Step 1: Navigate to Your OC Nonprofit Central Dashboard

From the Home Tab of your Admin Dashboard, click on the "OC Nonprofit Central" tab on the lefthand side to access your OC Nonprofit Central Dashboard and edit your profile.

Step 2: Add Your Organization's Information

Click on the tab "Add your Organization's Information" to add your organization's logo, website URL, tagline, and up to three causes that best represents your organization.

As one of the first things a donor sees on your profile, your logo should be current and represent your brand. If your profile was migrated and you have a rectangular logo, the import most likely cropped the image. Please review your logo and re-upload if necessary so that you can size the photo appropriately.

The tagline should be a quick, one sentence overview of your organization. The causes will be one way a potential donor can search for your organization so make sure the causes you select best represent your organization.

Once you've completed this information, click the "Save" button.

Step 3: Add Your Story

Next, click on the tab "Add your Story". Here, you can update your photo, tell your organization's story and add a video link. This is the first page that someone will see when visiting your profile so please add at least a paragraph to describe your organization.

Your profile has been pre-populated with a default cover photo. We suggest that you change this cover photo to one of your organization's favorite photos! To do this, click the Select Image button and upload a photo!

You can also add a YouTube or Vimeo video. Just copy the link into the Video URL field. Please only enter the video link (URL) and not the embedded code.  

Once you've completed this information, click the "Save" button.

Step 4: Add Your Bank Account

Next, click on tab "Get Verified to Collect Donations" to check off if you are state compliant, and to add your organization's general information, organization representative, and bank account information. This is necessary to become verified to accept donations on the OC Nonprofit Gives platform and to receive your donations through ACH direct deposit transfer. Once this information is complete click "Save". Your organization should be verified to accept donations within 2-3 business days.

Step 5: Add Your Thank You Message

Click on tab "Add a Thank You Message" on your Dashboard to add a custom thank you message your donors will receive immediately after making their contribution to your organization. 

Here you can add an image or video (adding a video will replace any image you add). If you add a video, please enter the YouTube or Vimeo link and not embedded code. To add an image, click the Select Image button.

Once you've completed your thank you message, click the "Save" button.

Step 6: Update Organization Info in Tabs

If your organization's profile was migrated, information regarding your organization's programs, management, governance, financials, etc have been moved over to your new profile! You'll want to go in to each tab to verify that the information is accurate and up-to-date. 

Take a look at what these tabs look like and how to navigate to each one before we dive further into each tab:

Now let's go through each of the tabs!

Overview:

In the Overview tab, you'll be able to add your Mission Statement, Background Statement, Impact Statement, Needs Statement, Statement from the CEO/Executive Director, Statement from the Board Chair/ President, & Geographic Areas Served.

The following short video scrolls through this content. You will notice there is an "Edit All" button at the top, which will open up all fields, so that you can edit all content at once.  Also, please note that there is an "Edit" button in each section that you are able to click to only edit the contents of that section.

Programs:

In the Programs tab, you are able to add program information including the Name, Description, Budget, and Outcomes. 

Here is what the Programs tab looks like:

Management:

In the Management tab, please add information about your CEO/ Executive Director Experience, Staff Information, Staff Demographics, and Awards.

Here is what the Management tab looks like:

Governance:


The Governance tab includes information about your Board Chair, Board Members, Board Demographics, and Board Statistics.

Here is what the Governance tab looks like:

 Financials:


Your Financials tab includes your 990, budget reports, projections, etc. 

More Details:

The More Details tab collects basic information on your organization as well as contact information.

Here is what the More Details tab looks like:


If you have any questions, just click on the blue chat bubble in the bottom right corner to start a support chat or email
customersuccess@givegab.com. We are happy to help!

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