Video summary
Mighty Cause presents its comprehensive platform walkthrough for Giving Tuesday 2026, an annual charitable event scheduled for December 1st with early giving beginning November 17th. Participation is free and grants access to essential tools, training resources, live support, templates, and prize opportunities that previously awarded $20,000. Organizations can manage their presence by customizing their "About" section, adding tabs for volunteering, and featuring specific campaigns within the dedicated givingTuesday.mycause.com portal. The platform supports three primary campaign types: individual pages for specific programs, team pages designed for peer-to-peer fundraising such as board challenges, and event pages that aggregate multiple teams with optional integration for ticketed events via Eventbrite.
Financial processing and reporting are streamlined through a Donor Advised Fund (DAFF) structure, ensuring all donations receive immediate tax deductibility while keeping Eventbrite ticket sales separate. Users can configure matching grants based on percentages, dollar amounts, or donor counts, which automatically update fundraising statistics, alongside automated emails for new donors and recurring reminders. The system offers robust reporting capabilities covering all donations, recurring gifts, offline CSV imports, and retention data to help identify lapsed donors for re-engagement. Integrations with Zapier, Mailchimp, and Google Analytics facilitate automation and tracking, while general settings allow for the management of searchability, social sharing images, legal information, and direct deposit setups to expedite payouts.
Beyond technical features, the platform emphasizes strategic planning and donor engagement through its Contacts CRM tool, which enables segmentation by criteria like donation amount or date for targeted outreach. A recommended campaign timeline suggests developing stories in September, creating content in October, and conducting testing in November to ensure readiness. Financial best practices include setting up Electronic Funds Transfer (EFT) over checks to avoid a $5 fee and leverage faster processing, with options to connect directly to QuickBooks Online via Zapier or manually import reports for accounting needs. Tax receipts clearly indicate transactions are advised to specific charities through the Mighty Cause Charitable Foundation, and checkout flows are designed to articulate specific donation impacts to donors.
The session concludes by highlighting additional utilities such as Text-to-Give keywords for live events, volunteer management systems, and customizable thank-you pages that enhance the donor experience. Administrators can manage user roles and permissions directly within the platform, while disbursement reports provide transparency on fees and prize winnings. To further support organizations, Mighty Cause invites participants to complete a post-webinar survey to request future topics like advanced peer-to-peer strategies or matching grant configurations. Attendees are encouraged to register for upcoming webinars, follow the organization on social media, tag them in campaign posts, and schedule calls with experts for personalized guidance to maximize their Giving Tuesday impact.
Read the full video transcript
Uh, I'm going to go ahead and get
started. Uh, welcome everyone. I'm so
excited to do a platform walkthrough
um of Mighty Cause for Giving Tuesday
2026.
Uh, we have a ton to get through. Um, my
name is Lisa Galpin. I'm the senior
marketing communications manager at
Mighty Cause. Before we jump into the
walkthrough, just a couple of
housekeeping things and information
about Giving Tuesday. Uh first this
webinar uh if you have any questions I
will try my best throughout the webinar
to pause and ask for questions. There is
a zoom uh questions tool and that's the
easiest way for me to see questions if
you can enter those there. But I'll try
my best to keep track of the chat as
well.
This webinar is being recorded so this
will be added to our Giving Tuesday
toolkit so you can access it anytime. um
and utilize it whenever you need. So,
we'll send a follow-up email as well
with the slide deck um and the
recording.
All right. So, if this is your first uh
Mighty Cause webinar, uh this is your
first time dipping into Giving Tuesday,
it's your first Giving Tuesday campaign,
welcome. Um Mighty Cause has been in the
nonprofit space since 2006. We're one of
the largest technology providers for
giving events like Giving Tuesday across
the country and we are an official
partner of Giving Tuesday and we host
our own event.
If you are not aware yet, Giving Tuesday
uh it this year lands on December 1st.
The easiest way to remember that is it
is always the Tuesday after
Thanksgiving. Uh and every year, Mighty
Cause, we have hosted uh an annual
Giving Tuesday event. It is a 27-hour
marathon that starts midnight of Giving
Tuesday and goes into Pacific time um
midnight, so 3:00 a.m. East Coast. And
as well, we util uh there is early
giving, so donors can start donating to
your Giving Tuesday campaign starting
November 17th. Registration is
completely free. Uh so it by registering
I'll go through what you'll have access
to but it is completely free to
register.
And just a note for everyone that's on
here uh Mighty Cause as I mentioned
we're one of the largest technology
providers for giving events across the
country. If you are taking part in a
Giving Tuesday event that Mighty Cause
powers, you do not need to register for
our event. Now, the what I'll go through
in the walkthrough will still be useful
and helpful for you. Uh, but again, you
do not need to register for our event if
you plan on participating in a giving
event that mighty cause powers.
