Coastal Bend Day of Giving 2026 Getting Started Webinar

here for this year's Costa Ben >> for this year's Costa Ben Day of Giving. This year is going to be a little different because we will have Emily Malloy joining us and she's with our new merchant for our Day of Giving portal. And so after my presentation, she will then present and give details on the walkth through the portal, what you see, what uh features you will have access to, some features that we ask you not to touch, and also we'll go over the peer-to-peer fundraisers. Um, so you'll have an opportunity to ask questions after mine and also hers. First, I wanted to introduce the close to Ben Day giving staff who are here today. We have Karen Salem. She's our president and CEO. The person taking photos was Crystal Thomasson and she's our grants and scholarships director. She's in the back. And at our check-in table, we have Lauren Gala Garza. She's our program development director. and also Laroo Espinosa. She's our new office manager. And we also have Alyssa Monette, but she was not able to join us today, but she is our finance director, and she's the one who does and helps with the reconciliation of all the uh funds that you all raise and uh the checks that we distribute to you all. So this year's day of giving is going to be on Tuesday, November 10th from midnight to midnight. That's a little a few days over two months that we have until the big day. And this year we have 65 of you all of your organizations uh who will be participating. I did uh mention there would be 66 when I first emailed you all about your participation but unfortunately one organization became ineligible. So now there are 65 of you all and new this year is the Boys and Girls Club of Beville, the Boys of Girls, Boys and Girls Club of Afurio and the Deaf and Heart of Hearing Center. They're the ones who are in the red text. Also this year there are going to be two groups of two organizations that are going to be splitting a match and that is the Boys and Girls Club of Bivville and Rafiio and Choice Living Center will be splitting a match with ECF Community Center. How much is the match this year? Thanks to 22 matching funders that you see on the screen, the total match is $1.7 million. So that means each of you except those who are splitting a match will have the opportunity to be matched up to $27,000. and any funds that you raise over that amount will not be matched, but you still will receive those funds. Those who are splitting a match, they will each be able to be matched up to $13,500. And we hope that you all can reach uh and raise up to the matching. The goal is always to raise more than the matching. Last year we did have for the first time uh the Coastb Food Bank raised over $200,000. So it is possible and we had about eight additional who raised over $100,000. And um so with that matching funds uh we provide you all the tools so that you can get to that goal and we also will have a check presentation mid December and that is when we will uh distribute the funds that you raised. Now, some of the items I will talk about, we will uh talk about them again in the other presentation with Emily and so you may hear a few of these things uh more than once and we'll have an opportunity to ask questions. Now, your organization page, each of you uh have had someone log in to your page. You all have uh completed your registration which included your um your agreement participation agreement and there was also a to-do list that you have to complete before your organization could appear on the website. So all of you have registered there is one organization that still needs to complete your to-do but other than that all of you are now appearing. So when supporters go on to the coastband dayofgiving.org org site, they'll be able to um learn more about your organization. And uh we do ask that when you log in, you uh should add or delete users. I know a lot of you have new staff in your orgs and some old staff may still be listed. So, it's a good time for you to go and clean up your users. Uh although you have already registered, you've completed your profile, you can still go on and review it and make any edits. You should still add any media such as photos or videos if you haven't not already done so. And uh complete your edits by October 30th, right before early giving begins. and Emily will um go over where you can go in your organization profile and add those uh items. As I mentioned, you all signed a participation agreement. It is very important that you follow these guidelines. If you need to know the day of the event, early giving, the blackout dates, those are all in this document. Uh if you haven't already, please share a copy with all of your staff who will be helping uh during the giving day event so they can also mark all the important dates. Uh we will be working with KI again. They will they are our sole sponsor and I'll talk a little bit about that. Uh and it's also important that you all stay in good standing. If for some reason maybe something comes up and you're not sure uh if you would still be eligible, please call us because we rather you call us directly than to hear it from the news media that there is an issue because we will contact you and we will work with you to try to fix it. And these are just pages from the participation agreement which the blackout dates are November 2nd through November 11th and the uh early giving is November 2nd through November 9th. Oh, also I forgot to mention the presentations will be recorded and will be available on the portal once it's uploaded. So you and any other of your staff who are users can access it through the portal if you uh want to review the um presentations from me or Emily's. There's a few uh day of giving reminders. Uh please, as we have in the past, only use the URL for the day of giving page, not your profile uh page URL. The acceptable one is coastbend dayofgiving.org. And again, please use the QR code that we have provided which directs supporters to the day of giving website. The QR code is available in the marketing toolkit that we have in the portal for you to access and you'll be able to access the QR code there so you can use it for your publicity and social media um postings. Please do not create mail pieces such as the postcards. We do receive many of those postcards that you make. We don't want you to spend money from your budget. We want you just to utilize the tools that we provide to you. You can publicize in the newsletters or eblasts that you already uh send out to your supporters and that's okay because that's something you're already sending out. You're already spending so you can add your participation in those um materials. We also ask that you please don't pay for any um paid posts, social media post uh or boosting. We at the foundation we do some of those um boostings on behalf of the day of giving. So we are able to do that on behalf of all of you all. Uh there is a resource page that you can access. Once you get back to your office, you should be able to log into the portal. And if you go to your dashboard, you'll see that there's