CanadaHelps 101
today’s presenter         Nadine GutmannCharity & Donor Services Team Lead
remindersYou can hear us, but we can’t hear youFor the best webinar experience, close all other applicationsTurn up you...
Webinar AgendaIntroduction to CanadaHelps   Your MyCharity Account    The 4 Ds      Important Reminders about CanadaHelps ...
• “A charity helping charities”  • A public foundationmissionCanadaHelps engages Canadians in the charitable sector,provid...
YOUR MYCHARITY ACCOUNT
Tab: Home• Get updates in the News section• Read FAQs• Download the Charity User Manual
Tab: Profile – Admin• Review and change your official operating names, admin email, contact  info, and banking details.• E...
Tab: Profile – Overview• Fill in your charity’s mission statement and description in English and  French.• This is your ch...
Tab: Profile – Preview
Tab: Donations – Web Reports• Find and download information about all your donations!
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, etc.)...
Tab: Donate Now• Learn how to add the Donate Now! button to your charity’s website.• Allows donors to link directly from y...
Tab: Custom Donate Now• Launched December 4th, 2012• A new feature that allows you to create donation pages for specific  ...
Example
Tab: Search Info – Categories• Two ways to improve your charity’s “searchability” on CanadaHelps!• Under CATEGORIES, selec...
Tab: Search Info – Keywords• Under KEYWORDS, you may enter terms that will help donors locate your  charity when doing a s...
Tab: Account Info• This tab allows you to change your login password and add a linked user.• You will need to know your ol...
•   The Donation Process•   Disbursements•   Donation Sources•   Donate Now! ButtonTHE 4 Ds
THE DONATION PROCESSDonor selects charity• Links from your website, or• Searches on CanadaHelps.org               Donation...
DISBURSEMENTS• You will receive an email notification once an EFT has been processed.• Look for the funds in your bank acc...
DONATION SOURCESWhere 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 website.
2. Website Charity Search• The donor found your charity through the CanadaHelps search and made  a donation.• Donors can s...
3. Donor Favourite• The donor has chosen you charity as one of their favourite charities to  donate to through CanadaHelps.
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 set up ...
7. Securities         Donate Securities to               Give securities: stocks,         your Favourite                  ...
DONATE NOW! BUTTON• Under the DONATE NOW 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 e...
Donate Now! Button Tips• Place the Donate Now! button in a  prominent place on the main page of  your website.• Make it ea...
•   Donor Recognition•   Card Requests•   Receipts•   T3010 Reporting•   Non-charitable Payments•   AnonymityIMPORTANT REM...
1. Donor Recognition• Recognize donors in a timely way.• Remember to include CanadaHelps donors in your  charity’s regular...
2. Card Requests• Fulfill card requests made by your donors.• Check to see if donors have made requests with their  donati...
3. Receipts• Remember that CanadaHelps issues the tax receipts for the  donations through our site.• You must not issue re...
4. T3010 Reporting• Declare the donations you receive from CanadaHelps  under:     “Total amount received from other regis...
5. Non-charitable Payments• Do not use CanadaHelps to process non-  charitable gifts (i.e. event registrations,  membershi...
6. Anonymity• Remember that donations can be made anonymously.• CanadaHelps respects donor privacy and will not give a  do...
CANADAHELPS PROFILE TIPS
Customize your Profile
Enhanced Profile            Personalized Logo/Banner            Donate Monthly Button            Mission Statement        ...
Fund Designations• Include names and description of projects,  campaigns or funds• Donors choose from a drop-down list of ...
Add Search Keywords• Enter terms that will help donors locate your charity  when doing a search
Create Project Specific Pages                   A CanadaHelps Custom                   Donate Now Pages is a tool         ...
Peer to Peer Fundraising               CanadaHelps GivingPages               provide new ways for your               donor...
Encourage Gifts of Securities • The most tax efficient way to give • Often leads to big gifts
Create a Monthly Giving Campaign                    • Donors can “set                    it and forget it”                ...
Place Button Prominently On Your Site
ABOUT MYCHARITYCONNECTS
www.mycharityconnects.orgfree online resourcesInitiative of CanadaHelps to help charities learn more aboutonline technolog...
for more great resources…
Keep in touch!        info@canadahelps.org    www.twitter.com/canadahelpswww.slideshare.net/MyCharityConnects   www.facebo...
