Your SlideShare is downloading. ×
0
CanadaHelps 101
TODAY’S PRESENTER
Lyne Girizina-Kabwa
Charity & Donor Relations Associate
CanadaHelps
WEBINAR REMINDERS
• You can hear us, but we can’t
hear you
• Have questions? Type questions
in the Questions Log
• Turn up...
MISSION
VISION
CanadaHelps engages Canadians in the charitable sector, providing accessible
and affordable online technolo...
WHAT IS CANADAHELPS?
WELCOME TO GIVING MADE SIMPLE!
14,500
CHARITIES
AND
GROWING
GIVING
MADE
SIMPLE
OVER 2.15
MILLION
DONA...
WHAT IS CANADAHELPS?
WELCOME TO GIVING MADE SIMPLE!
SAFE AND
SECURE
WEEKLY EFT OF
DONATIONS
DIRECTLY INTO
YOUR BANK
ACCOUN...
CanadaHelps Fundraising
Solutions
CUSTOMIZABLE DONATION PAGES
MONTHLY GIVING
DESIGNATED DONATIONS
Donors can dedicate donations in honour or in memory of
someone
MOBILE FUNDRAISING
PEER-TO-PEER FUNDRAISING CAMPAIGNS WITH
GIVINGPAGES
MULTIPLE PAYMENT OPTIONS
SECURITIES
DONATIONS THROUGH CANADAHELPS.ORG
AFFORDABLE ONLINE FUNDRAISING
First Steps
UPDATE YOUR PROFILE
Personalized
Logo/Banner
Mission Statement
Description
Donate Monthly
Button
Details & Contact
Info
CREATE FUND DESIGNATIONS
• Include names and description of projects, campaigns or
funds
• Donors choose from a drop-down ...
ADD SEARCH KEYWORDS
• Enter terms that will help donors locate your
charity when doing a search
CUSTOMIZE YOUR DONATION PAGE
• Your Donate Now button links to your default Custom Donate Now page
• Customize the look of...
EXAMPLES
Donations &
Disbursements
THE DONATION PROCESS
Donor selects charity
• Clicks your Donate Now! Button
on our website, or
• Searches on CanadaHelps.o...
DISBURSEMENTS
• You will receive an email notification once an EFT has been processed.
• Look for the funds in your bank a...
DONATION REPORTS
• You will receive an email
notification once an EFT has
been processed.
• Look for the funds in your ban...
DATA DOWNLOAD
Use this feature to download donation information
for a particular date range
CUSTOM DATA DOWNLOAD
• Use this feature to create custom reports
DONATION SOURCES
DONATE NOW! BUTTON
• Under the DONATE NOW tab of your MyCharity account, you can
find the HTML code to add the button to y...
DONATE NOW! BUTTON
Once you choose an image, HTML code is automatically generated. All
you have to do is add this code to ...
Tips & Important
Reminders
Create Project Specific Pages
• Customize the look of
your donation page to
reflect your
project/campaign
• Select which f...
PEER-TO-PEER FUNDRAISING
CanadaHelps GivingPages
provide new ways for your
donors to fundraise on your
behalf!
Encourage y...
DONATE NOW! BUTTON TIPS
• Place the Donate Now!
button in a prominent
place on the main page of
your website.
• Make it ea...
RECOGNIZE YOUR DONORS
• Recognize donors in a timely way.
• Remember to include CanadaHelps donors in
your charity’s regul...
TAX RECEIPTING
• Remember that CanadaHelps issues the tax receipts for
the donations through our site.
• You must not issu...
T3010 REPORTING
• Declare the donations you receive from
CanadaHelps under:
“Total amount received from other registered
c...
Upcoming Features
and Products
FUNDRAISE NOW
EVENT TICKETING
DONATION WIDGET
ENHANCEMENTS TO
PEER TO PEER
FUNDRAISING WITH
GIVINGPAGES
More Charity
Training
MYCHARITYCONNECTS
Educational and training opportunities
through MyCharityConnects
www.mycharityconnects.org
UPCOMING WEBINARS
www.mycharityconnects.org/webinars
Key Steps for Building a Major Gifts Program
by guest speaker Sue Egl...
STAY IN TOUCH
youtube.com/canadahelps
@canadahelps
facebook.com/canadahelps
info@canadahelps.org
1-877-755-1595
CanadaHelps 101 (March 2014)
CanadaHelps 101 (March 2014)
CanadaHelps 101 (March 2014)
Upcoming SlideShare
Loading in...5
×