an announcement. If we click on the announcement, you'll see the uh resource page which you can access the marketing toolkit which has all the graphics that you'll be able to use uh for your advertisement as a participating charity. uh any templates for newsletters uh for social media postings and uh helpful articles from mighty cause our day of giving merchant. They also have a helpful um section where you can search for other uh tips and tricks that you can use to help your involvement in the day of giving. And um we also have a marketing plan which you can download. It's an Excel file and it'll help you. So it'll have days that we uh note where it helps you on this day post this uh on your social media along with a graphic that you can use to go along with it. So, we've have it from now up to the day of. So, that'll help you plan a lot of your social media posts and so forth. And there's also graphics where you can edit to add your logos to the graphics um as well. And when you do post on social media, we ask that you do a call to action about Costa Day of Giving. Um, you can, you know, before the blackout date, you can post something about something you're doing at your organization and add that you're participating charity. And especially during the blackout dates, we ask that you please add something pertaining to Costa Bend Day of Giving. that way you can you know bind them together and you won't be um not following the guidelines for day of giving. We do look at all the post uh y'all's websites and if we see something that we think needs to be corrected I will contact you and it doesn't mean you're in trouble. We just want you to stay on track and to do the best that you can to follow all the guidelines in the agreement. And we also ask that you um place a link for Day of Giving on your website, especially during early giving and day of giving because if you receive uh donations from donors through your organization website link, those will not count towards the funds raised for Day of Giving. So, please turn off your link and add one for day of giving linking to the coastbend day ofgiving.org uh website. Please note there are some don'ts which were included in the packet of the posters and brochures that you were given. Please make copies for everyone of your staff who was helping with your day of giving. Uh we'll also talk about these as Emily goes through the process and the walkthrough of the portal of which features these pertain to. Uh this is a new merchant this year. So there are a lot more features that are offered. But because our day of giving is a little more simpler, our donors know what our giving day looks like. We don't want to change too much of it the first year so that you know donors will have an easy friendly uh website that they're used to uh giving to. So please refer to the sheet for the features not to um touch. We are going to still accept physical checks this year. But please remember these are only for those donors who don't have access to a computer, cannot give online. We understand some give through their IRA. They through their sale of stock and so forth. And there's simply some businesses that like to give, but their business does not allow their check or a information to be entered on a website, only by a physical check. And we will still take those. Uh you will need to fax a copy to us and then deliver or if you're in an outlying county, you can mail them to us. But as long as we have that fax, we can use that um to for our office to enter those that we can enter online online. But we ask that you do not enter any of those yourselves. And those that cannot be entered online, we at the foundation will enter those and those are considered offline donations. And you'll still be able to run a report and see those when you run your donor list. Uh the checks will need to be made out to Coastal Bend Community Foundation and in the memo line CBD along with your org name so that we know whose org that check needs to be applied to when we uh process those checks. If the check is not made out to Costa Bin Community Foundation when you receive it, we ask that you endorse the back of it, pay to the order of Costa Community Foundation, including your signature. So, if we aren't able to enter it online, we the foundation will deposit it into our bank account and then we will turn around and add it as an offline donation in the portal. So, you'll still be able to see those um donations. And we ask that you please bring these at least a day before a day of giving. I know some of you still receive checks the day of and that's okay. Just call us before you're heading over because we probably may cut off the time around 2:00 or so before the banks close for the day. But we can work with you. And if you have any donors that do want to give via their IRA or sell of stock or another means, please have them call us or you contact us. I do keep a special spreadsheet where we keep a list of those donors so that we're aware of the checks that are coming for those type of donations. Um, and we will also work with them. But we will need those contributions before the day of giving before uh November 10th. There are fees associated as there are when you make any online contribution or purchase. It is a 2.8% uh mining cost site vendor fee this year. It will go up next year but this year it's 2.8% 8% and 2.1% plus 30 cents for credit card transactions and 4% for AC electronic checks with a $5 cap. Uh once again, your friends, family, board members, they can still create fundraisers uh peer-to-peer to help rally for y'all's organizations and any um funds through those fundraisers will be counted towards the funds that are raised during early giving and a day of giving. And Emily would talk a little bit more about those fundraisers. and uh the transactions will show I believe the gross amount. So please subtract about 5% from that for um fees for you to get an estimate of the total that's been matched and raised. But also new this year donors will have the opportunity to uh cover those fees. In the past they have not had that opportunity. So those donors that cover the fees means you'll get the full portion of the um donation. some important information which you may hear again uh in Emily's presentation. KITV is our sole sponsor. Again, uh I will work with them on any scheduling of any interviews, tape profiles, and so forth. There may be time where they may reach out to you. It's okay if it's during the blackout date, as long as it's Klei. um that is okay to give an interview with them if they do reach out to you. Um again pro nonprofit radio kux kt we also schedule those PSAs and those interviews with them. Uh we do have those uh that we schedule and we ask that you please do not do any public radio because that is not part of the contract that we have with Klei. But you all are really good about uh following that. But if you ever have any questions, please just contact us. And of course, please do not give into any interviews uh or anything pertaining to coast band giving to any other media outlets. Um they have been good and they know our rules