Friday, January 9, 2015

Your Nonprofit Survey Cheat Sheet

By Bryce Wilkinson, Senior Online Giving Specialist

It’s that time of year again. I’m not talking about setting resolutions. No, it’s time for the annual ColoradoGives Nonprofit Survey! We call it a survey, but it is more than that. We really consider it your grant report to Community First Foundation.

“A grant report,” you say, “I don’t remember getting any grants from Community First Foundation.” Many nonprofits actually did receive a grant from Community First Foundation because gifts made through ColoradoGives.org in the name of your organization are treated as gifts to the Foundation which we then grant to your nonprofit.

If your nonprofit has indicated on its profile that it offers Enterprise Zone and/or Child Care Credits, then Community First Foundation serves as a pass-through organization. In either case, Community First Foundation provides ColoradoGives.org to your nonprofit without any set-up charges or monthly maintenance fees, so we appreciate hearing from you about how this fundraising tool influences your nonprofit.

The questions on the survey are things we cannot pull from our data, so we need your help. Since some of the questions require you to do a few calculations, we like to provide you with those questions ahead of time and briefly explain how to arrive at the answer. That way you can have all the information ready to go and can quickly complete the survey when you receive it in mid-January.

Here are the questions we suggest you work on before trying to complete the survey:
Question:
How many Colorado Gives Day donors were first-time donors to your organization?
How to answer:
If the donor on your Colorado Gives Day 2014 donation report has donated to you before (i.e., the person is in your organization’s entire donor database prior to Colorado Gives Day 2014), then do not count him. If the donor has NOT given to you in any way before, then count him.

Question:
What percentage of Colorado Gives Day donors were first-time donors to your organization?

Use this formula:
(# first time donors / total # of unique donors on Colorado Gives Day 2014 donation report) * 100

Question:
What was the total dollar amount your organization received from first-time donors on Colorado Gives Day?

How to answer:
Sum all of the Colorado Gives Day 2014 donations for the first-time donors as calculated above.

Question:
How many Colorado Gives Day donors were lapsed (donors who had not given to your organization for two or more years)?
There are three steps to this:
  1. Use this formula: total # Colorado Gives Day 2014 donors - # first-time donors as calculated above = # of existing donors
  2. Check the donors identified as existing in your organization’s entire donor database to see when each of them last gave to you.
  3. If the existing donor last gave to you two or more years ago, then count him. If the existing donor last gave to you more recently than two years ago, then do not count him.
Question:
What percentage of total fundraising by your nonprofit comes through ColoradoGives.org?
Use this formula:
(total amount raised through ColoradoGives.org in 2014, including Colorado Gives Day / total amount raised through all sources in 2014) * 100

Thank you for all your hard work to make ColoradoGives and Colorado Gives Day so successful in 2014. We look forward to working with you again this year. 

Monday, January 5, 2015

Three Simple Steps on How to Start Fresh Digitally in the New Year

By Lisa Lujan, Online Giving Coordinator, Community First Foundation

Take a deep breath. Let it out. Colorado Gives Day is over and another year has come and gone. Not only is the New Year a great time for personal and professional goals, it’s also the prime time to do some “house cleaning” to your profile on ColoradoGives.org.

Step 1. Clean up your profile.
This step can be as simple or complex as you want it to be. Either way it is a wonderful opportunity to add new photos or videos, remove former board members, add new testimonials or talk about what’s new at your organization and your plans for 2015.

Step 2. Add or remove administrative users.
When was the last time you looked to see who has access to your organization’s profile? An important security step, this can also be a good time to reflect on who has access to your profile and who needs it.

To review who currently has access to your nonprofit’s profile, look at the users listed on the Organization Overview tab in the Overview section of your profile. Then have a current user complete one of two forms on the Nonprofit Resources area (you have to be logged in to see this area).

Links to the forms are located on the dashboard when initially logged in – Menu | Nonprofit Resources. Then navigate to the “Request Administrative Access to Profile” or “Remove Administrative Users” links as appropriate.

Once everyone you want to have access has it, they can log in using their own login information to edit their notification preferences.

Step 3. Edit your contacts.
The Contacts tab is for ColoradoGives.org and it tells us who we need to contact. Because we’re working with such a large number of nonprofits, we have four contact types per nonprofit: Head of Organization, ColoradoGives Primary Contact, Monthly Disbursement Contact and Other Newsletter Contact.

Details about each contact type can be found on the Contacts tab of your profile. Once you’ve reviewed your contacts to make sure the right person is receiving the right email, edit as necessary. This video offers a quick “how to” as well.

Take another deep breath. Relish in the delight of having made little changes that will have a big impact on your ColoradoGives.org profile. Way to go and welcome to 2015!