Brazos Valley Gives 2026: Webinar 2 - Fundraising Tools

All right, it is 11:01 and I would love to be mindful of everyone's time today. My name is Claire PCO and I am the project manager with Mighty Cause that is supporting Brazos Valley Gives as they transition their giving day to our platform for this year's giving event. Um, if you joined us during our first webinar, thank you for coming back for our fundraising tool session today. And if you were not able to join us um during our first webinar, we're so excited to have you. Um today's webinar is recorded and it will be included in the nonprofit toolkit that we'll be publishing on the Brazos Valley Gibbs website in the near future. So you'll have this video to reference. Um so you're welcome to take notes if you'd like, but the video recording will be available to you as well. If at any time you have questions throughout the webinar, I encourage you to drop them in the chat and I will make sure I get to them um whether it's in the middle of a particular conversation about the platform or perhaps at the end of our call today. Um no question is too big or small and I will also stick around for just a little bit after the webinar um to answer any additional questions that may arise. All right, let's go ahead and get rocking and rolling. Today, our webinar this morning is all about the fundraising tools that the Mighty Cause platform can offer your nonprofit organization this year for Brazos Valley Gives to ensure you are engaging your donors, um leveraging uh gifts for your cause, and um just making sure you all have a really successful Brazos Valley Gives. As I mentioned, my name is Claire PCO and I've been working with the Brazos Valley Gives team for the last couple of weeks to get them situated on the platform and I'm joined today um by Kila Stoval and we're so excited to have you. Please Kayla, go ahead. Hey, good morning. And I'm so glad that everybody's here. Uh looking forward to a great webinar. And I just wanted to take this opportunity before we get started with today's training to remind everybody that we've got the nonprofit workshop for some handson help and some uh expert advice from those of you that have done Brazis Valley Gives for a number of years and those of [clears throat] you that are brand new. It's just going to be a time of sharing and um getting us all prepared. So looking forward to seeing everybody on Monday at the College Station Library and it will be from 11 to 1. So call us or email us if you have any questions. >> Wonderful. Thank you. >> All right. So here is our agenda of items we'll be talking about today. We've got quite a bit to cover. Um, first we're going to take a look at your organization level donation form and the options you have to customize that donation form to align with your mission and your strategy. We'll be talking about online donations, the fundraising tools that the platform has for you to leverage this year. So, we'll dive into peer-to-peer fundraising, matching grants, opportunities, text to give, and a couple of little other tools that you may find valuable this season. We will take a look at the reporting for you all to see after your giving event. And although I will spend quite a bit of time going through our slides this morning, I will also do a demo walk through uh where we'll look at things in real time on the platform and then again wrapping up with a Q&A at the end. So first let's take a look at your donation form on the platform. Once you're signed in as an admin, on the left hand side, you will have your dashboard menu, you're first going to want to navigate over to the checkout option. And underneath checkout, you are going to find your donation form, your thank you page, and your donation receipt. There are several ways that you are able to customize your donations uh your organization's donation form. We'll talk through each one of these um in just a bit, but you're able to customize the donation amounts that you would like to offer your supporters. You can turn on optional dedications, designations, as well as using any host level question templates that the Brazos Valley Gives team may uh provide for you to include on your donation form. Let's talk through each of these one at a time. So, your donation amounts. When you are toggled over to your donation form, you will have four defaulted options for gift dollar amounts. You can customize those donation amounts by selecting the pencil icon. And you can also include a description for what that donation amount might um satisfy within your organization. So, in this example here, the first recommended donation amount is $200. And the organization has opted to explain that $200 can fully vaccinate one dog or cat. So, it helps your donors to know exactly how their dollars will be used and how far their dollars will go. There are four defaulted options for you. And you will also have the ability to add additional dollar amounts should you feel so inclined to do so. Designations are also an optional um function on your checkout form or your donation form. So perhaps your organization has several projects you're engaging in this year or several missions that you would like donors to be able to um allocate their funds towards. So it lets your donors choose where they want to give and how they want to support. Uh research shows that when donors have choice, they're more likely to engage in giving. So this might be something that aligns with your strategy. Um and by using the pencil icon, again, you can include that option on your donation form and create the several designation categories. Now, this doesn't mean anything on the back end as far as you receiving your gifts. It just allows you to give your donors that additional autonomy um when they're making a donation to your cause. Just like designations, you can also opt to include the dedication section on your donation form. Oftent times donors want to make a gift on behalf of somebody or in memory of somebody or in honor of somebody. So, that dedication section will allow your donors to do so when they're checking out um as they make a gift to your cause. They will have the option to send an ad or an email to the individual that they're making the gift on behalf of and they'll be able to include the name as well. Um here are the different options they the donor will have as they make that dedication. Um, we did speak a little bit about this in the first webinar, but on your organization's page, you have the option to include giving activity, which is essentially a rolling list of donations that are coming to your page. This will display there. So, you will see donor made a gift on behalf of or dedicated to and then that individual's name as well. Question