March 28 and 29, 2016. Introduction to Valley Gives 2016

1. Valley Gives 101
Michael DeChiara
Senior Program Officer for Capacity
Community Foundation of Western Mass.

2. Goals of Valley Gives
1. Raise unrestricted money for organizations
throughout the Pioneer Valley that serve the
needs and address the aspirations of our
communities
2. Expand and enhance philanthropy and the
spirit of giving throughout our community
3. Provide support and tools to organizations in
the region that effectively increase their capacity
to raise funds and share their stories.

3. Impact in the Pioneer Valley
Since 2012, Valley Gives has helped 559
nonprofits that participated and over $5.8
million was raised from 24,000+ donors

4. www.ValleyGivesDay.org

5. Register

6. Register
• Every organization will fill out a
short form on the Valley Gives
site to get started.
• Review the Questions
Beforehand
• Fill Out Form - Have Your EIN
ready!
• Get Confirmation email from
Razoo
• Customer Support Team 

7. Log In: Step 1

8. Get to the “Back end”
 Org Name
 Edit Profile
 Settings

9. Admin Page
• My Profile
• Edit Profile
• My Donations
• Account
Settings

10. Manage Page
 My
Organization

12. Manage Your Page
YOUR ORANIZATION NAME
• Tell Your Story; Edit goals; Categories
• Add Photos and Videos
• Set up “Thank You”
• Share your site
• Export Your Donations Report
• Set Up a Matching Grant

13. Tell Your Story
• Provide a
Summary
(140 characters)
• Include an
Inspiring Story
Section

14. Actions “Edit” Tab
• Update Your “Suggested Donation” Amounts
• Customize your org page’s web address
(https://valleygives.razoo.com/story/your_org)
• Identify up to 3 categories (for search)
• Set up metrics
• Set up disbursement settings

15. Add Images

16. Why Images
Pages with at least 1 image or video raise 2x
more than pages without!
• Rotating Image/Video Galley
• No Limit on Number of Image/Videos
• Invest in a Video for your page and larger
outreach campaign

17. Set Your Goals

18. Share
Add a “Donation Widget” from the
Share tab to collect donations on an
external website!

19. Add Thank You

20. What Org Page Looks Like

21. Matches Have Impact
• Great way for a donor to
maximize the impact of their
donation.
• VG 2014:
– 29% of participants secured a
matching grant.
– Participants with a match raised
63% of the total dollars

22. Setting Up Matches
Choose a start
date that syncs
with your
campaign
messaging
Only 1 matching
grant can be set
up at a time on
your page

23. Some Details about Matches
The match does not need to
be verified through Razoo
The matching grant icon will
appear on your page at
midnight of the start date
and track the amount left of
the grant as donations are
made

24. How to Secure a Match
• Ask local businesses, Board Members, major
donors to consider a matching gift.
• Don’t have a large donor? Engage a group and
have them make a collective matching grant
pledge!

25. Match Strategy
• Leverage the Match
– Let the numbers talk. Include the matching grant
in your communications leading up to Valley Gives
– Post status updates of the match to your social
media channels.
– Include the match with your strategy on the Day
of Valley Gives – think hourly prizes

26. Peer Fundraisers
Any Individual Can Create a “Peer to Peer”
Fundraiser
Any dollars, donors that come
from your fundraisers count
toward your totals for the day,
increasing your chance to win
prizes

27. Start a Fundraiser

28. Why Use Peer Fundraisers
Why engage your Fundraisers?
– Acquire new donors, build your
donor base
– Cultivate relationship with your
stronger supporters; new ways
they can help (fundraisers)
– Amplify traditional outreach
that you are doing
– Share personal stories about the
impact of your work
It Works:
SpringToAction

29. Engage Your Peer Fundraisers
• Provide support, guidance & tools
• Create A Clear Call to Action for Fundraisers
• Define Fundraising Goal
• Create a Facebook Event to organize and
communicate with your Fundraisers
• Create an internal competition among
Fundraisers to get participants actively
engaged
• Plan specific communications and motivate
your fundraisers

30. Donation Info
• An email notification is sent to an Admin’s
email when a donation is made
• View donor information and download the
report in real time
• Donations are disbursed on the 10th of the
following month
• You can also opt into EFT payments for bi-
monthly payments!

31. Pledges before VG Day
• Between April 2 and May 2 2016 donors are able to make a donation
which will be counted towards that participating organization's totals on
May 3.
• All donations will be processed immediately and will reflect on the Giving
Day Totals for the event
• All secured pledges will be viewable to the organization through your
admin panel under the Donations tab
• A user account does not need to be created to make a transaction
however, if multiple donation transactions are being made for Valley
Gives Day it is within a donor’s best interest to create a user account to
access the donation receipts for tax purposes post-event

32. Your Valley Gives Strategy
• Email is still the most important outreach but
using Facebook, Twitter and Instragram are
important
• Develop and measure a social media
engagement strategy
• Have physical presence in the community!
Offline can promote online activity
• Generate new content: videos, images, stories

33. Setting Your Goals
• Develop Organizational Goals
– External Goals: Create a Visual to share
– Internal Goals: Share with Staff, track your progress
• Tangible and organizationally contextual goals
– Total donations?
– New donors?
– Project?
• Strategy related goals
– Extent of your outreach, any special events?
– Matching grants
– Peer Fundraisers

34. Valley Gives “Day Of” Strategy
• Share your Razoo organizational page URL in
various ways
• Use the hashtag #ValleyGives for social media
• Send 3 main e-mails
– Fundraising progress
– Reminder of goals and prize incentives
– Reason to give again and share to social
network
• Be on the ground
– Invite people in – open house, happy hour
– Go to where the people are with iPads and on
mobile.
• Be Prepared for Post-Event
• Next Day Email - Thank You Results
• Follow Up – Reconnect with donors. Donor
stewardship all year round

35. About Prizes
• Prizes for Organizations and Donors
• Key Prizes at Specified Hours - Golden Tickets
– Random
– Power Hours
• Leaderboards track progress

36. Track Donations

37. New Search
Category Listings
Org Listings

38. More Resources for VG

39. Contact
Michael DeChiara
mdechiara@communityfoundation.org
Margaret Everett
Meverett@communityfoundation.org
ValleyGives@communityfoundation.org
413-732-2858