Elevate Fundraising Efforts with Pinwheel's Donor Dashboards

Pinwheel’s Store Tool integrates merchandise sales directly into event registrations and recruitment campaigns. Whether you're selling branded t-shirts, water bottles, or raffle tickets, the tool ensures everything is available in one place – right when participants are engaged and have a payment method handy, increasing the likelihood of purchases. And it’s not just about generating revenue—branded merchandise strengthens participants' and volunteers' connection to your cause. Every t-shirt worn or water bottle used serves as a lasting reminder of your mission, encouraging future involvement. Sell Products with Ease Merchandise sales can benefit from the flexible options offered in the Pinwheel Store Tool. You can: Offer products with multiple attributes like size, color, and/or gender. Restrict certain products to specific event categories; for example, sell "26.2 Mile Warrior" t-shirts only to marathon participants, while keeping them unavailable to the 5K registrants. Allow customization, such as adding names to race bibs, jerseys, or yard signs. Require a merchandise purchase with event registration, for instance, bundling gala tickets with dinner packages. Offer upgrades, such as premium materials for t-shirts (cotton vs. technical fabric). Sell items at either the participant or transaction level - participant-level sales enable personalized selections like T-shirt sizes or meal choices for each registrant, while transaction-level sales allow quick and easy purchases of any item. Manage Limited Quantities Do you have a limited number of items, such as 50 exclusive tote bags or 10 signed posters? No problem. The Store Inventory Tool lets you set quantity limits, so you can: Avoid overselling. Automatically track remaining inventory. Create urgency for buyers to act quickly. Clear Out Leftover Inventory Left with extra items from previous events? Turn them into revenue by listing them in the current event or campaign’s store, using the inventory tool to manage available quantities. Not only does this help clear inventory and generate sales, but it also provides additional opportunities for participants and volunteers to support your cause. If you have questions about how to set up the tool, contact our team to get started, or visit the Pinwheel Help Center.  Happy selling!

At Pinwheel.us, we are committed to keeping our users informed about important legislation that can affect operations. One such piece of legislation is California Senate Bill 478 (SB 478) , which has introduced significant changes to the way event registrations are handled in the state. What is California SB 478? California SB 478, also known as the Honest Pricing Law, took effect on July 1, 2024. This law aims to enhance transparency and accountability in pricing by requiring organizations to disclose all processing fees associated with event registrations upfront. This ensures participants have a clear understanding of the total costs before they commit. Specifically, organizations must clearly display any fees wherever pricing information is referenced. How Pinwheel Supports Compliance To help our users comply with SB 478, Pinwheel has implemented a feature that supports fee transparency. If your account is based in California, the display of processing fees is automatically enabled. For users outside California who market to participants in the state, compliance is also necessary and just a few clicks away: Open Account Settings . Navigate to Registration Settings . Turn on the “Automatically show processing fees in all price displays” toggle. Once enabled, processing fees will be added to all pricing displayed in the following areas of the event registration process: Information Page Information Panel Participant Summary Page Store Page Donation Page Organizations Can Cover the Fees Without Displaying Them Events can still opt to have processing fees absorbed by the organization, eliminating the need to disclose these fees as part of the registration cost. Comprehensive Marketing Compliance Beyond registration forms, organizations must ensure that all references to pricing—including those on websites, social media campaigns, blog posts, email marketing campaigns, and other promotional materials—reflect the processing fees. This requirement helps maintain consistency and transparency across all consumer-facing materials. Potential Nationwide Impact Although SB 478 is currently a California-specific law, a similar federal law has already passed the House with bipartisan support and is now awaiting Senate approval. If enacted, this could establish nationwide requirements for processing fee disclosures, further emphasizing the importance of transparent pricing. Conclusion California SB 478 brings important changes to event registration, prioritizing transparency and accountability. Pinwheel.us is here to help you stay compliant with these updates while building trust with your participants. If you have questions, our team is ready to assist. Let’s ensure your events succeed in this evolving regulatory landscape!

