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Fundraising Kit for Worship Thrive With The Power of Mobile Giving TM Fundraising Kit for Worship | 2019- 2020 1

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Page 1: Fundraising Kit for Worship · 2020-04-14 · 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

Fundraising Kit for WorshipThrive With The Power of Mobile Giving

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Page 2: Fundraising Kit for Worship · 2020-04-14 · 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 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)!

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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.

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Home RoundUps Giving Feed Tax Report

Your members enroll in Monthly Giving for your charity and see updates on their home screen.

Each donor can see their spare change donations in the tab called “My ChangeUps.”

An individual can make one-time donations to any other charity too, all recorded in “My Giving.”

Users can request a complete tax report to share with their CPA at anytime.

Page 4: Fundraising Kit for Worship · 2020-04-14 · 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

Confirm that your charity is on our platform: download the app for free and 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] Share your updated logo and mission statement, if needed.

If you’d like to receive direct deposits to your bank account, please sign-in with our distribution partner here: causes.benevity.org

Next page: begin your campaign!

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Your Fundraising Pre-Game

Fundraising Kit for Worship | 2019- 2020

Page 5: Fundraising Kit for Worship · 2020-04-14 · 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 5-Step CampaignDefine a sign-up period and goals. Successful campaigns typically last 15 to 30 days with daily 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 (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 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 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 simple brochure (available on our website) to handout. Sample emails and speeches are on the following pages.

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Page 6: Fundraising Kit for Worship · 2020-04-14 · 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

Sample Email Script

Subject:DonateSpareChangeto[PlaceofWorshipName]!

Yourmobilephoneisnowyourlightsaberforgood!

Typicallyweliketofundraiselargeamounts,buttodaywe’reaskingyoutogivesmallamounts.Likereallysmall.

[PlaceofWorshipName]isnowacDvatedontheChangeUpapp.Round-upyourpurchasestothenearestdollarandsendusyoursparechange!Ittakes60secondstoacDvate,downloadithere:

[Linktoyourcharitywithintheapphere—generatedfromthesharebuMononthetoprightofyourcharity’spageintheChangeUpapp]

MainLinktotheChangeUpintheAppStore:hMps://itunes.apple.com/us/app/changeup-donate-spare-change-to-charity/id1216383115?mt=8

Linkacreditcardandyou’redone.Theappwillthentabulateyoursparechangeandsendittousinasingleamountonthelastdayofeverymonth.It’ssoeasyandoperatesinthebackgroundofyourlife.

•Anydebitorcreditcardworks;logintolinkyourcard•AllpurchasesareautomaDcallyrounded-up,whetheronlineoroff.•RequestataxdeducDblereportatanyDme!•Donatesparechangeorafixedamount

Sendyournickelsanddimesto[PlaceofWorshipName]!

Gratefully,

YourFundraisingTeam

PS:ChangeUpisgivingus$1FREEforeveryonethatsignsup!

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Copy and paste into your email software.

Fundraising Kit for Worship | 2019- 2020

Page 7: Fundraising Kit for Worship · 2020-04-14 · 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

2MinuteSpeech|Dona?onsofSpareChangewithChangeUp

YouallknowthatourfundraisingteamhasbeensearchingforinnovaDvewaystodrivedonaDonstoourplaceofworship.

Wefoundsomethingnew.

Insteadofaskingyoutodonatelargesumsofmoney,whatifweaskedyoutostartgivingsmallamounts.Like,reallysmallamounts?!

ChangeUpisamobileappthathelpsusersround-uptheirpurchasestothenearestdollaranddonatethesparechangetous,[PlaceofWorshipName].

[PlaceofWorshipName]isnowacDvatedontheChangeUpapp.Ittakes60secondstodownloadfromtheAppStoreandgetstarted.It’scalledChangeUp:CharityDona?on.

Youcanpulloutyourphonerightnowanddownloadit.That’sok!Iknowyouwanttolookatyourphonesanyway.Op?onal:I’mpassingaroundaprint-outwithaQRcodetodownload/posDngtheQRcodeonthebigscreenhere.JustpointyouriPhonecameraatit!

Youjustlinkacreditcardandyou’redone.Theappwillthentabulatetheround-upsforeverypurchaseonthatcreditcard.Itthentalliesthesparechangeintoasingleamountandsendsittousonthelastdayofeverymonth.It’ssoeasyandoperatesinthebackgroundofyourlife!

•Anydebitorcreditcardworks•RoundUpsareconnectedtothecardyouconnect,andanypurchasesyoumakewiththatcardonlineoroffline.

•Youcangetatax-deducDblereportatanyDme•Youcandonatesparechangeorgiveafixedamount

Again,theappiscalledChangeUp:CharityDona?on.