but time to time they may reach out and if you're not certain again call us. um early giving November 2nd through 9th. Any contributions that are given during that time will count towards the day of giving funds November 10th. Please spend and utilize your funds by April 30th, 2027. If you are having a hard time spending them, you can use the funds to prepay any bills or insuranceances or buy supplies that you know you'll be needing for your programs in the future. But it does need to be spent by that date. And we do ask for a grant report which is due May 15th, 2027. Please mark your calendar for that grant report because um we have had some that do not complete it by the deadline and uh calls have to be made and we understand you know but um the date is here the date is on the participation agreement so you all should know when it is due and we appreciate it if you can submit it by that deadline. time. If you are participating charity again this year, you will not be eligible to apply for one of our annual grants or an ARM grant or special food pantry grants. Um you can only be part of Day of Giving and not um applying to any of those. if we see that you're applying to one, we just won't look at the application. So, please be mindful of that. So, we can give other organizations an opportunity to also uh receive money from the foundation. Just a little uh recap review on the grant reporting. Um there are two documents that we do ask right here. The statement of activities which is your profit and loss and your balance sheet uh shows a snapshot of your um financial health. Please do not send a copy of your bank statement. That is not sufficient for one of these uh documents. And we also ask for your IRS form 990. Please be sure that you do provide the most updated copy and that you do have a 990 uh so that your eligibility your tax exemption will not be revoked. Uh your board should be looking at your 990 each year. So there shouldn't be a reason why you do not have one. Uh once again, Kalai is working possibly with the program with Delmare College and TAMU CC students. It may be possible that you can have a student who works along with you to help with the day of giving publicity. Last year we did have Delmare students that helped a few of you all and they went and recorded some taped profiles and some of that footage was used in the interviews uh on Domingo Live. They were used during the newscast uh features and so it may be a possibility that we'll do that again. And I understand some of you may have signed up last year but did not get uh a student. That is um dependent on the number of students they have and the number of projects that they're able to work with. So it's also possible you may sign up, they may not work with you, but we will try to have one. Um, and I'll send out more information on that because it is being worked on and we don't really have the logistics if it is going to happen. But if you would like to participate in that, I do have two clipboards up here at the end of the meetings. You can come up and sign up if you're interested and I'll provide that to KI and then we'll reach out. Uh, as you all may know, Scott Jones, who worked with us real closely, he retired. So now, Miranda Lindley is our new contact with Klei, and she's wonderful, and she will be working with us, and she may contact you time to time for um, any interviews, profiles, um, tape profiles, and so forth. but I'll be her contact too for scheduling all of that. Um, here's my email. Uh, if you have any questions, my phone number, you can al always email me or call the office and the day of giving website. Also, our social media handles for day of giving. Uh if you have not already, please um like these uh pages so you can be in the know of day of giving. We still have the private Facebook page. If you can um or if you would like to join that, we encourage you because we post uh updates on there and important information. And if you um can only see that if you're part of that group. So send me a email if you are interested so that I can send you an invitation to join. And we do still use the hashtags CBCF uh Kosaban Day of Giving 2026. Uh do y'all have any questions? No. Well, if you happen to have any, you can ask again at the end of the following presentation when Emily does her presentation. We're really excited about about this year's Day of Giving. Last year, over 4.5 million was raised and we hope that this year we can raise more. Now, uh we're going to have Emily join us. She again is our project manager with Mighty Cause and she's going to do the walk through the portal and um pet peer-to-peer fundraisers. All right, thank you. Okay, so hello everyone. Um as a reminder, I'm Emily. I'm the giving day program manager with Mighty Cause and I'll be leading you through the second portion of our presentation. Um, and before we get started, I want to um, welcome you all to Mighty Cause on behalf of the whole Mighty Cause team. We're really happy you all are joining us with lots of experience in the giving day realm of things, and we're excited to get you acclimated to the new platform. So, just a couple housekeeping reminders. This webinar will be recorded, so it'll be posted on the website by the end of this week. And we will have time for questions at the end. So, if you have questions, um, I would recommend just jotting them down. I'll have about 45 minutes of presentation and then we'll get to those. But let's get started. Okay. So, I know we're going to be covering a lot today in the presentation. I did try to parse down as much as possible, you know, everything that could have been included and just focus on what's most important. So, know that again, you can watch this recording if you don't catch something or need to rewatch it. But we'll be going over basics for the giving day. Um, we'll be going through a platform walkthrough to get you more familiar with how to navigate the organization page and dashboard. Uh, we'll talk about how to edit your organization page, and we'll talk about some key features like peer-to-peer fundraising, automated emails, um, and a couple others. Then we'll move on to Q&A, and then, uh, wrap it up with some friendly reminders. Okay. So, a couple of these will be repeats, but it's worth reminding you again. So, we'll go over some basics. So, for those of you who have not participated in a giving day before, a giving day is an online fundraising marathon that really aims to bring people together to support a specific community, cause or space. And the giving day in this case is of course hosted by Coastal Ben Community Foundation which organizes the event and rallies the organizations to raise funds for their causes. And the particip participating nonprofits utilize the resources provided by the hosts to reach out to supporters to solicit donations and secure fundraisers to help uh support their mission. So this annual online giving day is a really powerful call to action and Coastal Ben Day of Giving encourages our neighbors to invest in the local nonprofits that make its community thrive. So the Coastal Ben Day of Giving team