Valley Gives 2017. Jan. 30, 2017 by Michael DeChiara, Senior Program Officer, Community Foundation of Western Massachusetts

1. 2017
Premiere Sponsor

2. What We Will Cover
• A Review of Valley Gives 2016
• Valley Gives 2017
• Goals for Valley Gives 2017
• Eligibility
• Kimbia web platform
• Registration process
• Prizes
• Donation process
• Organization profiles
• Trainings
• Next steps

3. Why a mandatory training?
 Learn about the new platform
 Learn about new prizes
 Understand rules
 Understand eligibility
 Understand the process
 Learn about trainings

4. A Review of Valley Gives 2016

5. Summary Statistics
• 9,596 donors
(unique individuals)
• 4,476 new donors to VG
(47% of total 2016 donors)
• 19,391 online donations
(18,053 donations to single orgs)
• 454 participating organizations
(primary offices located in 53 towns/cities in PV)

6. Investment Generated/Leveraged
CFWM to Prize Pool $185,000
Total New $ Leveraged $1,613,725
New Money Includes …
Amount Donated $ 1,193,863
Fees covered by donors $ 70,022
Matching grants generated offline $ 322,341

7. Where Did Donations Come From?
• 68 of 70 towns/cities in Pioneer Valley
Missing Holland (Hampden) and Monroe (Franklin)
• 202 Mass. towns/cities outside PV
(77% of state donated)
• 50 states plus Washington DC & Puerto Rico
• 8 countries

8. Distribution of Donors
Mass- non PV
5%
International
0.2%
Not Identified
0.6%
Franklin
15.6%
Hampden
21.3%
Hampshire
46.6%
Other US
10.9%

9. Individual Donations By Town/City
3362
2006
934
690
686
574
566
473
439
403
310
279
244
232
218
212
207
204
202
201
Northampton
Amherst
Springfield
Easthampton
Greenfield
Longmeadow
Holyoke
Belchertown
Williamsburg
South Hadley
Hadley
Chicopee
Westfield
Deerfield
Leverett
Wilbraham
Agawam
Shutesbury
Montague
Sunderland

10. Donation Statistics
$25 – average donation amount (mean)
$25 – median average donation amount (22% of all
donations)
37 – number of donations of $1,000 or more
Based on 19,393 donations

11. Average donations per organization (mean)
39
Median number was 22
Number of organizations that raised
$1K or more
54%
Donation Statistics by Org

12. Participating Organizations
Total: 454
Hampshire 38%
Hampden 36%
Franklin 17%
Mass. - outside PV 6%
Other State 3%

13. What’s New in 2017
• www.Valley-Gives.org
• Kimbia – new platform
• New prizes
• New rules
• Eligibility documentation

14. Pioneer Valley Stats
Population: 702,583
Adult population: 560,465
Households: 265,733
VG2016 donors: 9,596
Available to engage: 550,869 adults
Lots of room to grow!

15. Goals of Valley Gives 2017
GOALS WHY?
Increase breadth of participation
(number of donors) to expand
philanthropy in the Pioneer Valley
To expand philanthropy, define
success by breadth of participation
rather than total dollars raised
Continue to attract high level of new
participating donors who are also first
time donors in a particular organization
New donors to an organization
contributes to long-term
sustainability
Increase number of Valley Gives
donors who are under 40 years old.
Among these under 40 year olds,
donors should represent the diversity
of the Pioneer Valley
Under 40 donors are the future of
philanthropic giving

16. Where To Find Things
For Organizations
www.communityfoundation.org/valleygives
• Information on trainings, rules, prizes, etc.
• Link to registration
For Donors
www.Valley-Gives.org
• For advanced and May 2 donations
• Listing of participating organizations
• Develop and promote your profile pages

17. Eligible Organizations:
Location and Service Area
To participate, one of the following conditions must be true:
An eligible organization must have its primary office located
in Hampden, Hampshire or Franklin counties of
Massachusetts AND serve a population in at least one of
these counties
OR
An eligible organization can have its primary office located
outside of the Pioneer Valley but actively be serving a
population of people in at least one of the three counties.