Kickstart the Year with Impactful Text Messaging As the year kicks off and new events and recruitment campaigns are getting set up, it’s important to include clear questions asking participants and volunteers for consent to receive text messages from your organization. In a previous blog post, we discussed how Pinwheel’s Bulk Text Messaging feature helps organizations connect with audiences quickly and effectively. Now, we’re excited to share specific text message examples tailored for sites, volunteers, caregivers, event participants, and donors, to help you discover new and impactful ways to use the Texting tool. Examples of Effective Text Messaging For Afterschool Program Sites: The new Run To Give Back season is almost here! Don't forget to renew your site for the 2025 program. Register here: www.yourwebsite.org. For Volunteers: Hi from Run To Give Back! Are you planning to volunteer this season? Reply "Yes" to receive the sign-up link. Reply "No" to be contacted for a future season. Don’t forget – volunteer training is tomorrow night at 6:00 PM at 600 K Street. Dinner will be provided. See you then! Team supply pickup is next week at 500 J Street. Tues 10 to 5, Weds 11 to 6. See you then! Golf Tournament volunteers – thank you for helping us tomorrow! Please arrive at the course at 8:00 AM with your volunteer shirt on. Check your email for details. For Caregivers: Stoneridge Elementary practice is CANCELLED for today! Please check your email for more info. We apologize for any inconvenience! Summer Camp registration closes tomorrow! Sign up today! www.yourwebsite.org For Event Participants: Reminder! Don’t forget The Giving Gala is next Saturday at 6:00 PM. We can’t wait to see you there! Visit www.yourwebsite.org to get tickets! URGENT - the 5K has been cancelled because of severe weather in the area. Check our website for details and a rescheduled date! Thank you for making our event fun and special! Tag us in photos at #runtogiveback & please consider helping refill our scholarship fund: www.yourwebsite.org We’d love your feedback! Please take a moment to complete a survey about our season. [INSERT LINK] Thank you! For Donors: DOUBLE your impact for Run To Give Back! Donations up to $10,000 are matched on Giving Tuesday to support our mission. Donate here: www.yourwebsite.org Exciting news! Our annual fundraising campaign starts now! Join us in making a difference. Visit www.yourwebsite.org to donate! Real-World Insights from a Pinwheel User Jacqueline Weber, Development Director at Girls on the Run Northwest Indiana, shares her firsthand experience with the Pinwheel text messaging tool, highlighting its ability to be used for various audiences: "Texting is a great tool. Everyone checks and most importantly, reads their text messages. Emails have a much lower open and read rate. People can easily and quickly delete their emails without even glancing at it. Texting works for board members, volunteers, 5K participants, coaches, GOTR Grown-ups and more! We use it to send out reminders for 5K day, share our sponsor's coupon, reminders to sign up for the BAND app, complete a survey, lost & found items from the 5K, share 5K information in Spanish, recruit volunteers, and more!" Best Practices for Bulk Text Messaging Be clear and concise - text messages have a character limit, so make sure the message is clear and to the point. Include a call to action - encourage recipients to take action, whether it’s visiting a website, signing up for an event, or responding to a survey. Respect privacy - always ensure you have consent to contact recipients via text and provide an option to opt-out. Use short URLs - take advantage of Pinwheel's shortened URLS for events, campaigns and fundraisers (available on dashboards) to save characters, keep messages concise, and ensure links are easy to click. Monitor engagement - track response rates and engagement metrics to evaluate the effectiveness of your messaging strategy and make improvements as needed. If you have any questions about how to set up permission questions in events or campaigns, or how to use the Text Messaging Tool, please contact us at support@pinwheel.us. Happy texting!

Happy holidays from all of us at Pinwheel! As the year comes to a close, we want to take a moment to express our heartfelt gratitude to our incredible customers. Your trust and partnership have made 2024 a year to remember, and we’re so thankful for the opportunity to support your events, fundraising, and volunteer efforts. Together, we’ve made a meaningful impact in our communities, and that’s something worth celebrating! The holiday season is a time for reflection, connection, and a little well-deserved rest. In that spirit, our team will be taking a brief pause to recharge and spend time with loved ones. Pinwheel will be closed from December 25, 2024, through January 1, 2025 . Our Help Desk will not be staffed during this period; however, our platform will remain fully operational, and we will be monitoring our support@pinwheel.us inbox for any issues that may require attention. We’ll return on January 2, 2025, refreshed and ready to help you achieve your goals in the new year. If you have any questions or need assistance before the break, don’t hesitate to reach out to our support team . We’re here to help you wrap up the year successfully! Thank you for being a part of the Pinwheel community. We wish you a joyful holiday season filled with warmth, happiness, and time spent with those who matter most. Here’s to an exciting and impactful 2025—together! Happy Holidays, The Pinwheel Team

