In addition to the phone, live chat, and email support available to all Greater Giving clients, our Premier Clients have access to 1:1 video meetings and email support with a Premier Accounts Manager, at no extra cost.
Premier Account Managers are highly experienced members of the Client Services team who provide expert consultations, trainings, and enhanced support to our largest customers. With deep expertise in Greater Giving features, in-person events, and the fundraising landscape, our team provides tailored guidance to help you optimize our solutions, streamline processes, and boost fundraising outcomes.
Whether it’s taking a broader look at leveraging Greater Giving to execute your upcoming fundraising plans or deep-diving into detailed software questions about your next event, we are committed to helping you get the most out of using Greater Giving.
How am I a Premier Client?
All Greater Giving clients are certified 501c(3) or 501c(6) nonprofit organizations and process credit card transactions through Greater Giving for tickets, sponsorships, donations, and auction items. All clients receive industry best Client Services technical and account support at no extra cost, but our largest accounts often need a more robust, tailored level of support and strategic guidance to help plan and execute complex, high revenue fundraising projects.
We designate clients as Premier based on a combination of criteria, including but not limited to: national/federated/multi-chapter organizational structure, annual card processing, number of events per year, and multi-day events.
How do I schedule a meeting?
Please refer to the email you received from your Premier Accounts Manager to access their Calendly links. You can also request a meeting by emailing premieraccounts@greatergiving.com. Please put your Greater Giving client name in the subject line.
What do we cover in a video call?
In short, anything you want to that is connected to using Greater Giving for your fundraising projects. Types of meetings range from an annual account review to look at next year’s plans for using Greater Giving, to detailed event-day prep sessions where we pour over every bit of data related to successfully pulling off check-in and auction sales. Recent meetings include:
- Setting up a GG event site with ticket & sponsorship sales
- Allocating admissions and using the RSVP feature
- Online Bidding and event-day health checks
- Groups & Tables and Go Time best practices
- Key reports for the full event cycle
- Multi-day event troubleshooting and strategy
- Training new staff who are in charge of vital GG functions for the next project
Is there an additional cost?
No. We are happy to help and look forward to getting to know you, your events, and how we can help you use Greater Giving to its fullest.
