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FAQs

To reset your password simply click Login at the top right of any page and then click Forgotten Password underneath the login box.  Enter the email address you used when you created a Good Exchange account and click Reset Password.

Alternatively click this link to go straight to the Forgotten Password page.

You will be sent an email with a link to allow you to reset your password.

The Good Exchange can accept on-line payments from anywhere in the world. Payments will be converted into GBP before being added to the selected project(s).

The Good Exchange only operates within a 20 mile radius of Market Place, Newbury, Berkshire in the United Kingdom. Charitable organisations and community groups wanting to raise money through The Good Exchange must therefore be based in the UK and their fundraising project must have beneficiaries in this area.

The Good Exchange is not just for charities. To apply for funding via The Good Exchange, an Applicant Organisation must be one of the following:

  • Registered Charity
  • Non-registered Charity
  • Exempt Charity
  • Excepted Charity
  • Company Limited by Shares
  • Company Limited by Guarantee
  • CIC Community Interest Company
  • CIO Charitable Incorporated Organisation
  • Community Amateur Sports Club (CASC)
  • Local Authority
  • Statutory Body
  • Unincorporated Community Organisation or Group
  • Parent Teacher Association (PTA)
  • Parochial Church Council
  • Housing Association / Registered Social Landlord
  • Social Enterprise
  • Community Benefit
  • Quango
  • Credit Union

As of 1 April 2022 no fees are payable.

Previously The Good Exchange has worked on a ‘no win, no fee’ basis and has always operated with no set up, monthly subscription or separate financial transaction costs.

To find out if your charitable organisation/community group is eligible to apply for grants/match funding and/or crowdfund through The Good Exchange, you must be able to complete our eligibility quiz as below.

If you can answer ‘YES’ to questions 1, 2, 3 and 7 and NO to questions 4, 5 and 6 then your charitable organisation is eligible to use The Good Exchange.

Question 1 – Are you fundraising as part of an organisation rather than as an individual?  (YES)

Question 2 – Is your organisation a Charity or Not-for-Profit organisation? (For more details see ‘what types of organisations can apply for funding’ ) (YES)

Question 3 – Do you operate in the UK? (YES)

Question  4 – Are you a political party raising funds for a political cause? (NO)

Question 5 – Are you raising funds to promote religion? All community related projects from religious organisations are welcome. (NO)

Question 6 – Are your beneficiaries solely outside of the UK? (NO)

Question 7 – Are the beneficiaries of your charitable organisation and fundraising project within a 20 mile radius of Market Place, Newbury, Berkshire? (YES)

Yes – Grant funders provide grants through The Good Exchange in these areas and your project may be matched with one or more funders for a grant or match fund. You can also use the platform to crowdfund to attract public donations and fundraisers to support your charitable fundraising project.

No– Charities or community groups with project benficiaries outside this area are not eligible to use The Good Exchange.

For more information on current funding schemes and grants rounds visit the profile pages of our registered funders here.

In order to complete the Applicant Organisation registration/new project  process, you will need to provide:

  • Details of the fundraising project – charitable category, type of project, location, beneficiaries, dates, cost breakdown etc
  • Evidence of the organisation’s legal status and charity number/company number if applicable
  • Your HMRC charity reference number (if your organisation is registered with HMRC and wants The Good Exchange to claim Gift Aid)
  • A copy of the Applicant Organisation’s latest accounts or a simple profit and loss spreadsheet for the last financial year
  • A recent bank or building society statement in the name of the Applicant Organisation
  • An organisational logo and relevant photographs/images to illustrate your project page
  • The Applicant Organisation’s website URL and any social media user names (e.g. Facebook and Twitter)
  • For further details on the application process, read the Applicant Organisation User Guide.

You can search for projects via the magnifying glass at the top right corner of the Home Page.

Alternatively visit the Project Page and “Browse for a Project”. Use the “Advanced Search” option to refine and filter your search.

If you are already an Applicant Organisation and want to find your organisation’s project(s), just log-in to the relevant account and go to the Dashboard.

