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CanadaHelps 101
          April 22, 2009




      For audio, turn on your speakers, or
    Call 1-516-453-0014; Code 161-...
Reminders
      You can hear us, but we can’t hear you




Type questions in the Questions Log




            Presentatio...
Today’s Presenters
• Mike Henry
  Charity Liaison


• Kirstin Beardsley
  Marketing and Communications Coordinator




   ...
Webinar Agenda
1. Introduction to CanadaHelps
2. Your MyCharity Account
3. The 4 Ds:
   •   The Donation Process
   •   Di...
CanadaHelps.org
What is CanadaHelps?
 A public charitable foundation that provides accessible and
 affordable online techn...
The CanadaHelps Team




   We’re here to help!
      For audio, turn on your speakers, or
    Call 1-516-453-0014; Code 1...
YOUR MYCHARITY ACCOUNT
Tab: Home




• Get updates in the News section
• Read FAQs
• Download the Charity User Manual



                       F...
Tab: Profile – Admin




• Review and change your official operating names, admin email, contact
  info, and banking detai...
Tab: Profile – Overview




• Fill in your charity’s mission statement and description in English and
  French.
• This is ...
Tab: Profile – Preview
Tab: Donations – Web Reports




• Find and download information about all your donations!


                         For ...
Tab: Donations – Data Download




• Use this feature to download donation information for a particular date
  range.
Tab: Funds




• Designate specific funds for your charity (e.g. special campaign, specific
  project, fundraising appeal,...
Tab: Link




• Learn how to add the Donate Now! button to your charity’s website.
• Allows donors to link directly from y...
Tab: Search Info – Categories




•   Two ways to improve your charity’s “searchability” on CanadaHelps!
•   Under CATEGOR...
Tab: Search Info – Keywords




• Under KEYWORDS, you may enter terms that will help donors locate your
  charity when doi...
Tab: Change Password




• This tab allows you to change your login password.
• You will need to know your old one to make...
•   The Donation Process
•   Disbursements
•   Donation Sources
•   Donate Now! button


THE 4 DS
THE DONATION PROCESS
Donor selects charity
• Links from your website, or
• Searches on CanadaHelps.org



               D...
DISBURSEMENTS




• You will receive an email notification once an EFT has been processed.
• Look for the funds in your ba...
DONATION SOURCES
Where are the donations coming from?
1. Donate Now! Button




• The donor has made a donation by linking through the Donate Now!
  button on your charity’s we...
2. Website Charity Search




• The donor found your charity through the CanadaHelps search and made
  a donation.
• Donor...
3. Donor Favourite




• The donor has chosen you charity as one of their favourite charities to
  donate to through Canad...
4. Scheduled Giving




• The donor has set up a donation schedule to donate to your charity
  monthly.
5. Charity Gift Card




• The donor has chosen to donate their Charity Gift Card to your charity.
6. GivingPage




• The donor donated through a CanadaHelps GivingPage.
• You will see the name of the person/group that s...
7. Securities
         Donate Securities                  Give securities: stocks,
         to your Favourite             ...
8. External Portal: Facebook Causes




• The donor has made a donation through Facebook’s CAUSES application.
9. Donation Kiosk: DKCC Services




• The donor has made their donation through a donation kiosk provided by
  DKCC (Dona...
10. Workplace Giving




• The donation has come from a donor participating in a workplace giving
  program.
• These donat...
DONATE NOW! BUTTON




• Under the LINK tab of your MyCharity account, you can find the HTML
  code to add the button to y...
• Once you choose an image, HTML code is automatically generated. All you
  have to do is add this code to your website’s ...
Donate Now! Button Tips
• Place the Donate Now! button in
  a prominent place on the main
  page of your website.

• Make ...
1.   Donor Recognition
2.   Card Requests
3.   Receipts
4.   T3010 Reporting
5.   Non-charitable Payments
6.   Anonymity

...
1. Donor Recognition




• Recognize donors in a timely way.
• Remember to include CanadaHelps donors in your
  charity’s ...
2. Card Requests




• Fulfill card requests made by your donors.
• Check to see if donors have made requests with their
 ...
3. Receipts




• Remember that CanadaHelps issues the tax receipts for the
  donations through our site.
• You must not i...
4. T3010 Reporting




• Declare the donations you receive from CanadaHelps
  under:
     “Total amount received from othe...
5. Non-charitable Payments




• Do not use CanadaHelps to process non-
  charitable gifts (i.e. event registrations,
  me...
6. Anonymity




• Remember that donations can be made anonymously.
• CanadaHelps respects donor privacy and will not give...
ABOUT MYCHARITYCONNECTS
www.mycharityconnects.org

• Free online resources               Next Webinar
   • Information about technology   “Upgradi...
www.mycharityconnects.org/conference
        JUNE 8 – 9 | MaRS CENTRE, TORONTO

• Two-day “Bachelor’s level” learning oppo...
www.mycharityconnects.org/conference
            JUNE 8 – 9 | MaRS CENTRE, TORONTO
•   25 workshops to choose from, includ...
Question and Answer
You can hear us, but
we can’t hear you




Ask questions here




Ask away!
Thank you for attending!