believes in sparking and growing local philanthropy. By powering Coastal Ben Day of Giving, the Community Foundation provides a really vital platform that not only raises unrestricted funds for hundreds of organizations, but also builds their long-term sustainability and encourages deeper civic engagement across the region. Okay, so now that we've established that the Day of Giving is really, really important, let's get into some details for this year. So, um, the day of giving will be on November 10th and then early giving will open November 2nd. And we do ask that you finish editing your organization page by October 30th. So, we'll jump into the platform walkthrough in a little bit to show what that entails, but just keep that key date in mind. I also just want to highlight that um to please make sure that you're using the correct link. So, whatever URL that you're sharing should start should just be the coastal bend dayofgiving.org. Okay. So, now let's just cover the requirements really quickly so you know um what it entails to be participating organization of this giving day. So, first all organizations must be a verified 501c3 charitable nonprofit and you must have been invited to participate. And then you also must be in good standing with the IRS or fiscally sponsored by an organization that is in good standing with the IRS. And we'll talk in a little bit about um how you can check your status. Uh we do have a way to do that in the platform. But uh like Tracy said earlier, we have 65 wonderful organizations registered which is really fantastic. Okay. Um, and then I will switch it over to Tracy so she can go over some features that we'll avoid on the platform. So the blue sheet that you have with your packet, uh, these are the features that we ask you do not use on the organization page. Uh we ask that you do not use the dollar raise and unique donor feature because on the day of giving date we do not want the donors to see how much you all have raised during that day because that could deter them to stop donating towards your giving day. And once you meet the match we don't want them to stop. We want them to keep giving. So we ask you not to activate that feature for that purpose. or the giving activity or custom tab feature. Uh these are great features, but at this moment we do not want to utilize these to make it a more simple uh giving opportunity for donors. under the fundraising tools when you're on your profile page um logged in to your page and dashboard uh we ask that you do not touch the matching grant portion because that could change the live ticker that will be happening when donations are coming in. We the foundation take care of the matching funding the 1.7 million that we have uh from the 22 matching funders and so we will be um doing that throughout the day and the matching funds will be part of the total as well that you will see on the live ticker. So please do not touch the matching funds. Do not enter anything in that uh feature or field. There is an automated email that can be uh made for a yearly donation reminder. We ask that you please do not activate that one or the text to give. Uh this year we are not going to do that but we are looking into possibly in the future since this is the first year using this uh merchant portal. Uh we thought maybe having that weekend next year would be better. And the opportunities uh please do not also use that one. The donations offline donations those are those checks of donors that will be coming that you those checks you will be bringing to us. The foundation will be entering and taking care of those. So please do not enter anything or those checks in the website or in the portal. There's a checkout donation form which is the checkout for the donors when they give. Uh please do not um use the feature for recurring donations. This merchant uh day of giving website we only use it one time a year only during the giving day. We do not utilize it throughout the whole year. So, um we don't have the recurring uh option or the option to use designated funds or customized questions to the checkout process. Please do not uh use that as well or the customization of the tax receipt. Uh we are going to be using a custom receipt for all the organizations. So, we ask that you don't you did customize a thank you and that's okay. That was part of the to-do list. And again, as I mentioned before, the settings uh using your page URL, we ask that you only use the day of giving coastal dayofgiving.org URL and the Q card QR code that's provided in the marketing toolkit. Thank you, Emily. Yeah, thank you. Okay, so I feel like that's all really helpful context before we jump into the platform walkthrough because I'll be sharing my screen and you might see some features that um are off limits I guess for your giving day. So, let me stop sharing this screen and switch over. All right. There we go. Too many screens. All right, there we go. And um can you see the Black Cat Society? >> Not quite yet. >> Not quite yet. Okay, maybe it's loading. Let's just give it a little nudge. Okay, so it looks like I got a notification that you all can see it, but judging from your screens, it's still loading for a second. Um, well, let's give it a minute more. Uh so basically just as a disclosure for what we're going to be looking at um we're going to be looking at a demo site and any information donor information etc is all just fake just for um demonstrative purposes just so you know. Um okay let me stop and try again one more time. What was that? Okay. Um, >> I've never had this issue before. Um, well, it looks like Tracy, you might still be sharing. >> And I think we're gonna get it. >> Okay. It looks like you might still be sharing your screen, Tracy. Let me see if I can now. >> Okay, I think we may have it now. >> Okay. >> Yes, we do. It was It was uh our side. >> Okay. >> Okay, we got it. Perfect. All right. Um well, first we will start on the Coastal Bend website. So um first I want to talk about if anyone has not yet logged into the platform what that looks like just because the first time that you log in it's a little bit different from all the others. And since you've already registered at least one of your team members should know how to do this but just want to make sure that everyone with administrative access knows how. So um if you have previously been an admin for an organization participating in Coastal Ben Day of Giving, you will need to select um forgot password after you click login in the top right. So you'll just click forgot password and then once you have access uh you will log in um by clicking login in the top right. My information is saved. So that'll just take a second. And then when you are logged in your name will be populated up here in the top right. You'll be able to click your name and then see all of your managed causes here. So, the organization that you manage will show up here. You'll be able to click on it and then this will look uh it'll look very similar to this with administrative access. So, as a reminder, this is all just demo information. Um, but when you first log in, it will drop you off