PowerPoint to accompany 4/13/17 webinar

1. Get Ready for the Day!

2. Agenda
• Advanced Giving
• NPO Profile Access
• Day of Site
• Donor Data Report
• Prizes

3. Advanced Giving
• Donation forms will populate on April 25
• Access to donations report available to view scheduled
gifts
• Status will show PENDING
• Donors will receive on screen confirmation and email
confirmation from Community Foundation of Western
Massachusetts verifying scheduled gift

4. Advanced Giving- May 2
 All of the gifts will process in the early morning hours
 SUCCESSFUL GIFTS
• Donors will receive a receipt from the Community Foundation of
Western Massachusetts
• Status in donations report – SUCCESS
 UNSUCCESSFUL GIFTS
• Donors will receive an email from the Community Foundation of
Western Massachusetts explaining their gift was not processed

5. Logging into the Kimbia Site
http://communityfoundation.org/valleygives/log-in-to-
kimbia/

6. Logging into the Kimbia Site

7. NPO Links

8. Profile Page Link
• Send donors directly to your nonprofit profile page to
make a donation to your organization (copy and paste
profile page link)
• Same link that is available now on https://valley-
gives.org/
• Find org via search, categories, groups, and leaderboard

9. Example of NPO Donation Page
Matching funds

10. Main Donation Page

11. On-screen Confirmation

12. Email Receipt

13. Leaderboard

14. Donations Report Link
 Donor data available in real time via this hyperlink
 Save this hyperlink!

15. Donations Report

16. Day of Event
How are refunds handled during the event?
During the event, the Community Foundation of Western Massachusetts will create a log
for the refunds and they will notify The K Foundation (TKF) when the list is complete.
TKF will work on processing all refunds on the log within the next 48 hours.
How does a donor get a copy of their receipt during the Event?
The Valley Gives site has a handy feature on it where a donor can simply enter their
email address and the receipt(s) will be resent. If the donor still did not receive them,
please contact CFWM with your name, email address, amount and organization(s) you
gave to and TKF will resend a receipt.

17. Post Event
When will nonprofits receive their checks?
Nonprofit checks will be distributed on or about the 15th of
the month following your event. Checks will be net of
refunds and associated transaction and event fees.

18. Prizes
 Valley Gives 2017 is offering a range of prizes. These prizes are provided by
the Community Foundation of Western Massachusetts (CFWM) to help
participating organization expand their donor base, increase their fundraising
and motivate donors to support organizations they care about.
 Some prizes will reward specific accomplishments. Other prizes will be
awarded at random and are available to organizations simply by participating
in Valley Gives. CFWM encourages your organization to select one or two prize
categories and promote those to your best ability.

19. Get Ready for the Day!