Design Standards

INTRODUCTION - What do you care about the most? Do you want ..... Capped at 300 Characters (has to be centered text).

IMAGE CAPTION

Image with Content (image position LEFT)

At The Community Foundation, we work with donors ..... you and your professional advisors (links to pages within our site, to files and to other websites...)....

This is an image caption (optional) you can bold, italic and add links to internal or outside pages.

Image with Content (image position RIGHT) ALSO PROPERTIES OF BUTTON AND HIGHLIGHT (example of highlight below)

More than 1,120 funds....

Below is an example of "highlighting" this technique works well for content in FAQ pages - non number lists. Don't use it a lot.

highlight

test text

QUOTE (you can add a photo) All quotes are centered text only, can't change. "...Our motivation is to do what's right - not for us - but for the community...." Capped at 250 characters

— Houch and K.B. Medford, Donors An Attribution photo CAN BE ADDED CROPPED TO 72x72

COLUMN CONTENT 2, 3 OR 4 COLUMNS - Ways to open a fund

Cash

This is the simplest, most convenient way to start a fund or add to an existing one. Your gift of #10,000 or more can start a fund. Gifts of any size may be added to an existing fund.

Appreciated Property

Real estate, appreciated securities and closely held stock are all suitable gifts and may be deductible as a charitable contribution. Capital gains taxes can be avoided in most cases, and deductions.

Retirement Accounts

If you hold a qualified retirement plan, you can name the Foundation as a beneficiary.

Life Insurance

Designate The Commuity Foundation as the owner and irrevocable beneficiary of a life insurance policy, and you can enjoy an immediate tax deduction as well as deductions on future premiums.

IRA Accounts

If you'd like to give your IRA assets to specific organizations through The Community Foundation, please contact us.

Private Foundation

When you transfer the assets of a private foundation to create a donor advised fund at The Community Foundation, you free yourself from administrative tasks and have a team of experts to assist you in your strategic philanthropic goals. Your foundation can retain its name, purpose and grantmaking discretion. We take care of the administrative functions, reporting and financial management -- all for lower fees than most private foundations. Learn more about private foundations.

THIS IS AN IMAGE WITH CONTENT. IMAGES WILL AUTOMATICALLY CROP TO 3:2 RATIO. FOR DIFFERENT OPTIONS REFER TO THE "IMAGE SHAPE" DROPDOWN (THIS IMAGE IS WIDE.) this is the image caption.

This content can be

a list

linked to a file

paragraph

linked to a page within the site or a different website.

Contact Us --- created using the Properties "BUTTON"

CALLOUT (can have links to files, websites, etc) text must be centered..... about Haywood County and download our printable brochure.

  • this is an image gallery
  • this is an image gallery
  • this is an image gallery

CALL TO ACTION (CTA) - no links to files ONLY URLS OR INTERNAL PAGES -- Ready to join our community of givers? Connect with us today.

LEARN MORE WITH IMAGE - USE FOR STAFF CONTACTS

Block - Table

Add "head"to add a header to the table
Insert a tableenter contentadd or remove rows and columns

Editing Notes for Craft

Uploading a PDF - use the icon with the rectangle with an arrow coming from the top center. Highlight the text you want to be the link, click on the upload icon. The left side of the popup window will have the Assets directory, select what directory you would like the file to be in and then click the Upload Files button in the lower right corner. More about uploading files and images - If you are replacing an image or pdf file or any file that is linked on the website, IF the new file is named exactly the same thing, you only have to drop the new file (and select to replace) into the asset folder and the link will show the new file. Works for secure files and regular files. The view of all images or files are in the "assets" folder - select the correct subfolder, here you can remove files
when you Save and continue editing the page refreshes to the top.

no "undo key" -
Undo on windows: “CTRL + Z”
Redo on windows: “SHIFT+CTRL + Z”

Copying Bulleted lists: (hint) copy and pasted bulleted lists INTO the HTML, then recreate the bullets in the edit box.

Redirect: If you want to create a page so a new link shows under a menu but it is for access to a page already created. See: Donors\Investments and Financial Information - the actual Investments and Financial Information entry is located under About, all edits happen there. The entry for Finance and Investments under Donors is a place holding entry with the Redirect tab you see when editing the page - pointing to the About/Financials entry.

Page links - slugs - If a page is linked from another page, the “slug” is used. So if we update slugs on a page we should also update any links to that page. If you "duplicate" a page, remember to update the slug - it defaults to the name of the original page +1.

Disable a block: you can remove a block from the page view without deleting it (if you are waiting on content or an image or a certain date) using the cog wheel in the upper left corner - select disable.

If you are using CTA (call to action) and the page is internal, don't use the "full url" use (example) /affiliates/the-fund-for-haywood-county/advisory-board-members (remove the https://cfwnc...)

a block: the ACTIONS drop down in the upper right corner of any “Block” (block is the same thing as a module in our old system) and pick what you want to add from the drop down menu. Delete the block the same way. If you are looking for other blocks to add use the design standards page for examples (you are on this page now!) . This has examples of all blocks and some limitations (for instance some blocks text can only be centered) which you may find helpful.

the affiliate box titles - use the affiliate page Page Header will change both the page and the box titles.