So, what do you get by registering for
our event? So, you'll get access to all
of our tools and features that you can
utilize for Giving Tuesday, and we'll
talk about those today. free trainings
like this and as well as a library of
recording webinars that it's dedicated
to Giving Tuesday in particular. We have
live and human support that you'll have
access to um on Giving Tuesday, before
Giving Tuesday, after Giving Tuesday,
free Giving Tuesday resources. So, we
have templates, planning guides, um
checklists, etc., and graphics that you
will be able to utilize for your
campaign. And then as well a chance to
win prizes. Uh every year we la we award
prizes of during our Giving Tuesday
event. Um last year we awarded $20,000
in prizes to participating nonprofits.
Uh so stay tuned this year for our
announcement on prizes.
So, some of the tools that you'll have
access to that we'll be going over is
our donor donor management tools,
integrations, reporting, peer-to-peer
fundraising, donation processing, etc.
If you haven't registered yet, it takes
5 to 10 minutes, maybe even shorter than
that. Um you can go to giving
Tuesday.mycost.com
just click register your nonprofit
and then there are two components to
registering. So first is submitting the
registration form and then the second
part is completing the to-do list on
your organization page and we'll talk
about that as well in a second.
All right. So let's get through or let's
go to the platform walkthrough.
All right.
Um, so let me pull up quickly the Giving
Tuesday site. Um, so to access your
organization page on Giving Tuesday,
you're going to want to uh go to giving
Tuesday.mycaus.com
and make sure you are logged in through
there and accessing your page through
this link. Um, if you are a first-time
Mighty Cause is this is your first time
utilizing Mighty Cause, easiest way to
get to your ORC page after you've logged
in is to select uh your name and then
you'll see organization and then you can
click your organization name. If you do
not see organization uh when you select
your login name, then you are not yet an
approved admin for your organization.
So, you will need to be an approved
admin in order to access that
information. Or you want to just double
check that you're logged into the
correct email. You'd be surprised when
people accidentally log into the wrong
email. Um, it happens to all of us.
All right. So, um, so this is your
organization page. This is the hub of
your page on the platform. Many
nonprofits utilize their organization
page for their Giving Tuesday campaign
or in general giving event campaigns.
Um, so when you are if you are a
returning organization, some things to
consider about your page when you're
revisiting it are your fundraising
stats.
So, uh, you can enable fundraising stats
so that donors can see on your page how
much you've raised as well as your goal.
As you see, I have not updated this
since last year. So, what I want to do
is select this pencil icon and then
select calculate from a specific date.
As I mentioned in the beginning, uh this
year's uh
this year's early giving starts November
17th. So, I'm going to select November
17th. I'll just keep keep this time. Bet
you want to or let me set it to another
time.
I'm going to save this. And so then my
metrics have been recalibrated.
And then I'm going to also edit my goal
on here.
So if you're ever confused about what
you're seeing on your orc page in terms
of the metrics on your page, double
check uh first of all that uh are you
including offline donations or are you
just including online donations and as
well as the time period it is
calculating from. If you want to remove
uh the number of donors or amount
raised, you can also remove that as well
or you can hide the section overall.
All right. So, your about page is where
you're going to share all of your
information about your organization. If
you're returning organization, you want
to make sure that you are going here and
reviewing your content and is it up
to-date? Is it telling your story? Is it
explaining the impact a donation would
make for donors?
You also on your organization page have
the ability to add another tab if you
want to add any additional information.
Maybe you want to have a section that's
all about how to volunteer for your
nonprofit. Um, whatever you want that to
be, you can add an additional tab.
As we scroll down, as you can see in the
inline editor, you can add photos,
videos, a button
underneath your story section, we have
featured campaigns. So, if you have
fundraisers that you want to
specifically highlight,
so for example, I want to highlight our
board challenge.
I'm going to search board challenge and
add that in here.
If you would like a giving activity
timeline, uh so if you would like for
anyone who makes a donation to your
organization to pop up here, you can
enable that um to be displayed.
If you just want all of your campaigns,
any campaigns for your organization to
pop up, um you can enable this section.
This is so the featured campaigns, the
difference, this is you curating what
campaigns you want people to see.
campaign supporting this organization or
the supporting campaign section. It is
just automatically all of the
fundraisers tied to your organization.
We have a media gallery, volunteer and
event opportunities, which I'll talk
about a little later, and then your
organization data. I would also
recommend reviewing this information uh
to make sure that your contact
information is up to date. If there is a
donor that reaches out to mighty cause
support um and we need your contact
information to provide uh the the donor,
we will utilize your public facing um
contact information. [snorts] So make
sure you have listed there how you want
donors to reach out to your
organization.
All right. So um as you see on the top
we have uh actually before I get into
donate and fund raise one other section
just to highlight is your overview. So
your overview is going to give you
metrics uh regarding your last 30 days,
last 90 days, last 12 months. You can
decide what metrics you want displayed
there
and as well what time period you want it
to show you so that you can have a quick
glance as to how your nonprofit
fundraising is doing.