CanadaHelps 101
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CanadaHelps 101

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Now that your charity has signed up with CanadaHelps, please join us for this webinar about 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!

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  • We’re going to be going through a number of demographic criteria that we discovered about your donors through the survey… some of these might be familiar to you, but yet others will surprise you. All of this will help you build a profile in your mind about who’s giving to your organization online. Next week, we’ll figure our why they give and what their giving behaviour is. As we go through each section, try to develop a sense of who these donors are in your mind – we’ll be building a profile of a typical online donor throughout.
  • An enhanced charity profile.
  • The donations tab provides you information about donations made to your charity, and all the details of payments to your account.There are 3‘sub-tabs’: Web Reports, Data Download, and Custom Data Download.Clicking one of the disbursement dates will bring to more detailed information about the donations made. Let’s take a look at what that looks like…[next slide]
  • Here’s what a Web Report looks like for a particular Disbursement Date.[Go through each section of donation details.]
  • Linked user must already have an account on CanadaHelps.
  • 1st D
  • 3rd D
  • 2nd DLet’s go through each of the different sources. There are currently 9 possibilities.
  • When you see this in the Donation Source field, it means the donors first came to the CanadaHelps website and searched for your charity. They could have either searched by name, charitable business number, keyword or search category. This is why it’s very important to update your search categories and keywords in your CanadaHelps MyCharity account.
  • One of the best things about CanadaHelps for donors is that it allows them to keep track of their giving and manage their receipts all in one place online – in their CanadaHelps Donor account. Donors are able to add charities to a list of favorites in their account, and then have an easy way of making donations to the charities in their list at their convenience. If you see “Donor Favourite” in the donation source, it means that this donor has chosen your organization as one of their favorite charities to donate to through CanadaHelps.
  • Donors are able to set up regular, monthly donations on their credit cards and PayPal accountsthrough CanadaHelps. The donations will be processed on the same day of each month according to the schedule set by the donor. Donors can choose to end or extend their monthly gift at any time by logging in to their CanadaHelps Donor Account.
  • 4th and final D
  • While some charities alter their Donate Now! button, or link to their profile page instead of the donation page, you should remember that if you want statistics on donation source, using the link provided in your account is recommended. This allows us to accurately trace the donors’ path and report this to you.
  • When testing out the donate now link, or donation process, if you are logged into your MyCharity account, you will receive a message saying “Resource not found”. Simply log out, and try the process again. Our system does not allow for user logged into their MyCharity account to make a donation to any charity.
  • When donors make donations “in honour” or “in memory of” someone, or as a gift, they can request that the charity send a card by postal mail. Make it a point to check if a donor has made this request and fulfill it in a timely manner.
  • Use CanadaHelps to process non-charitable gifts (i.e. event registrations, memberships, product purchases etc…). Because all donations made through CanadaHelps are receipted, they can’t be designated towards non-charitable purposes.
  • CanadaHelps 101

    1. 1. CanadaHelps 101
    2. 2. today’s presenter Nadine GutmannCharity & Donor Services Team Lead
    3. 3. remindersYou can hear us, but we can’t hear youFor the best webinar experience, close all other applicationsTurn up your computer’s volumeHave questions? Type questions in the Questions Log
    4. 4. Webinar AgendaIntroduction to CanadaHelps Your MyCharity Account The 4 Ds Important Reminders about CanadaHelps CanadaHelps Profile Tips About MyCharityConnectsQ&A
    5. 5. • “A charity helping charities” • A public foundationmissionCanadaHelps engages Canadians in the charitable sector,providing accessible and affordable online technology to bothdonors and charities to promote – and ultimately increase –charitable giving in Canada.
    6. 6. YOUR MYCHARITY ACCOUNT
    7. 7. Tab: Home• Get updates in the News section• Read FAQs• Download the Charity User Manual
    8. 8. 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!
    9. 9. 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.
    10. 10. Tab: Profile – Preview
    11. 11. Tab: Donations – Web Reports• Find and download information about all your donations!
    12. 12. Tab: Donations – Data Download• Use this feature to download donation information for a particular date range.