templates. So these are questions that the host in this case Brazos Valley Community Foundation may create and provide for you as an option. So for example here you will see the host has created a question template all about volunteer pledging and whether or not the um donor would be interested in volunteering for the organization. you as the organization have the option to include some of these questions on your form. Again, if it aligns with your strategy. Um, so take a look as you begin to customize your donation form if Braz Valley has included any of these question templates for you. You may choose to use them or you may not. Um, as a general rule of thumb, however, we do want to be very intentional about how many questions we're adding or asking on our donation form. um we don't want our donors to feel like they have to go through multiple um entries or click multiple buttons or fill out many fields in order to make that final gift. Um so we do want to reduce the number of barriers to them selecting a dollar amount and fully submitting that gift. So just be mindful of how much you're including on your donation form um so that we're not uh creating any fatigue for our donors. We'd like to make these um gifts as seamless and as straightforward for them to make as possible on the giving day. So again, all of your donation form customizations are going to be found on the left hand side of your dashboard under checkout and under donation form. The final piece is you sharing your donation form. So, you'll have the option to share your organization's page URL. But if you'd also like to direct donors in your um circle directly to the donation form itself, you will see a link at the top that says copy direct donate link and you can use you can use that in a call to action in a newsletter or on your social media or any email campaigns you send out to your supporters and it will bring them directly to the donation form making it even easier for them to give once early giving begins. All right, we are going to shift gears just a little bit to talk about how will your donors even be making this gift? What is their user experience like on the mighty cause platform? What options will they have? So, let's take a look at what online donations will look like for your donors. I always like to start with sort of the end product. So, this is what our donation form looks like. So on the left hand side you will see those four defaulted donations donation amounts any changes you make here um in dollar amounts or adding descriptions that will be visible. You'll also see that there is a custom field for donors to enter a donation amount of their choice. Perhaps you have someone who's feeling very generous and they'd like to give $1,000 to your cause. you haven't included that as a defaulted button, but it still gives that donor to give more if that um is what they're hoping to do. Underneath the dollar amount selection, you will see where your donors will have the option to make a dedication or select their um designation or um update their visibility or anonymity for their gift. Each of these sections here is collapsed in this view. But if they click on this carrot here, the menu option will expand and they'll see the options for dedications, designations, and donor visibility. Once that's completed, they can add their gift to the cart and then they shift to the second screen, which is their checkout. Donors will be able to pay with Apple Pay, Google Pay, Credit or Bank Transfer via AC. Um, the donation minimum for Brazos Valley Gives is $10, but please uh pay special attention to our AC option has a minimum of $50, which is pretty standard. Um, if a donor is making a small gift, um, like $10, an a payment wouldn't be the best option for them. So, you know, we do have a minimum there. underneath where donors select their payment method or enter in their payment details, they'll have the option to check um the box about covering fees or opt out of covering fees. Um once their selections are made here, there is a summary so the donor has full transparency as to what their final gift is. um the dollar amount of the gift itself. Any additional fees they're choosing to cover will be outlined here and then they can move forward with submitting their payment. So that is the user experience and again just reminding you all that donors have many different options for payment and so we hope that we um are reaching a a broad range of um options for your donors. So that covers the online gift giving process for Brazos Valley Gives. Now we know that there are gifts that also come in directly to your organizations or entered offline by the host as well. Um so please um you know stay in touch with the host and review the nonprofit toolkit or FAQ to learn a little bit more about your offline donation options there. We are going to shift gears now into really the bulk of our conversations today about the fundraising tools your plat or your um organization can use on the mighty cause platform. We're going to highlight peer-to-peer fundraisers today, matching grants. We have opportunities that we'll talk about text to give and a couple of other items that you'll find helpful leading up to early giving. All right, period up your fundraising. This is really the bread and butter of our giving events on the Mighty Cause platform. And I'm sure many of you are super familiar with the value of peer-to-p peer fundraising and um how to solicit peer-to-p peer fundraisers from your supporters. So, if you're not familiar, peer-to-peer fundraising is a technique where nonprofits will leverage their existing supporters, donors who have already given to these causes to help bring in new donors by asking them to create fundraisers and share them within their own networks. So you have a supporter who has been um committed to your cause for many years. They can create a fundraiser on behalf of your organization. They can share that with their friends and family. And the idea here is that it expands the reach of your cause to to new donors. I think sometimes we reach a point where we've exhausted our donors um in our general area and we're always seeking to expand our reach further. So peer-to-peer fundraising is really a great way to expand that reach to a new donor community. benefits of peer-to-peer fundraising, donor acquisition. So, it helps you expand your donor base and gives you access to people who might be making a gift for the first time to your cause. Um, spreading the word about the work you're doing and connect with new individuals um to solicit gifts for your cause. Additionally, it helps to deepen your relationships with donors who have already been committed to your organization for for many giving