Greenham Trust awards grants to charitable organisations with beneficiaries of the organisation and fundraising project within a 20 mile radius of Market Place, Newbury, Berkshire.

Find out more on their website here.

Charitable organisations can apply for grants from Sovereign Housing via The Good Exchange platform if they have beneficiaries within a 3 mile radius of a Sovereign Housing development and are also within a 20 mile radius of Market Place, Newbury, Berkshire.

Visit Sovereign Housing’s Funder page on the platform for more details.

To make a donation to a project by BACs transfer, please do the following:

  • Find the project you wish to support and click on the ‘Donate’ button. Login or create an account (if you don’t have one already) and select how much you wish to donate.  You will also be able to select to add Gift Aid to your donation if applicable.
  • On Step 3 of the donation process select the ‘BACs’ tab at the top of the screen and fill in your address. You must then select the ‘Register’ donation to receive an email with details of your donation, instructions of how to make the payment and the reference number you must use in order to direct your donation to the correct project.
  • Donations made via BACs can attract match funding however this will only be calculated and added to the project upon confirmation of receipt of funds by The Good Exchange Accounts Department.

Although it is not the preferred option – if you are not able to make a donation via debit/credit card or via BACs you can still send a cheque to us.  Please make cheques payable to Greenham Trust Ltd (not to the fundraising charitable organisation).

Complete the relevant Cheque Donation Form: – if you are donating as an individual, please download and complete the form for Individuals (note: Gift Aid can only be added if the donor has opted to add Gift Aid to their donation and it will be collected by Greenham Trust and gifted to the project selected by you as a donation of an equivalent amount from Greenham Trust).

If you are donating on behalf of a company, please download and complete the form for Companies/Organisations.  If you are paying in funds raised through a fundraising activity/event, please download and complete the form for Collections/Fundraising.     Please make cheques payable to Greenham Trust Ltd (not to the fundraising charitable organisation). Complete the relevant form and post both the cheque and the form to: Greenham Trust Ltd, Liberty House, Greenham Business Park, Thatcham, Berkshire RG19 6HS.

Important Note 1: Cheque payments can only be accepted by Greenham Trust and monies donated applied to the relevant fundraising project when the accompanying form is correct, complete and has not been amended in any way.  Incorrect, amended or incomplete forms will be returned to the donor (with the cheque) to be corrected or replaced.  Additionally, the project must still have an amount left to raise, monies cannot be added to ‘successful’ projects.

Projects with match funding can be identified by the “Match Funding” logo that appears on their “Project” page and also on each project with match funding on the “Browse Projects” listing.

Details of how much match funding has been offered/is available on a project and who is offering it can be seen on the right hand side of the project page.

At the moment it is not possible to search for a list of projects that have match funding.

Applications for funding on The Good Exchange can only be made on behalf of a charity, community group or other type of non-profit organisation (see “organisation type” above).

All approved organisational fundraising projects that are fundraising in areas where The Good Exchange has funder support (within a radius of 20 miles from of Market Place, Newbury, Berkshire) are eligible for match funding but the decision about whether to include match funding in a funding scheme is made by each individual funder See list here).

The Good Exchange is a Not-for-Profit organisation, wholly owned by Greenham Trust which is a Registered Charity (Charity No. 1062762).

If you are registering as an Applicant Organisation, the details of your organisation will be displayed for the public, fundraisers, donors and funders to view.  This includes the name, address, website, social media links of your organisation.

Only registered funders who wish to contact you regarding your application for funding will be able to see your personal contact details.

As a funder, the name and public contact details of your organisation will be visible to the public and to registered users.

As a donor you may choose to leave an optional comment of support for a project.  You can also select if you wish your donation to appear as ‘anonymous’ or to display your name or company name.  After making a donation, if you wish to share your email address with the applicant organisation for the purposes of thanking you, you must tick the relevant box to indicate this preference.

Donors’ e-mail addresses are visible to The Good Exchange administrators and will only be used if there is a problem with your donation.