What also will be important in terms of
participating in Giving Tuesday is
knowing your registration status as well
as seeing if your to-do list is
complete. Um, if you are approved for
Giving Tuesday, it will say here that
you are approved for Giving Tuesday. If
you are pending, it will say you're
pending. Right now, it just says
registration's open, which means that my
organization hasn't yet registered for
the event. So, I know I have to go and
register.
If you click this to-do list, it will
follow you throughout the page, but you
will see a breakdown of your to-do list.
What is required in order to get your
organization approved for Giving
Tuesday.
All right.
Um, one thing also to add about this
page, uh, if you want to see what it
looks like to donors, you can just
toggle this off and it will show you how
it will display to donors.
And as well, this link at the top, this
is the link when you're on your
organization page. This is the link if
you're utilizing it for your Giving
Tuesday campaign that you can share with
your donors. Um, so if you're ever
confused about what link exactly do I
share, it's always going to be um
givingTuesday.caus.com/organization
slash and then your unique URN
furryfriend.co in this example.
All right, so I talked about this is one
type of fundraising page that you can
utilize for your Giving Tuesday
campaign. And I would say majority of
organizations utilize this type their
organization page. However, there are a
couple of different other fundraising
pages that you can create. So if I head
to fundraising tools and select
campaigns,
this is going to give me a list of all
of the fundraising pages that are tied
to my organization. And that could be
peer-to-peer campaigns or campaigns that
me and my team have created for our
organization.
You can easily create a new fundraiser
by just selecting selecting fundraising
here or if you click campaigns, you can
select create new campaign
and then it will take you to a fundra
solutions page which will break down the
three different pages that you can
create on the platform. So, the first
being essentially an individual
fundraising page. Um, this is ideal for
if you have a specific program. Um, if
you do want just a dedicated page for
Giving Tuesday outside of your
organization page, um, if you have, you
know, if you want a dedicated campaign
for something else, I'll show you an
example, but
um, you would create start a fundraiser.
If you want group fundraising,
you would select teams. And if you want
event fundraising,
you would select events. Uh, and I have
a couple of examples. So, um, if I were
to create a individual fundraising page
or a a campaign page like this, um, as
you see, this is my dedicated Giving
Tuesday campaign. I want something
that's going to have a unique URL and
it's going to be completely separate.
It's my chance because for my Giving
Tuesday campaign, I want to specifically
highlight our second chance fund. We
have a specific goal here that's maybe
different than our year- round goal that
we want to emphasize.
And as you see here on the left side,
you have a dashboard where you can
customize your checkout experience, uh
your donation amounts, um you have
reporting, etc.
Now, if you want to create a team page,
this is what a team page would look
like. And this is a great example of a
team page for an event like Giving
Tuesday. Um, so a board challenge is a
really common type of peer-to-peer
campaign that nonprofits utilize on the
platform. So, as you see here, the goal
of a team page is to bring individuals
who want to fund raise individually, but
bring them together for a common cause.
So, here we have a board challenge. Each
board member
has their own fundraising page and this
fundraising page they will send to their
friends and family and their network so
that their friends and family are
specifically supporting Donna's
fundraising page because she is the
board member of furry friends and I want
to support Donna and so they can go
directly to Donna's page and read about
her story maybe why she wants to why she
is a board member of furry friends etc
and support there and all of that is
tied into your team total so that you
are working collectively but
individually together.
Now um an event page brings both of
these concepts together. So an event
page would be if you need
multiple teams participating. So for
example, this is an annual readathon for
Inver Grove Heights.
They have multiple teams that represent
each of their grades.
And then within each team,
uh I don't know why that's uh not
showing. Let's see. First grade team.
Okay. So within each team, you'll see
that each student within that grade has
their own fundraising page. And again,
this page then allows for each student
in this case to share that with their
friends, family, etc. to support um the
their the student that they want to
support. So all of that ties into the
grade and then that is all tied together
for the overall event.
And you also have your own dashboard
here that you can utilize to customize
your uh manage your page and customize
your page with event uh pages. One
additional thing that you have access to
and I have another example
is the ability to link to Eventbrite for
registration. So this is an example of
an annual doggy dash and if I have some
sort of I want people to register for a
ticket or purchase a ticket etc. and I'm
utilizing Eventbrite.
I can set up that integration here
and that will direct the individual to
go to Eventbrite, register, and then it
will redirect them back to their event
to your event site to continue creating
a fundraising page and fundraising. Now,
if you don't utilize Eventbrite, I know
a lots of organizations, they do not
utilize Eventbrite.
That's perfectly fine. You can include
information here on your page about
where people can go to register that
tool. Uh just this register tool is what
we have a direct integration with
Eventbrite for. But if you don't utilize
Eventbrite, you don't have to utilize
that direct integration.
All right. So,
um let me go back. Where was I? Any
questions so far just about
campaign pages?
Does Eventbrreate put funds into a
foundation that then distributes donor
advice fund via DAFF? Um, no. I
Eventbrite would be if you just need,
you know, for example, like ticketing
processing if you uh wanted to charge
people for your event $5, $10, etc. Um,
it's not I'm not too familiar with the
backend of Eventbrite, but from my like
limited experience. It's just direct. It
would you would just set it up with
probably a Stripe account or some sort
of, you know, direct banking system, but
it is not a donation.
