BIG DAY OF GIVING 2016 ORIENTATION Tweet! #BIGDoG2016 BIG DAY OF GIVING 2016 ORIENTATION

BIG Day of Giving is brought to you by your local community foundations

AGENDA Background & History How Does it Work? Goals Eligibility Requirements Why Should You Participate? Choosing a Team Captain GivingEdge & Giving Day Technology Expectations & Timeline Q & A

BACKGROUND & HISTORY

HOW DOES IT WORK? What is it? How Does it Work? One day – 24 hour giving challenge A celebration of the nonprofit community Entire community comes together to be a part of a very special day of philanthropy. Part of a national event: Give Local America How Does it Work? Kicks off at the stroke of midnight on May 3rd and ends at 11:59 pm the same day. Donors choose nonprofits to support and make a credit card donation at www.bigdayofgiving.org Each nonprofit will have their own donation page! (more on this later!)

HOW DOES IT WORK? What do we (NPOs) actually do? Do what you do best, fundraise! Virtual event – everything happens online! Create a marketing campaign Use social media

GOALS $6 MILLION!! 30, 000 DONORS 100% BOARD GIVING

ELIGIBILITY 501 c3 nonprofit organization in good standing with the IRS Fiscal sponsorships accepted – must provide agreement Must pass Community Fdn due diligence process Must be headquartered, have a branch or provide direct services to one of the following 4 counties: Sacramento, Placer, Yolo, El Dorado Minimum of 3 years financial history as a 501c3 nonprofit No churches, schools, or school-related groups (i.e. sports, music, PTA, etc.) Complete all requirements for participation by posted deadlines

REQUIREMENTS For New Nonprofits: New is defined as an organization that did NOT participate in the 2015 BIG Day of Giving. Attend an orientation Complete a commitment form Pay registration fee Attend GivingEdge training Complete/submit GivingEdge profile Complete all requirements for participation by posted deadlines Team captain calls

For Returning Nonprofits REQUIREMENTS For Returning Nonprofits Complete a commitment form Pay registration fee Update/submit GivingEdge profile Complete all requirements for participation by posted deadlines Team captain calls

REGISTRATION FEE Sliding scale based on budget size 2014 Operating Budget Size Fee $0 - $99,999 $50 $100,000 - $249,999 $100 $250,000 - $499,999 $150 $500,000 - $999,999 $200 $1 million and above $250 Two options to pay: Pay Now: Credit card or check Pay Later: Deduct from BIG Day totals.

WHY PARTICIPATE? INDIVIDUAL GIVING is THE #1 source of revenue for nonprofits. Nationwide, 72% of charitable giving comes from individuals. RAISE UNRESTRICTED DOLLARS: unrestricted dollars are hard to come by! NEW GIVING BEHAVIOR: Giving Days help introduce and reinforce new giving behaviors that can help lead to greater year-round giving. REACH NEW DONORS: 30% of donations both in 2014 and 2015 came from new donors. Some NPOs saw higher numbers! REACH DIVERSE DONORS: untapped market with huge potential.

WHY PARTICIPATE? AMAZING VISIBILITY: for your organization and for the region’s nonprofits CAPITALIZE ON A MOMENT IN TIME: one day – 24 hours - brings energy and momentum. It’s a media frenzy! BE A PART OF SOMETHING BIG: a national and local movement! STRONGER ALIGNMENT BETWEEN BOARD AND STAFF

WHY PARTICIPATE? OPPORTUNITIES FOR TRAINING : participants are given bootcamp training sessions that help build capacity beyond BIG Day

WHY PARTICIPATE? INCENTIVES PRIZES CHALLENGES! Last year, there were over 120 prizes and over $180,000 up for grabs. Some examples: Kings #DoGood Challenge Opportunity every hour to win $1,000 for most $ raised and the most donations. Social media prizes: video challenges 100% board giving and board fetch challenges drawings

Pro-rated Incentive Pool WHY PARTICIPATE? INCENTIVES Pro-rated Incentive Pool Our goal is to raise 2.9% of total raised to help cover the technology fees associated with the website. Foundation will raise these funds from sponsors Will not advertise as a matching pool. Focus of BDoG marketing: prize challenges and individual NPO matches.

WHY PARTICIPATE? TULEYOME Medium sized nonprofit 2014 results: $3,500 2015 results: $15,500, which included prizes won Social media campaign Engaged board – contributed prizes Engaged donors - repeat givers

WHY PARTICIPATE? #529PROUD

500 organizations 5,500+ employees 5,000+ Board & Volunteers 2 people

CHOOSING A TEAM CAPTAIN Team captain is: Primary contact for all BIG Day of Giving communications with the Foundation. All important information sent to team captain only and all questions should come from team captain. Team captain responsibilities: Running your BIG DoG campaign Attending monthly team captain calls. First call is in December Keeping your staff/board/volunteers in the “loop”

GIVINGEDGE Online nonprofit resource Profile of your organization Requirement to participate Profiles help feed information to BIG Day donors Training is required for NPOs that do not already have a profile Returning NPOs are required to update.