Seemeagerwardsifyou’dlikemetotextthelinktoyou,orgiveanyotherkindofhelp.

Iwantyournickelsanddimes!

Thankyou.

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Sample Speech

Fundraising Kit for Worship | 2019- 2020

Page 8: Fundraising Kit for Worship · 2020-04-14 · 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

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!

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Example 1

$3,600$15 20 Users 12 Months

Annual donations in spare change.

Average amount of monthly roundups

(total sum of spare change)

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Example 2

$24,000$20 100 Users 12 Months

Annual donations in spare change.

Average amount of monthly roundups

(total sum of spare change)

Fundraising Kit for Worship | 2019- 2020

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Example 3

$120,000$100 100 Users 12 Months

Annual donations in spare change.

Members select to give a recurring fixed amount

every month. (in this example, $100 per month)

Fundraising Kit for Worship | 2019- 2020

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Handout

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• 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!

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FAQ’s

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• Must the donor link a credit card? Yes. If donors elect to round-up their purchases, they will be cued to link a card and round-ups will be calculated on that card’s activity. Also, a card must be linked to pay for the end-of-month donation (can be the same card).

• Does the card have to be in a mobile wallet? No. Any credit card can be linked to ChangeUp—digital or plastic—and round-ups will occur anywhere that card is used, online or off.

• Do the round-ups occur automatically, or is a user cued every time they shop? Once you link a card, our technology calculates the round-ups of spare change automatically. It happens in the background as you go about your everyday shopping. At the end of the 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.

• How can I request my tax report? Select the tab “My Giving Report” and we’ll email your report!

• How do we update our mission statement, logo and photos? Email us any updates and we’ll make the changes: [email protected].

• Can donors set limits on how much they give? Yes. In Settings you can select monthly minimums and maximums.

• Can we white-label this technology for our charity? Contact us to discuss, we need to learn more about your current mobile app.

• Can my donations be anonymous? Yes, you can make your donations anonymous in Settings.

• Why would donors use this when they could just write a check? Mobile giving allows you, the fundraiser, to reach your members where they always are: on their phone. It also allows for recurring monthly giving so that donors don’t forget to give. Also, the newsfeed encourages giving because seeing others give inspires more giving. Last, many members of your organization may only operate from their mobile devices and this is a great way for them to engage.

• If I select one charity to receive my monthly round-ups, can I also make one-time donations to different charities? Yes, ChangeUp offers both Monthly Giving and Instant Giving. You want your membership enrolled in Monthly Giving for your charity, but they can also use ChangeUp to give instantly to any charity in America at anytime!

• Who do we contact if we need help with the app or with our campaign? Chat with us on our website! Or email us at: [email protected]

Fundraising Kit for Worship | 2019- 2020

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Fees & Disbursements

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• Let’s talk about fees Our technology platform fee is $0 set-up, $0 monthly fee, and only 5% of funds donated.

• Why do we charge a fee? ChangeUp has invested substantial capital to streamline charitable giving for mobile devices by integrating Stripe, Plaid, Apple Pay (optional for the user), over 2,000 banks, and a leading Donor Advised Fund for distributions via transfer or paper check. Some of these partners also have fees that we’ve bundled inside the 5% to create this ecosystem so that you, the local charity, don’t have to go build the same thing. Our goal is to make charitable giving easy, relevant and social on mobile.

• Costs to acquire traditional donations is anywhere from 20% to 50% of a dollar for resource-intensive events like galas, dinners, festivals, bike rides, auctions and events. Our goal is to use digital efficiencies to significantly lower the cost of fundraising all the way down to 5%.

• We invite you and your community to use our platform and in turn we will handle payment services, technology upgrades and all reporting. And also, we are proud to share that we provide our employees with family medical leave, retirement matching and health insurance. Our goal is to be your partner by achieving donation efficiencies in the digital age. Let’s ChangeUp the World together!

• How can our charity receive direct wire transfers? Sign-up with our distribution partner here: causes.benevity.org

• How can we enable donations via Apple Pay? To receive donations via Apple Pay, your charity must complete a certification process which you can initiate here: causes.benevity.org

• When does our charity receive the donations? Donations are disbursed on the 21st day of every month.

• What is the pricing of comparable donation services? GoFundMe charges 5.0% for its campaigns for individuals, but it does not offer donations to entities like charities. Omaze charges 15%. GiveTide charges 9% for round-up donations. ChangeUp charges 5% for any and all donations.

• Website www.changeupforcharity.com

© 2019, All Rights Reserved.

Fundraising Kit for Worship | 2019- 2020