But that is a good question because all
donations um on mighty cause are
processed through a donor advised fund.
Um, if you are participating in a
different giving event that Mighty Cause
provides the technology for or that
Mighty Cause powers, that may be a
little bit different. But for our Giving
Tuesday event and in general on Mighty
Cause on our general site, all donations
are processed through a donor advice
fund, which makes the donations
immediately taxdeductible for donors.
And so we handle the tax receipt and
I'll cover kind of what your role in the
the receipt is. But um that is all
automatic.
All right. So don't see any other
questions. I'll continue. So within this
fundraising tools area, you also have a
lot of additional tools that I really
recommend utilizing for your event or at
least checking out um for your
organization. So the first being embeds.
Um so embeds is the uh donation um is
the ability to embed a donation button,
a small form or a full form to your
website or to any website that you have
editing ability to. So I will show an
example of kind of what that will look
like and just how simple and easy it is.
So, let's say I want to create a
specific
Giving Tuesday form because I'm going to
have specific amounts that I want to
relate and I also want all donations
that I receive from my website that are
related to Giving Tuesday to count
towards my Giving Tuesday totals for any
prizes. So, I'm just going to say GT
uh donate page
and I'm going to say donate page on
site. Uh so the embed location is just
for uh you know if you start embedding
in a lot of different places just for
you to be easily keep track of where you
are putting this embedible form. All
right. So I'm going to continue.
So now I have the ability to customize
this checkout form. So I can add um I
can change the amounts. I can add
donation descriptions.
I can hide monthly giving or I can set
monthly giving to be the default. So
maybe you want a giving Tuesday campaign
that is really centered around monthly
giving. You can set that up to be the
default setting when donors come and u
make a donation on your site. So I'll
just do that as an example.
If you want donors to have the ability
to designate their gift, so or to a
specific fund, you can enable that.
You can also have a section where they
can dedicate their gifts. But most
importantly, uh you want to think about
are you collecting the data that you
need? Are there any questions that you
want to ask donors throughout your
donation flow that you haven't asked
quite yet? So, let's say you want to
know, are people interested in
volunteering with our organization?
You could add a question that um
provides donors the ability to answer
that. And you can decide whether to make
that a required question on your
donation flow or not. So, I already have
volunteer interest as a question I've
pre-populated. So, I'm going to have
that here. And it is a required
question. So, every donor will need to
tell us if they're interested in
volunteering or not for the donation to
process.
All right. So, um two other sections
that you can edit then are your thank
you page. So, this is the page that pops
up once a donation is completed. So, you
can customize that content and add
video, photos,
another SCTA, etc.
And then you can customize your the top
of your donation receipt. So this is
what the receipt preview will look like.
Um and then you can add your own
information that will be at the top if
you want to have your, you know, direct
them to another place, you know, have a
personal thank you, etc. And then you
can test your receipt. So, I recommend
testing out your receipt and making sure
it the language that you have there is
is what you want donors to receive.
All right. So, I'm going to go ahead and
copy this embedible form. So, all I do
is select copy embed
and then I head to my website. So, I
already have this website that I've
built on a free website builder. I have
my PayPal donate button here and I will
show you how easy it is just to add the
embedible form. So if you have an embed
built a website builder like this,
it just takes a couple steps, but if you
have someone that manages your website,
you can send them the link and it should
be really easy for them to add that to
your site. So I'm going to select uh
embed code and then embed HTML.
So I select I already selected the copy
button. So all I have to do is just
paste
update
and then the form is automatically here.
And so I just want to make sure my
entire form is displaying on here.
And I am going to remove
uh remove my PayPal button and just have
my donate page here. So, uh just an
example. It's very quick and easy, very
painless. Um so, if you are utilizing um
you know, a a a Giving Tuesday um you
know, if you have a section on your
website that talks about your Giving
Tuesday campaign, I definitely recommend
to do that. Um because any donations
that come through your Giving Tuesday
form will count towards Giving Tuesday
prizes.
All right.
So the next section uh is matching
grants. Um so we will have a dedicated
webinar about matching grants. I'm not
going to get into a lot of the
nitty-gritty of what matching grants are
and the different types of matches, but
I'm just going to guide you through of
if you do have a match, how do you add
it to your site? Um, so you're going to
go to your matching grant section. And
as you see within matching grants, it's
divided up into three areas. Your live
matches, upcoming, and past matches.
So, I'm going to go ahead and create a
match. So, um, let's say my, uh, the
person who is providing our match is
Annie Miller. She does not want her name
to be public, so I'm going to hide that.
The match amount is, let's say, $5,000.
I'm going to include my match value and
page metrics. And what this means is
that, let me pull up the organization
page again,
my fundraising stats.
Um, so what that means is that
your donation amount here will then
automatically update based on your
match. So
it'll make more sense as we go through.