CanadaHelps 101 (March 2014)

319

Published on

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
- Update your Charity Profile
- Add the "Donate Now" button to your website
- Customize your Donate Page
- And much more!

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
319
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Process Online Donations with Custom Donate NowCanadaHelps provides charities with a customizable donation page on CanadaHelps.org to process online donations. Your organization has control over the look of the page, and the features of your donation form.
  • Designated Donations in Honour or in Memory of someoneFree eCards sent through CanadaHelpsNew designs to come
  • CH portal- Donors can find your charity through our extensive charity search function
  • AFFORDABLE ONLINE FUNDRAISINGNo setup, account or monthly fees3.9% transaction chargeCovers all credit card, banking, and processing feesAs a charity, CanadaHelps operates on a cost-recovery basis. On each donation processed through CanadaHelps, a 3.9% transaction fee is assessed. This amount is deducted before the donation is sent to the charity. Of the 3.9% transaction fee, credit card and banking fees absorb 2.2% and only 1.7% helps CanadaHelps cover all of the following costs: secure online donation processing, security standards compliance, automatic e-receipting, technical support to donors and charities, CanadaHelps staff, as well as other services.Our main goal is to provide Canadian charities with cost-effective online fundraising solutions. This is why CanadaHelps has always and will continue to operate on a cost-recovery basis. Our transaction costs represent the recovery of the true expenses associated with operating our online donation system.
  • There are a few things that you should do right away once your charity has registered with CanadaHelps.
  • 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 go through each of the different sources
  • 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.
  • CanadaHelps recently released Custom Donate Now pages for charities. These new donation pages give your organization more control over the look and function of your form, and offer donors an improved donation experience. Here are just some of the incredible things you can do with Custom Donate Now:Customize the look of your donation page to reflect your brandCreate multiple pages for different campaigns or fundsSelect which fields to include on the donation pageSet donation amounts and describe how donations impact your organizationDirect donors back to your website following a donationCustomize the thank you message donors receive with their tax receipt
  • More button placement examples
  • EXPLAIN THEY CAN CREATE THEIR OWN BUTTONS TOO
  • Transcript of "CanadaHelps 101 (March 2014) "

