This document provides an overview and training on CanadaHelps, a service that allows charities to accept donations online. It discusses CanadaHelps' mission to promote charitable giving through accessible technology. Key features covered include customizable donation pages, mobile fundraising, and data reporting. Tips are provided on using donation buttons, recognizing donors, and tax receipting. Upcoming products like event ticketing are also mentioned. The webinar aims to help charities utilize CanadaHelps' services to engage donors and process donations online.
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. 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. 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. 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
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. ADD SEARCH KEYWORDS
• Enter terms that will help donors locate your
charity when doing a search
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
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. 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. 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. DATA DOWNLOAD
Use this feature to download donation information
for a particular date range
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. 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.
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. 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. 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.
37.
38. RECOGNIZE YOUR DONORS
• Recognize donors in a timely way.
• Remember to include CanadaHelps donors in
your charity’s regular donor recognition
programs.
39. 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.
40. T3010 REPORTING
• Declare the donations you receive from
CanadaHelps under:
“Total amount received from other registered
charities”
46. 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
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