18. Eligible organizations: Type
• 501(c) 3 organizations
• Entities that are fiscally sponsored by 501(c)
3 organizations
Religious orgs/churches operating under the umbrella of a
501(c)3 organization (needs additional documentation)
• Public Schools with NCES#

19. The Kimbia web platform
Kimbia is a national leader in hosting Giving Days. It
is also the host of Giving Local America Day (May 2)
Provides each organization with its own page to
maintain
Accepts donations through the Kimbia Foundation
(TKF)

20. Kimbia – Money Stuff
Sends organizations checks after Valley Gives
Day (around June 15th)
Does not do Electronic Fund Transfer (EFT)
Processing fee is 5.99% (3.0% for credit card
processing, 2.99% for Kimbia). Donors can
cover fee.

21. Prizes – How To Strategize
Valley Gives 2017 is offering a range of prizes
Designed to help you expand your donor base and increase your
fundraising; motivate donors.
Some prizes reward specific accomplishments.
Others prizes are awarded at random and you’re eligible simply
by participating.
CFWM encourages your organization to select one or two prize
categories and promote those to your best ability.

22. Part 1
THE MOST
The most unique donors – prizes for top 3 orgs with the most
unique donors (3 prizes per budget size)
The most donors under 40 – prizes for top 3 orgs with the most
donors under 40 (3 prizes per budget size)
IT’S ALL RELATIVE
Highest percentage increase in donors over last year of participation – prizes for top
3 orgs regardless of budget size
CONNECTING THE DOTS
Donors across most towns and cities – prizes for top 3 orgs with donations from most
towns/cities (3 prizes each for small/medium budget categories)
Donors by decades – orgs that get donors from 4 decades of age get entered into a
pool. Two decades must be under 49. One prize.
MATCHMAKER, MATCHMAKER
Match pool – orgs that meet their pre-determined match $2,500 - $5,000 will be
entered into a pool. Prizes awarded to equal matched amount.

23. WHAT’S NEW?
Most new donors – prizes for top 3 orgs with the most new
donors (3 prizes per budget size)
For new VG orgs – prizes for top 3 new Valley Gives participating
orgs with the most donors
IT’S A MATTER OF TIME
Last donation of night – prize for last donation of night – as recorded by Kimbia
Golden Ticket - $500 prizes for donations made during a specified hour. Randomly selected.
Power Hour - $1,000 prizes for donations made during a specified hour. Randomly
selected.
BECAUSE YOU ARE YOU
Random by NPO Category – one prize to an organization in each of 16 content categories.
Random
Random by town/city – one prize to an organization in each of 69 towns/cities. Randomly
selected.
Random by county – one prize to an organization in each of 3 counties. Cannot have won
Category or Town/City prize
Part 2

24. How Donations Work
• Donations made through Valley Gives are received by K-
Foundation, a 501(c)3 organization, affiliated with the Kimbia
giving platform, and then granted to the designed
organization.
• Donations designated to eligible participating organizations
are 100% tax-deductible and irrevocable.
• Donations will not be refunded.
• Donations via the website may only be made via credit or
debit card.
Minimum donation:
The minimum donation is $10.00. There is no maximum
donation.

25. Donations Facts
Advanced Donations
• donations can be made in advance of Valley Gives.
• Date not set but no more than 10 days in advance.
• Credit card information not stored with Kimbia.
• Charges will be processed in early morning of May 2.
• Advance donations will not count towards some prizes
Processing Fees
Total of 5.99% per donation. (3.0% credit card processing, 2.9% Kimbia)
Donors can pay for processing fees when they donate ($70K raised in 2016)
Donations on behalf of
On donation form, people can designate if they are donation in honor of, in
memory of, or on behalf of.

26. Matching Gifts
Matching gifts to an organization
do not need to be made via Kimbia.
If a matching gift is made via Kimbia, that amount will be included
in the organization’s totals for Valley Gives.
Matching gifts will have their activation begin on May 2nd .
To be eligible for the matching prize, an organization must
establish a match between $2,500 and $5,000. Organizations that
meet their match amount will be entered into a pool for a prize.