Fundraisers can choose which whether or not to make their profile public in their Dashboard/Profile. No contact details will be displayed.

Details of what information will be publicly displayed depends on what type of user you are but will typically be highlighted to you during the application process.

Some Applicant Organisation details (e.g. the organisation’s name, address, website, social media links) will be displayed for the public, fundraisers, donors and funders to view.  Personal contact details are only visible to registered funders who may wish to contact Applicant Organisations directly.

The name and public contact details of Funder organisations will be visible to the public and to registered users (unless the Funder has chosen to remain anonymous).

Donors may choose to leave an optional comment of support when they donate to a project and can select if they wish a donation to appear as ‘anonymous’ or to display their name or company name.  After making a donation, if you wish to share your email address with the applicant organisation for the purposes of thanking you, you must tick the relevant box to indicate this preference.

Fundraisers can choose which whether or not to make their profile public but no contact details will be displayed.

Once the single application form has been completed by an applicant organisation, The Good Exchange automatically matches the project to potential sources of funding.

When Funders set up their Funding Schemes, they can select their preferred type of project, area of operation, charitable categories etc.  This information is used to match projects with potential funders automatically who can then shortlist the project to potentially receive a Funding Offer. The detailed information that applicant organisations provide when creating an application (e.g. what the project is, why they are doing it, who will benefit, which charitable category the project falls in to, where the project will take place; etc).

If a project has been matched to a funding scheme, Applicants can see this in their Dashboard.  Funders can communicate directly with applicants, ask further questions, make funding offers, share Terms and Conditions and also view other matching funders who may potentially co-fund a project.

Grants are available through the platform from funders operating within a 20 mile radius of  Market Place, Newbury, Berkshire. Please check the Sovereign Housing and Funder Grant Availability FAQs below or visit the platform’s Funder Page for information on current grants on offer.

Donors who are UK taxpayers may opt to add Gift Aid to their donation and it will be collected by Greenham Trust and gifted to the project selected by the donor as a donation of an equivalent amount from Greenham Trust.

Funding to projects can either be in the form of individual or company donations, match funding from a funder, grants or gift aid on eligible donations.  When the project receives payment of these funds will depend on the type of funding:

  1. Individual and company donations paid online to a project via The Good Exchange portal: all donations made in a calendar month are usually paid to the project around two weeks after the start of the following month.  e.g. donations made in September should be in the charitable organisation’s bank or building society account by the middle of October
  2. Individual and company donations paid by BACS will only be added to the project upon receipt of a fully completed manual donation form.  These will be paid to the project as in 1. above
  3. Match funding of donations or grants by a funder/funders: payment of match funding is dependent of the terms and conditions of the match funding offer set by the funder and agreed by the applicant and will vary from funder to funder
  4. Grant funding:  payment of grants by a funder is dependent on the terms and conditions set by a funder and agreed by applicants.  Grants can be paid in a lump sum or can also be dependent on certain conditions being met by an applicant organisation
  5. Gift Aid: if an eligible donor has opted to add Gift Aid to their donation, it will be collected by Greenham Trust and gifted to the project selected by the donor as a donation of an equivalent amount from Greenham Trust.  Claims can take up to 6 weeks and will be passed in full to the applicant once received from HMRC.

The Good Exchange is registered with the Financial Conduct Authority (FCA) under the Payment Services Regulations 2017 (FRN: 797421) for the provision of payment services (PSD2).

This means that the FCA has assessed those that run our business as being fit and proper to carry on a regulated financial service and that we must comply with certain regulatory obligations such as the requirement to detect and deter money laundering, protect our clients’ data and to treat our customers fairly and to the same high standard that they can expect from any authorised payment service provider, such as a bank.

Before using a charitable payment, fundraising or crowdfunding platform for fundraising or for making a donation, you should always check that it is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (FRN: 797421) for the provision of payment services.

Within the donation process, donors may select whether to show their details on a project’s public page or whether to remain anonymous.

