2. FirstGiving for Beginners
• Part I: Your Admin Area
• Part II: Create Your Nonprofit Start Page
• Part III: Create Your Event Page
• Part IV: Useful Stuff You Should Know
About
4. The Home Tab
• General overview of your
FirstGiving activity
• Graph in center of the page
may say "Data cannot be
found" - just means you have
not had any fundraising
activity yet
• Contains links to other parts
of the nonprofit account area
• You can access the
Success Center from this
screen
5. The Events Tab
• View all your events, add new events, and manage offline donations
• If your fundraisers receive offline donations (checks or cash), those
can be entered from this tab
• To add a new event, click the Create New Event button. We’ll walk
you through this tab in more detail later in this webinar.
6. The Nonprofit Page Tab
• Set up and manage your
nonprofit start page
• Your hub page on FirstGiving
• Edit your mission statement,
logo, YouTube video, and
banner (appears on every
fundraising page as well as
your nonprofit start page),
more on setting this up later.
7. The Reports Tab
• Allow donors to cover
FirstGiving transaction fees
• FirstGiving Charts: view
graphs of your fundraising
and compare events against
one another or view their
progress over time
• Download an EFT Form: set
up weekly electronic fund
transfers if you'd like to switch
from monthly check
payments
• Add custom codes to your
payment reports
8. The Reports Tab
Fundraising Summary
Shows all the official events you have
set up as well as all the grassroots
pages that have been created.
• Team details: this report will
appear if you have teams turned
on for an event
• Participant details: this will
appear if you are using custom
registration for an event and will
contain answers to registration
questions, as well as fundraiser
information
• Fundraiser details: this will show
info on everyone who has made
a fundraising page for this event
• Donor details: this will appear if
the event or page has received
donations and will show info on
the donors
9. The Reports Tab
Direct donations
• Information on all donations
made outside of fundraising
pages
• These donations can come
in via the Donate button on
your nonprofit start page or
via the Online Donate Button
you can install on your own
website (we'll take a look at
that later)
10. The Reports Tab
Payment summary
• Information on all the funds
FirstGiving has sent to you
• Each payment will have its
own line item, and you can
click the Payment Details
icon to see an in-depth
breakdown of each
donation that went into that
payment
11. The Emails Tab
Auto-email settings
• Manage your communications
with users -- send targeted
emails to a specific group of
people or handle the
automated emails that come
from FirstGiving when anyone
donates
• Click "Auto-Email Settings" to
edit your automated email
message - this will be
appended to the receipt sent
to all donors
o This message is a good
place to mention that
donations are tax-
deductible - if you do so,
your donors can use this
receipt as a tax receipt
12. The Emails Tab
Compose new email
• Clicking "Compose new email"
allows you to send out emails
to specific groups of people -
you can select either
Fundraisers (people who
have created a fundraising
page), Event Registrants, or
Donors
• Filter these people further
using the criteria dropdown
menus - use as many filters as
you need
• When composing the email,
you can enter operators like
[First Name], which will be
replaced with the recipient's
actual first name when you
send the email
13. The Widgets Tab
• Buttons you can install on
your own website to either
accept donations or direct
fundraisers to your
FirstGiving start page
• Create an Online Donate
Button to take donations
without having to direct
donors away from your
website - all the reports will
be accessible from your
Direct Donations report
• Get a Fundraising Button,
which is a link button to bring
your supporters to your
FirstGiving start page
15. The Widgets Tab
Online Donate Button
Multiple giving levels
Advanced Features:
• pay the fee
• recurring donations
• donation notification emails (to
you, the nonprofit, as donors
already receive an automated
donation confirmation email)
• customized thank you email
16. The Widgets Tab
Online Donate Button
Ways to install your button
• On your website
• install it yourself or send it to
someone else to install it for you
•On Facebook
•As a QR Code
18. The Settings Tab
• Manage the users who have
administrative access to your
nonprofit account
• Change your own account
information and add or edit other
users
• 3 levels of access: Admin,
Standard, and Event Restricted
o Admin can do everything
o Standard can see everything
but not make changes
o Event Restricted is the same
as Standard everywhere in
the account except if you
choose to give them access
on a particular event - they will
be the same as Admins for
that event
37. Creating Your Event Page
Edit First/Last
Edit First/Last
Add/import
Add/import name data for
name data for
unlimited
unlimited each contact
each contact
contacts from
contacts from
multiple sources
multiple sources
38. Choose a template msg,
Choose a template msg,
or write your own
or write your own
Updated design
Updated design
features your
features your
Creating Your Event Page
nonprofits’ brand
nonprofits’ brand
Add mail merge
Add mail merge
fields for
fields for
personalization
personalization
39. Q&A
More burning questions?
Visit the Success Center or email us at
learningcenter@firstgiving.com
Editor's Notes
Clicking “Edit Page” – seen on the upper image – will bring you to the second image shown here; they’re not displayed on the same screen.
This screen shows what you will see when you click “Make a button” – on the right is the editing area, and on the left is a live preview of your changes. That is what donors will see pop up on their screen when they click the donate button on your website.
This screen shows what you will see when you click “Make a button” – on the right is the editing area, and on the left is a live preview of your changes. That is what donors will see pop up on their screen when they click the donate button on your website.
This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.
This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.
This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.
