What you will learn?

  • Learn how to make beautiful fundraising forms from scratch.

  • Learn how to avoid making mistakes for the fundraising forms

  • Free access to exclusive community to keep the continuous learning on.

Course curriculum

  • 01

    Overview

    • Welcome Aboard

    • Give Lively - Fundraising Platform Overview

  • 02

    Lesson 1: Give Lively - Apply for Membership

    • Apply to Give Lively Membership

    • Apply for free Give Lively Membership: Step-by-Step instructions

    • Step 1 of 4: Find your nonprofit

    • Step 2 of 4: Provide your contact information

    • Step 3 of 4: Tell us about your Organization

    • Step 4 of 4.1: Connect a Stripe account (if already have a Stripe Account)

    • Step 4 of 4.2: Connect a Stripe account (if signing for NEW Stripe Account)

    • Apply to Give Lively Membership - Connect to Stripe

  • 03

    Lesson 2: Stripe - Apply for Non-Profit Discount

    • Apply for Stripe’s Nonprofit Discount

    • Set up Stripe Account to accept ACH Bank Donations

  • 04

    Lesson 3: Best Practices to create effective fundraising pages

    • 01. Problem: Asking Donors to Give Too Much Personal Information

    • 02. Problem: Donation Pages are not customized to appeal to your audience

    • 03. Problem: Donation pages not having an ability to have different Giving Levels and segmentation (Corporate Vs. Individual Donor Fundraisers)

    • 04. Problem: Donation pages are not Mobile-Friendly

    • 05. Problem: Donation pages are not easily sharable on Social Media

    • 06. Problem: Not engaging your advocates to Fundraise using Peer-to-Peer Fundraisers

    • 07. Problem: Not having ability for mobile Fundraising using "Text to Donate"

    • 08. Problem: Paying monthly and hidden fees for your Fundraising pages

    • 09. Problem: Wait for weeks or months to get money in your Bank Account?

  • 05

    Lesson 4: Digital Fundraising

    • Digital Fundraising

    • Core Profile

    • Core Profile Walkthrough

    • Campaign Pages

    • Campaign Pages Give Lively Walkthrough

    • Donation Widgets

    • Donation Widget Give Lively Walk Through

    • Text-to-Donate

    • Text-to-Donate Give Lively Walk Through

  • 06

    Lesson 5: Event Fundraising

    • Event Fundraising Overview

    • Event Fundraising

    • Event Fundraising WalkThrough

  • 07

    Lesson 6: Peer-to-Peer

    • Peer to Peer Fundraising

    • Team Fundraising

    • Peer to Peer Fundraising Walk Through

    • Team Fundraising Walk Through

  • 08

    Lesson 7: Sample forms by KindCause

    • KindCause Donation Page (Individual Donors)

  • 09

    Next steps

    • Get Started

    • Want to take it further....

Join our Community for FREE

Want to Collaborate to Apply your knowledge?

Contributors to this course:

I'm Salesforce Solutions Consultant at CFOsquared.com and am helping KindCause.org that has mission to help nonprofits adopt technology so they can do more with less. Our goal at KindCause.org is to help 1000+ nonprofits in 2021 and to make the nonprofits become more effective by adopting technology that will help them reduce their operational costs by at least 30% - 50% by adopting the KindX Platform (KindX.org) so they can achieve their mission.

Siri Chennupati

Salesforce Solutions Consultant

Contributors to this course:

I'm Salesforce Solutions Consultant at CFOsquared.com and Director of Operations at KindCause.org that has mission to help nonprofits adopt technology so they can do more with less.

I am 3 x Trailhead Ranger and 7 x Salesforce certified; an active member in Trailblazer Community, passionate about exploring advancements in Salesforce using Admin and Development tools. I have extensive professional Project Management, designing and programming technical skills including extensive experience in Salesforce.com CRM and Force.com platform with proficiency as an Administrator and a Business Analyst.

Connect with me: https://www.linkedin.com/in/sheebathukral/ Twitter: @she4force/

Sheeba Thukral

Salesforce Certified Administrator, Platform App Builder, Pardot Specialist, Nonprofit Cloud Consultant, Service Cloud Consultant, Field Service Lightning Consultant, Community Cloud Consultant

Contributors to this course:

I'm Senior Finance Consultant at CFOsquared.com where I help Pre-IPO and growth companies primarily funded by private equity and Fortune 1000 companies to improve their processes and becoming more efficient. I have over two decades of business experience working in Technology, Financial Services, Life Sciences and diversified industries.

I am a Co-founder and Chief Catalyst at KindCause.org that has mission to help nonprofits adopt technology so they can do more with less. Our goal at KindCause.org is to help 1000+ nonprofits in 2021 and to make the nonprofits become more effective by adopting technology that will help them reduce their operational costs by at least 30% - 50% by adopting the KindX Platform (KindX.org) so they can achieve their mission.

I am based in San Francisco Bay Area and work on some fun and exciting projects. Enjoying life, good music, spending time with the family and some good conversations 🙂

Connect with me: https://www.linkedin.com/in/sunilthukral/

Sunil Thukral, CPA, CFA

Chief Catalyst