After making a donation, donors can choose to opt in to share their email address with an applicant organisation for the purpose of being thanked for their donation. Note that your organisation will still have to ask each donor for permission to be added to your mailing list going forwards.

All donors making a donation towards a project will receive a confirmation email from The Good Exchange thanking them for their donation.  In addition, if the donor has opted in to share their contact details with you (the applicant organisation), their email addresses will be included in the applicant activity report so that you can thank them personally.

As The Good Exchange is a registered payment provider (see “How do I know my money is safe?”), we take extra precautions to make sure that each individual and organisation using the platform has a bona-fide reason to be raising money for a charitable organisation.

Users from Applicant Organisations are asked to provide proof of identity to confirm this.  From an organisational stand point, it could be a copy of an organisational bank statement, pay in slip or letter of account set up from a bank.

Proof of individual ID should be a recognised form of ID such as a passport, driving licence or National Identity card.

Documents can be uploaded via the applicant dashboard or via communication with The Good Exchange administrators.  Documents can also be posted to The Good Exchange.

Click on the magnifying glass on the top right of your screen.  Click on the Green button “Find Projects, Fundraisers and Funders” and then select the category that you wish to search.  You can either search by name or leave the box empty to find everyone or everything in that category.

Grants are available from funders for projects that have beneficiaries in these areas:

  • Within a 20 mile radius of Market Place, Newbury, Berkshire

Visit the platform’s Funder Page for further details including information about each funder and availability of grants.

Yes, you can use The Good Exchange platform to raise funds for your charitable cause by crowdfunding via public donations. Once your organisation is registered and approved you can set up a fundraising project page that the public will be able to donate to online.  As soon as your project is live you can share it with your supporters to attract donations.

Donors who are UK taxpayers may opt to add Gift Aid to their donation and it will be collected by Greenham Trust and gifted to the project selected by you as a donation of an equivalent amount from Greenham Trust.

Please note that if your project meets a funder’s criteria and they have a grant round open, grant funding may be available in addition to public donations. Even if your project does not receive a grant, it is beneficial to demonstrate public support for a project which in turn can help to raise awareness of your cause with businesses, fundraisers and potential local grant givers who may then choose to support your organisation.

You can add fundraisers and fundraising activities to your project page along with links to your organisation’s social media pages for your supporters to keep up to date and interact.

Glossary

A Good Exchange Applicant Organisation can be any UK registered charity, Community Interest Company (CIC), Community Sports Club or other type of non-profit organisation that has beneficiaries in West Berkshire, north Hampshire or within a 20 mile radius of Newbury Market Place that wants to raise money for their cause.

You can see the list of types of organisations that are eligible to Apply for Funding here.
Answer our simple list of seven questions to see if your project is eligible to apply for funding for your project.

Capital Costs and Capital Projects are related to funding of building and physical equipment.

The philanthropic purpose that drives individuals, grant-givers, businesses etc to give money to organisations or raise money for those organisations.  Cancer, mental health, animals, homelessness and children and young people are all examples of “Charitable Causes”.

A Charitable Category represents a broad area of charitable activity (e.g. Poverty Relief, Health, Sport). Charitable Categories are often divided into sub-groups or causes. You can see a list of the Charity Commission’s Charitable Category Definitions here.

Core Funding or Costs are typically those related to the day to day running of a charity that must be covered if the organisation is to continue operating. Core costs include salaries, volunteer expenses, travel, building running costs, rent, utilities, insurance etc.  See also non-core funding

A Good Exchange Donor is typically an individual person, organization or government body that gives money voluntarily and without conditions, to a project on the platform, typically one that they identify closely with. The Donor gives the money and the Applicant Organisation’s project receives the money.

A Good Exchange Funder is an organisation that wants to give money to charities and/or other types of good causes. The primary purpose of the organisation is to award grants to other voluntary organisations and institutions.

A Funder could be a charitable trust, a charitable foundation, a grant awarding body, local authority, family trust, someone managing a legacy or bequest for example.

