Showing posts with label Getting Started With Continue to Give. Show all posts
Showing posts with label Getting Started With Continue to Give. Show all posts

Thursday, August 7, 2014

Giving Pages

Getting the Most out of Continue to Give

We want to help you reach your goal! Read this article to learn about giving pages! 

Giving pages are great for short term missions, youth events, and other fundraisers. They allow each participant to raise their share of the money needed.

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giving page

Giving Page Ideas

1. Youth group events: Let each youth set up a giving page so they can raise their allotted amount to go on that youth group event!
2. Short Term Missions: Missionaries that just want to go on one mission trip can set up and raise the needed funds with a giving page!

3. Each Giving Page has it's own online and mobile giving avenues! 

Keeping Your Old Envelope Numbers Straight

Getting the Most out of Continue to Give

We want to help you reach your goal! 

Do you already have a coding system for your bookkeeping. Let us help you keep that straight by offering you Envelope #'s!
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What are Envelope #'s?

Envelope #'s allow you to import or manually enter your envelope numbers for each donor. Once added here, your exports will include the envelope number based on a first and last name match.

How to Get Started

1. While logged in go to your dashboard and click on the "Reporting Tools" tab.
2. Then choose the "IMPORT ENVELOPE #S" tab
3. Manually enter or upload your church envelop numbers

Bookkeeping Made Easy

Getting the Most out of Continue to Give

We want to help you reach your goal! Be on the lookout for newsletters like this one that will help you maximize your potential!

Now that you have started to receive donations let me show you how you can use our reporting tools for bookkeeping.
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Reporting Tools

Accessing Your Reporting Tools

You can access your reporting tools anytime by going to your dashboard. Follow these steps to get to your reporting tools:
1. While logged in click on the "Home" text in the upper right of the website.
2. Click on the "Reporting Tools" tab on the left side.

Your reporting tool options and what they can do for you!

▪ TRANSACTIONS I RECEIVED- Click on this tab to download all your donations for easy bookkeeping. You can use the different filters to pinpoint your donations by a time frame or project. Then you can export that data by clicking on the "Export to CSV"
▪ RECURRING TRANSACTIONS I RECEIVE- Now you can see who has a recurring donation set up with you.
▪ ENVELOPE NUMBERS- Here you can import or manually enter your envelope numbers for each donor. Once added here, your exports will include the envelope number based on a first and last name match.
▪ RECURRING DONATIONS I MAKE- Manage recurring donations you have setup.
▪ DONATIONS MADE- Look at donations you have made.
▪ OFFLINE DONATIONS- Manually enter donations not made online to be added to your donation list.
▪ MONTHLY INVOICES- Export your monthly invoices.
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Receipts

Don't worry we've got you covered! Every time a donor gives we send them a receipt to their email and you a copy of it!
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Enjoy your easy bookkeeping!

Recurring Donations

Getting the Most out of Continue to Give

We want to help you reach your goal! 

Recurring donations are important for your cause. In this newsletter you can read about how the recurring donations process works and how you can help your donors set one up or manage an existing one.
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How to Create a Recurring Donation

When a donor is putting in their information to make a donation there is a drop down tab called "Periods." This tab allows the donor to set up recurring donations weekly, bi-weekly, and monthly. If they want to only donate this one time the default setting is a one time donation.

How to Manage Recurring Donations

If someone has already set up a recurring donation and would like to extent it, suspend/unsuspend it, or cancel it you can tell them how by following these easy steps. Suspending a donation will pause that transaction until it has been un-paused or unsuspended.
1. Direct them to log in and go to their dashboard by clicking the "Home" button on the top right corner of the page.
2. Click on the "Reporting Tools" tab on the left hand side.
3. Click on the "Recurring Donations I Make" tab.
4. Find the recurring donation they want to change and click the "View More" button under the "View/Modify" column.
5. Now they can choose to terminate, suspend, and extend the number of periods for their donation.

One thing that cannot be changed is the type of donation period. For example if you had a recurring donation that was $10 weekly, you cannot change it to monthly. To change this simply terminate the existing recurring donation and create a new one.
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View Your Recurring Donations

You can view your recurring donations anytime by going to your reporting tools. Follow these steps:
1. While logged in click on the "Home" text in the upper right of the website.
2. Click on the "Reporting Tools" tab on the left side.
3. Click on the "RECURRING TRANSACTIONS I RECEIVE"

Now you can see who has a recurring donation set up with you.
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Missionary Support

Getting the Most out of Continue to Give

We want to help you reach your goal! 

Missionary support allows you to add missionaries under your church profile! Now missionaries can get the church/non-profit rate instead of the individual rate!
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Missionaries

What is a Missionary Account?