seasons and it helps to cultivate stronger supporters in the long run. Um, and ultimately our goal is to help you raise additional funds for your organization during the giving event. So, with a limited amount of time for these, you know, fundraising marathons, many people will want to recruit their supporters to help them reach more people um and raise more funds. On the mighty cause platform, we encourage everybody to set up individual fundraisers or to help their donors set up individual fundraisers. So, you as the organization admin could spend some time uh helping and mobilizing your donors to create these fundraisers on your behalf. Um we'll walk through how to create them as well so that you're familiar with the process the donor will go through to set up the individual fundraiser. We will use um this page here, Black Cat Society in our demo. Um so you'll come to be familiar with this image here, but when your donors visit your organization's page, next to the donate button, they will see the fund raise button. They'll select this and that will prompt them to create the peer-to-p peer fundraiser for your organization. So it's pretty straightforward. Uh once they click the fundraising uh fundraise button, the screen will shift and it's going to prompt them through our campaign wizard that is going to ask them to fill out, you know, the title, um a little bit of an a story or an about section. Um so there's a couple options here. Your donors can either create their fundraiser from scratch using our creation wizard or alternatively you as the host or as the organization admin can create a template that makes it very easy for your donors to create the fundraiser. The template will give you an opportunity to select um a predefined title for your fundraisers. It will give you an option to include a pre-selected image and about section for these peer-to-peer fundraisers. Select a defined goal for your peer-to-p peer fundraisers. That way, all your donors have to do is click the button, select your template, and move on and share their fundraiser with their community. Once they do select your template, um they will still have the option to customize some items here. So, again, that choice and autonomy will still always exist for your donors. um to access your fundraiser template. You're going to now take um a look at your dashboard on the left hand side and you're going to find the lightning bolt icon which is associated with our fundraising tools and it's actually the last one here, fundraiser templates. And this is really a great way to take that fear out of fundraising for someone who might be brand new to the world of peer-to-peer fundraising. Um this is sort of what the template looks like. So you can create again that fundraiser title, a goal, include an image, and then all your donor has to do is, you know, move forward with the template you've created for them. Once your supporters begin creating their peer-to-peer campaigns, you will be able to look at all of these campaigns created on your organization's behalf underneath the campaigns tab here. So in this example, you can see four campaigns have been created. Uh you can already see how much they have raised on behalf of your organization. Um you can see when they were created and you will still have options here um to either hide the campaign that's been created or perhaps delete the campaign that's been created. And you can even message the creator of that campaign directly through the platform. So sometimes donors will create campaigns that maybe aren't using the correct messaging or language you'd like them to use. And so you can have some control over that as well here. Um the dollars that are raised through the peer-to-peer fundraisers are reflected directly on your metrics total on your organization's page. There's also a way for you to pre-approve campaigns before they're even published. Um so we'll take a look at that during our walkthrough as well. All right, we are going to shift gears into matching grants. Um, this is a huge piece of your giving day. We hope that you, um, are able to secure matching grants through your supporters. Um, we know that donors do more when they feel like their dollars are going farther. Um, so a matching grant is a way for a donor to double their dollars for your cause. Um, you are responsible for securing a match for your organization. Um, and you want to promote your match as well. Maybe you want to be strategic about different times in which you're promoting your match on the giving day. Um, it really helps to sort of energize the giving event. It helps to energize and mobilize your donors. Um, and if you're looking to really enhance giving during a certain time, we encourage you to offer that matching grant during that strategic time of the day. Um, you want to market the match to create excitement and be able to uh for your donors to take advantage of that match that you have available for them. Um, the match will be public on your site or your organization's page in several different ways. Um, the first thing is if we take a look at this image here at the bottom at the top of your organization's page, you have the donate button and the fund raise button we've talked about. And when you have a match that's live, your donors will see a badge on that button that might encourage them to donate now because they know their dollars are going to be doubled. And then also at the bottom of your organization's page, you're going to have a match tile. So maybe you have one match going on or maybe you have multiple, but your donors will be able to scroll to the bottom to see all of the different matches available and when they'll be um live for them to take advantage of. They'll see how much the match is, how much is left to fulfill the match, um what the cause is, who it's supporting, and who it's sponsored by. Um so, lots of flexibility in how you choose to uh promote this on your site. You can have matches happen happening simultaneously. You can also schedule matches to go live at certain times during the day. Um and peer-to-peer pages can also take advantage of the matches that you have available. At any time you can edit your match or you can close it um even if it's not yet been fulfilled and then you'll have the option to download a report of your matching grant. Just some details here about you know how to secure a matching grant. We encourage you to reach out to your supporters whether these are your board members, major donors or corporate sponsors that you might have. cultivate that relationship with them. Learn what's important to them. Ask them if they want their um you know philanthropy to be publicized as part of this match. How can you have a bene mutually