Funders will typically have a set of conditions that identify the type of activities they will fund (e.g. charitable category, location, size) and use The Good Exchange platform to proactively find, select and fund charitable projects that meet these giving criteria. They also use the platform to keep track of the impact of their grants and grant schemes on the selected projects. The Good Exchange has funder support mainly in West Berkshire and north Hampshire with a few funders in other parts of the UK.  See the list of Funders using the platform here.

A funding scheme is a set of guidelines which defines where and what a Funder on The Good Exchange has said they could award grants to.

A funding scheme profile is where a funder can advertise the details of their scheme and the eligibility criteria.  This will include information on the following:

  • Type of funding on offer e.g. grants, match funding
  • What the scheme funds – capital or revenue projects (or both)
  • What charitable categories the scheme supports e.g. Arts, Education, Poverty etc.
  • Which geographical areas are supported
  • Other key criteria used for matching funding schemes to projects e.g. number of beneficiaries, amount sought, amount already raised etc.

To find a Funding Scheme Profile click on the “Search” Magnifying Glass, click on the Box “Find Projects, Fundraisers and Funders” and then tick “Scheme”.

A Fundraiser is a person who wants to raise money financial support for a charity or good cause. The Fundraiser could be working in a formal or voluntary capacity.

A fundraising event (also called a fundraiser) is an event or campaign whose primary purpose is to raise money for a cause, charity or non-profit organization. Fundraisers often benefit charitable, non-profit, religious, or non-governmental organizations, though there are also fundraisers that benefit for-profit companies and individuals.

Find out more about fundraising via The Good Exchange here.

General Funds are those that aren’t or can’t be allocated to an identified project (e.g. top up for a shortfall in funding). Good Exchange Applicant Organisations must apply for funding for a specific, time-based project rather than for General Funds.

Gift Aid is a tax relief on money donated to charity. Approved charities can reclaim the basic rate of tax presumed to have been paid by the donor, thereby increasing the value of the donation.  

In the UK this can add an additional 25 pence to every pound donated e.g. A £10 donation will attract £2.50 in Gift Aid giving the project a total of £12.50 towards the target.

When donors who are UK taxpayers opt to add Gift Aid to their donation on The Good Exchange, it will be collected by Greenham Trust and gifted to the project selected by the donor as a donation of an equivalent amount from Greenham Trust. No charges are made for collecting and distributing Gift Aid on qualifying donations received via the platform.

Find out more here.

Match funding is where a funder offers a defined amount of money to a project that is only available in part or in whole when it has been matched through donations or fundraising activities.

For example, if a funder is match funding £1 for every £1 donated on a specific project, a £10 donation becomes £20 (£22.50 if the applicant and project are eligible for Gift Aid).

The opportunity to double the amount raised incentivises donors and fundraisers to raise money and also to raise money and donate to a project more quickly so that they can benefit from match funding before it runs out.

Funders can choose which match funding ratio to apply (this is normally one-to-one but can be more if they wish). For projects where match-funding on donations is available, a match-funding symbol will be displayed on the project page for easy identification.

Funders can also offer to match grants given by other funders or externally raised funds.  In this scenario, a maximum amount may be offered to a project in match funding.  Any matching amounts are applied manually by the funder:- they can select to match none, some or all of the amount given by another funder or added during the life of the project as ‘Externally Raised’ funds.  Terms and conditions can apply to match funding – these are normally included by the funder at the point of offer.

Watch our ‘Expert View’ video where an industry expert explains the value of match funding.

Monitoring and Evaluation (M&E, M+E) reports (which may be requested by funding organisations that have given grants through the platform), detail what was achieved with their funding and how it relates to the original aims and estimated costs of a fundraising project.  The report includes evidence on how the money was spent, how many people benefit from the project and how results compare to the original proposal.

This short guide takes you step-by-step through the process of completing a Monitoring and Evaluation report and includes a worked-through example.