Missionaries are another subset of the church account. The money that is donated to a Missionary flows through the Missionary's Continue to Give profile page into the church bank account. Then the church in turn allocates the money the missionary collected to the missionary. 
All donations given to the Missionary are easily trackable by using your reporting tools!
In addition, the Missionary has their own profile page, can make their own projects, and have access to all their own tools! This will allow the missionary to take charge of raising their own funds!

To be a missionary of a church, go to continuetogive.com and create an individual fundraising page. Then, search for your church and request to be a missionary of that church! Once the your church accepts your request you are ready to go!
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How to Set Up Missionary Support

Missionary Support is similar to a friends request.
1. While logged into your church Continue to Give account, turn on your missionary support by going into your dashboard and clicking on the "Fundraising" tab
2. Have your missionary set up a missionary profile page and send a request to your church to become a missionary of your church profile.
3. Once you receive that request accept it!

Congratulations! You now have missionary support!

Creating Projects

Getting the Most out of Continue to Give

We want to help you reach your goal! 

Lets get your donors more involved. Do you have a project you want to highlight? Are you building a well in Africa? Does your church need a new roof? If you do then lets set up a project!
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Projects

What Can I do With My Project Page

Projects are a subset of your non-profit. They offer the ability to connect with your donors and let them choose where they would like to help out!
▪ Since projects are their own subset of your overall mission they have their own QR code, badge, and profile page.
▪ This means you can promote your projects separately and highlight more important ones!
▪ In addition anyone can donate to your project on your general profile page by using the drop down box "Earmark this donation for" when filling out their donation information as seen below.
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What is a project and how can I use it?

A project is a subdivision of your overall mission. It allows you to give ownership to the donor by giving them choices on what they would like to help out with. This may increase your donations because people can take a sense of pride knowing that on top of that monthly recurring donations they helped with the (your project name here) project.
Some Project Ideas:
1. Church Tithing
2. New Church Roof
3. Building an Orphanage
project

How to Set Up a Project

You can set up a project anytime by visiting your dashboard.
1. Once logged in click on the "Home" button in the upper right hand corner of the website.
2. Look for the "Create a Project" green box and click the blue "creating a new project" text.
3. Follow the step by step process by naming your project, adding pictures, and creating a goal amount to reach.

Congratulations! You have now created a project!

Editing an Existing Project

If you already have an existing project you can edit it anytime by going to your profile page.
1. While logged in go to your profile page by clicking on your username in the upper right corner of the website next to the "Home" button.
2. Click on your "Projects" tab and then click on the project you would like to edit.
3. Then click on the "Edit Project" tab and begin your changes.
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Promoting Your Cause

Getting the Most out of Continue to Give

We want to help you reach your goal! 

In this newsletter you can learn how to promote your tools to collect donations. Promoting your tools is very important. People want to give to your cause and now you can show them just how easy giving can be!
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Promoting Your Fundraising Goal

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Watch Your Fundraiser Meet Its Goal!

Promoting Your Fundraiser

Lets get your donors on board and informed about what your exciting fundraiser is going to do! Here are some tips on how to introduce your givers to donating through your new Continue to Give easy giving avenues.
1. Make an announcement from the pulpit, in a newsletter, or in your church bulletin that you have a new way to receive donations.
2. Send out an email to your supporters reminding them and showing them the new ways they can easily donate and even set up a worry free recurring donation.
3. Share your Continue to Give profile on facebook.

Remember keep your donors up to date on your new giving avenues. Let them know you've made the switch to Continue to Give!

QR Codes

▪ Churches: Print your personalized QR code in your church bulletin so that anytime during the service the congregation can take there time to give right on there mobile phone.
▪ Missionaries, Individuals, Nonprofits: Save money by printing your QR code in your newsletter instead of sending personalized and stamped return letters!
▪ Anyone: Make posters and make sure to print your QR code on them. That way anyone who sees it can quickly use their smartphone to give!
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Offering Kiosk

▪ Churches: Set up your kiosk stand right outside your church sanctuary. This will allow your congregation to give before and after the service.
▪ Anyone: Bring your Ipad set up with your Continue to Give giving app and your card reader to a fundraising event. Allow people to give with their credit card right at the event!
▪ Use our point of sale mode for quick fundraising purchases. Now you can sell those candy bars or run your fundraising bake sale and take credit cards! You can also use our point of sale mode for payment of fundraising silent auctions!

Badges

▪ Choose your badge and integrate it to your personal website! Now anyone who visits your homepage can give without being redirected.
▪ You can also set up a giving page on your facebook page! Imagine everyone who likes your page will see and can donate without ever leaving facebook!
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Remember only your creativity is the limit to what you can use our free tools for!
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Four Easy Avenues to Collect Donations

Getting the Most out of Continue to Give

We want to help you reach your goal! 