     Slides will be up on: www.slideshare.net/MyCharityConnects

        Check out www.mycharity...
CanadaHelps 101
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CanadaHelps 101

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Presentation slides from our April 22, 2009 webinar.

Now that your charity has signed up with CanadaHelps, check out this slideshow on how to make the most of your MyCharity account.

Learn how to:
- Navigate your MyCharity account
- Find information about your donors and donations
- Add the “Donate Now” button to your website
- Update your Charity Profile
- And much more!

Published in: Education, Health & Medicine
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Transcript of "CanadaHelps 101"

  1. 1. CanadaHelps 101 April 22, 2009 For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  2. 2. Reminders You can hear us, but we can’t hear you Type questions in the Questions Log Presentation slides will be available on Slideshare Turn up your volume For the best webinar experience, close all other applications. For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  3. 3. Today’s Presenters • Mike Henry Charity Liaison • Kirstin Beardsley Marketing and Communications Coordinator For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  4. 4. Webinar Agenda 1. Introduction to CanadaHelps 2. Your MyCharity Account 3. The 4 Ds: • The Donation Process • Disbursements • Donation Sources • Donate Now! button 4. Important Reminders about CanadaHelps 5. About MyCharityConnects 6. Q & A For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  5. 5. CanadaHelps.org What is CanadaHelps? A public charitable foundation that provides accessible and affordable online technology to both donors and charities. For Charities A cost-effective means of raising funds online. For Donors A one-stop-shop for giving. CanadaHelps is a charity helping charities. For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  6. 6. The CanadaHelps Team We’re here to help! For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  7. 7. YOUR MYCHARITY ACCOUNT
  8. 8. Tab: Home • Get updates in the News section • Read FAQs • Download the Charity User Manual For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  9. 9. Tab: Profile – Admin • Review and change your official operating names, admin email, contact info, and banking details. • Enhance your Charity Profile with a mission statement, organizational description, and logo. • Preview your page to see what others will see!
  10. 10. Tab: Profile – Overview • Fill in your charity’s mission statement and description in English and French. • This is your chance to explain to donors what your charity does. For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  11. 11. Tab: Profile – Preview
  12. 12. Tab: Donations – Web Reports • Find and download information about all your donations! For audio, turn on your speakers, or Call 1-516-453-0014; Code 161-906-789
  13. 13. Tab: Donations – Data Download • Use this feature to download donation information for a particular date range.
  14. 14. Tab: Funds • Designate specific funds for your charity (e.g. special campaign, specific project, fundraising appeal, etc.) • Donors will be able to select one when making a donation. • Increases your charity’s transparency
  15. 15. Tab: Link • Learn how to add the Donate Now! button to your charity’s website. • Allows donors to link directly from your site to your donation page on CanadaHelps – eliminating searching and steps in the donation process.
  16. 16. Tab: Search Info – Categories • Two ways to improve your charity’s “searchability” on CanadaHelps! • Under CATEGORIES, select main and sub categories that best describe your charity.
  17. 17. Tab: Search Info – Keywords • Under KEYWORDS, you may enter terms that will help donors locate your charity when doing a search.
  18. 18. Tab: Change Password • This tab allows you to change your login password. • You will need to know your old one to make this change.
  19. 19. • The Donation Process • Disbursements • Donation Sources • Donate Now! button THE 4 DS
  20. 20. THE DONATION PROCESS Donor selects charity • Links from your website, or • Searches on CanadaHelps.org Donation gets processed on CanadaHelps.org Donor receives confirmation and tax receipt Charity receives notification by email Donor recognition • The charity thanks the donor for their gift and fulfills donor requests
  21. 21. DISBURSEMENTS • You will receive an email notification once an EFT has been processed. • Look for the funds in your bank account 1-3 business days following the disbursement. • Remember that you can access the donation information as soon as the donation is made and don’t need to wait for a disbursement to happen in order to begin donor recognition.
  22. 22. DONATION SOURCES Where are the donations coming from?
  23. 23. 1. Donate Now! Button • The donor has made a donation by linking through the Donate Now! button on your charity’s website.
