Fundraising Kit for Charities Thrive With The Power of Mobile Giving TM Fundraising Kit for Charities | 2019- 2020 1 The most comprehensive mobile giving app in the market. Share via email, text and social media. Your logo and copy can be updated in the app. Email us! Donors select fixed amount monthly or round-ups of spare change. Any debit or credit card accepted, whether plastic or digital (Apple Pay now included too)! PS: We pull data from IRS.gov every month, so it’s likely that your 501c3 is already on our platform. Search for it now and tell us if you’d like your page modified in any way. TM 2 Fundraising Kit for Charities | 2019- 2020 2 Home RoundUps Giving Feed Tax Report Your members enroll in Monthly Each donor can see their spare An individual can make one-time Users can request a complete Giving for your charity and see change donations in the tab donations to any other charity tax report to share with their updates on their home screen. called “My ChangeUps.” too, all recorded in “My Giving.” CPA at anytime. TM 3 Fundraising Kit for Charities | 2019- 2020 3 Your Fundraising Pre-Game Confirm that your charity is on our platform: download the app for free and 1 search “Charities” with the name used when your entity was formally registered with the IRS. We pull data monthly from the IRS, so most likely your 501c3 is already in our database, but please double check. Email us at [email protected] 2 Share your updated logo and mission statement, if needed. If you’d like to receive direct deposits to your bank account, please sign-in 3 with our distribution partner here: causes.benevity.org 4 Next page: begin your campaign! TM 4 Fundraising Kit for Charities | 2019- 2020 4 The 5-Step Campaign Define a sign-up period and goals. Successful campaigns typically last 15 to 30 days with daily 1 attention from you, the fundraiser. Consider scheduling your ChangeUp campaign around a big fundraising event when members are in the giving spirit. Your goal: to build a community of X number of donors on mobile. Email and text the link. Go to your charity’s page in the ChangeUp app. Use the share button 2 (top right) to send a link to your membership group via email and / or text message. Post regularly to social! The share button can also be used to post your charity’s ChangeUp 3 page to Facebook and Twitter. Daily postings boost sign-up rates considerably. Post your video. If we made a video with your logo, you can share that with your group via 4 email or Facebook with an additional button to download the app. No cost! Speak at Events + Handout Info. Member sign-ups are the easiest in person! Download our 5 simple brochure (available on our website) to handout. Sample emails and speeches are on the following pages. TM 5 Fundraising Kit for Charities | 2019- 2020 5 Sample Email Script Copy and paste into your email software. Subject: Donate Spare Change to [Charity Name]! Your mobile phone is now your light saber for good! Typically we like to fundraise large amounts, but today we’re asking you to give small amounts. Like really small. [Charity Name] is now acDvated on the ChangeUp app. Round-up your purchases to the nearest dollar and send us your spare change! It takes 60 seconds to acDvate, download it here: [Link to your charity within the app here—generated from the share buMon on the top right of your charity’s page in the ChangeUp app] Main Link to the ChangeUp in the App Store: hMps://itunes.apple.com/us/app/changeup-donate-spare-change-to-charity/ id1216383115?mt=8 Link a credit card and you’re done. The app will then tabulate your spare change and send it to us in a single amount on the last day of every month. It’s so easy and operates in the background of your life. • Any debit or credit card works; log in to link your card • All purchases are automaDcally rounded-up, whether online or off. • Request a tax deducDble report at anyDme! • Donate spare change or a fixed amount Send your nickels and dimes to [Charity Name]! Gratefully, Your Fundraising Team PS: ChangeUp is giving us $1 FREE for every one that signs up! TM 6 Fundraising Kit for Charities | 2019- 2020 6 Sample Speech 2 Minute Speech | Dona<ons of Spare Change with ChangeUp You all know that our fundraising team has been searching for innovaDve ways to drive donaDons to [Charity Name]. We found something new. Instead of asking you to donate large sums of money, what if we asked you to start giving small amounts. Like, really small amounts?! ChangeUp is a mobile app that helps users round-up their purchases to the nearest dollar and donate