27. Who is A Donor?
Donor participation: Any individual may donate.
A unique donor is considered an individual. Donations made by
the same individual but with a different email address, credit
card, address, etc. will be considered to be made by the same
donor.
Donations made on behalf of, in honor of, or in memory of
another individual will not be counted as a unique donor.

28. What Will a Donor Experience?
Donors will go to www.Valley-Gives.org
Donors can search by category, county
or town/city. They can also do a word
search.
Donors will find your Profile Page. Each page will have its own
URL.
They will initiate making a donation (or donations) using a
donation or multi-donation form.
They will be asked for identifying info, contact information and
payment information
They will receive an email receipt from the Kimbia Foundation

29. Donation Form
• Only credit and debit card transactions
• Will request Individual name and email address
• Will allow for “in honor of, in memory of, on behalf of”
• Will allow donor to pay for processing fees
• Will allow for multiple donations from same form

30. Profile Page and Registration
Link to registration will be posted on Valley Gives
website: www.CommunityFoundation.org/ValleyGives
Pdf will be available to review in advance.
You may SAVE your
registration
before submitting

31. Things to Consider Before Registering
• Are you a 501(c)3 or are you fiscally sponsored by
one?
• Contact information for your organization’s Executive
(E.D., CEO, Board Chair)
• Who will be the Valley Gives contact for your
organization?
• Social media information
• Images and videos you may want
• What categories will you identify as. Total of 16. One
primary, 4 others.
• Know what documentation you will need

32. Documents to Have Ready
501(c)3 organizations
• Guidestar Profile URL
• Digital version of their IRS Determination Letter to upload
Fiscally Sponsored Organizations
• A completed Fiscal Sponsor Certification (available on Valley Gives
Website)
• Documentation of board approval from sponsoring organization
• Audited or reviewed financials
Religious organizations/churches operating under a church 501(c)3
• 4 –digit exempt number
• Statement of Authority
• Documentation of link to “parent” organization
Public Schools
• NCES#

33. After You Register
You will receive confirmation of receipt – this does
not mean you are registered.
CFWM and Kimbia staff will review for completeness
and eligibility. You may be contacted for follow-up
information.
Once approved, you will receive a confirmation email
from Valley Gives. This means you are registered.
Once approved you may begin to develop your Profile
page

34. Profile Page
This is where you engage your potential
donors
• Up to 3 images
• Up to 1 video
• Link to Guidestar for organizational info
• Tell you story – be compelling
Donation levels will be consistent for all
Valley Gives
– set by CFWM

35. Sample Profile Page

36. Agreement
…we agree that to the best of our ability, we will provide accurate
information about the organization and will encourage our donors to
provide accurate information about themselves.
…we agree to participate in the prize competitions in a manner that is
consistent with the intent and stated rules of the prizes, that all information
shall be true and accurate to the best of our knowledge, and that we will
encourage our donors to abide by the rules as well and provide true and
accurate information.
…we understand that the Community Foundation of Western Massachusetts
reserves the right to withhold or retract prizes if the Foundation , as the sole
arbiter, determines that this agreement has been intentionally contravened.

37. Trainings
Register at:
www.communityfoundation.org/valleygives/trainings-2017
Valley Gives Orientation Feb 2 10-11:30 webinar
About Millennials
Presenter: 6 Point Creative
Feb 14 9:30-11:30 West Springfield library
Social Media
Presenter: John Haydon
March 1 9:30-12:30 Holyoke Comm. College
Guerilla Video
Presenter: Scott Hancock
March 9 9:30-12:30 South Hadley library
Creating an Effective Valley Gives Appeal
Presenter: Eric Phelps
March 21 9:30-12:30 South Hadley library
Kimbia Orientation April 12 2-3 pm webinar

38. Next steps
Registration Opens – Feb 3rd
Look on website, look for email, look at blog,
Facebook or Twitter
Register
Begin customizing profile page
Attend trainings – whichever makes sense for
your organization
Start planning

39. Questions
www.communityfoundation.org/Valleygives
valleygives@communityfoundation.org
413-732-2858
Michael DeChiara
mdechiara@communityfoundation.org
Margaret Everett
meverett@communityfoundation.org
Premiere Sponsor