This document provides an overview of the administrative area and features of a FirstGiving nonprofit account for beginners. It describes the main tabs in the admin area including the Home, Events, Nonprofit Page, Reports, Emails, Widgets, and Settings tabs. It also provides step-by-step instructions for creating a nonprofit start page and event page, including how to customize pages with logos, videos, and banners. The document concludes with information on offline donations and fundraising emails.

1. F i rs tG i vi n g fo r B e g i n n e rs

2. F i rs tG i vi n g fo r B e g i n n e rs
• Part I: Your Admin Area
• Part II: Create Your Nonprofit Start Page
• Part III: Create Your Event Page
• Part IV: Useful Stuff You Should Know
About

3. Yo u r Ad m i n Are a

4. T h e H o m e T ab
• General overview of your
FirstGiving activity
• Graph in center of the page
may say "Data cannot be
found" - just means you have
not had any fundraising
activity yet
• Contains links to other parts
of the nonprofit account area
• You can access the
Success Center from this
screen

5. T h e E ve n ts T ab
• View all your events, add new events, and manage offline donations
• If your fundraisers receive offline donations (checks or cash), those
can be entered from this tab
• To add a new event, click the Create New Event button. We’ll walk
you through this tab in more detail later in this webinar.

6. T h e N o n p ro fi t P ag e T ab
• Set up and manage your
nonprofit start page
• Your hub page on FirstGiving
• Edit your mission statement,
logo, YouTube video, and
banner (appears on every
fundraising page as well as
your nonprofit start page),
more on setting this up later.

7. T h e R e p o rts T ab
• Allow donors to cover
FirstGiving transaction fees
• FirstGiving Charts: view
graphs of your fundraising
and compare events against
one another or view their
progress over time
• Download an EFT Form: set
up weekly electronic fund
transfers if you'd like to switch
from monthly check
payments
• Add custom codes to your
payment reports

8. T h e R e p o rts T ab
Fundraising Summary
Shows all the official events you
have set up as well as all the
grassroots pages that have been
created.
• Team details: this report will
appear if you have teams turned
on for an event
• Participant details: this will
appear if you are using custom
registration for an event and will
contain answers to registration
questions, as well as fundraiser
information
• Fundraiser details: this will show
info on everyone who has made
a fundraising page for this event
• Donor details: this will appear if
the event or page has received
donations and will show info on
the donors

9. T h e R e p o rts T ab
Direct donations
• Information on all donations
made outside of fundraising
pages
• These donations can come
in via the Donate button on
your nonprofit start page or
via the Online Donate Button
you can install on your own
website (we'll take a look at
that later)

10. T h e R e p o rts T ab
Payment summary
• Information on all the funds
FirstGiving has sent to you
• Each payment will have its
own line item, and you can
click the Payment Details
icon to see an in-depth
breakdown of each
donation that went into that
payment

11. T h e E m ai ls T ab
Auto-email settings
• Manage your communications
with users -- send targeted
emails to a specific group of
people or handle the
automated emails that come
from FirstGiving when anyone
donates
• Click "Auto-Email Settings" to
edit your automated email
message - this will be
appended to the receipt sent
to all donors
o This message is a good
place to mention that
donations are tax-
deductible - if you do so,
your donors can use this
receipt as a tax receipt

12. T h e E m ai ls T ab
Compose new email
• Clicking "Compose new email"
allows you to send out emails
to specific groups of people -
you can select either
Fundraisers (people who
have created a fundraising
page), Event Registrants, or
Donors
• Filter these people further
using the criteria dropdown
menus - use as many filters as
you need
• When composing the email,
you can enter operators like
[First Name], which will be
replaced with the recipient's
actual first name when you
send the email

13. T h e W i d g e ts T ab
• Buttons you can install on
your own website to either
accept donations or direct
fundraisers to your
FirstGiving start page
• Create an Online Donate
Button to take donations
without having to direct
donors away from your
website - all the reports will
be accessible from your
Direct Donations report
• Get a Fundraising Button,
which is a link button to bring
your supporters to your
FirstGiving start page

14. T h e W i d g e ts T ab

15. T h e W i d g e ts T ab
Online Donate Button
Multiple giving levels
Advanced Features:
• pay the fee
• recurring donations
• donation notification emails (to
you, the nonprofit, as donors
already receive an automated
donation confirmation email)
• customized thank you email

16. T h e W i d g e ts T ab
Online Donate Button
Ways to install your button
• On your website
• install it yourself or send it to
someone else to install it for you
•On Facebook
•As a QR Code

17. T h e S e tti n g s T ab
• Manage the users who have
administrative access to your
nonprofit account
• Change your own account
information and add or edit other
users
• 3 levels of access: Admin,
Standard, and Event Restricted
o Admin can do everything
o Standard can see everything
but not make changes
o Event Restricted is the same
as Standard everywhere in
the account except if you
choose to give them access
on a particular event - they will
be the same as Admins for
that event

18. C re ati n g Yo u r N o n p ro fi t S tart
P ag e

22. C re ati n g Yo u r E ve n t P ag e

23. C re ati n g Yo u r E ve n t P ag e

24. C re ati n g Yo u r E ve n t P ag e

25. C re ati n g Yo u r E ve n t P ag e

26. C re ati n g Yo u r E ve n t P ag e

27. U s e fu lati tugff Yo uu S h o u ld PK n e w
C re S n Yo r E ve n t ag o
Ab o u t

28. C re ati n g nYo u r n ati o n sP ag e
O ffli e D o E ve n t

29. C re ati n g Yo u r E ve n t P ag e

30. C re ati n g Yo u r E ve n t P ag e

31. C re ati n g Yo u r E ve n t P ag e

32. C re ati n g Yo u r E ve n t P ag e

33. C re u n d raiYo r rE E ve n t o o l e
F ati n g s e u m ai l T P ag

34. C re ati n g Yo u r E ve n t P ag e

35. C re ati n g Yo u r E ve n t P ag e

36. C re ati n g Yo u r E ve n t P ag e
Edit First/Last
Add/import name data for
unlimited each contact
contacts from
multiple sources

37. Choose a template msg,
or write your own
Updated design
features your
nonprofits’ brand
C re ati n g Yo u r E ve n t P ag e
Add mail merge
fields for
personalization

38. Q & A
More burning questions?
Visit the Success Center or email us at
learningcenter@firstgiving.com