TECHNOLOGY www.bigdayofgiving.org

TECHNOLOGY www.bigdayofgiving.org

TECHNOLOGY www.bigdayofgiving.org

DONATION PROCESS All donations must be made at bigdayofgiving.org to count towards totals and be eligible for incentive pool funds Bigdayofgiving.org is provided by the vendor Kimbia, which creates the website and secure giving portal - backed by a PCI Level 1 secure service provider Gifts are 100% tax deductible Minimum donation is $25, Maximum is $10,000

DONATION PROCESS Transaction fee is 6.2%. This is comprised of a 3.3% credit card transaction fee and 2.9% payment vendor (Kimbia) fee. Gift receipts are sent automatically via email. You do not need to receipt for tax purposes, but you DO need to thank your donors! You will have real time access to your donors - A link will be sent to your organization’s team captain one week prior to BIG DoG. Goal is to provide all donations, net fees, plus incentive dollars to organization no later than June 30th.

EXPECTATIONS What Can You Expect From Us? Weekly eNews –The Bark! Will have all important announcements and news Giving Portal – BigDayofGiving.org Also provide personalized links to your donation pages. Assistance bigdog@sacregcf.org Nonprofit Marketing Toolkit

EXPECTATIONS What Can You Expect From Us? BIG Day Marketing/Media We will get the word out about the day, YOU get the word out about YOU! Official BDOG events in all 4 counties Provide incentive funds for prizes and to assist with tech fees Provide access to donor data Review and publish GivingEdge profiles

Provide/Host BIG Day of Giving Learning Community Group on Facebook! EXPECTATIONS What Can You Expect From Us? Provide/Host BIG Day of Giving Learning Community Group on Facebook!

EXPECTATIONS What Can You Expect From Us? Provide bootcamp trainings and 8-week workplan 4 Bootcamp sessions Help you prepare and create your 8-week workplan. Topics will include: Social media/marketing Board and donor engagement Fundraising and Collaboration

EXPECTATIONS What Do We Expect From You? Complete all necessary steps for participation Attend orientation (check!) Submit completed commitment form (w/reg fee) Attend GivingEdge training (required for new NPOs only) Submit completed profile by deadline – or update profile by deadline (for existing profiles)

EXPECTATIONS What Do We Expect From You? Take advantage of bootcamps and trainings Create a BIG DoG campaign ( 8 week workplan!) Attend monthly team captain calls Work and play in the world of social media Sign up for and read The Bark! enews (link will be provided) Get your board involved! Have fun!

TIMELINE AND DEADLINES OCTOBER & NOVEMBER Orientations – Last orientation is scheduled for Nov 12. GivingEdge Trainings (6 trainings) #GivingTuesday DECEMBER DECEMBER 4 – DEADLINE FOR COMMITMENT FORM AND REGISTRATION FEE DECEMBER 30 – DEADLINE TO SUBMIT YOUR NEWLY COMPLETED OR UPDATED GIVINGEDGE PROFILE

TIMELINE AND DEADLINES JANUARY GivingEdge reviews (through March) Bootcamp training sessions (invites go out in Dec) Marketing toolkit becomes available on bigdayofgiving.org FEBRUARY Pre-DoG Challenge Complete your 8-week workplan MARCH GivingEdge profile reviews completed Marketing campaign begins (soft)

TIMELINE AND DEADLINES APRIL Heavy BDoG Marketing begins Website training webinar (bigdayofgiving.org) MAY BIG DoG May 3! Post event processing begins June - July Checks received by June 30th Report to the Community event

Complete a commitment form NEXT STEPS For All Nonprofits Complete a commitment form Decide who will be your team captain Pay your registration fee by Dec 4th – or elect to deduct from your BIG Day totals. Team captains should expect a special invite to the first team captain kick off call. Invite will go out at the beginning of December MAY BIG DoG May 3! Post event processing begins June - July Checks received by June 30th Report to the Community Event

For Returning Nonprofits NEXT STEPS For New Nonprofits Register for a GivingEdge training session Send a “techie” person! Dates available at www.sacregcf.org Complete GivingEdge updates Checklist available at www.sacregcf.org MAY BIG DoG May 3! Post event processing begins June - July Checks received by June 30th Report to the Community Event For Returning Nonprofits

NEXT STEPS Sign up to receive the The Bark! eNewsletter Link to sign up at www.sacregcf.org Get BIG Day of Giving on your board meeting agenda. Start the conversation now!

From a BIG Day of Giving donor: The BIG Day of Giving is an organized way for me to make my yearly contributions to local groups. I also like the way it is set up so I can see who is participating. I try to find at least one new group to support each year. I like being able to have my donation stretch farther with matches from businesses...

Q & A