All right, I'm going to add a title,
superstar match. We can add a photo. I'm
going to add
an icon here.
I want to set my date. So, I'm going to
set it to
the start of
early giving and then the end of
Giving Tuesday.
And what is automatically set for you is
um the match type match a percentage of
each donation 100 100%. So what this
means it's the most common type of match
you'll see which is one one. So if
someone makes a $5 gift their donation
is match so it is a $10 gift. So when
you have this enabled include match
volume page metrics, what this is saying
is if you have that 100% or that that
type of match, it will automatically
update when uh if someone makes a $5
gift, it will update by $10. So it'll be
included on here.
Now, one thing to know about this is you
want to consider
how your granter is planning on making
their gift to your organization.
So, for mighty call, our giving Tuesday
event for prizes or leaderboards, it
only counts online gifts. So, gifts made
through the platform. So, if there is a
particular prize um or competition that
you want to win, you just want to make
sure that if you're planning on having a
granter make it online that you may want
to enable it or you can disable it later
and I'll show you how to do that so that
your metrics are counting it correctly.
There are different types of matches you
can enable here. We have apply match
when total dollars raised equals match
value. So meaning let's say your match
is
not it's one to one but your granter
says you will only receive this total
amount if you can raise in total $5,000.
So you will only receive the $5,000
if you raise $5,000
um as opposed to you know up to $5,000.
I will match
total match when a certain quantity of
donations is received. So you need to
receive a 100 donations in order to
receive your match or a certain unique
donor. So you need 10 unique donors to
receive a match.
The email you add here is for your
granter. So it will send them an email
that the match has been um completed and
they can go ahead and fulfill it. Many
organizations uh prefer to just add
their own email like an their own admin
email because they want to receive that
communication so that they can directly
communicate with the granter and so you
can just add your email here.
Um
so once it's added it will be added in
your upcoming matches. Once that
November 17th date that I showed you,
um, it will be then added to your live
match when it becomes live.
Now, after you set up your first match,
the second match that you do, um, let me
actually quickly just create that match.
Let me create match here. Oops.
All right. So, let's say we're starting
our match today and we want it to go
until tomorrow. I'm just going to create
this match really quickly.
Oh, uh, see, I already did something
that I should have known, which is that
I said a time where donations were
already counting. So, let me just
do this again.
So, this organization already received
donations today and they already
received $2,000. So, that's why it
immediately closed. So, let's do
it. Starts at 400 p.m. today and goes
until tomorrow.
All right. Create match. All right.
Right. So, as you see, it's an upcoming
match. Now, now if I go to create a
second match, let's say I do have a
second match available,
what I can do is cue the match to start
when that last match ended. Um,
so what this essentially does is as soon
as that last match ends, it this one
will immediately start. And then what
you just want to do is then set this one
to end, you know, after the the one you
stated were was going to end.
All right. So, let's say um your granter
if is planning on making their gift
online and you want to make sure that
you're kind of keeping track through the
platform if it was fulfilled or not, you
can go to your past matches and click
fulfillment link. and you can generate a
fulfillment link to send to them that
will direct them to make their gift.
One thing to know is if you have
matches enabled throughout your
campaign, you want to make sure your
granter is not making a gift when those
matches are enabled.
For matches, can we manually add a
donor's check? Yes, you can manually add
a donor's check. You just want to make
sure if you are planning on doing that,
um, one,
if you are to add the offline gift,
which we'll talk about offline gifts in
a second, when um, when you don't have a
match currently going, or you disable
this if you do have another match going
that so that it doesn't count towards
that other match. But yes, you can add
it as an offline gift if you want to.
Um, just to note though, it just won't
count towards any leaderboard surprises.
All right, so let's talk about automated
emails. Um, so this is a section that I
think is underutilized by a lot of
nonprofits, but I would definitely
recommend to enable this area um because
it just makes your life easier. So this
is automate automated communication that
will be sent out to donors that meet the
specifications. So, if you want to send
an automatic kind of welcome page or
thank you page to any peer-to-peer
supporters, you can enable this so that
within 48 hours of page creation,
they're going to receive a welcome um
email.
If you want to start welcoming your
donors after they've made a gift, you
want to start that welcome journey of
your nonprofit. This is that's such a
important com component
um to giving which is having a process
of after a donor makes a gift especially
a new donor
how are how are you going to maintain
them? How are you going to engage them?
Um so this one is within 48 hours it
will an automatic email will be sent to
your first um donor or sent to the donor
and then a yearly donation reminder um
that is approximately 1 year. So if you
want to then customize this
communication, you can select edit and
then you can customize this
communication. Here
you can add uh certain fields that will
customize the language for your donor so
that it feels more personal. So for
example here I have dear first name and
it will populate that in their message.
All right,
next section text to give. So, text to
give um essentially allows you to add a
key uh create a keyword that donors can
then text and that will automatically
send them a link to donate. So, this
will ideally be for a situation if you
are at a live event, if you are in
person with people and you don't want to
have, you know, a station where people
have to uh use a computer to make a
gift. Um, you can just uh have people
text the keyword uh text this number and
then the link will automatically be sent
to them and you can just click create
keyword and go through that process. And
I'm just speeding up a little bit here
just for sake of time.
