How to Navigate Your GlobalGiving Account
Your Project Entry (PE) Dashboard
Your GlobalGiving Project Entry (PE) dashboard is the center of your organization’s activity on the platform. Here you will have access to all your projects on the site and the ability to post and edit new projects and reports, locate your donations and disbursements, access the GG Rewards dashboard, and more!
To locate your GlobalGiving dashboard, first login to GlobalGiving, then locate your name in the upper right-hand corner. Select “Project Entry (PE)” from the drop-down menu and you will be taken to your GlobalGiving Project Entry dashboard!
To learn more about navigating through your dashboard, check out our Help Center for more information.
Your organization’s project page is the most important tool for your online fundraising efforts as this is how you communicate your organization’s mission to donors. To learn step-by-step instructions on how to post and edit a project, check out our Help Center.
How can you build a project page that will attract donors? Check out our project posting page to learn how make your project stand out to donors!
There are a few different statuses for your project and it’s important to know what they all mean:
- New: You have started a new project but not yet clicked “Save and Submit” for the GlobalGiving staff to review.
- Pending: You have submitted your project for review and are awaiting its approval.The GlobalGiving team reviews each project, within one to three business days, before making live on the site.
- Active: Your project is live on the GlobalGiving site!
- Funded: Your project has reached its funding goal or someone from your organization has asked to deactivate this project. This project can no longer receive donations.
- Unsearchable: This means you are delinquent on reporting within the three month requirement. Once you send in a report, the project status will go to Active again. You can still receive donations with this status, but your project will not be searchable on the GlobalGiving site.
- Retired: This status means your due diligence has not been updated in more than two years or the organization has requested to retire this project. This project can no longer accept donations.
For any additional questions on how to deactivate, duplicate, or delete a project, please visit our Help Center!
A microproject is a short-term fundraising effort to help achieve a specific activity or support a specific individual. Microprojects are a great fundraising tool that can help you capture the attention of donors with a specific, actionable goal and an urgent giving deadline!
Here are some details about microprojects:
- Microprojects are only active for 90 days or until fully funded.
- Budgets are limited to $250-$10,000.
- Microprojects are only available to Leaders and Superstars.
- Microprojects do not have donation options. Donors will fill in the amount they would like to donate (GlobalGiving’s $10 minimum still applies).
- Every microproject is tied to a parent project which is a project you have on your page already.
- A parent project must be uploaded and approved before entering microprojects. This is where your microproject donors will be retained once your microproject is completed.
- Organizations may have up to 25 microprojects active on the GlobalGiving.org site at anytime.
- Microprojects require one report either after funding or after 90 days of expiration, whichever comes first.
- Microprojects receive higher project rankings, making them more likely to be seen by potential donors.
To find out how to create a microproject, head to our Help Center.
Reports are an essential tool for updating your donors on your organization’s amazing work. GlobalGiving promises donors direct communication from project leaders so they can see the impact of their donations. Project reports are critical to establishing long-term relationships with donors on GlobalGiving
GlobalGiving requires that you report on each project at least once every three months in order to remain searchable on the site. You will receive four email notifications about project report due dates as you get closer to the deadline. You can locate the due date of each report next to your projects in your GlobalGiving dashboard.
All project reports are sent to every donor that has donated to your project who is still subscribed to the emails. By default, project reports are emailed to your donors at 12 p.m. Eastern Time the day after the report is approved. You can also choose to change the timing that reports are sent out to donors by selecting a specific time at the bottom of the project report.
Reports are a great format to show your donors their impact and explain how their donation made a difference. This is crucial to building relationships with your donors!
What you should not include in your project report
We want to keep the requirements for reporting broad so that you have the freedom to include what is important to your organization. However, there are a few things we ask that you do not include in your report.
- Avoid political partisanship and give background information only as relevant and factual.
- Do not solely solicit donations from donors in reports. While you may mention upcoming events like matching campaigns, reports cannot only contain solicitations for donations.
- Do not contain links to other donation methods as this may confuse potential donors. GlobalGiving reserves the right to remove links to donation options other than GlobalGiving that are included in your report.
- Out of respect for the privacy of your constituents, we ask that you do not share any last names. You may share the names of staff members, but please ask permission before you share the last names of volunteers.
What you should include in your report
- Include close-up, high resolution photos of your project.
- Tell a story about a constituent. Provide details about how many individuals have been helped.
- Share a brief summary of your activities since the last report.
- Try to keep your report to two to four paragraphs. This allows enough length to provide a substantial report, but not too long to lose your donor’s interest.
- Project reports must contain content specific to the project. While you may mention upcoming events like matching campaigns, reports cannot only contain solicitations for donations. GlobalGiving reserves the right to remove links to donation options other than GlobalGiving contained in your report.
In order to make sure you are providing an engaging update for your donors, GlobalGiving staff will provide you with a rating between 1-5. When our staff are rating your report, we consider the following:
- Is the report on-topic? Make sure that your reports are focused on offering updates or telling stories about the appropriate project.
- Is it written for the target audience? Your reports go to every donor who has ever donated to your project, so when you write your report, make sure to write it with them in mind.
- Is the report concise and engaging?
- Is the report emotionally compelling? Include pictures and stories of constituents. Tell stories about specific people as this helps people relate to the cause and feel emotional ties to your project. We want your donors to become more invested in you and your project because they see the results of their support.