beneficial relationship with them to secure that match? Um and you know it's never too early to start soliciting matches from your supporters. All right. How do you set up a match? So again, under the fundraising tools drop down on your dashboard with the lightning bolt, you will see the matching grants option here. Um, our matching grants tool is pretty robust and so my goal for today is to help simplify it and make it feel super accessible to you all. Um, I'll talk through it on the slides now, but again during the demo it might make a little bit more sense. Um, so first you need to finalize your details with your granter. How much is the matching grant going to be? Once you um get to the match manager, on the top right hand corner is a plus sign to create that match. Um this is where you'll be able to enter in all the details and the type of match that you're creating. Oops. Uh we mostly talked through this already. So how do you promote the match? It's going to be, you know, publicized on your organization's page through the badge and through the tile. And then in your donation report, what's really great is that for each line item, you will be able to see which gifts were matched. So we see here the original donation amount for this donor was $10 and the donation was matched. So if I hover over this icon, this detailed view will pop up and I can see that it $10 was matched for the initial $10 gift. Joe Smith is, you know, who was create who was the funer of that grant. So, that's kind of what's outlined there for you. When you pull your donation report, you'll see on each line item the original gift amount and then you'll see if it was matched or not. Um, so it will not show up as a $20 gift on your donation report. It will show $10 and that it was a matched gift. All right. How are you going to wrap up your match? How are you going to f have your um granter fulfill that match? All of that's really important based on how you want your metrics to be displayed um on your organization's page. Um so once the match is fulfilled, the platform is going to send a completion notification to the address you included when you created the match. Typically that's going to either be somebody um on the organization admin side and or the grtor who um provided that match. Um, so when you want the donor who is providing your match to fulfill those funds, there's a couple of ways for them to do it. They can uh you can send them a fulfillment link. So you can send them a direct link to make that gift online. Um, or alternatively, they can create a they can just donate to your page for that total donation amount. Um, something to be aware of, however, is when you create your match, you'll need to decide if you want the match totals included in your metrics or not. If your donor is going to make a donation to your organization's page as a regular online gift, you will not want to include match dollars in your metrics. Otherwise, it will look like a double match amount, if that makes sense. So again, if your donor is going to pay their gift through an online donation, do not include your match dollars um in your metrics. If they are going to pay, however, through the fulfillment link or through an offline gift, then it would behoove you to include the match dollars in your metrics because then our platform is not necessarily processing that additional fund, those additional funds and not doubling the amount that's displaying in your ticker. This often comes up and is often something we need to just spend a little bit of time thinking through or talking about. So, if you have any questions about how you are going to be setting up your match, please reach out to the Brazos team, reach out to me, and we'll make sure that we're helping you set up the match in a way that aligns with your strategy and your mission. Okay, matching grams. That's a lot. Again, we'll look through the tool together during our demo. I'm going to switch gears now to some of our smaller fundraising tools that you still might find valuable and we encourage you to use them. So, underneath the fundraising tools on the lefth hand side, you'll see opportunities. This is really like what events are you having. Um, it's a way for your donors to engage with you both in person or online uh through virtual events, fundraising, I'm sorry, volunteer events. Maybe you're having a um you know opportunity for donors to come see you at a restaurant where you'll be doing some additional fundraising. All of that can be created through our opportunities tool. And at the bottom of your organization's page, your donors will see all the ways that they can get involved. So these different tiles of different events you're offering will be included on your organization's page as well. You can click on each of these tiles and you can see who has registered for your opportunity. Maybe you have a registration link through Eventbrite or some other um avenue where people actually sign up to engage in the work that you're offering for the opportunity. All of that is integrated within this um fundraising feature here. All right. Some of you have already seen this tool on your organization's page. It's super valuable. It's basically a built-in CRM tool for you all. Um, Mighty Cost has already uploaded or integrated your donors for the from the last three years into this CRM tool. Um, it helps you to manage all the people that have already interacted with your organization. For especially our smaller organizations who maybe don't have such a robust platform to keep track of their donors and keep track of those relationships with their donors, we've we've set that up for you here. Um, so you can filter donors by different, you know, donation amounts, different frequency. Um you can include you know notes about tracking communications with different donors. Um there's a detailed summary of how often they have given to your um cause their um you know data such as like you know donor birthday if they've opted to include that at any point on their donor profile so that maybe you want to reach out on their birthday and keep them engaged with your organization year round. You can see what peer-to-peer campaigns they've created. Um, lots of different ways to learn more about specific donors um, through the contacts tool. I'm seeing a couple of questions in the chat about this tool in particular. So, um, it's my understanding that it's only going to be the last three years of donors migrated into our platform. Um, so if you do need to revisit donor history from before that, reach out to the team um, and we can confer to see if there's anything else that we can provide for you. um CRM, customer resource relationship management. So helping you to manage your