the spare change to us, [Charity Name]. [Charity Name] is now acDvated on the ChangeUp app. It takes 60 seconds to download from the App Store and get started. It’s called ChangeUp: Charity Donaon. You can pull out your phone right now and download it. That’s ok! I know you want to look at your phones anyway. Oponal: I’m passing around a print-out with a QR code to download / posDng the QR code on the big screen here. Just point your iPhone camera at it! You just link a credit card and you’re done. The app will then tabulate the round-ups for every purchase on that credit card. It then tallies the spare change into a single amount and sends it to us on the last day of every month. It’s so easy and operates in the background of your life! • Any debit or credit card works • RoundUps are connected to the card you connect, and any purchases you make with that card online or offline. • You can get a tax-deducDble report at anyDme • You can donate spare change or give a fixed amount Again, the app is called ChangeUp: Charity Donaon. See me agerwards if you’d like me to text the link to you, or give any other kind of help. I want your nickels and dimes! Thank you. TM 7 Fundraising Kit for Charities | 2019- 2020 7 Campaign Follow Ups • Weekly reminders in-person • Weekly emails with status updates on the goal (# of users signed-up) and link to app. • Daily Facebook posts • Most effective: In-person sharing via texting of your charity page • Print and share the hand-out (download from our website) with QR code! TM 8 Fundraising Kit for Charities | 2019- 2020 8 Example 1 $15 20 Users 12 Months $3,600 Average amount of Annual donations in monthly roundups spare change. (total sum of spare change) TM 9 Fundraising Kit for Charities | 2019- 2020 9 Example 2 $20 100 Users 12 Months $24,000 Average amount of Annual donations in monthly roundups spare change. (total sum of spare change) TM 10 Fundraising Kit for Charities | 2019- 2020 10 Example 3 $100 100 Users 12 Months $120,000 Members select to give a Annual donations in recurring fixed amount every month. (in this spare change. example, $100 per month) TM 11 Fundraising Kit for Charities | 2019- 2020 11 Handout • 1 page ChangeUp hand-outs are available for download on our website (8.5 x 11 and half-page too). This is a great way to invite your membership to engage in micro-donating at meetings and live events! TM 12 Fundraising Kit for Charities | 2019- 2020 12 FAQ’s • Must the donor link a credit card? • Can we white-label this technology for our charity? Yes. If donors elect to round-up their purchases, they will be Contact us to discuss, we need to learn more about your current cued to link a card and round-ups will be calculated on that mobile app. card’s activity. Also, a card must be linked to pay for the end-of- month donation (can be the same card). • Can my donations be anonymous? Yes, you can make your donations anonymous in Settings. • Does the card have to be in a mobile wallet? No. Any credit card can be linked to ChangeUp—digital or • Why would donors use this when they could just write a plastic—and round-ups will occur anywhere that card is used, check? online or off. Mobile giving allows you, the fundraiser, to reach your members where they always are: on their phone. It also allows for recurring • Do the round-ups occur automatically, or is a user cued monthly giving so that donors don’t forget to give. Also, the every time they shop? newsfeed encourages giving because seeing others give inspires Once you link a card, our technology calculates the round-ups more giving. Last, many members of your organization may only of spare change automatically. It happens in the background operate from their mobile devices and this is a great way for them as you go about your everyday shopping. At the end of the to engage. month, the sum of all your round-ups is batched into a single amount and sent to the charity as your donation for that month. • If I select one charity to receive my monthly round-ups, can I also make one-time donations to different charities? • How can I request my tax report? Yes, ChangeUp offers both Monthly Giving and Instant Giving. Select the tab “My Giving Report” and we’ll email your report! You want your membership enrolled in Monthly Giving for your charity, but they can also use ChangeUp to give instantly to any • How do we update our mission statement, logo and charity in America at anytime! photos? Email us any updates and we’ll make the changes: • Who do we contact if we need help with the app or with our [email protected].