    13. 13. 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
    14. 14. Tab: Donate Now• 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.
    15. 15. Tab: Custom Donate Now• Launched December 4th, 2012• A new feature that allows you to create donation pages for specific fundraising events or projects.• Presentation available here : http://www.slideshare.net/MyCharityConnects/donate-now-20
    16. 16. Example
    17. 17. 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.
    18. 18. Tab: Search Info – Keywords• Under KEYWORDS, you may enter terms that will help donors locate your charity when doing a search.
    19. 19. Tab: Account Info• This tab allows you to change your login password and add a linked user.• You will need to know your old one to make this change.
    20. 20. • The Donation Process• Disbursements• Donation Sources• Donate Now! ButtonTHE 4 Ds
    21. 21. THE DONATION PROCESSDonor selects charity• Links from your website, or• Searches on CanadaHelps.org Donation gets processed on CanadaHelps.org Donor receives confirmation and tax receipt from CanadaHelps Charity receives notification by email Donor recognition • The charity thanks the donor for their gift and fulfills donor requests
    22. 22. 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.
    23. 23. DONATION SOURCESWhere are the donations coming from?
    24. 24. 1. Donate Now! Button• The donor has made a donation by linking through the Donate Now! button on your charity’s website.
    25. 25. 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.
    26. 26. 3. Donor Favourite• The donor has chosen you charity as one of their favourite charities to donate to through CanadaHelps.
    27. 27. 4. Scheduled Giving• The donor has set up a donation schedule to donate to your charity monthly.
    28. 28. 5. Charity Gift Card• The donor has chosen to donate their Charity Gift Card to your charity.
    29. 29. 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.
    30. 30. 7. Securities Donate Securities to Give securities: stocks, your Favourite bonds, & mutual funds Charities! to this charity. Click here!• The donor has donated gifts of securities to your charity.
    31. 31. DONATE NOW! BUTTON• Under the DONATE NOW 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.
    32. 32. • 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.
    33. 33. 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.
    34. 34. • Donor Recognition• Card Requests• Receipts• T3010 Reporting• Non-charitable Payments• AnonymityIMPORTANT REMINDERS
    35. 35. 1. Donor Recognition• Recognize donors in a timely way.• Remember to include CanadaHelps donors in your charity’s regular donor recognition programs.
    36. 36. 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.
    37. 37. 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.
    38. 38. 4. T3010 Reporting• Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities”
    39. 39. 5. Non-charitable Payments• Do not use CanadaHelps to process non- charitable gifts (i.e. event registrations, memberships, product purchases, etc.)
    40. 40. 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.
    41. 41. CANADAHELPS PROFILE TIPS
    42. 42. Customize your Profile
    43. 43. Enhanced Profile Personalized Logo/Banner Donate Monthly Button Mission Statement Description Details & Contact Info
    44. 44. Fund Designations• Include names and description of projects, campaigns or funds• Donors choose from a drop-down list of fund options when making a gift• Update and change these in your MyCharity account
    45. 45. Add Search Keywords• Enter terms that will help donors locate your charity when doing a search
    46. 46. Create Project Specific Pages A CanadaHelps Custom Donate Now Pages is a tool that provides new and easy ways for your organization to fundraise for a specific campaign or project
    47. 47. Peer to Peer Fundraising CanadaHelps GivingPages provide new ways for your donors to fundraise on your behalf! Create a GivingPage for: • Sports events • Weddings • Birthdays • Memorials • Graduation • Etc…
    48. 48. Encourage Gifts of Securities • The most tax efficient way to give • Often leads to big gifts
    49. 49. Create a Monthly Giving Campaign • Donors can “set it and forget it” • Count on consistent flow of donations
    50. 50. Place Button Prominently On Your Site
    51. 51. ABOUT MYCHARITYCONNECTS
    52. 52. www.mycharityconnects.orgfree online resourcesInitiative of CanadaHelps to help charities learn more aboutonline technology Information about technology and social media Links to resources about fundraising Webinars Past webinar slides
    53. 53. for more great resources…
    54. 54. Keep in touch! info@canadahelps.org www.twitter.com/canadahelpswww.slideshare.net/MyCharityConnects www.facebook.com/canadahelps www.youtube.com/canadahelps

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