2017

Premiere Sponsor

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

Why a mandatory training?

Learn about the new platform Learn about new prizes Understand rules Understand eligibility Understand the process Learn about trainings

A Review of Valley Gives 2016

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)

Investment Generated/Leveraged

CFWM to Prize Pool $185,000Total 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

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

Distribution of DonorsMass- non PV

5%

International 0.2%

Not Identified0.6%

Franklin15.6%

Hampden21.3%

Hampshire46.6%

Other US10.9%

Individual Donations By Town/CityNorthampton

Amherst

Springfield

Easthampton

Greenfield

Longmeadow

Holyoke

Belchertown

Williamsburg

South Hadley

Hadley

Chicopee

Westfield

Deerfield

Leverett

Wilbraham

Agawam

Shutesbury

Montague

Sunderland

3362

2006

934

690

686

574

566

473

439

403

310

279

244

232

218

212

207

204

202

201

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

Average donations per organization (mean)

39Median number was 22

Number of organizations that raised $1K or more

54%

Donation Statistics by Org

Participating Organizations

Total: 454

Hampshire 38%Hampden 36%Franklin 17%Mass. - outside PV 6%Other State 3%

What’s New in 2017

•www.Valley-Gives.org• Kimbia – new platform•New prizes•New rules• Eligibility documentation

Pioneer Valley Stats

Population: 702,583Adult population: 560,465

Households: 265,733

VG2016 donors: 9,596

Available to engage: 550,869 adults Lots of room to grow!

Goals of Valley Gives 2017GOALS 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

Where To Find Things

For Organizationswww.communityfoundation.org/valleygives• Information on trainings, rules, prizes, etc. • Link to registration

For Donorswww.Valley-Gives.org• For advanced and May 2 donations • Listing of participating organizations • Develop and promote your profile pages

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.

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#

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)

Kimbia – Money StuffSends 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.

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.

Part 1 THE MOSTThe 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 RELATIVEHighest percentage increase in donors over last year of participation – prizes for top 3 orgs regardless of budget size CONNECTING THE DOTSDonors 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, MATCHMAKERMatch pool – orgs that meet their pre-determined match $2,500 - $5,000 will be entered into a pool. Prizes awarded to equal matched amount.

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 TIMELast donation of night – prize for last donation of night – as recorded by KimbiaGolden 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 YOURandom by NPO Category – one prize to an organization in each of 16 content categories. RandomRandom 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

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.

Donations FactsAdvanced 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 FeesTotal 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 ofOn donation form, people can designate if they are donation in honor of, in memory of, or on behalf of.

Matching Gifts

Matching gifts to an organizationdo 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.

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.

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

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

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

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

Documents to Have Ready501(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#

After You RegisterYou 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

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

Sample Profile Page

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.

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

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

Questionswww.communityfoundation.org/Valleygives

valleygives@communityfoundation.org413-732-2858

Michael DeChiaramdechiara@communityfoundation.org

Margaret Everettmeverett@communityfoundation.org

Premiere Sponsor