Non-Core Funding or Costs are to cover activities that are over and above core operational activities. Non-core projects include events, coaching or training, support for sporting or educational excellence and other one-off activities.  See also Core Funding

A Good Exchange Project is an activity/appeal that an Applicant Organisation is raising funds for (see eligibility critera here).
Projects must be for recognised for charitable purposes as per HMRC Guidelines.

All Fundraisers, Applicant Organisations and Funders can have a Public Page on the Good Exchange.  These pages showcase who they are and what they do/are doing to raise money and/or give grants etc.

These Public Pages can include are range of content such as written information, logos, photos, videos and social media and website links.

The information displayed on a Public Page relates to the type of user organisation you are. A Funder’s Public Page will show details of their funding schemes, an Applicant Organisation’s Public Page will show their live and successful projects and a Fundraiser’s Public Page will show the projects they are supporting, for example.

Revenue Costs and Revenue Projects are related to the (typically recurring) expenses required to meet the ongoing operational costs of running an organisation (salaries, maintenance, rent etc)

PSD2, a European Union Directive setting out requirements for all firms that provide payment services, came into force on 13th January 2018. Any platform that acts as an intermediary for both buyers and sellers without itself selling the product or service (including banks, building societies and on-line charitable giving and crowdfunding sites), can no longer receive payments that are owed by buyers to sellers without a payments license from a regulator (the Financial Conduct Authority (FCA) in the UK.

Before using a charitable payment, fundraising or crowdfunding platform for fundraising or making a donation, you should always check that it is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (FRN: 797421) for the provision of payment services.

How to

A Step-by-Step guide to using The Good Exchange online platform:

  • How to register your charity, community interest company, community or voluntary group, school, social enterprise or other non-profit organisation for funding and fundraising
  • How to create and manage a fundraising project
  • How to manage your dashboard
  • How to accept funding offers
  • How to complete a Monitoring & Evaluation Report
  • How to publicise your project

Download the guide here.

A short video tutorial for Applicant Organisations (fundraising charities and charitable organisations) that are adding new fundraising projects to The Good Exchange or are new to using the platform and want to understand how the Applicant Dashboard works. Includes details on how to edit the dashboard – including the Organisation, Draft Applications, Approved Projects and Reports sections; How to Edit your Public Page; How to find Financial Documents e.g. Invoices, Fee information, Direct Debit information and Gift Aid details.

Before you start – check that your charitable organisation is eligible to apply for funding.  You can see the questions here.

  1. Create a personal log-in for you to use on the platform (Create Account)
  2. Register the details of your organisation
  3. Create your fundraising project

This short video takes you through the process step-by-step

There are 6 sections to complete when creating a fundraising project on The Good Exchange.  If you are new to The Good Exchange and are setting up your 1st project, watch this video to see step-by-step how to do it:

Section 1:  Description

Section 2:  Type of Project

Section 3: Benefits

Section 4: Project Costs

Section 5: Supporting Documents

Section 6: Organisational Financials

As a fundraising organisation, you may have been asked to register on The Good Exchange platform to enable potential matching with one or more grant makers or you may be applying for funding to take advantage of the opportunity to perhaps be offered one or more grants, gain match-funding and/or raise money through donations and fundraising activities.

This short  ‘How-To’ Guide outlines how The Good Exchange works and what you will need to do to complete your on-line application.

How to apply for funding on The Good Exchange.

If you would like more detailed step-by-step instructions, please download the full user guide for applicant organisations here.

 

A how-to video that shows users of The Good Exchange how to manage their fundraising project (Part 1 of 2) including:

  • Navigating the dashboard
  • Downloading summary financial reports
  • Viewing messages and funding offers
  • Accessing uploaded documentation
  • Evaluation reports
  • Requesting editing access

How to manage your fundraising project on The Good Exchange Part 1

A how-to video that shows users of The Good Exchange how to manage a fundraising project (Part 2 of 2) including how to:

  • See a project’s matches, shortlists & funding offers
  • Download a summary of all funds coming into the project (e.g. donations, grants, match funding & gift aid)
  • Edit the public page to add shared links, images, videos, events & more details
  • Post comments & info about a project (e.g. updates on latest developments, thank donors).