In today's fast-paced world, effective communication is key to the success of any organization, especially when it comes to fundraising and event management. At Pinwheel.us, we understand the importance of reaching your audience quickly and efficiently, which is why we offer the powerful Bulk Text Messaging feature. What is Bulk Text Messaging? Bulk text messaging allows you to send a single message to multiple recipients simultaneously. This feature is invaluable for organizations looking to communicate important information, reminders, invitations, or updates to a large audience without the hassle of sending individual messages or relying on email. Benefits of Using Bulk Text Messaging Immediate Engagement : Text messages have a higher open rate than emails, meaning your audience is more likely to see communications in real-time. Cost-Effective : Compared to traditional marketing methods, bulk text messaging is a budget-friendly option for reaching supporters and stakeholders. Personalization : You can segment audiences based on specific criteria, ensuring messages are relevant and targeted. Ways to Use Bulk Text Messaging in Pinwheel.us Event Reminders and Updates – Keep attendees informed and engaged by sending reminders about upcoming events, including dates, times, and locations. Use bulk text messaging to notify participants of any last-minute changes or important updates, ensuring everyone stays in the loop. Fundraising Campaign Launches - When launching a new fundraising campaign, use bulk text messaging to generate excitement and encourage participation. Share links to your fundraising page and provide details on how supporters can get involved, making it easy for them to take action. Acknowledgment and Appreciation - Show gratitude by sending thank-you messages to event attendees. Bulk text messaging allows you to recognize their involvement and encourage ongoing support, fostering a sense of community and connection. Volunteer Coordination - Support volunteers by sending out messages about upcoming opportunities, shifts, or training sessions. This ensures that volunteers are well-informed and prepared, making your events run more smoothly. Emergency Notifications - In the event of an emergency or unforeseen circumstances affecting an event, bulk text messaging allows you to communicate critical information swiftly and efficiently. This allowed attendees to receive timely updates, helping to manage any potential disruptions. Conclusion Bulk text messaging is a powerful tool that can significantly enhance an organization’s communication efforts. With Pinwheel.us, you can easily reach your audience, keep them informed, and foster stronger connections with your supporters. Ready to start using bulk text messaging to boost your outreach? Click here to sign up. As always, we love hearing from you! Share your experiences and success stories with bulk text messaging and let us know how it has impacted your fundraising and event management efforts. In an upcoming blog post, we will share specific examples of text messages that your organization can send – stay tuned! Happy texting!

When it comes to event/program registrations, affordability can often be a significant barrier for participants. Whether it's for an after-school program, summer camp, or a sports tournament, the upfront cost might deter potential attendees. By offering flexible payment plans, you not only make events more accessible but also unlock a host of benefits for both participants and organizers. With after-school programs getting ready for new sessions at the beginning of the year, now is the time to consider adding payment plans to the registration. Here’s why incorporating payment plans into Pinwheel events is a game-changer: 1. Increased accessibility = higher participation: Payment plans reduce the financial burden of large, one-time payments. By allowing participants to pay in smaller, manageable installments, you open the doors to more people. Families, students, and individuals on tight budgets are more likely to commit when they have the option to spread out costs. For example, a participant who hesitated at a $200 fee may feel comfortable signing up for four $50 payments. This approach helps your program/event become more inclusive while ensuring no one misses out due to financial constraints. 2. Potential reduction in need for financial assistance: Offering payment plans can significantly reduce the demand for scholarships or financial assistance by providing a more manageable way to afford registration fees. Instead of requiring full upfront support, participants can spread costs over time, making the expense less overwhelming, and allowing organizations to allocate scholarship funds to those in greater need. 3. Improved cash flow for the organization: Offering payment plans doesn’t mean delaying revenue—it means stabilizing it. With multiple participants enrolled in staggered payment schedules, your organization enjoys a steady stream of funds leading up to the event or through the course of the program. 4. Lower dropout rates: When people commit to a payment plan, they’re more likely to follow through with attending the program or event. The psychological investment of paying in installments creates a sense of accountability. Participants feel more tied to the event, reducing the risk of cancellations or no-shows. 5. Streamlined administration with Pinwheel: Managing payment plans might seem daunting, but Pinwheel makes it easy. With our platform, you can: Set up flexible payment options directly in the registration process. Process payments in bulk based on due date, payment number, or event category. Easily track who has paid, when, and how much. This simplicity eliminates manual tracking and follow-ups, saving your team valuable time and effort. 6. Enhanced participant experience: A positive registration experience can lead to long-term loyalty. When attendees feel supported by flexible payment options, they’re more likely to associate your event—and organization—with trustworthiness and care. This goodwill can translate into repeat participants, word-of-mouth referrals, and a stronger sense of community. A success story: payment plans in action: Liz Mergenthaler, Operations Director with Girls on the Run St. Louis says, “Girls on the Run St. Louis has been using the Pinwheel Payment Plan processing tool for many years now. The payment plan tool gives us the flexibility to meet families where they are at, by offering multiple payment options and the ability to change payment dates as needed. Every season we have hundreds of participants register and use a payment plan, so the ability to process multiple payments at once with the updated bulk processing tool has increased our organizational efficiency greatly.” Summary By integrating payment plans into the registration process, you can remove barriers, engage more participants, and create a better financial and logistical experience for everyone involved. If you have questions about how to set up the tool, contact our team to get started, or visit the Pinwheel Help Center.