Let's get you started by setting up 4 easy ways for you to receive donations! Once you are set up, donors will be able to give by mobile, online, kiosk, or Facebook avenues. This will allow you to cater to a multitude of preferences.

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Four Easy Ways to Get Set Up to Receive Donations!

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QR Code
Click this button on your Continue to Give profile page to get your free QR code!

Mobile

QR Codes and Text to Donate numbers allow people to easily donate right on their smartphones.

Print your QR code and Text to Donate numbers out on your church bulletin or snail mailings so people can find them easily and give on the spot

1. Go to your Continue to Give profile and click the green "Get a QR-Code" button, or copy your text to donate number under your QR code.
2. Choose which QR code size you will need then grab and drag it to your desktop as a png.
3. Print your QR code and Text to Donate number on any type of Media.

Congratulations! You are now set up to receive donations through mobile devices.
Don't know what a QR code is? A smartphone readable square that allows people to donate to your cause right from there phone!
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Badge
Click this button on your Continue to Give profile page to get your badge!

Online with Badges

Badges allow donors to easily donate right on your organization's website without having to be redirected.

1. Go to your Continue to Give profile and click the "Create a Badge"
2. Browse our array of badge styles by clicking on the drop down bars
3. Once you have selected a style you can change the badge color by using the color wheel above
4. Once everything is the way you like it press the "Click here to get the code needed to display this badge on your website!" to get the code you need.
5. Put that code into your organization's website to display your badge

Congratulations you now have a quick easy way for people to give right on your website!
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Click this image to download the free offering kiosk app!

Offering Kiosk App and Stands

The offering kiosk app allows donors to give right then and there at the kiosk stand! Great for church tithing and fundraising events!

Downloading our App
1. When on your Ipad go to https://www.continuetogive.com/content/learn_more_kiosk.html
2. From there click on the green "Download Now" button

Setting Up Your App
1. Click the green "Go to Setup" button on the bottom of your screen
2. Create your security pin.
3. Search for your church, organization, or personal fundraising page
4. At the top choose from either "Giving Mode" or "Point of Sale Mode" and start receiving donations!

When on an Ipad or smartphone click the kiosk stand image on the right to download our free app!
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Receiving Donations on Facebook

Not only can you make a badge so donors can give on your personal website, but now you can make a badge so anyone can donate on your facebook page!

1. Go to your Continue to Give profile and click the "create a badge"
2. Choose the Facbook Instructions badge and follow the step by step instructions

Congratulations you can now receive donations over facebook!
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Now, no matter which avenue your donors choose you can accommodate them!
Churches and Nonprofits receive $100 off your first kiosk stand order, plus a free card reader (worth $100) with each kiosk stand ordered!

Setting Up Your Profile

Getting the most out of Continue to Give

We want to help you reach your goal!

Congratulations! You are now ready to meet your fundraising goal! Let's get started by getting familiar with your profile. In addition, let's get your profile ready for people to view!

Your Home Button

Finding Your Dashboard

When logged in you can visit your dashboard anytime by clicking on the "Home" button in the upper right hand corner of your screen.

While in your dashboard you can edit your profile, upload photos, integrate with your google blog, create a friendly URL, and so much more! Log into your profile atcontinuetogive.com and get started!

Getting Your Profile All Ready for Viewers


Mission Statements, Descriptions, and Friendly URL

Write a mission statement and description to tell people what you are raising money for and how they can help! Create a friendly URL so your donors can easily find your page!
1. While logged in go to your dashboard and click the "Edit Profile" tab 
2. Write a creative interactive mission and description in the text boxes provided
3. Create a friendly URL that everyone will remember
4. Don't forget to save your changes by clicking the "Save Changes" button on the bottom of the page!




Pictures and Videos

Upload pictures and videos that tell your story. Let people feel like they are right there with you making the world a better place!
To upload a picture: 
1. Go to your dashboard and click on the "Photos" tab. 
2. Browse your favorite pictures to add to your profile!
To upload videos from youtube: 
1. Click on your profile name in the upper right hand corner next to the home button to go to your Profile Page. 
2. Once on your profile click on the "Videos" tab 
3. Copy and paste your youtube link, add a description, and click "Save"

Integrate with Your Blog

Keep people up to date on what you are doing by letting your blog post right onto your Continue to Give profile page!
1. Go to your dashboard
2. Click on the "Dashboard" tab
3. Find the "Set Up Your Blog" green box and click the "Click here to grant access"

Share Your Page

Share your page on facebook or twitter with all your friends! Let them know you created a Continue to Give profile page and you are looking to fundraise! Let them help meet your goal!
1. Click on your profile picture/name in the upper righthand corner to go to your profile page.
2. Click on the facebook or twitter icons to share 


Get Started Now! continuetogive.com