A quick ‘how-to’ guide and video showing you how to create and send a WhatsApp message about your favourite fundraising project(s) on The Good Exchange’s on-line fundraising platform directly to your WhatsApp contacts and groups.

How to Use WhatApp to drive donations on The Good Exchange

Read the ‘How-To’ Guide for a step-by-step outline of how to add externally raised funds to a project on The Good Exchange.

Monitoring and Evaluation reports (which may be requested by funding organisations that have given grants through the platform), detail what was achieved with their funding and how it relates to the original aims and estimated costs of a fundraising project.  The report includes evidence on how the money was spent, how many people benefit from the project and how results compare to the original proposal.

Download the How To Complete a Monitoring and Evaluation Guide

This how-to video  shows how to subscribe to a YouTube channel and how to create a Google account (or find out if you have a Google account):

  1. Why subscribe to a YouTube channel?
  2. How to Subscribe to a YouTube channel if you already have a Google account
  3. How to receive YouTube notifications (desktop and mobile)
  4. How to set up a Google account or recover a Google account (e.g. if you have forgotten your user name or password)

Download the slides here.

Watch the video:

You can only change a Fundraising Project whilst it is live on The Good Exchange.  You can change the project information; add further costs; amend the current costs and upload new evidence by ‘Requesting to edit’ or ‘Resetting to Draft‘ the project via your Dashboard.

How you do this will depend on whether your project has received any funding (e.g. through donations and/or grants) to date.

No Funding received – Go to:

My Dashboard / Approved Projects / Click on the project title / Click on ‘Reset to Draft’. In this case you can start editing immediately.

Funding received – Go to:

My Dashboard / Approved Projects / Click on the project title / Click on ‘Request to Edit’.  In this case, the request will be reviewed by The Good Exchange team and you will receive a notification once your ‘Request to Edit’ has been approved or if other action is required.

In both cases the project will be offline until any amendments are reviewed by The Good Exchange team. You will need to resubmit for review once your changes have been completed.

If your project becomes fully funded on The Good Exchange, the system will automatically close the project and change the status to ‘Successful.’  You can also manually close your project by marking it as Successful via your Dashboard:  My Dashboard / Approved Projects / Click on the project title / Click on ‘Mark as Successful’.

Important Note: Once your project has been marked as ‘Successful’ via one of the above methods, you will not be able to amend the project in any way (e.g. re-open it to add further costs, amend information or to continue fundraising).  To continue fundraising, you will need to set up a new project and submit it for review under My Dashboard / Draft Applications / Create Application.

 

Applicants on The Good Exchange can create and download an activity report that displays all transactions (including grants and donations received, contribution to fees, and overall status) on live and successful projects.  The report will also show email addresses of anyone who has donated to your project(s) and is happy to share their details with your organisation for the purpose of thanking them for their donation.

Login and access the reporting functionality from:

My Dashboard > Reports > Create Activity Report

This short guide takes you step-by-step through the process of accessing and using the report.

Fundraising projects on The Good Exchange could be automatically matched with one or more grant funding organisations at any time and receive a grant or match funding offer.  This short video shows you how to accept a funding offer through your dashboard on The Good Exchange platform.

You may have to print, sign and upload a funder’s before you can accept an offer.

If you have any specific questions about the offer you have received, you will now be able to contact the funder directly.

Any individual, business or group can make a donation to a charitable project via The Good Exchange. To make a donation:

  1. Find the Page for the Project you wish to give a donation to
  2. Follow the step-by-step donation process
  3. View your donation history on your personal dashboard

Note: Individual/corporate/fundraising group donors can contribute to all or part of the fee for any fundraising project to which they make a donation. This could mean that an Applicant Organisation pays no fees at all.  100% of contributions are allocated against that fundraising project’s fee and never kept as a tip to The Good Exchange for its services.