relationship with your customers or your clients or your donors. All right, I see there's quite a few other questions in the chat. I will come back to those at the end of our time today, but I appreciate you all dropping them them in there. All right, we're also going to take a look at text to give. Text to give is a great tool to use for any of your in-person events. Um, the way this works is you as the org admin create a keyword. A donor can text the keyword to a number that we'll show you here. And what happens is on their mobile device, the donation form is brought to them right away. So instead of them having to go to the browse this valley gives website, instead of them having to then search for your cause, instead of them having to click the donate button, text to give is a one-stop shop to get your donors from a keyword directly to that donation form and just really makes that bridging that gap from, you know, thinking about making a gift to giving it on their mobile device super quick. Um, organizations can utilize text to gift or campaigns or general fund needs. It provides donors the ability to donate directly on a smart device. Why would you want to use this? Um, it's just another option for your donors to easily support your work from the convenience of their phone. And it's a great tool to promote your organizations also on a radio or TV interview where you might just want to shout out the keyword and the phone number and that information can just be relayed directly to the audience that is listening in. Um, all right. So, I think we should call attention to when you might want to use text to give. So, in-person events where you want to include a poster or a flyer with the text to give information or perhaps uh make an announcement over a microphone to an audience. So, instead of having to describe the whole process of going to the website, searching for your organization, clicking on the donation form, you just shout out the keyword to them and uh they'll know exactly how to get that they'll be texted a link to that donation form. And again, maybe you have the opportunity to engage on on air talk shows or interviews or new shows where you want to announce it to a larger audience. All right, setting up a keyword for your text to give option. We'll take a look at this during our walkthrough as well. Um, underneath the fundraising tools, you'll see the option for text to give. On the top right hand corner, you're going to select create a keyword. You will select a keyword. So, you know, Black Hat Society was the demo um organization. I showed you. So maybe you would just write um BCS26, Black Cat Society 26. Um and then that is the keyword your donors would text. This phone number here you see on the screen behind or right here at the top, this is the phone number for all of you that you would use for your text to give. Now your keyword is what makes it specific for your organization's donation form. So again, including this phone number on a flyer and the keyword makes it really easy for your donors to give from a smart device. There's also a really robust reporting feature for your text to give. So you can see the different keywords this organization has created. Um how many times the text was sent to that keyword. So, how many donors are you engaging and how many donations were actually um created from that particular instance? Let's see here. Great question, Chuck. So, if they try to give three months from now, what will happen? It's not going to be an option. So, for this giving event in particular, donations are only open for the 20 or from early giving to the end of the giving event. Once donations are turned off, text to give is not going to be an option. They can still text the keyword, but there's going to be no result. Um, they'll just see that the donations are closed. Um, and it it won't allow them to move forward with processing. You're welcome. All right. So, we'll take a look at all of this during our walk through here. And then the last thing I wanted to touch on are some of the reports you might find valuable to um keep track of during the giving event or um after the giving event as well. So, obviously your donation report, very important. Um, you're going to be able to review all the information associated with each gift. It's going to include any and all donations your organization has received. You'll have many options to filter your data. Um, this one here, campaign type, is a really great feature to use when you're filtering. So, you can sort it by, you know, the last couple of years giving events. You'll want to toggle this to Brazos Valley Gives 2026. And then you can also filter it by campaign. So any peer-to-p peer um fundraising campaign that was created, you can still filter your donation report there. Um you can search donors by name, you can search by minimum or maximum dollar amounts. You'll see here like the name of the donate donor, the amount, um what campaign it went to, and then this download button is where you will pull that gift from. All right, we also have a retention report. Um, this is a pretty nifty feature and it kind of aligns with our CRM contacts tool as well. It helps you to see how many donors are you retaining from year to year. Um, which donors have come back to your organization to give a gift. uh which donors have given more dollars than years previously, which donors have maybe made smaller gifts than years prior, and then which donors have not returned um to re-engage with your organization. The red dot next to each donor's name, that's going to indicate a donor that has not yet returned to uh give a gift. This is a great opportunity for you all as the organization to re-engage donors that have maybe dropped off from supporting your cause. you'll be able to pull that information um directly through the download button here. Or alternatively, if you select this envelope icon, you'll be able to message your donor directly through the platform as well um to to kind of bring them back into your mission or to reintroduce them to some new um you know, causes or projects within your organization that might align with um who they are as the donor. I think I saw a question in the chat about this. Let me see here. Yes. Um, the reporting tool will show you the source of that gift. All right. I am going to stop sharing my screen for a quick second. I'm going to move over to our live demo and then we can look at these items in real time because it's a little bit more helpful. All right, re-sharing my screen here. Okay, so now you should be seeing Black Cat Society. So when you are um you know logged into the mighty cause platform this is sort of where you land when you click on your um account profile here you'll see