    1. 1. CanadaHelps 101
    2. 2. TODAY’S PRESENTER Lyne Girizina-Kabwa Charity & Donor Relations Associate CanadaHelps
    3. 3. WEBINAR REMINDERS • You can hear us, but we can’t hear you • Have questions? Type questions in the Questions Log • Turn up your computer’s volume • For the best webinar experience, close all other applications • Webinar slides will be shared
    4. 4. MISSION VISION CanadaHelps engages Canadians in the charitable sector, providing accessible and affordable online technology to both donors and charities to promote – and ultimately increase – charitable giving in Canada. CanadaHelps strives to build a caring and involved Canadian society that is committed to giving and participating effectively in the charitable sector, using technology to create an efficient connection between charities, donors, and the corporate community.
    5. 5. WHAT IS CANADAHELPS? WELCOME TO GIVING MADE SIMPLE! 14,500 CHARITIES AND GROWING GIVING MADE SIMPLE OVER 2.15 MILLION DONATIONS PROCESSED OVER $390 MILLION IN DONATIONS PROCESSED TRUSTED OVER 13 YEARS AFFORDABLE AND SECURE
    6. 6. WHAT IS CANADAHELPS? WELCOME TO GIVING MADE SIMPLE! SAFE AND SECURE WEEKLY EFT OF DONATIONS DIRECTLY INTO YOUR BANK ACCOUNT RESPONSIVE, BILINGUAL CUSTOMER SERVICE TO YOU AND YOUR DONORS INSTANT E-TAX RECEIPTS EASY-TO- USE INSTANT 24/7 ACCESS TO FULL DONOR RECORDS
    7. 7. CanadaHelps Fundraising Solutions
    8. 8. CUSTOMIZABLE DONATION PAGES
    9. 9. MONTHLY GIVING
    10. 10. DESIGNATED DONATIONS Donors can dedicate donations in honour or in memory of someone
    11. 11. MOBILE FUNDRAISING
    12. 12. PEER-TO-PEER FUNDRAISING CAMPAIGNS WITH GIVINGPAGES
    13. 13. MULTIPLE PAYMENT OPTIONS
    14. 14. SECURITIES
    15. 15. DONATIONS THROUGH CANADAHELPS.ORG
    16. 16. AFFORDABLE ONLINE FUNDRAISING
    17. 17. First Steps
    18. 18. UPDATE YOUR PROFILE Personalized Logo/Banner Mission Statement Description Donate Monthly Button Details & Contact Info
    19. 19. CREATE 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 easily in your MyCharity account under the “Funds” tab
    20. 20. ADD SEARCH KEYWORDS • Enter terms that will help donors locate your charity when doing a search
    21. 21. CUSTOMIZE YOUR DONATION PAGE • Your Donate Now button links to your default Custom Donate Now page • Customize the look of your donation page to reflect your brand • Select which fields to include on the donation page • Set donation amounts and describe how donations impact your organization • Direct donors back to your website following a donation
    22. 22. EXAMPLES
    23. 23. Donations & Disbursements
    24. 24. THE DONATION PROCESS Donor selects charity • Clicks your Donate Now! Button on our 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
    25. 25. 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.
    26. 26. DONATION REPORTS • 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.
    27. 27. DATA DOWNLOAD Use this feature to download donation information for a particular date range
    28. 28. CUSTOM DATA DOWNLOAD • Use this feature to create custom reports
    29. 29. DONATION SOURCES
    30. 30. 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.
    31. 31. DONATE NOW! BUTTON 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.
    32. 32. Tips & Important Reminders
    33. 33. Create Project Specific Pages • Customize the look of your donation page to reflect your project/campaign • Select which fields to include on the donation page • Set donation amounts and describe how donations impact your organization • Direct donors back to your website following a donation
    34. 34. PEER-TO-PEER FUNDRAISING CanadaHelps GivingPages provide new ways for your donors to fundraise on your behalf! Encourage your supports to create GivingPages for: • “A-Thons” • Birthday parties • Wedding Registries • Birthdays • Memorials
    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. • Test the button – make sure the link works! • The button is not just for your website– add it to your email newsletters and blog!
    36. 36. RECOGNIZE YOUR DONORS • Recognize donors in a timely way. • Remember to include CanadaHelps donors in your charity’s regular donor recognition programs.
    37. 37. TAX RECEIPTING • 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. T3010 REPORTING • Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities”
    39. 39. Upcoming Features and Products
    40. 40. FUNDRAISE NOW EVENT TICKETING DONATION WIDGET ENHANCEMENTS TO PEER TO PEER FUNDRAISING WITH GIVINGPAGES
    41. 41. More Charity Training
    42. 42. MYCHARITYCONNECTS Educational and training opportunities through MyCharityConnects www.mycharityconnects.org
    43. 43. UPCOMING WEBINARS www.mycharityconnects.org/webinars Key Steps for Building a Major Gifts Program by guest speaker Sue Egles Date: Wednesday, March 19, 2014 Time: 2:00-3:00PM Eastern Time The Future of Volunteer Management by guest speakers Jonathan Burns and Kevan Osmond Date: Wednesday, April 2, 2014 Time: 2:00-3:00PM Eastern Time Jonathan Burns Kevan Osmond
    44. 44. STAY IN TOUCH youtube.com/canadahelps @canadahelps facebook.com/canadahelps info@canadahelps.org 1-877-755-1595
    1. A particular slide catching your eye?

      Clipping is a handy way to collect important slides you want to go back to later.

    ×