Question 1

Link your Bank + Start Taking Donations

Accepted Answer

You're gonna raise so much money on SmartChange!! And we need to send that money to your bank.

Once you've created a campaign, you'll be prompted to connect a bank account by verifying it through Stripe.

|| This step can be completed at a later time by visiting the dashboard. You won't be able to access donations until your bank is connected and verified.

Log in, click the appropriate campaign in your dashboard, then click "Start Verification"

You'll be redirected to Stripe and will see a message that says, "Level Wins partners with Stripe to provide secure donations."

| WHO IS LEVEL WINS? Level Wins is SmartChange's parent company. As we expand our services, this is an easy way for us to share administrative services across our platforms.

|| If you already have a stripe account and want to connect SmartChange to your existing account - you'll provide your email, verification, and confirm which account you want to link to Level Wins. SO EASY.

Follow the instructions to verify your bank account through Stripe. You will need the following information: -Location -Type of Business -Legal Business Name -Your DOB -PHYSICAL street address -Last four of your SSN -Phone number -Online banking credentials OR routing & account numbers

Your Type of Business

Do you have an EIN? if so, you'll likely be classified as a non-profit. If you are an LLC, pick

Question 2

Create an Account

Accepted Answer

Level up your fundraising game on SmartChange! We value your time, so we're here to expedite the process and make it as easy as possible. First things first, create your account. Here's how:

| Please note - the required information must be an exact match to your organizational and banking paperwork. Also, have your EIN/TaxID, legal business name, and banking information ready to make the process as quick as possible.

Go to www.smartchange.app, click "Create an Account" at the top right
Provide your name and email address

|| Use an email you have immediate access to. We'll send a verification code to your email to open the account.

Enter the verification code & you're set! You have an account!

Now, let's START A CAMPAIGN >>

Question 3

Start a Fundraiser

Accepted Answer

Time to create your first Fundraiser! Fundraisers are core marketing tool SmartChange provides, and they are SUPER flexible.

You can create a general form, an event, a merchandise form, and more. The sky is the limit with our flexibility!

Here's what you'll do:

Log in to your account, and click on the appropriate campaign.
Within the campaign dashboard, click "Add Fundraiser"
Fill out the required information
Hit publish
Copy the URL/Marketing link, and send it out!

| Hot Tip: Your fundraiser cover photo should be sized at 1920 x 1005, or the same size as a Facebook Event Cover. These images are "responsive," so they will shrink or get larger depending on the size of the viewer's screen. Once you've published a form, please check to make sure you are happy with its appearance. If not, you can adjust the design, swap the graphic, and save your changes. Easy peasy!

Question 4

Start a Campaign

Accepted Answer

Start a Campaign + Start Taking Donations

Q: All About Spare Change Giving

Q: What is spare change fundraising? A: Spare change fundraising is simple, automated three-step process. Sign up, spend, support! <ul> <li>Donors open a SmartChange account, then connect a credit card or bank account with SmartChange.</li> <li>Each time they make a purchase, we will round up their spare change to the nearest dollar.</li> <li>At the end of the round-up cycle (one week, provided the total tally is over $10), SmartChange will transfer the donors' total spare change to their SmartChange recipient.</li> </ul> <img src="https://media0.giphy.com/media/Rl9Yqavfj2Ula/100.gif" alt="" /> Q: What if I already have a spare change roundup with my bank or to another organization? A: Enrolling and setting up your account takes less than 3 minutes and will NOT disrupt or affect any round-up savings programs you may already have activated with your bank. **Q: Is SmartChange secure? ** A: Your personal information is always private and secure! SmartChange is backed by bank-grade security. Our trusted and experienced partners keep your data secure. Our spare change round-up data collection process is highly secure and always prioritizes privacy. Spare change donors share the amount of their transactions and the date the transaction occurs. We use this information to calculate the total contribution amount. Refunded transactions, banking fees, and credits are never calculated in donations. Q: How many organizations or funds can I round up to? A: As many as you want! You'll just go to their landing page

Time to create a campaign! A campaign is simply a group of actions performed to generate a particular result. On SmartChange, a "campaign" is what we call an organization's entire fundraising operation.

| Who can create campaigns? Anyone! Nonprofit fundriaser? You qualify. Working for an NIL Collective? You qualify too! And, marketing or management consultants and agencies can create campaigns for each of their clients, as many as needed.

Now, creating a campaign (pics below):

Make sure you are logged in at www.SmartChange.app
Click 'Start a Campaign.'

Provide the needed information for your campaign including campaign name, primary email, phone, and your location.
Click "Agree to Terms & Conditions" and you'll have created your first campaign!

Next up? LINK YOUR BANK ACCOUNT and verify your ability to accept donations!

PHOTO EXAMPLES

Question 5

All About Spare Change Giving

Accepted Answer

Q: What is spare change fundraising?

A: Spare change fundraising is simple, automated three-step process. Sign up, spend, support!

Donors open a SmartChange account, then connect a credit card or bank account with SmartChange.
Each time they make a purchase, we will round up their spare change to the nearest dollar.
At the end of the round-up cycle (one week, provided the total tally is over $10), SmartChange will transfer the donors' total spare change to their SmartChange recipient.

Q: What if I already have a spare change roundup with my bank or to another organization?

A: Enrolling and setting up your account takes less than 3 minutes and will NOT disrupt or affect any round-up savings programs you may already have activated with your bank.

**Q: Is SmartChange secure? **

A: Your personal information is always private and secure! SmartChange is backed by bank-grade security. Our trusted and experienced partners keep your data secure.

Our spare change round-up data collection process is highly secure and always prioritizes privacy. Spare change donors share the amount of their transactions and the date the transaction occurs. We use this information to calculate the total contribution amount.

Refunded transactions, banking fees, and credits are never calculated in donations.

Q: How many organizations or funds can I round up to?

A: As many as you want! You'll just go to their landing page

Question 6

Reports

Accepted Answer

Reports are available on your dashboard. Login, go to your dashboard, select the campaign you want to pull reporting for.

Once you're in the correct campaign, click "Generate Report" (located in the upper right area)
Select a Start Date
Select a Finish Date (both must be filled!)
Click "Generate Report"
Your report will download on our computer, and will be in a CSV file

||| If there are no contributions during this time period, you'll get a message that the inputs are invalid. If that happens, just expand the dates and try again!

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