your managed causes. So, Black Cat Society. Um, again, the overview page is what we took a look at, you know, during our last webinar. Um, but we are going to go ahead and spend most of our time looking at our fundraising tools here, the organization page, and our, um, reports. So, let's take a look at the org page real quickly. I'll toggle edit mode off so it looks like the user experience. You'll see here the donate button for your donors to make a gift. You'll see the fund raise button here for them to go through the creation of the fundraisers, peer-to-p peer fundraisers. We'll look at that in just a moment. Um, just a highle review right now. You'll see the match badge. If I click the match badge, it's going to bring me all the way down to the match tile at the bottom of the page. So, it allows the donor to learn a little bit more about um the match that's currently live. Um, here's the get involved section I mentioned. So, when you create any of those events or opportunities, here are all the ways your donors can engage with your organization through a volunteering event or through a calendar event. Um, so let's take a look at these items one at a time. We're going to start with our checkout, which is where we began our training this morning on the donation form. So, check out donation form. And here we are. Edit mode is on. So now I can begin to think about what do I want these recommended dollar amounts to be. Pencil icon allows me then to select a suggested dollar amount. And then here's where I can create a descriptor. If I wanted to add an additional amount of maybe $1,000 because I'm feeling fancy, I could do that here and add um a descriptor additional support. Click save. And now it is on your donation form. At any time you can remove those suggested dollar amounts. Um here is where you can add your dedication section on or off. So if I toggle this off right now, this is what it should look like when you um head in to customize your form. So plus sign add dedication option. Now your donors have the option to add that dedication. This is what the user experience will look like. Um, and then they can also send an email and include that message. So, lots of options here for your donors to make those dedications. And then here's that designation section. So, we've got a general fund. Maybe um there's a new project that is leashes, right? So, you can include that. Um you can also make this the default designation that is going to automatically be populated um when they select those designations and then you can always remove this section as well. Adding a section here so you can add questions if you'd like to your donation form. Maybe there's some data you want to collect from your donors like is this the first time you've donated to our cause? how did you hear about our cause? You can include that here. Um but again, be mindful of how much additional um information you're asking from your donors. And then in these gray sort of text fonts, this is where you will see those templated questions from the um host. So if Brazos Valley Community Foundation chooses to include anything, that will be here. Um donor type, what donor type best describes you? So perhaps the host wants to collect some information on this, but options there for you. And then this is all pretty standard here. Um that is how you're going to customize your donation form. To copy the direct link to your donation form, you'll select this button here and it's going to automatically um copy this for you. I'm just going to call our attention to the thank you page. Uh, make sure you do this as well so that when your donors make a gift, you can have a message that goes right to them on the screen um that thanks them for their um contributions to your cause. And then just quickly, if you want to customize your donation receipt, you do have the option to include some additional language here. So, familiarize yourself with the checkout options. Make sure your donation form, thank you page, and donation receipt, you know, say what you want it to say. All right, let's go over to our fundraising tools. campaigns. These are the peer-to-p peer fundraisers that have been created for your organization. In this demo, there's a lot. We hope you have this many peer-to-peer campaigns. Um, but it will be up to you all as the organization to promote them and to encourage them from your donors. Um, so you'll see the number of campaigns, you'll see, you know, if they're currently published, how much they've raised. You can click on the campaign itself and it will bring you to the peer-to-peer campaign page. You'll notice here this one is requiring approval. So for the demo, we've added a process. Adding a process is what is allowing you to approve any peer-to-p peer campaign prior to it going live. If you have the capacity to approve peer-to-peer campaigns as they come in, that's great. Maybe you want to have a little bit more control of who is publishing peer-to-peer campaigns. You can use this tool. However, if you just want anyone to be able to make a peer-to-p peer campaign and it's published and you don't have to worry about checking the queue, maybe adding the approval process is not the best for you. Um, fundraiser templates. So, this is how you as the org admin can create basically a framework for the peer-to-peer campaign for your donors. um by clicking create on the top right hand corner. You can just fill in some quick information to describe the fundraiser title, goal, image, short story, long story, create the template and you're done. And then your donor can use that right out the gate. Um by, you know, if you have a couple of templates, the one that is starred is what's going to be defaulted for your um for your donors. Let's take a look at this one. You can also edit your template. So, this one's already been created, but maybe you want to increase your goal. So, you could edit that here at any time. I like to say nothing is permanent on the platform. Everything is pretty much editable um in real time. Uh let's take a look at what that user experience is like for the donor. So, again, they'll come to your org page, they'll click fund raise, uh get started options here. So, they can use the template provided by the organization or they can opt out and then create it from scratch. launch page manager and the peer-to-peer process is created. In this instance, uh the approval process is turned on. So, you know, the donor gets this message here. Got it. And then the peer-to-p peer campaign is already created. Whoever's created the peer-to-p peer campaign has some options here to kind of review uh the metrics and the details there. Um but we are not going to dive too much into that today. All right, let's