- Does the report include high-quality photos? Make sure to include close-up, vibrant photos of your project or constituents as these help donors visualize the impact that your projects are having on their communities.
GlobalGiving team members rate your projects on a scale from 1 to 5. Ratings are meant to provide you with feedback about how your report compares to others on GlobalGiving. These ratings are not public and do not affect your rating on the site. They simply help you understand what you’re doing well and what can be improved. The ratings are as follows:
- 5 - Excellent: A detailed update on the project addressed to the donors, has at least one high-quality photo related to the topic discussed in the report, and tells a story that is engaging to donors.
- 4 - Very good: Reports on donated funds, includes a story from the project, and shares at least one relevant high-quality photo. The report, however, is not very engaging and does not include an interesting or relevant story about the project.
- 3 - Good: A short, generic update that has a few photos or a concise update without any photos. Tends to not engage the donor in the project.
- 2 - Fair: Related to project, but may not be directed at donors. It is very short in length and does not include any photos. This is the lowest quality that will still get approved.
- 1 - Poor: Not appropriate for donors, perhaps information copied and pasted from another location or just an attachment with an empty body in the text. Does not give an update on the project. A report receiving this rating will not be approved.
For more questions about reporting, head to our Help Center!
Web Analytics is a feature designed to give your organization insight into data on your GlobalGiving donations, project, and report activity. Analytics provides the data you need to maximize the effectiveness of your communications and campaigns — and ultimately generate more funds for your work.
You can locate your organization’s website analytics page by clicking “Website Analytics” under the Data category on your GlobalGiving dashboard.
The Analytics Dashboard contains the following information:
- Date Bar: Data is available since the beginning of your account with GlobalGiving. Choose the range of dates you would like to analyze. Move the sliders (little grey boxes) to see different time frames.
- Number of Donations: This is the number of times donors contributed to any of your projects.
- Number of Page Views: This is the number of times your project page was loaded. This number increases any time somebody opens up your project page on any device.
- Average Time on Page: This number tracks how long your average visitor spent viewing your project pages.
- Donation Volume: This is the total value of all donations to your projects in US dollars.
- Donation Size: This number is the amount of project donations (measured in US dollars).
- Donation Sources: This number is how donors found your project page. The options include gift card, recurring donation, email, mobile, workplace giving (through corporate partner promotions), search engine, Facebook, project report, and other. This is a huge resource for critical information on what source was successful at converting donors – if you have high project report donation source numbers, then project reports are a powerful tool for you to recruit donors.
- Visitors: This is how many individual people are looking at your project page.
- Page Views: This is the number of times people loaded your project page. This is a good way to see how many times your page was viewed – counts every time that someone, even the same person, looks at your page (or returns to it).
At the bottom, you will also see information about your project reports. This will include each individual report rating, open rate, and click rate for each report! Nonprofit sector averages for open rates is 24.87%, so see how your organization compares. You can use this information to determine which reports caught the attention of your donors!
The website analytics tool is important for your organization to determine how to best allocate your time and resources. Analytics make it possible to maximize the effectiveness of your communications and campaigns in order to set more accurate fundraising goals, measure progress, and generate more funds for your work.
Donation and Disbursement Managers
When you are in your GlobalGiving dashboard, take a look at the “Funding” category which houses your Donation and Disbursement managers. These are important tools for tracking your money and engaging with your donors.
In the donation manager, you will find information pertaining to each donation to your organization. The following will be listed for each donation:
Where are your donors coming from? Have certain donors given more than once? What months are most popular for donations to your project? Use the filter at the top of the Donation Manager or export your donation information into Excel to analyze your donation information!
In your Disbursement Manager, you can find your organization’s past disbursement information. At the top of the page is your “Organization’s All-Time Fundraising Metrics.” This shows you the total amount raised by your organization, funds that were driven by GlobalGiving (through bonus funds, matching offers, corporate partnerships, and/or marketing efforts), and your total amount raised.
You will also find your organization’s Effective Fee on your Disbursement Manager. GlobalGiving is one of the only crowdfunding communities that helps drive extra funding to your project to augment your own fundraising efforts. Your Effective fee is calculated as follows:
[Total amount raised all time – (amount GG retained in fees + the amount donors chose to add-on)] + GG-Driven Funds
In the Disbursement Manager, you can find the following information about your past disbursements:
- Dates: When disbursements were sent and the date through which donations were received for particular disbursements.
- Amounts: The net total amount disbursed. This amount takes into account GlobalGiving’s fee and any bonus awards that your organization has received. It does not comprise currency conversion or wire transfer fees.
- Expedited Disbursements: In urgent cases, such as disaster situations, GlobalGiving makes exceptional disbursements to our partners. We make it easy for you to manage your exceptional disbursements in the Disbursement Manager. To learn more about exceptional disbursements, read this article.
- Re-sent Disbursements: Occasionally, funds are returned to GlobalGiving if we do not have the correct account information. We will let you know when disbursements are being re-sent and the total value of those funds. Please note that we do not remove the original disbursement from the manager. This means that two disbursements of the same amount may appear twice under these circumstances.
Visit our Help Center for answers to questions related to your donations and disbursements!