at the overview page. Um, and this includes metrics, announcements if there are any, which I know Tracy has been utilizing. So, those will show up here over on the right. Um, and then also your registration status. So, at this point, you should all be approved for registration. Um, and just for context to make sure that you're uh in good standing with the IRS, you can also see if you are in good standing with the IRS here. So each month, Mighty Cause imports the list of the most update up to-date IRS um approved organizations. So um these are organizations that are in good standing with the IRS, have 501c3 status, all of the above. So if for whatever reason your organization fell off of good standing, um you would have a notification here up at the top with a little banner image. So let's go to organization page next. So your organization page is going to be the hub of your activity for Coastal Bin Day of Giving. So we do recommend taking some time to get to know your organization dashboard which can be found over here on the left and um which is pictured here. So on this organization page you can find that to-do list up here at the top which all of you have completed at this point and that outlines suggested and required steps. You can customize your organization page by toggling on edit mode up here on the right. You can see that it's toggled on when it's blue. Um, and this allows you to go into your page, um, and make any updates. So, like Tracy mentioned, uh, you all will not have progress updates for dollars raised. Um, so just ignore that. But for different purposes, you can go down here and add in pictures and images, etc. Okay. And we'll come back to this for more specifics, but let's do a highle overview first. Next. Next, let's move on to fundraising tools. So, here you'll be able to um review the peer-to-peer fundraising campaigns that have been created under campaigns. Um, and we can also go to reports. So in this report section, you'll be able to preview and export different donation reports. So all donations is probably the most common one. Here you'll be able to see um donations that come in real time and be able to download more information. So let's continue with our highle overview. Moving on to checkout. Um this includes your thank you page which all of you have already completed. Uh which will show for donors once they complete a gift. You can also go in here and make updates to your donation form. I know Tracy has a couple restrictions for that, so make sure you refer back to um which features to ignore, but this is where you would go in and update, for instance, suggested donation amounts. Now, lastly, for this highle overview, we can go into settings. Oops, settings. There we go. Um, and this is where you can update uh admins. So, I know Tracy would like all of you to go in and update who has administrative access. This is well, we like to think this is pretty simple. So, you can go in see everyone who has admin access and if anyone has requested to become an administrator for your uh organization, you can approve or decline them up here at the top. And then if you need to delete anyone um from having administrative access, you can also click the three dots to the right of their name, click edit, um copy email address or remove, etc. Okay, so now let's do a deeper dive. So let's go back to the organization page. And these are just little suggested boxes for what to complete, but we'll ignore those for now. So, um, on here on the organization page, assuming that you have edit mode toggled on, you can change your theme color to match your logo. You can upload media to your gallery down here to add some visual interest on your page. And you can ensure that your story description is the centerpiece of your page. So, let's go through some feature specifics. So, this about section of your page is your chance to really explain what your organization is all about. And this is an opportunity to review your page and think about the message that you want to share with donors during the event. So, you'll really want to think about your goals for this year's Coastal Bend Day of Giving and see how to clearly convey that message to supporters. Um, and I will highlight that there's a 50word um, minimum for this about section, but because you all have already registered and completed your to-do list, you should already have 50 words in there. But if for whatever reason you wanted to edit it, you do have that minimum set. So, um, you can also go in here and just click into the section to edit, you can start typing and then just click save up here at the top. You can also go in and add images, uh, videos, and links. You'll want to jazz things up as much as possible to make sure that this organization page reflects the branding and mission of your organization. So, um, just a note about adding videos. You can add videos from YouTube and Vimeo and they'll get embedded into your story. so people visiting your profile can check them out within that section. And um just a pro tip, these do have to be public if you want to share them. Uh and you can also add bulleted or numbered lists. This bot is really where you can go in depth about your organization. Um for example, you can tell supporters while your organization needs their support and show the impact of your work. So we can scroll through see that that's what a video would preview like um as well as the media gallery and any active matching grants which um Tracy is well and the the community foundation will be entering the matching grants but this is where you can see those. And I'll also add that when you toggle edit mode off you can preview what supporters um just public viewers will see. So, all of these like pencil icons where you can edit things will disappear and um you'll no longer be able to like type into the text editor. So, that's a good way to see what supporters will view your page as. Okay. So, now let's talk a little bit more about reports. So, as you can see, you can access reports on all donations, um, offline donations, donor retention, and dispersements. So, we'll really just focus on all donations because we're not allowing, um, recurring donations, and, uh, Tracy will and the community foundation staff will be entering offline. So, for the donations report, this will be available to you again in real time and include information like the donor name, email, donation amount, um, and you'll also see which page they donated to. So, please note that the time period up here in the top left does default to the last 30 days. So, each time you go in here to pull a report, you'll probably want to adjust that time filter. Um, so you can do that by picking one of the like suggested time periods, whether that be last week, last month, last year, or you can enter a custom date range. So you can specify the exact start date and end date that you want to look at. You can also filter by donation type, um, campaign type, if you want to look at fundraisers or peer-to-peer fundraisers, or by the giving event, etc. Okay. Um, and I'll also note one more thing about the time period. The time period uh can