keep moving and grooving. It's crazy how quickly an hour can go. We've got quite a few tools to review here still. Matching grants, that's our next big one. Um, this is the matching grants manager page. So, you'll see which matches are live, which ones are um in Q to be uh live at a time that you've defined, and then you can also see all of your past matches. Let's go ahead and create a matching grant here. Who is a sponsor of the match? Do you want actually you should ask them do they want their name publicized? Yes or no? The amount of the match and then including match value and page metrics. This is that important piece I was talking about. If you hover over the question mark, it will give you some details that might help guide you making the best decision here. So, if your granter plans to fulfill their match online through a regular gift to your organization page, we recommend that you do not include match values. Once you opt to exclude them, it's going to ask you why. Um, if your donor is going to pay offline, you can keep this uh enabled. That way, you're not duplicating the amount that's seen in your metrics title. um you know queuing the match to start over to start after another one has ended. Um if you want it to start after another match, this is how you would select which match it follows. Maybe you don't care and you want them all just to be live at the same time. Here's your start and date time. You can define match type. So if I give $10, do I want 100% of that gift to be matched? If it's 100%, yes. My $10 gift now turns into a $20 gift. Maybe I only want 50% of each gift to be matched. So if I give a $10 gift, now only $5 is being matched. Maybe you want to add some, you know, a ceiling here and you want to have a maximum amount that's matched. So maybe only gifts up to $50 are matched. And if a donor gives $150, only $50 of that uh gift is matched. So you can include some parameters here. Um you can also set a minimum dollar amount. So the platform minimum for Brazos is $10, but maybe you only want gifts that are $15 and above to be matched. So you can include that here. Also, you can include um you know fundraisers, offline donations. Sometimes donor organizations only want donors to match to have their dollars matched once per donor. So again, taking a look at all of the options here. Again, I mentioned there's a lot of um customization within the match. I would encourage you to reach out if you have questions. Explore support articles about setting up matching grants. Um you know, I want you to feel informed and educated as you go through this process. So, ask all the questions um when you get to this point in the process getting prepared for the giving day. All right, let's take a look at text to give really quickly. Super easy process to set up text to give. this phone number. That is what it is. It's going to be the same for any organization on our platform. Um, and then this is where you create your keyword. So, again, Black Cat Society 26. Maybe that's my keyword for a particular event. Um, maybe you have multiple in-person events and you would like to know how many donors are giving text to give per event. So, maybe you have event one, that's your keyword for your first Inerson event. uh event two, you know, if you have another opportunity for donors to give via text to give. Let me see. I see something in the chat maybe about this. I will come back to that question at the end since it's about matching grants. Um here you can see again the keywords, how many texts were um sent that keyword and the donations that have converted from that opportunity. And then here's your donation report specifically about text to give. So, I think someone had asked about that earlier. Will you see that? Yep. You'll have an option to see a report here as well as on your overall donation report. Um, opportunities will be the last one we look at today. This is where you can create your inerson or um online volunteer or learning opportunities or events about your cause. Lots of customizable options here. So just familiarize yourself, create some opportunities just to practice. You can delete them later. Again, nothing is permanent. I encourage everybody to play around with these features and these tools so that by the time the giving event rolls around, you feel a lot more comfortable with creating the true opportunity or the true matching grant um for your cause in person online volunteering calendar event. Uh maybe you have a URL for registration, details about the opportunity, all sorts of things you can include here. Um waiverss, files, um and then when you go back to your opportunities tab, this is where you can manage them once they're created using the three dots to view the details. General details, you can see the participants, so you can see who has signed up. You can message those individuals through the platform. Hey, reminder this event is coming up. Um, you can edit the opportunity or you can delete them as well. You can export your participant list also. So, if you don't have a process already for managing opportunities and who's participating, try out our feature here um and see if it meets your needs. Um, let's see here. Reports. Last thing we're going to talk about today, donation report. Um, lots of ways to filter. So, let's go to last 12 months. Here are all the donors who have given to the cause over the last 12 months. Donation type. Um, recurring donations are not going to be um enabled for your giving event, but online donations, offline donations. You can view these by different camp peer-to-peer fundraisers that have been created. Um, you can also view by the giving event. So, if I wanted to look at, you know, big giving day or browse valley gives 2025, that will be an option here. Um, download button is always going to be um available for you to export this list. You'll see donor name, dollar amount. I can see here that a couple things. This donor has opted to hide their name from public or their donation amount from public. Um, this icon here, if you're curious, some people think it's a lighthouse. it is actually someone dressed incognito with a top hat and a trench coat. Um, so you would see this icon next to the dollar amount if that's hidden or next to the donor name if they've opted to hide their name as well. And then you can also see that their um their gift was matched. So lots of highle stuff you can see here online or offline gift um if it was you know given directly to a peer-to-p peer fundraiser or to the giving event organization page itself. a couple of tiles here. Something to be aware of is the mighty cause team is always making updates. So the, you know, visual experience you have as the organization may change before