  24. 24. 2. Website Charity Search • The donor found your charity through the CanadaHelps search and made a donation. • Donors can search by name, charitable business number, keyword, area of interest, or location.
  25. 25. 3. Donor Favourite • The donor has chosen you charity as one of their favourite charities to donate to through CanadaHelps.
  26. 26. 4. Scheduled Giving • The donor has set up a donation schedule to donate to your charity monthly.
  27. 27. 5. Charity Gift Card • The donor has chosen to donate their Charity Gift Card to your charity.
  28. 28. 6. GivingPage • The donor donated through a CanadaHelps GivingPage. • You will see the name of the person/group that set up the GivingPage in the Honouree field.
  29. 29. 7. Securities Donate Securities Give securities: stocks, to your Favourite bonds, & mutual funds to this charity. Charities! Click here! • The donor has donated gifts of securities to your charity.
  30. 30. 8. External Portal: Facebook Causes • The donor has made a donation through Facebook’s CAUSES application.
  31. 31. 9. Donation Kiosk: DKCC Services • The donor has made their donation through a donation kiosk provided by DKCC (Donation Kiosk Centres of Canada). • More info: www.donationkiosks.com
  32. 32. 10. Workplace Giving • The donation has come from a donor participating in a workplace giving program. • These donations are found in their own section: Under “Workplace Disbursements” in the DONATIONS tab.
  33. 33. DONATE NOW! BUTTON • Under the LINK tab of your MyCharity account, you can find the HTML code to add the button to your website. • The first step is to choose the set of buttons you like best. • They are available in English and French.
  34. 34. • Once you choose an image, HTML code is automatically generated. All you have to do is add this code to your website’s existing HTML. • If you are unsure of what to do with the code, ask your charity’s website personnel to assist you.
  35. 35. Donate Now! Button Tips • Place the Donate Now! button in a prominent place on the main page of your website. • Make it easy to find. Put it on every page. • Make sure the link works. • The button is not just for your website– add it to your email newsletters and blog.
  36. 36. 1. Donor Recognition 2. Card Requests 3. Receipts 4. T3010 Reporting 5. Non-charitable Payments 6. Anonymity IMPORTANT REMINDERS
  37. 37. 1. Donor Recognition • Recognize donors in a timely way. • Remember to include CanadaHelps donors in your charity’s regular donor recognition programs.
  38. 38. 2. Card Requests • Fulfill card requests made by your donors. • Check to see if donors have made requests with their donation in “Web Reports” under the DONATIONS tab.
  39. 39. 3. Receipts • Remember that CanadaHelps issues the tax receipts for the donations through our site. • You must not issue receipts to the donors or to CanadaHelps.
  40. 40. 4. T3010 Reporting • Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities”
  41. 41. 5. Non-charitable Payments • Do not use CanadaHelps to process non- charitable gifts (i.e. event registrations, memberships, product purchases, etc.)
  42. 42. 6. Anonymity • Remember that donations can be made anonymously. • CanadaHelps respects donor privacy and will not give a donor’s information if they have requested to remain anonymous.
  43. 43. ABOUT MYCHARITYCONNECTS
  44. 44. www.mycharityconnects.org • Free online resources Next Webinar • Information about technology “Upgrading your • Demos e-Newsletter” • Information on upcoming MAY 6 webinars 2PM – 3PM (Eastern Time)
  45. 45. www.mycharityconnects.org/conference JUNE 8 – 9 | MaRS CENTRE, TORONTO • Two-day “Bachelor’s level” learning opportunity for fundraisers and marketers in the charitable/non-profit sector • Gain decision-making tips • Learn about best practices and new ideas • Acquire a greater sense of return on investment
  46. 46. www.mycharityconnects.org/conference JUNE 8 – 9 | MaRS CENTRE, TORONTO • 25 workshops to choose from, including topics like: • Tips, Tools & Tricks To Building & Managing An Online Community • Finding Friends, Fans, and Funds on Facebook • Four Freebies and a Bargain: No- and Low-Cost Technology • I Came, I Saw, I Planned: Social Media Strategies • And much more! • Ontario based charities/nonprofits: $250 (+$12.50 GST) • Charities/nonprofits based outside of Ontario: $375 (+$18.75 GST) • Fee includes: • Admission to 4 keynote sessions and 5 workshops • 2 breakfasts, 2 lunches • Conference materials • Conference swag bag
  47. 47. Question and Answer You can hear us, but we can’t hear you Ask questions here Ask away!
  48. 48. Thank you for attending! Slides will be up on: www.slideshare.net/MyCharityConnects Check out www.mycharityconnects.org for resources! Register for the conference at: mycharityconnects.eventbrite.com Questions, feedback, comments? Email Amy at: amyh@canadahelps.org Thanks to:
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