The personal headquarters includes various other tools to support your fundraising efforts:
Pledge Entry Form - Enter your offline check and cash pledges.
Pledge Sheet History - Review the history of electronic pledge sheets that you have sent to the organization.
Team Registration - As a team captain, you can register your own team members online.
Print out donation form - Print out a hard copy of a donation form to help your fundraising.
Edit Profile - Make updates and changes to your profile including team affiliation and goals.
Edit Login - Change your username and password information.
Manage Company Pyramid - As a team or company captain, create new teams, participants, and co-leaders beneath you. Only available for events with a Company Pyramid Structure.
Use can use your personal headquarters to enter your checks, cash, and pledges received during your fundraising activities. Entering these donations into your headquarters allows you to:
Save administrative time and money for the organization, making the donations worth more in the end.
Ensure that your friends and family visiting your personal page will see ALL of the money you have raised for your cause.
Note: Be sure you are following the specific directions from the organization on entering offline donations. Review the Pledge Collection Instructions once you access the Pledge Entry Form (see below).
To enter checks and cash donations
Login to your personal headquarters. Show me how
Click on Tools on the headquarters menu.
You will now see the Pledge Entry Form. Use this form to enter individual cash and check pledges you have received during your fundraising efforts. All fields marked with an red asterisk "*" are required fields.
Click Next Donation after each entry to add more pledges.
When using your pledge sheet, try to match your electronic sheet with each batch of checks and cash delivered. The organization will be able to better track and process your paper forms and donations if they match your electronic sheet.
Click the Finished button at the bottom of the pledge sheet to send your electronic pledge sheet. The organization may prefer you to wait until the day of the event or send entries anytime during your fundraising.
You will be redirected to a Pledge Summary page. Follow the instructions provided by the organization regarding the delivery of your checks and cash. You may need to print out a summary report. If so, click the Click Here button in the instructions box.
You pledges will now be reviewed by the organization.
As you complete each pledge entry form you will be creating an electronic pledge sheet with each entry.
To access previous pledge sheets
Login to your personal headquarters. Show me how
Click Tools then click on Pledge Summary History underneath Tools on the headquarters menu.
Use your Pledge Summary to view all of your pending pledges and send your pledges electronically to the organization.
Select the pledge sheet from the drop down menu labeled, "Pledge Summary History". If you need to re-print any of the summaries, click the Click Here button in the instructions box.
When you enter donations within your event headquarters Using the Pledge Entry Form, the donation will not count toward you or your team’s goal until the organization has confirmed receipt of the donation.
Please be aware that the organization may wait until after the event to update their records with these types of donations.
You can check up on the status of the confirmation by Viewing Your Donation Report within your headquarters.
Note: Pending donations within your personal headquarters will not count toward your or your team’s goal until the organization has confirmed receipt of the donation. Please be aware that organization may wait until after the event to update their records with these types of donations. Nevertheless, you can check up on the status of the confirmation using your reports within you headquarters. Once confirmed, the donor’s name will appear on your honor roll.
Note: Some organizations may actually confirm the pending donations prior to receiving the checks and cash. These organizations are trusting that your entries are accurate and want to make sure that your totals reflect your fundraising efforts right away.
As a team captain, you can register your own team members online.
To register your team members
Login to your personal headquarters. Show me how
Click Tools then click on Team Registration underneath Tools on the headquarters menu.
Enter your team member's information on the online form. The system will automatically assign a username and password which will be E-mailed to the new team members upon completion of the registration.
After you submit the registration, you will be able to continue adding more team members by clicking on "Register another team member". Otherwise click on "Back to 'My HQ'".
The Web site includes a printable donation form that you can use for your fundraising efforts.
Login to your personal headquarters. Show me how
Click on Print out donation form underneath Tools on the headquarters menu.
The Web site can be used to update your own information, allowing organizations to focus on fundraising while cutting costs. This feature can be used to update:
Personal fundraising goal
All of your original registration information
Team affiliation
Team fundraising and recruitment goal
Email notifications
To access your profile page
Login to your personal headquarters. Show me how
Click on Edit Profile underneath Tools on the headquarters menu.
Change your information you want to update. All fields marked with a red asterisk "*" are required fields.
If you choose to not receive instant E-mail notifications when someone registers or donates, UNCHECK the box next to those items in the form.
Click Continue at the bottom of the page when you are done.
Login to your personal headquarters. Show me how
Click on Edit Login underneath Tools on the headquarters menu.
Change the information you want to update. All fields marked with an red asterisk "*" are required fields. You can change your username, password, and security question.
To change your password you will have to enter it twice.
Click Continue at the bottom of the page when you are done.
The Manage Company Pyramid option can be used to manage all aspects of the team pyramid from your event HQ. Each participant will be given control only over the teams beneath him/her in the pyramid.
To create new teams or participants
Click the name group or team you wish to add to.
Roll your mouse over the New option.
Choose which type of team or participant to create.
To merge or move existing teams
Click the name group or team you wish to move or merge.
Roll your mouse over the Edit option.
Choose the Move To... or Merge To... option (OR choose the Become Independent Team to simply make the team independent)
Choose the group or team to merge or move the selected team into.
To edit your team name
Click the name group or team you wish to rename.
Roll your mouse over the Edit option.
Choose the Properties option.
Edit the name of your team.
Click the Submit button.
