Step 1: Navigate to Your Admin Dashboard
If your home page is not your admin dashboard, click on the drop-down box at the bottom of the screen next to “Viewing Dashboard For” to view a list of organizations that you are an administrator for. Click on the name of the organization you’d like to access.
Step 2: Navigate to Your Giving Day Dashboard
From the “Home” tab of your Admin Dashboard on www.givegab.com, click on the name of your Giving Day from the Giving Day banner highlighted below.
Step 3: Add Your Organization's Information
Expand the first tab on your Giving Day 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 4: Add Your Story
Expand the second tab on your Giving Day Dashboard to add a cover photo, YouTube or Vimeo video, set a goal, and customize your organization's story. Once you've completed this information, click the "Save" button.
Step 5: Attest You Are Registered with Applicable State Laws
Head over to the "Manage Organization" tab and click "Bank Account & Verification" to find your banking information, and the box attesting to state compliance.
When you check the box you are attesting (defined as "declaring that something exists or is the case") to the best of your knowledge that your organization is compliant with applicable state fundraising requirements in the states in which you may solicit donors using the GiveGab platform.
Once you read the statement, click on the box to check it. Then, select the "Save" button. If you want to learn more about state fundraising compliance, click the link to learn from experts at Harbor Compliance.
Step 6: Add your EIN and Bank Account
Under the IRS Verification section add your organization's 9 digit EIN (without the dash) and click save
Under Payment Processor Verification click the "Verify Your Organization" button. This will bring up two sections of your profile that you need to complete.
Use the "Add Bank Account" button to enter your organization's new banking information directly into the platform.
Once this information is complete click "Save" and your organization should be verified to accept donations within 2-3 business days.
Step 7: Add Donation Levels
Expand the fourth tab on your Giving Day Dashboard to add donation levels to your Giving Day profile. Here you can set a custom amount, description, and photo for each donation level.
Step 8: Add Your Thank You Message
Expand the fifth tab on your Giving Day Dashboard to add a custom thank you message that your donors will receive immediately after making their contribution to your organization, along with a tax-deductible receipt. Here you can add an image or video (Adding a video will replace any image you add) and a custom message. Once you've completed your thank you message, don't forget to click the "Save" button.
Step 9: Invite Your P2P Fundraisers
Expand the sixth tab on your Giving Day Dashboard to add P2P fundraisers that will support your organization on the big day. Adding P2P Fundraisers is optional, but can help expand your reach to new networks and help acquire new donors through your current supporter base. Here you can add fundraisers, message fundraisers, and remove fundraisers. You can also enable/disable the ability for fundraisers to sign up right through your Giving Day profile.
Once your profile is complete each section should have a green checkmark next to the heading. Once you see 6 green check marks on your Giving Day Dashboard, you'll know you're ready for the big day!
Note: If you have any questions, feel free to reach out to our customer success team via the blue chat bubble on the bottom right of the screen, or send us an email firstname.lastname@example.org.