Your Group Dashboard through the Manage toolbar.

2. Click on the Events section and select Add Event.

Create Volunteer Events

3. Follow the page to fill in your event information.

What Makes A Successful Volunteer Event for El Paso Giving TIME?

Make your volunteer events specific days and times!

○ Single Day: Food Pantry received a large donation and needs volunteers to sort food from 1-5pm on Saturday.

○ Recurring: The Animal Shelter needs dog walkers every Thursday from 9-10am.

○ Shifts: PTA is throwing a holiday festival and needs help setting up (3-4pm), taking tickets (4-6pm) and cleaning up (6-7:30pm) on Tuesday.

Register Volunteers

Promote the volunteer event url link through all your usual communication channels so your friends, family, donors, and volunteers can sing in and register.

● Social media● Newsletters● Personal appeal emails

Register Volunteers

TIP: When volunteers click register, they will have the option to select an “automatic match request”. We highly encourage volunteers to do so!

This means that once their attendance the volunteer event and hours are verified, the matching request will automatically be submitted on their behalf.

See Who Has Registered

● We use impacts as an umbrella term to describe all form of community engagement. In this case, volunteer hours are the impact.

● The best way to do this is through the app. Any can download it for an iPhone, iPad, or Android

● Allows for automatic verification of volunteer hours

● Register “day of walk-in” volunteers using the + sign button

Verify Volunteer Impacts Using the GivePulse App

Verify Volunteer Impacts Manually

Match Approval and Disbursement

1. Make sure you verify all volunteer hours and the volunteer requests a match

2. Afterward, go to the Matches section on your dashboard and select Volunteer Matches

3. Click the green Verify button to complete the matching-grant verification process (just four questions!)

Don’t worry! We will be reminding volunteer to request the match throughout the program.

Matching Grant-Verification Process

1. Your organization hereby agrees to use the Walmart match grant funds solely for activities in the United States: Yes/No

2. Your organization affirms that the volunteer was not compensated by your organization for the volunteer time being verified: Yes/No

3. Was a representative from the nonprofit organization managing/coordinating the volunteer activity? Yes/No

4. User Agreement: By answering yes, you certify that you have read the El Paso Volunteer Guidelines and FAQs and, to the best of your knowledge, the information you are submitting is accurate and complies with the policies of the El Paso Volunteer Guidelines.: Yes/No

● Walmart will review the matching request

● Funds will be disbursed by check Network For Good (grant processing partner) in or around the 15th for matches granted the month prior.

● If your nonprofit operates under the EIN of your national organization, please let GivePulse know. You will have the opportunity to make this designation.

Match Approval and Disbursement

● Claim Your Account!

● Start creating volunteer events with specific dates and times between November 15- December 31 and promote them!

● Remind volunteers to select an “automatic match request” when they register

● Use the GivePulse App to clock in/out volunteers & verify their hours in one step

● Make sure volunteer hours are verified and matches are requested by December 31st

● Complete the four question matching-grant verification process by January 10th to receive your matches

Big Takeaways

Additional Training

October:

● October 28 @ 10am MT ● October 30 @ 10am MT

November:

● November 5 @ 10am MT● November 7 @ 2pm MT● November 12 @ 1pm MT● November 20 @ 1pm MT

Questions? Please come say hello!

Visit elpasogivingsupport.givepulse.com

Contact GivePulse at elpasogiving@givepulse.com

Questions?

November 14, 2019