only be specified for a maximum of one year. So in the future, next year, if you're wanting to look at both 2026 and 2027 data, you will have to pull two separate reports. But once you have the report that you want, you can preview it down here at the bottom. And then you can download it by clicking this cloud icon with the arrow going down labeled download. and that'll download a CSV file with all of the information captured from the donation form when a donor checks out. So that'll be really helpful to um assess donor information and in real time see the donations that are coming in. Okay. So um because Coastal Vend Community Foundation is processing gifts through Stripe, the gifts made through mighty cause platform will be dispersed to your organization by the community foundation via check. So a couple other noteworthy points. Um admins will receive email notifications when a donation is made. So you can update this in your account settings over here on the left settings. Um, and then let's talk about a couple important notes for offline donations. So, the community foundation will be entering all offline donations, which are check gifts. So, to enter a check gift, the community foundation does require that your organization sends either a fax of the check via uh or sends it via physical check with a letter. Um, but all offline donations will be included in the overall totals. Please make sure that the offline gifts you are wanting to have count towards the giving day are received within a reasonable amount of time near the giving day itself. Um, so Tracy already went over this a little bit, but just make sure that you're staying in uh communication with the community foundation about any offline gifts so that they can work with you to make sure those are countered counted for the giving day. Okay. So, the next item that I'll go into is the checkout donation form. So, um under checkout and then donation form, you can see that this is again where you can customize the donation flow that all donors will experience when they make a donation towards your organization. So, you can set up custom uh donation amounts with descriptions to help tie those amounts to items or services your organization provides. And as you can see here, an example might include like $30. Actually, this has been updated since the last time I was in here, but um it could be like $30 pays one month of vaccines for uh an animal or something to that effect. This gives the dollar value a more tangible effect. Um, and then within the donation form, Mighty Cause does automatically collect email and physical address information. Um, and for these features, just as a reminder, will ignore designated funds and custom questions. You can, however, update the dedication message though. So if um if a donor wants to make a gift for instance in honor of someone, so in honor of their daughter for her birthday or something like that, they can make a gift in honor of um for instance Emily and then send an email to that person notifying that a gift was made in their honor, which is a really nice feature. Um so you can have that on so donors can make that choice. Now, at the top of this page, this is where the preview is. As you might have seen earlier, we'll ignore the monthly gifts because we're not offering recurring gifts, but we can go to the form to preview what that looks like. So, this is what a donation form would look like. As you scroll down, um you can see that donors do have the option to enter in a custom amount. So, no matter what the suggested amounts that you have are, um, a donor can still put in $13 if they want to donate that, etc. The dedication will populate here. So, donors would just have to click that drop down. And then donors do also have the option to hide their name and or donation amount um from public view. So, you as organization admin will still be able to see that name and donation amount, but the public would not be able to. for instance, if we had a live um timeline of gifts coming in. So then if we click on to the next page, donors would have the option to um pick their payment method and then enter their billing address and they have the option to customize fees. So uh like Tracy mentioned, this is brand new for this year, but donors will have the option to custo uh to cover those fees associated with making a gift through Mighty Cause. And this box will be defaulted to off. So donors will have to like actually go in and check this to add the fees to their cart. But they do have the option to do that. And as you can see, if you uncheck that um or if a donor goes in and unchecks it after checking it, just if they're curious or what have you, it'll ask them are they sure? Okay. So from there they would just pay and then um they would get that thank you message that you all customized. Okay. So I will skip over the thank you page because you all have already completed it and um the receipt because we will not be customizing that. The community foundation will be customizing it for everyone. Um let's see. So, as far as matching grants go, a reminder that the Coastal Bend Community Foundation will be entering and managing all of those matching grants. So, just disregard that feature on here. Um, and the last section that I'll just give a friendly reminder for um for settings, there is the option to update this URL, but the community foundation is asking that you don't even update that because you won't be sharing it. you'll just be sharing the Coastal Bend um direct like overarching link. So, um let's quickly go back to peer-to-peer fundraising. And before we move on to that, are there any other questions that you all have? Uh we're going to be doing a deep dive into peer-to-peer fundraising. So, if you have any questions about that, maybe hold off. But I know we we covered a lot. So before we move on and lose those questions, >> we do have a question. >> Okay. Just a quick one. The donate all that was available previously, how are they handling that? >> Um Tracy, I don't believe we talked about that. So the donate to all, we do have a profile that is on the website. It's a Coastal Bend Community Foundation donate to all and this is for donors who want to make a contribution to all the participation participating charities. And instead of adding every 65 charities onto their cart, they can simply just contribute to that one profile that is on the site and it'll automatically be divided equally amongst the all 65 participating charities. And we do currently have that profile on there. Now, any other questions? Good question, Tina. All right. Well, I will carry on. Okay. So, now let's talk more about peer-to-peer fundraisers. So, for anyone unfamiliar, um peer-to-peer fundraising is a technique where a nonprofit leverages existing supporters such as board members, volunteers, etc. to bring in new supporters and donors by asking them to create a fundraiser and share on with their social networks or share with their peers asking for donations. So, let's look at the benefits of peer-to-peer fundraising. First, peer-to-peer fundraising can help with donor acquisition, which I