Cards are currently on affiliates and stories template. This will be setup on a per page basis by envision and at a cost to CFWNC.

Image Gallery (larger carousel) - images have to be cropped at 16:9 ratio.

Homepage: displays the latest 2 news and publications (left column) and the latest 2 calendar events (right column).

Finding a deleted page: Go to the Entries, Click on the structure of the page you deleted (higher folder) and then click the "All" button and select TRASH. Any entries deleted from that structure would who up, select and restore.

Embedded Videos: The video will take up the space of the content. Even when I tried to change the html for the size of the video on the nonprofit fund type page - the embedded image stayed the same size.

When you want to view a document using a certain block, note to use a “Callout” block instead of a “call to action” block for viewing documents.

Properties highligh and button: Create a button with text from any block that allows properties button (circle with # inside of it):

To complete this task:
1. Select “Callout” block
2. Enter in copy
3. Highlight “download” - or whatever word you want to be the button
4. Select File and select asset
5. Highlight “download”
6. Select properties
7. Enter “button” into class field (Leave id field blank)
8. Save

You can "highlight" text using the same process but instead of "button" type in highlight and the text affected will have a different font and be separated from the text above and below it.

Different Block types: See examples on the design standards page ABOVE). The Design standards page does have examples of all the blocks available to you with sample content.

Call to action block type: can be linked to external pages or internal pages. For internal pages you will only need to include the URL slug and not the complete URL like you’d have to for an external link. For example if I wanted to link to the design standards page or contact page in a call to action I would only need to include /design-standards or /about/contact-directions in the URL field.

Staff directory entry: is an entry that is under “Structures”

favicon: - also known as a shortcut icon, website icon, tab icon, URL icon, or bookmark icon, is a file containing one or more small icons, associated with a particular website or web page.

asset folders: are hard coded and need to be manually deleted by envision.

NEWS:
Entries/Channels: News - New entry (or duplicate an entry)
News Category - select the category (news or publications) on news or publication details. Post date/expired date
Body Content


Stories -

If you have access to create stories you will need to have these instructions for creating the story and placing it in the correct category so it shows up on the correct page: Instructions here.

SECURE FILES

All Secure files are all located in Assets. Click on >Affiliates (don’t drop it down)

- only users with Affiliate Admin access can remove or add files to this folder. This is the place secure page editors can remove or upload new files by dragging new files into the folder and dropping from a place on their computer or shared drive. Be aware that files are owned by several people and only manage your own files. This access also gives edit security to other assets you may not have edit rights to, please be careful when removing or uploading files to these folders that you are in the correct location.

All files uploaded to this page are securely uploaded, ALL secure pages share the one file folder for secure assets so you may want to name your files with some prefix that helps you find them quickly. The search feature works well. You can select many files and drop them into the folder, if there is a duplicate file in the folder you will be prompted to replace the file or create a copy.

uploading gif files to the secure site (for logos):
Compress all the logos into one zipped file.
Then make sure to use the button “Documents” to ensure the file gets uploaded to the protected folder.

Editing Secure entries (these are “pages”... entries... pages):

Log in

Entry locations for three separate entries:
Affiliates/
Advisory Board Login/

About/CFWNC Board Login/

About/Staff Login/

Initiatives/WFW Login

Secure entries are divided into to two sections, the “above” section you can add regular blocks that contain instructional information, images, image galleries, any block available on any page. You can add additional blocks, but blocks can’t be added under or between secure files. Just like editing any entry that isn't secure: Adding a block: the ACTIONS drop down in the upper right corner of any “Block” (block is the same thing as a module in our old system) and pick what you want to add from the drop down menu. Delete the block the same way. If you are looking for other blocks to add use the design standards page for examples (you are on this page now!) . This has examples of all blocks and some limitations (for instance some blocks text can only be centered) which you may find helpful.


Add a new secure file:

At the bottom of the Secure Documents section use the “Add a Secure Document” button, using the “Actions” menu on any Secure document block, add a secure block above or using the “X” on an existing secure file remove that file and then upload a new file.
When you click to Add a New File – it can be uploaded or dropped into the popup menu.
The Title of the block is the text that will display over the secure linked file.
You can move blocks around by grabbing the “reorder” button (for dots in a diamond shape)
use the button “Documents” to ensure the file gets uploaded to the protected folder.

the location of all secure files

Creating CFWNC Board and CFWNC Affiliate Advisory user accounts

  • Donor Relations Associate (CFWNC Board) and Development Associate (Affiliate Advisory) create new users, remove existing users and manage access to the the secure pages. Program Associate acts as backup to Development Associate. IT Director for Donor Relations Associate.
  • Security for this access is within the Affiliate Secure Group which also gives access to the secure documents folder, note there are users within Affiliate Secure Group that do have access to this feature.

When an account is created (New User) the Email address is used for the usernamefor the account.

Click on the Permissions tab to set the correct permission for the user.

If a user forgets their password, send them to the https://cfwnc.org/login site login page and they can use the Forgot Password? link. If a user is unable to receive any email from the site (some servers could reject it) the IT Director can create a login account for the user.