Step 1: Navigate to your Admin Dashboard
Once you have logged in and are on your home page, click "Manage" underneath your organization name. This will take you to the admin dashboard for the selected organization. If you are an administrator for multiple organizations participating in #iGiveCatholic, you can select the one you would like to manage.ย
Step 2: Navigate to your #iGiveCatholic Dashboard
From your Admin Dashboard on www.givegab.com, click on the "Giving Days" section highlighted in the left-hand navigation bar. This section is an archive of all present and past Giving Days you've participated in. After you've registered for the most recent #iGiveCatholic, you'll be able to select the "#iGiveCatholic" Giving Day dashboard this year to complete your profile. If you need to switch organization profiles within the platform from here, the blue Navigation bar at the bottom of the screen will help you get around!
Step 3: Choose how you'd like to create your profile
If your organization has participated in #iGiveCatholic before, you will have the option to copy over a previous profile or, if you would like to start from scratch, you have the option to create a new profile. To copy over from a past year, click the grey, "Copy This Profile" button next to the past profile.
Once you have selected this option, all the information from the profile you copied will automatically be placed onto your current profile! Feel free to make any changes you'd like to refresh or update for the new year.
Step 4: Add your Organization's Information
Expand the first tab on your #iGiveCatholic Dashboard to add your organization's logo, website URL, and up to three causes that best represent your organization. Once you've completed this information, click the "Save" button.
Step 5: Add Your Story
Expand the second tab on your #iGiveCatholic Dashboard to do the following:
Cover Photo: Add a cover photo to appear at the top of your profile
Video URL: Embed a YouTube or Vimeo video by pasting the link in this field
Enter a Goal: Enter a numerical goal here - this will activate a live goal thermometer on GivingTuesday
Tell Your Story: Customize your organization's story
Search Keywords: Set custom keywords that donors can use to find your profile on the #iGiveCatholic site
The story section is a place to tell others about your parish, school, or nonprofit ministry. It will also be beneficial to include information about the custom causes that your organization selected, and how that ties into your overall mission. Including this information will help donors find your page easier.
Once you've completed this information, click the "Save" button.
Step 6: Add Your Bank Account
If your diocese or group is collecting gifts on your behalf, you can skip this step! It will not appear on your profile.
If your diocese or group is NOT collecting gifts on your behalf, follow these steps:
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To determine your verification status, please refer to the Donation Status section at the top of your #iGiveCatholic profile. If the donation status is NOT "Verified", please click the blue "Manage Verification Info" button to complete your verification.
You can also navigate to your verification page at any time by clicking "Manage Organization", then "Bank Account & Verification" on the left-side menu.
On the "Bank Account & Verification" page, click "Confirm State Fundraising Compliance."
Since #iGiveCatholic is a registered fundraiser in each state, you can check this box, or leave it be. As a participant in #iGiveCatholic, you are by default compliant as required here.
Next, click "Add Bank Info" to add your organization's general information, organization representative, and bank account information to become verified and accept donations on the #iGiveCatholic platform.
You will first be prompted to enter your organization's EIN/Tax ID at the top of the page. Enter your information, then select, "Save."
Next, select the grey "Verify Your Organization" button.
Within the Payment Processor Verification section, select the grey "Add Bank Account" button, and fill in and save your information.
Then, click "Update Verification Details" to complete the rest of your bank account and verification information via our payment processor Stripe's hosted onboarding form.
Once this information is complete, click "Save" and your organization should be verified to accept donations within 2-3 business days. Note: You will receive a communication from Bonterra support if we need more information to finalize your verification.
Step 7: Add Donation Levels
Expand the fourth tab on your #iGiveCatholic Dashboard to add donation levels to your #iGiveCatholic profile. Here you can set a custom amount, description, and photo for each donation level.
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โNote: The donation minimum for #iGiveCatholic is $10. We encourage you to set your first donation level higher, at $20 or $25 dollars, but you absolutely should not set it lower than $10 since donors cannot submit an online donation lower than the #iGiveCatholic minimum.
Step 8: Disregard "Thank You" Message
Do NOT enter any text in the "Add a Thank You Message" section as it will not be used. Because all online gifts are given through #iGiveCatholic during the giving day, a custom tax receipt with #iGiveCatholic's EIN will automatically be emailed to your donors, noting the beneficiary organization(s). This section should NOT have a green check mark on your dashboard!
We highly recommend that all organizations send out personal "thank yous" to donors within one week of the giving day. A tax receipt from #iGiveCatholic is not the same to a donor as a thank you directly from your organization.
With the exception of the "Thank You Message" section, once you see all green check marks on your #iGiveCatholic dashboard, you'll know you're ready for the big day!
If you need help, just click on the blue chat bubble on the bottom right corner of the #iGiveCatholic website and the GiveGab dashboard. Don't forget to add your e-mail address! You can also reach out via e-mail at: questions@igivecatholic.org.