know is a big goal for nonprofits. Um, helping to spread the word about the organization you're helping to fund raise for can help rally new supporters for the organization, which is absolutely amazing. Secondly, peer-to-peer fundraising gives uh the peer-to-peer fundraiser a great opportunity to learn how to advocate for that organization and better understand their work so they can help spread the word. Another benefit is that peer-to-p peer fundraising could expand the organization's reach by finding more supporters. So, it's not just financial, but potentially finding new volunteers as well and just educating the community about that organization. So, the last one that I'll mention is that the organization could raise more funds with peer-to-peer fundraising. So, as many of you know, um nonprofits typically have a very limited bandwidth. So helping the fundraising team could be a huge huge lift as long as those peer-to-peer fundraisers are supported and um sharing out the correct information which we'll talk about a couple strategies on how to help them do that. Okay. So, um, peer-to-p peer fundraising on the Mighty Cause platform, uh, looks like your supporters creating an individual or team page to fund raise for your organization. So, individual peer-to-peer fundraisers are created by a supporter to help solicit donations. And team pages are made up of multiple individual fundraiser pages. So, for example, a team page could be made up of fundraisers for like each member of a football team or each member of your board, something like that. So, supporters can easily create a peer-to-peer fundraiser by going to your organization page and clicking the fundraise button at the top. Once they click that fundraise button on your organization's page, the Mighty Cause fundraiser creation wizard will take them through setting up and publishing their fundraiser page. So, they can opt into using the fundraising template that your organization has set up, which we'll talk about on the next slide. And regardless of if they use the template, they can customize their fundraising page to talk more about their own personal connection to your organization. Okay. So, um, setting up the fundraising template. The fundraising template is, um, basically a template for all of the peer-to-p peer fundraisers to use when creating their own peer-to-peer fundraiser. So, this template will pre-fill text and images onto the fundraiser page. So, when a supporter goes to create that peer-to-peer fundraiser page using the template, they are not starting from a blank page, which can be really intimidating. There will already be text and images um and then they can go from there and modify it. But by having this peer-to-peer fundraiser, um really gives them a jumping off point and it helps standardize it helps standardize the language that you want people um talking about your organization. So, it's a really great educational tool as well. So, supporters can still customize their fundraiser page like I mentioned. So, they can get creative and if they have a really great picture from a volunteer opportunity from your organization, they can put that as um the main image or they can just throw it into the about section, etc. They can also add videos of them, you know, making a personal ask to all of their friends and family saying, "This is why this organization is so important to me, and I really hope you consider supporting them as well." Um, they can also update the goals uh if they have a personal goal for their peer-to-peer fundraiser page. So, it should largely have the same or similar text uh as your organization's page. just so it's consistent and has um consistent branding. But uh we do also see that there are a lot of benefits of like a board member for instance saying this organization is absolutely amazing. Here's my personal experience. So, um, let's go into the page. And so, as an organization administrator, you can check the status of all of the peer-to-peer fundraisers that have been created by navigating to fundraising tools and then campaigns, which we looked at a little bit earlier. From there, um, if you want to make updates or just look at any of the peer-to-p peer pages, you can click on the three dots on the right side of those peer-to-peer pages that you'd like to edit or look at. Um, and then click uh campaign dashboard. If a peer-to-peer fundraiser is having trouble editing their own page, this is also uh the way that you would go in and help them edit their page or answer any questions that they might have. You also have the ability to toggle discoverability of the peer-to-p peer fundraisers on and off. So, this impacts whether the public will be able to search the peer-to-peer fundraiser or not. Um, that's again by clicking the three dots next to the peer-to-peer fundraiser and then clicking toggle discoverability. Okay. So, next we're going to go into automated emails. But does anyone have any questions about peer-to-peer fundraising? Okay, so automated emails. You all have access to two um really fantastic automated emails which from the title you might be able to guess that these are emails that are automatically sent from the platform after you customize them and um like opt in for them to be sent out. So you can access this feature. Uh here I'll share my screen. So you can access that feature under fundraising tools and then automated emails. So um just a couple key notes. The ones that are available to you all are for peer-to-peer creation. Um, and the welcome message. So, this first one, peer-to-peer creation, would be automatically sent within 48 hours of someone creating a peer-to-peer page. So, this could be a welcome message and um potentially giving them next steps or key dates that they need to mark on their calendar as a peer-to-peer fundraiser. So you can go in and edit it by clicking edit content. And then similarly to editing um the organization page, you can just click into the text box that you want to edit um and then use the inline text editor. You also have the option to add uh merge variables. So, for instance, if you want every single one of these emails to include like the creator's first name, the peer-to-peer fundraiser creator's first name or um the fundraiser name, etc. You can customize it there. Then at the top, you can also send a test email. And going back to that main page, you can toggle it on by clicking this toggle and making sure that it's blue. That means that every single time someone creates a new peer-to-peer fundraiser, um, this email will be sent to them. So, I'll toggle that off for now. Uh, moving on to this next one, we also have the welcome message that you all can send. Uh, so this will welcome new donors within 48 hours of their first donation. So, this could be a really fantastic touch point. Uh the donors will of course already get the thank you email or sorry the thank you page and then um receipt email but within the first 48 hours sending another touch point um that could have you know a special message about upcoming events or other action items that they could take or just another thank you. Um this could