Final Steps to Success

May 5, 2020

Agenda

● Give Local Bay Updates, Changes, & Reminders

● Admin Dashboard Review

● Live Event Preview

● Your Checklist for Success

● Review of Give Local Bay Resources

● Give Local Bay 2020 - Prizes

● Next Steps

● Q&A

● Presented by the Bay Area Community Foundation

● www.givelocalbay.org | May 5th 12am - 11:59pm

● Profiles must be completed by March 27, 2020

● Start sharing your organization’s unique profile link with donors and supporters

Updates & Reminders

In-App Message

Updates & Reminders

COVID-19 Community Response Fund

Updates & Reminders

Want to make a greater impact? Add on a gift to support efforts to respond to the COVID-19 crisis here in our community.

Give Local Matching Fund

Updates & Reminders

Give Local Matching Fund

Updates & Reminders

Dashboard Log In

Dashboard Log In

Admin Dashboard Review

Live Event Sneak Peek

Live Event Donation Form

Your Success Checklist

1. Define Your Goals

2. Tell Authentic Stories

3. Identify Calls-to-Action

4. Add Engaging Visuals

5. Empower Ambassadors

6. Prepare Communications

7. Rally Your Team

8. Review Your Campaign

9. Plan The Big Day

10. Create A Stewardship Plan

Is your profile completed?

● Have you:

○ Added your logo and a cover photo?

○ Shared an authentic story?

○ Set goals?

○ Included clear calls to action?

○ Featured visual content?

○ Highlighted donation levels?

● Leverage Peer-to-Peer Fundraising!

Is your profile completed?

Who are your P2P fundraisers?

● Expand your organization’s reach

● P2P have their own fundraising page

● Every dollar they raise goes toward your totals!

Organizations with P2P raise 3.4 x more than

organizations without P2P

● Timeline, suggested content, toolkit resources, marketing

● Your Give Local Bay Nonprofit Toolkit is full of communication

resources

○ Suggested timelines

○ Sample content

○ Social media posts

○ Shareable visual content

Are your communications ready?

● Plan your online communications ahead of Give Local Bay

○ Announcement/Save The Date

○ Campaign Countdown

● Utilize multiple online channels for the best engagement

○ Social Media

○ Email Communications

● Customize the templates, guides, and graphics in your Give Local Bay

Nonprofit Toolkit for the perfect plan!

○ Day-Of Updates

○ Supporter Gratitude

○ Organization Website

○ Ambassador Sharing

Do you have a communications plan?

After Give Local Bay

● Customizable Thank You Emails that

come from your organization

○ Add your own text, photo, or video!

○ Sent immediately after the gift is made

● Donor Stewardship

● Start your stewardship process immediately after Give Local Bay

● Generate some post-giving day messaging to all supporters

○ Social media posts and overall success update

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

● Follow up with more personal stewardship

○ Donor information will be provided by Give Local team after the day

● Highlight impact of donor-funded projects

○ This doesn’t have to happen right away

● Watch the available training on Donor Stewardship!

How will you thank your donors?

Your Nonprofit Resources

Your Nonprofit Resources

● Customizable Email Templates and Guides

● Sample Social Media Posts and Best Practices

● Give Local Bay Downloadable Graphics

● On-Demand Training Course Videos

● Resources for Board Members and P2P Fundraisers

● Blog Articles and How-To Videos from GiveGab

Give Local Bay 2020 - Prizes

Give Local Bay 2020 - Prizes

Your Next Steps

● Complete your profile for Give Local Bay by March 27, 2020

● Like and Follow the Bay Area Community Foundation on Social

Media!

○ Don’t forget to use #GiveLocalBay2020!

● Check your inbox for important emails

● Watch on-demand training course videos

● Add your Give Local Bay profile to your email signature

Your Next Steps

● Start sharing your profile and asking donors and supporters to save the date!

We’re Here For You!

● Visit Our Help Center

https://support.givegab.com/

● Send us an email at

CustomerSuccess@givegab.com

● Chat with GiveGab’s Customer

Success Team whenever you have

questions or need a hand

○ Look for the little blue chat bubble!

Questions?

May 5, 2020