All right, opportunities. As you saw on
this ORC page, there is an opportunity
section. If you have any volunteer
opportunities that you want people to
sign up for or any events you want
people to register for, um, you can
create that here. And then fundraiser
templates. So, if you do want to
encourage peer-to-peer fundraising for
your nonprofit,
um, I would recommend creating a
fundraiser template. Um, essentially
what this does is fills in the blank for
fundraisers,
um, so that they don't have to add in
details that might, you know, um, take
more time for them to complete than it
would for you. So adding a goal, an
image, a story.
Um, so for example, if you are do have a
team challenge, um, there is a
fundraiser template tool here. So, as
you see here, anyone who joins our team,
I've added here pre-save things so that
this is already populated for them. They
don't have to think of a description to
write, but if they want to customize it,
they can customize it.
any template that you have that you have
chosen to star. That means that if
anyone comes here and clicks fundra and
get started, it's going to automatically
uh enable the template that you've um
designated.
All right, reports.
So, you have a couple of different
reports available to you. You have your
all donations report, your recurring
donation report, which lists all of your
recurring donors. You can manage them
in your all donations report. You can uh
utilize these filters to look up um
certain donation amounts, search for
donors,
uh look up donation types if you just
want to look up your offline donors, and
as well as if you want to search by
specific campaign.
Um there's also a time period. So if you
want to look at a specific time period
or just this year to date, you can do
so. Um if you download this list, as you
see here on the report itself, it gives
you the primary details of maybe what
you'll need if you just wanted to take a
look of who's donating and how much and
where. But if you want more details on
the gifts, so for example, what did they
answer for volunteer opportunities? You
can download this list and all of those
answers will be in a CSV file
for offline donations. Just like the
adding a manual check, you would simply
add an offline donation and that would
be added to your report. And if you have
multiple offline donations, you can
import um your offline gifts um via CSV
file. I would recommend that you
download this data template. And I've
just kind of pasted some here as well
because this will tell you how you
should format your form in order to up
uh or your your your report in order to
upload all of your offline gifts.
One of the most important reports that I
think um you should definitely utilize
are is your retention report. So, if
you're participating in Giving Tuesday,
you'll be able to select this and you'll
see um Giving Tuesday 2026 or Giving
Tuesday 2025. Um so, if you're past
participant, you can keep track of okay,
last Giving Tuesday, who donated and who
hasn't donated yet this year. Um
I have a better example here, retention
report.
So I can see who how many donors I've
retained this year to date. Who are
those donors? And if I select all right,
who have I not retained this year? I can
uh select that and then I can download
this report and this can be an easy
contact list for me to reach out to for
Giving Tuesday. Hey, you donated last
year. I noticed you haven't or you know
this year you can make an even larger
impact. Make a donation today. So, this
can be a really helpful list if you're
not sure who to contact for your
campaign outside of, you know, your
contact list. This is a really great
segment of people to reach out to. And
then lastly, your dispersements. Um, so
I apologize.
Um, you will have a dispersement report
that will break down all of the
donations included your report, any fees
associated to your transactions. Um, it
will explain completely
everything as well. If you've won any
prizes, it will be included in here as
well.
Uh, an email will be sent out to you for
your dispersement.
All right, check out. Um, I'm going to
skip this section just for the sake of
time, but it is essentially what we
talked about for the embedible form in
terms of the ability to customize your
donation page and your thank you page
and your receipt. However, this uh
checkout section is related to your
organization page donate button. So, if
you're utilizing this page for
donations, you want to make sure that
you're clicking checkout donation form,
reviewing this. Is it up to date? Is
this how you want your information
presented? Is your thank you page
updated? As well as your receipt right
here from last year, I said on behalf of
3,000 homeless cats and dogs, maybe that
number's increased. You want to make
sure you're in here and reading that
information.
All right. So, we also have a couple of
integrations available to you. Um, one
of them that I'm going to highlight is
Zapier. So, if you're not familiar with
Zapier,
Zapier is a third-party system that
essentially
allows for different programs and
platforms to work and talk to each other
and so that you can automate tasks. Uh,
so I've just pulled up Zapier here. Um,
if you are utilizing any type of
platform and you want to see, oh, does
Zap year support this, it's really easy
on their site to see if the tool that
you're interested in um utilizing and
automating something with is available
here. So, right now I'm put in uh, you
know, how mighty cause via zap year,
what you can connect it to. So for
example, if you also utilize little
green light, you can select that and see
how it pairs.
So you can see, okay, well, what I
ideally want is just every time I get a
donation, I want it to be immediately
imported into a list within little green
light.
Now, the world is your oyster of what
you can do. Um, so for example, if you
want a list of all of your donations in
a Google sheet because you're all
volunteers and you want a list just
automatically in your Google Sheets
because you're going to divide and
conquer with your volunteers at the end
of the campaign and you're going to send
thank you notes to all those people. You
could set up an integration where all
your donations go into a Google sheet.