be a really great tool to do that. So again, just click into edit and you can make updates to the sender name, replied to email, um, and then the email content. Okay, so let's navigate back. Well, any questions about the automated emails? We do have a question. >> Okay. Are all the automated emails optional? >> Yes. Yes. So, they're defaulted to unchecked. So, until you go in and manually uh toggle them on, they will not be sent. >> The only one we ask you not to use is the yearly donation reminder automated email, which is on the blue sheet. Yes, thank you, Tracy. Um, yeah, that was the last one at the bottom of those automated emails. Um, but just ignore that one. Okay, any other questions about that? >> We do have one other. >> Okay. Who's the auto reply to if they choose to reply? Will it be the organization or will it be Coastal Bend? So you can actually customize that um in that edit page here. Let me let me bring it back. Yeah. So that's a great question. Um, once you go into automated emails and then click edit content up here at the top under email setup, you can adjust the sender name that's going to show in the email as well as the reply to email. since they'll be creating the uh fundraisers on behalf of your organization, you can put your uh email address there so they can reply to you and if they have any questions to you as well. All right. Um well, I will just move on to these last couple of slides. So, I did want to share some support resources because I know we um threw a lot of information at you. So, if you have any questions throughout the registration um post-registration preparation or giving day process, just know that you do have a team of people ready to help. And you can also find readily available trainings and marketing materials um in the Coastal Ben Day of Giving nonprofit toolkit. But for technical assistance, you can reach out to support mightycaus.com via email. Um, they are available year round, Monday through Friday, 9:00 a.m. to 5:00 p.m. Eastern. And for all other inquiries, you can check out the frequently asked questions page, which will be posted soon. Um, and if that still doesn't answer your question, uh, the Coastal Bend Community Foundation would also be happy to help. Um, okay. Well, now I was just going to move on to questions. So, are there any other questions about things that we've covered today? Um, questions either for Tracy or I. >> We do have a few. >> Okay. >> I'm sorry, I can't speak. Okay. So, going back, I'm wondering um about the annual fundraising events. We do have one called Heroes that we do yearly. It happens in October. We do this uh every year. We do get donors and they go through our dev center page and it goes all the way through December. Are we able to refer those people to through the coastal ben or do we need to hold on that or how does that actually work? >> Well, for your event page and link, you will have to deactivate that on your website during the blackout dates uh which is November 2nd through the 11th. >> So, we detour the to the donors to go through your page, right? >> Yes. >> Okay, great. Thank you. Sure. >> Okay. Thank you. >> Any other questions? We do have another. >> Thank you. Using this new platform, will we be able to access prior years donors as we did on the previous platform? Unfortunately, when the migration happened, uh we're not able to do reports from last year's donor's list. Um but if a donor does need a receipt, I am able to pull the donation information for a donor. But the organizations cannot pull a donor list from last year. But once we complete this first year with Mighty Cause next year and the years after, you'll be able to pull those uh lists. You're welcome. >> Our prior platform sold this wasn't our choice. I mean, it's it's working fine, but I'm just going to tell you, um, you know, there's a lot of movement in these organizations, and so this was, um, the best, uh, situation that we could have, but it it wasn't it was was put on as >> Yes. It wasn't our decision to move, but Neon One was not going to be hosting any more giving days and so we had to migrate over to a new merchant and Mighty Cause was able to do that for us. >> Yes, for asking, but do you imagine that next year's fee increase will be Well, I believe the only fee that should go up next year is the platform fee. This year it is 2.8, but I believe next year will go up to 3% because of the migration. They were able to give us a little break this year. >> Yes. But next year will increase just a tad bit so that we can also be level with all the other giving days that they host. Any other questions? There's one over here. >> So, when we do our reporting for after this day of giving and those questions about the donors from last year versus this year, we won't have to do those since we don't have access to that information. Um, that's a good question. On the grant report, yeah, you'll have access to the new donor's uh information, but if you happen to have um exported that donor list, which you should have because you had to have used it for this most recent grant reporting, then you should be able to uh do that. >> So, the reporting is going to be the same. That's >> Yes. Okay. Any other questions? No other questions? Okay. Well, I can jump into some friendly reminders. Okay. So, just a couple big overarching friendly reminders. Um, so offline gifts are allowed, check gifts are allowed, but they will only count towards the overall totals and the community foundation must be the one to enter those. Um, and along with that, you uh cannot exchange tangible goods or services for donations. Um, and if we that is a mighty cause rule, so we'll just be keeping a lookout for that and reach out to you if we see anything um to that effect. And then I'll just review if you um you all have the one pager with all of these features to ignore, but if for whatever reason you wanted to take a picture of this, etc. um these are the features to ignore the first page and then the second page. So, as you're exploring the platform, I would just encourage you to continue referring back to this um and in this first year because you're getting used to this new platform. Probably just focus on uh analyzing the donation report as donations start to come in. Um, as well as, uh, looking at peer-to-peer fundraising, getting that fundraiser template set up, um, and encouraging your current supporters to expand your reach by creating those pages. All right. Well, that is all I have. Um, Tracy, do you want to close us out? >> Yes. I just wanted to ask if there are any other questions you may have before um, we end the meeting. I also meant to mention earlier that the bag that you received uh each of you received per organization. Uh that was because the close day of giving was selected and voted as the best annual fundraiser this year for the Ben magazines um fundraiser. And thank you all to everyone who voted for the fundraiser and uh please enjoy your bag and um we wish you all luck. If you ever have questions, please call us at the foundation. We'll be more than happy to help. And here's to a great 2026 day of giving. And