Download the guide to making a donation via The Good Exchange.

GEOLOCATION GUIDE

This screen allows you to select one or more areas from either or both of the Authorities & Wards and Places, Towns, Villages & Counties tabs. Use the Authorities & Wards list if the area you serve or operate in is a unitary authority such as a council, or council ward.

You may select as many areas as you like from both lists however please try to be as specific as possible.  e.g. if your project will benefit people living in Newbury please select ‘Newbury’ from the list of Places/Towns/Villages/Counties rather than ‘West Berkshire’ from the list of Authorities and Wards.  This helps funders, such as Town Councils, to identify local projects that they may wish to support.  Your project will also match with funders who support projects on a regional basis even if you select a ward, town or village.

To select an area:

  1.   Click on one of the tabs to highlight the list you wish to use
  2. Start typing the name of the area you are looking for
  3. When you see your required area, click it in the list and it will move to the right-hand pane
  4. Repeat until you have selected all of the required areas
  5. Click Ok to confirm your selections when all the areas you need are in the right-hand pane (Note – if you cannot see the ‘Ok’ button, this can be due to the zoom level on your computer.  Zoom out a little to reveal the button and confirm your selections).
    To remove an area:
  1.  Find the area you wish to remove (using the vertical scroll bar if necessary) in the right-hand pane
  2. Click on the area and it will be removed from the pane and will reappear in the left-hand pane
  3. Click Ok to confirm your selections when all the areas you need are in the right-hand pane

What if I can’t find the area I’m looking for?

It is possible that some small hamlets, villages, etc. are not in the list you are searching. In this case:

  1. Click on the Authorities & Wards tab so that it is highlighted
  2. Enter full postcode that is in the area you are searching for
  3. The left-hand results pane will list the Ward that contains the entered postcode, plus the levels above it
  4. Click on the displayed Ward (or higher level if appropriate) to select it and it will move to the right-hand pane
  5. Click Ok to confirm your selections when all the areas you need are in the right-hand pane.

 

COPYRIGHT FOR OS OPEN DATA

The Good Exchange contains OS data © Crown copyright and database right (2016).

To facilitate the collection of fees due for grants and/or donations disbursed to your organisation via the platform, a primary authorised representative (e.g. from your finance/accounts team or the organisational treasurer) who can complete the direct debit authorisation process must be registered on your fundraising account.

Once registered, the nominated finance contact will be sent an automated email from the Sage/GoCardless system with instructions on how to complete the direct debit authorisation process.  

To start the process:

  1.  Login to the Good Exchange here. You will see your ‘Applicant Dashboard’
  2. Click on the ‘Organisation’ tab
  3. If you can see the finance contact’s name in the list of users, tick the ‘Make Finance User’ box
  4. If they are not a user please add them via the ‘Add User’ button. They will then receive an email inviting them to join your organisation on The Good Exchange.  Once they have followed the joining instructions within the email, you will be able to edit their role as described in Step 3 above.

Once the box is ticked, and after the first donations and/or grants have been received via the platform, your nominated finance contact will be sent an email from the Sage/GoCardless platform with instructions on how to complete the authorisation process.  

Download the full guide here.

Fundraiser on The Good Exchange is a member of the public or a corporate team who would like to support one of the current charitable projects on the platform with a fundraising activity.
When setting up on The Good Exchange as a Fundraiser, you will work through four processes:

  1. Create an account (personal log-in)
  2. Find the project you wish to support
  3. Set up your Fundraising Profile (also updating your Personal Profile)
  4. Share your Fundraising Profile to encourage donations

This guide takes you step-by-step through the process to become a fundraiser in support of a charitable project.

Zoom is an online video conferencing tool that allows you to speak to and see one or more people in the same call (meeting). It is a great way of being able to keep in touch with friends, family and work from the comfort of your home.  The basic version is FREE to use and can be used by anyone. Follow our step-by-step guide to get started.

If you cannot find the answer to your question here, please contact The Good Exchange support team