Brazos Valley gives. I think we're going to be doing some updates to, you know, the tiles that are giving you some of that highle um information about your donation. So just be aware of that. And then your recurring donation report as well is here. So, I'm not sure I have too much to show you um just based on the demo site here, but you can see that this donor is actually active um and has returned to give a gift for this giving event. Um but again, you would be able to identify who maybe has not returned to your cause, and you would be able to communicate with them directly through the platform. The last thing I didn't show you, and I'm sorry I'm rushing a little bit here at the end, is your contacts feature. Here's the import of list import a list of all of your donors. Um you can do a bulk message to all of them this way or if you click on a particular donor uh you can send a direct message to that individual. Um so summary total dollars given how many times they've donated. If you want to track like we called this donor you could track that here. Submit it. Oops. and it will show up in the relationship tracker. You can delete any notes you add. Um just general demographic data about the donor, their list of transactions, peer-to-p peer campaigns it created, um and then just other communications you've had with them. So, super robust tool. Explore it. Just like anything I've shared today, dive in, practice, um see what you know you have questions about before the giving event. Nothing feels worse than being down to the wire and having questions about our tools. So, play around with them today, as in just in the next couple of weeks before the giving event. I'm going to stop sharing. I see quite a few questions. Let me pop into the chat. Make sure I can answer all of these now. I'm sorry. I had an issue logging on. Where can I find this? Of course. Let me show you real quickly how to log on. So, we're going to go to the Brazos Valley Gives site. I'm already logged on, so let me log out. Top right hand corner, you're going to select the login button. You can log in with your Google credentials. If you've already been an organization admin, type in your email and select forgot password. But if you're brand new, you don't need to select forgot password. You can just jump right in. Um, all of that was covered in our first webinar and the recording will be available for you on the nonprofit toolkit in the near future. So, um, take some time to review that. Let's see. If we add a match and have early giving, will the match show as met by the end of early giving or will it start when we add it? Um, you get to define when the match goes live. Um, so I showed that when I did the demo. When you go to the matching tool creation, you'll be able to decide when you actually want to go live. So, if you have a match today and you're ready to build it into the platform, go ahead and then you can just define when you want it to be published and available to your donors to take advantage of. All right, I answered what the meaning of CRM was. Uh, last three years of data only. Campaign goal is 20,000 and 10,000 will be secured and matching. So, we would like to get another 10k in individual donations. We want to market every gift will be doubled and we want the screen metric that the individual donor see reflect that regardless of how they choose to Yep. So then you would include those match dollars um in your metrics when you're creating that match. You'll keep that box checked and then you'll just want to be mindful of how you're receiving that $10,000 gift from your um grtor. Right? So maybe they're just giving you a check behind the scenes and you have that you have those funds already. Um that is how that would be set up. And Mary, if you have additional questions about that, let the Brazos team know and then um we can confer to help you feel successful with that. All right. Text to give parameters were clarified. Uh reporting tool text to give versus online was clarified. I see uh Kila is um promoting the Monday training. Bring all your questions. I'm going to be a little bit on call on Monday. So, if you have any questions that come up that day, um the team will reach out to me and I will be responsive to ensure questions are answered um as quickly as possible. Can a business set up a matching grant available as a match for employees to donate to, but to any org they choose? Um Leah, that's a really great question and probably is a little bit more of a nuanced answer than I have we have time for today. So, let me follow up with the Brazos team on how best to support you with um business matches. I'm just going to make a quick note of that. Great. All right. Register for Monday's workshop. The link is in the chat if you haven't already done so. If you have a total amount given for the match, like up to 10,000, how do you note this? Um, I'm not sure, Lonnie, if I'm understanding the question. I'll stick around at the end. So, if you want to turn your mic on a little bit later and we can talk through it, that's fine. Can you practice text to give to give text before the site is live? Um, so unfortunately text to give is not going to be something you can really um experience in the full way before donations are turned on. Um, you can set up a a a keyword, you can practice the text to give, but it is going to tell you that the donations are not turned on. So, um, give it a go, see what happens, but it's not going to bring you all the way through the full user experience um, until donations are turned on during early giving. Um, Julie, offline gifts, those are gifts that, um, your organization receives directly to your office. So, perhaps someone brings in a check uh, for the giving event. Perhaps someone brings in cash. Um, the Brazos Valley Gibbs team and I have not had enough thorough conversations for me to provide guidance yet on the offline gift process. So, um, keep your eyes peeled for more information about that fundraiser chair for two different organizations. Sure. Um, if you're not yet, feel free to reach out to the Brazos team. They'll let me know that you've contacted them and I can help set you up as an admin for multiple organizations. All right, I have talked quite a bit and you have all taken in a lot of information. Again, this is recorded. It will be shared for you all. There's a great training happening on Monday if you have additional questions. At this time, though, I think everyone is free to go. Um, thank you all so much for being here. I'll stick around just for a little bit. Um, but I really appreciate you all engaging in this learning and we're so happy to have you and we're excited for a successful Braz Valley Gibbs. All right, I'm gonna go stop recording.