I’ve signed up for a trial with Flipcause. These are our steps for evaluating Flipcause via the Launch Party and Fundraiser. It takes us from the registration page to accepting donations to making a final decision on whether to move forward with Flipcause.
Next Steps
Public Facing Site
[*] Connect Flipcause website with www.nycedu.org (see website preview)
[*] Create Interest Form (using Volunteer campaign because Flipcause doesn’t have a survey function)
[*] Change event confirmation to come from hello@nycedu.org account (not deborah@nycedu.org)
[*] Create Registration + Donation Page (using Event campaign)
Accepting Donations
[*] Check with 4.0 Schools on process for transferring money from Flipcause to them as our fiscal sponsor
… [*] What are the requirements for donor acknowledgement? You would only need to state that the donation is for you c/o of your Fiscal Agent
… [*] What option do we use for transfer of funds? (Option 1: Superadmin requests check to be sent to 4.0 Schools, Option 2: 4.0 Schools adds bank information to Flipcause) We would need to take the check option
… [*] What reporting needs to be done on overall financial transactions? Who those donors are, how much they contributed, when, and what their contact info is
… [*] Figure out which EIN we should raise money under We need to raise it under #NYCEDU because 4.0 is a fiscal agent, not a fiscal sponsor
[*] Set up automated statements
[*] Add payout process to Flipcause
Mailing List
[*] Set-up Mailing List signup on website
… [*] Figure out how to get contacts in Flipcause to Mailchimp
… [*] Figure out how to get birthdates into Flipcause (I think we do this via demographic info on the pledge card)
Live Donations
[*] Test live donations process (Option 1: Mobile App, Option 2: Backend Entry from Pledge card, Option 3: Bring Your Own Device, Option 4: Rent Card Reader)
[*] Write directions for volunteers on how to accept live donations
Data Import
[*] Decide what data to import
[*] Schedule appointment with data import team
Platform Evaluation
[*] Decide on platform by 3/14 (end of trial period)