Friday, July 15, 2016

Getting Ready for Guests

By Bryce Wilkinson, Senior Online Giving Specialist

Summer. A time for running through sprinklers, riding bikes, vacations and the many other activities long days with sunshine afford. At our house, as I’m sure is also the case for many of you, we typically have friends and family stay with us at various points throughout the summer. Before our guests come, we always tidy up a bit, so everything is in order and looks good when they arrive.

This same concept of getting your house ready for guests applies to your ColoradoGives.org profile.

Each year you are required to complete the entire Profile Update Process. The Profile Update Process is a way to make sure you have reviewed the profile, updated information as necessary, checked for accuracy and uploaded current required documents.

It is important to complete the entire Profile Update Process for a couple of reasons. First and foremost, it is a requirement for your profile to remain on ColoradoGives.org, to participate on Colorado Gives Day and to continue accepting donations through the site.

Second, with lots of guests arriving at your profile in the coming months, you should be ready to present your organization as best you can. A good first impression, especially for guests you hope will donate to you, can be critical. If you do not care enough to make sure your profile is up-to-date and accurate, why should a donor choose to support you?

To help you complete the entire Profile Update Process, please use the Profile Update Process Document that outlines what needs to be done and how to do it. In general terms, there are four aspects to the Profile Update Process:

  1. Upload Tax Year 2014 Document
  2. Click on the “Mark Profile Updated” button
  3. Review Contacts, Users, and the New Programs question
  4. Upload Current Certificate of Registration and Current Certificate of Good Standing

The deadline to complete the entire Profile Update Process is Wednesday, August 31, 2016 at 5:00 PM. (Save this date to your calendar: Outlook or Google).

Don’t forgot to clean-up your profile this summer as you prepare for your guests!