Um, so there's a lot of things that you
can utilize in here. I recommend
checking out Zapier.
We have a direct integration with
um Mailchimp.
Not sure why that's not being selected,
but if you utilize Mailchimp, you can um
set it up so that again new donors are
or donors are directly added to a
specific audience or segment that you
want within Mailchimp.
And then the other one I will highlight
is Google Analytics. Um so if you
utilize Google Analytics, you can add a
tracking ID here so that you can keep
track of you know your page views and um
how your page is performing. You can
keep see okay well we receive this
amount of visitors. Does that translate
to dollars?
All right. So the last section is
settings.
So your general settings
not sure why
it's not
selecting. Let's try
apologize.
Okay, we'll utilize this example. All
right, so in your general settings, um
you want to make sure that these are
enabled. This is your searchability on
the site and also your ability to accept
gifts. Sometimes for whatever reason,
especially if you're returning
organization,
um if you you may have accidentally
disabled that and that's not going to
allow people to donate or find your
organization through our search.
If you go by an um alternate name um
that you want people when they're using
our search to be able to easily find
you. So maybe instead of giving
foundation,
many people know us as G Foundation.
Just making that up. Um you can add that
here
so that if someone searches that name,
you can it um they will be able to
easily see your organization show up.
Here are your search categories if you
want to enable that. And then probably
the other most important thing within
this section is your social sharing. Um
so this is you know if you've shared a
po a link on Facebook or on you know
social media accounts etc or text you
probably will see an image pop up with
some text already autopop populated.
This is what that section is
essentially. Um so you want to make sure
that this is updated and that this has
the language that you want it to say for
your campaign.
organization info. This is just your
display information um that you can also
edit here in this section. But the
bottom area is your legal information.
So your legal mailing address and your
legal name
and you will need that for your
dispersement settings. So, if you're new
to the platform, you want to make sure
that you are um setting up AC um to for
your organization.
There is a $5 fee for checks and you
will receive funds also faster twice a
um twice in general on Mighty Costa
platform twice a month. Um and you will
receive it also faster after the giving
your Giving Tuesday campaign if you set
up direct deposit. Um, you may be asked
for additional information when you're
adding your direct deposit information.
We have a whole security check system.
Um, and so sometimes it requires for us
to get additional information um, just
to make sure that
you know you are who you are and the
banking information that you're
providing us is actually your
nonprofit's banking information. So we
always triple check that um information.
Um so you may be asked to provide more
information or you could just be auto
approved.
All right. And then the last section are
your admins. So you want to make sure
that take a look here. Is this updated?
Do people need to be removed? If you
want to remove them, you can simply
select remove. If you need to edit a a
title or you want to add a phone number
in case there's a urgency,
um you can add that here and you can add
additional admins here as well.
All right, before I jump back into the
slide deck, are there any other
questions
about the platform that I could go
through if there is a section that
you're still unfamiliar with that I can
walk you through?
Okay.
All right. So, um just back to
Um,
back to the slide deck. Um, so here is
just a brief timeline. Um, if you want
to know kind of where you're at and what
you should be building towards. So this
time period and September still, this is
the time where you should be thinking
about your story. What are you going to
be?
What are you going to be communicating
to donors for Giving Tuesday? Start
collecting videos, photos, or start
thinking about what you want collected.
What do you want to display for your
campaign? And start slowly building your
page. Um, this is also the opportunity
to start looking for matches or
peer-to-peer fundraisers.
October is when you want to start
writing your emails and your social
posts. So, those are pres-scheduled and
ready. November is when you're going to
want to make sure that you're testing
your donation page and auditing your
website, your page, making sure
everything works the way it needs to
work. And then Giving Tuesday, you're
going to want to make sure that you are
communicating when it starts midday at
the end of the day and then thanking
your donors at the end and making sure
that you have a plan set in place for
all the all the new donors that you are
going to receive for Giving Tuesday.
All right, I have a checklist here that
is a tools checklist so of where you can
get started. So, first updating your
organization page or creating your
campaign page, reviewing and updating
your admins, customizing your checkout
flow, building a fundraiser template.
Oh, I missed contacts. I have to go
through contacts. I apologize. uh
building a a contact segment and send a
message, enabling auto emails, adding a
matching grant, embedding your donation
form, and then downloading your
retentions report. One important section
that I missed, and I apologize, are
contacts. So, this is your donor
management CRM tool. Um, so this is a
place for you to be able to collect any
critical donor information.
um and that for you to be able to keep
track of your relationships. So, I just
pulled up just a random contact.
If, let's say, you know, we had an
Inerson event and I met Andy.
So, let's say he's interested in
providing a matching grant. He noted
that. I'm going to note that. I'm going
to say we I'm going to
define that as a meeting and I'm going
to note that on here so that I can keep
track of that.