At Pinwheel.us, we’re committed to helping organizations maintain strong relationships with constituents. One of the ways we do this is through our Person Tag feature , a powerful tool designed to help you label, sort, and manage contacts efficiently. What Are Person Tags? Person Tags are customizable identifiers that allow you to group individuals based on specific attributes. Whether it’s categorizing donors by giving levels, segmenting volunteers by skills, or organizing event participants, Person Tags help create a more organized and targeted approach to stewardship and communication. How to Set Up Person Tags: Build Tags in Account Settings : Click the Gear icon in the upper right-hand corner of Pinwheel. In Person Tags, create tags that reflect the unique characteristics of your contacts, such as “10+ Year Volunteer,” “VIP,” or “2024 Gala.” Apply Tags to Individual Records: Once tags are set up, assign them to person records in the People Grid. This can be done either by clicking in the Tag column in the grid or by opening a person record and adding tags in the first tab. Multiple tags can be assigned to one person. Benefits of This Feature: Improved Organization: By categorizing contacts with tags, you can easily sort and analyze them. Use the Filter by Tags tool at the top of the People grid to filter the list. In addition, in Donors on the green menu, click Donor List and in the Donor Segementation tool, use the Person Tag filter. Targeted Communications: After filtering t he People Grid or Donor List. use Export to Mail Group to create an Email Marketing list. This not only saves time but also ensures you’re reaching the right people with the right messages. Want to send a tailored email to all “VIPs” who also donated to last year's Giving Tuesday fundraiser? No problem! This targeted approach leads to more effective communication and engagement. Enhanced Reporting and Insights: With the ability to group contacts using tags, you can gain deeper insights into donor behaviors and volunteer participation. Analyzing these patterns can inform future strategies and improve outreach efforts. Summary The Person Tags feature in Pinwheel is a game-changer for organizations looking to optimize outreach efforts. By leveraging this tool, you can enhance your communication strategy, foster deeper connections with your supporters, and ultimately drive greater impact. Ready to start using Person Tags? Log in to your Pinwheel account today and take your contact management to the next level! Interested in signing up for the Email Marketing Module? Click here. Need the Donor Management Module? Contact us at support@pinwheel.us for a demo. Stay tuned for more tips and insights on maximizing your use of Pinwheel, and feel free to share your success stories with us. We’d love to hear how Person Tags have helped your organization! Happy tagging!

At Pinwheel.us, we’re always looking for ways to enhance your fundraising experience. We’re excited to announce a new feature that empowers organizations to set and manage minimum fundraising amounts for peer-to-peer fundraisers associated with events. This new capability not only streamlines the fundraising process but also ensures events reach financial goals. Read more about a Pinwheel client’s success with the tool here! Here’s how it works: Set Up Minimum Fundraising Requirements - In the Event where peer-to-peer fundraisers are generated, go to Setup - Fundraising Setup . In addition to configuring all the settings, enter a value in the Minimum Fundraising Requirement field. This will establish the minimum requirement for all fundraisers linked to this event. Track Fundraiser Progress and Collect Payments - Once the minimum requirement is established, it’s easy to monitor which fundraisers are on track to meet goals. In Fundraisers , open the associated fundraiser with the event. You’ll find a new tool called Collect P2P Minimums in the Management submenu, which can help you manage payments for fundraisers that haven’t yet met the minimum amount. It allows: Filtered Visibility : Only fundraisers that haven’t met the minimum requirement will appear in the grid, allowing you to focus on those who need assistance in reaching their goals. Integrated Communication Tools: Click the Export Grid to Mail Group to send emails through the Pinwheel Email Marketing tool, informing fundraisers of the need to reach the goal, suggestions for how to do that, and relevant deadlines. Customized Settings: Control how processing fees are paid, how donor names are listed, and customize receipt messages. Flexible Payment Processing : You can process payments for these fundraisers either one at a time or in bulk. Benefits of This Feature: Encourage Fundraising Participation: Setting a minimum requirement motivates participants to reach their goals, fostering a sense of accountability and encouraging peer-to-peer support. 100% Fundraiser Compliance: Collecting outstanding payments for fundraisers that haven’t met their minimums streamlines the fundraising process, ensuring that all contribution commitments are upheld, and the organization’s fundraising goals are met. Enhanced Event Management: By tracking fundraising progress and outstanding payments in one place, you can manage your events more effectively and focus on strategies to increase participation and donations.  Summary The addition of the Minimum Fundraising Requirement feature is just one more way Pinwheel.us is committed to supporting your organization’s fundraising efforts. We believe that with the right tools, you can maximize your impact and drive greater success at your events. Ready to leverage this new feature? Log in to your Pinwheel account and start setting your minimum fundraising requirements today! As always, we love hearing from you. Share your experiences with this new feature and let us know how it’s helping your organization achieve its fundraising goals. Happy fundraising!