You will also have a list of their
donations, average donations, total
donated,
their overall transactions,
any campaigns that they've created, if
they've signed up or volunteered for
anything, and then any communications
you've sent out.
So, one of the most helpful things with
um contacts is the ability to create
segments
and then communicating to those
segments. So, let's say I want to make a
segment of all of our major donors. So,
I'm going to look up the largest or the
the largest donation that someone has
made to us. So, I'm going to say I want
it to be over
$500.
And then I also want to define it as I
want it to be between
let's say
this year and I'm going to set it to end
of year. So that this is going to be a
2026 list.
All right. So I'm going to save this new
segment. I'm going to label it my 2026
major donors.
I'm going to save this. And anytime I
want to pull up this list, I I can
easily see, all right, here are the
donors that have donated their they've
made a donation over $500 and they've at
least made a donation within this past
year. And let's say I want to know,
well, when was that last donation date?
I can click on properties here and look
up last donation date. Enable that. And
so that or that's last donation amount.
I apologize. Last donation date.
So that that is automatically listed
here. So I can see easily. Okay. These
are this is another group of donors I
should export and reach out directly or
simply select all.
And then
I want to
this is the group I'm going to message
subject. And then you can customize it
here and add again those customized
uh fields like their name, the total
donated etc.
Uh so on my list it says we are missing
EFT setup. Is this necessary? I see
there is mail check option. Yes, for to
participate in our Giving Tuesday event
you do need to set up EFT. I would
recommend that. Um, with checks also,
there is a $5 fee as I mentioned and
EFTs, it's just a much smoother process.
So, I would recommend setting up EFT. It
is just a much more streamlined option
to receiving your funds and you receive
them faster.
Any other questions?
Okay. So, uh just for next step, so I
will send a recording of this webinar so
that you can um access it at any time as
well as these couple of slides on here.
Um, if you want to learn more in general
about Mighty Cause, um, there is going
to be a post-weinar survey and you'll
also be able to in the follow-up email
within the survey. Also, we ask what
other topics you're interested in
learning about for future webinars. If
there is a Giving Tuesday topic that you
really want to learn more about, we're
going to have a webinar on peer-to-peer
fundraising, matching grants,
communications, etc. If there's anything
else, please let us know in the survey.
Registration is open, so make sure you
register if you haven't registered yet.
Signing up for a future webinar and then
following us on social media and as well
tagging us for any with for any Giving
Tuesday content or in general any
campaigns that you um are utilizing the
platform for. I love just seeing them
and we'll make sure to also share them
through the platform or through our
socials. Are you able to download the
donor am and [clears throat] amount to
import into
QuickBooks or do charities usually just
a lump sense,
uh thank you and tax letters you do? Um
so
with Zapier
um you can they do have the ability I
believe to let me pull back up
to connect to QuickBooks online.
uh QuickBooks online. So, I know some
nonprofits, they don't have the online
version, but this is a way for it to
automatically happen so that if you have
a donation
that is added to your QuickBooks
account. Um, otherwise, you would then
um just go to
your reporting, your donations, you
would just download this report and then
you can import it into QuickBooks.
Um,
yeah, as I mentioned, we
on the tax receipt, I'm not sure if this
will fully um answer your question, but
um the receipt here, I'm not sure why
that's not displaying um but because
donations are processed through donor a
donor advised fund, the receipt will say
the donation is processed to mighty cost
charitable foundation with it being
advised to going to furry friends.
Um, how will these steps produce more
donations? Yeah, that's a great
question. So, as I showed with some of
the reporting tools that I shared with
you, this is for example your retention
report, your contacts.
These are all all great tools to utilize
if you are in particular if you're a
returning organization or you have
imported your donor's information into
contacts as well to be able to easily
and quickly see okay who are the people
that I want to specifically target. Um,
this will also provide you the ability,
for example,
within the checkout flow of just being
able to articulate your uh donation
amounts and your um impacts related to
your donation amounts. That is really
impactful for donors to be able to see,
okay, what am I what impact am I making
or what am I actually giving to? What is
what is going to happen if I make a $25
gift? What is the cause of it?
I hope that helped answer your question,
but if you're looking for anything more
specific, let me know.
Do you need to register annually for
Giving Tuesday? Yes, you need to
register annually for our our Giving
Tuesday event. So, you want to go ahead
and register if you want to participate
in this year's event.
And Karen, just uh also I I'm not sure
if my question if my answer answer your
question, but if you still want to learn
a little bit more or talk to someone on
our team that are more experts on um
kind of the the maximum way to utilize
the platform based off your specific
needs as a nonprofit. We can set you up
on a call with someone and they can help
answer any questions or guide you
through based off your nonprofit. Um,
you know, how best to utilize the
platform.
Okay, I don't see any more questions.
All right, I hope this walkthrough was
helpful in getting you acquainted with
the platform, what you have available to
you, what you can utilize, um, etc. So,
please let us know if you have any other
questions. We are always here to support
um, you guys and make sure that you have
a great Giving Tuesday.
Okay. Thank