Getting Your Board on Board

GETTING YOUR BOARD ON BOARDTALKING TO YOUR BOARD ABOUT CANADAHELPS Summer 2011

InstructionsWe’ve designed this presentation for you to take to your Board in order toshow them why CanadaHelps would be beneficial for your organization.We’ve packed in as much information as possible so you would have all of theinformation needed to answer all questions.

Table of Contents1. About CanadaHelps2. Donation Process3. How It Works4. Advantages5. MyCharity Account6. FAQs9. How to Register10. Appendix

About CanadaHelpsWhat is CanadaHelps?A public charitable foundation that provides accessible,affordable and secure online technology to both donorsand charities.VisionBuild a caring and involved Canadian society that is committed to giving and participatingeffectively in the charitable sector. Using technology, we create an efficient connectionbetween charities, donors, and the corporate community.MissionEngage Canadians in the charitable sector by providing accessible and affordable onlinetechnology to both donors and charities so as to promote – and ultimately increase –charitable giving in Canada. We are a charity helping charities. We make giving simple.

About CanadaHelps How It BeganIn 1999, a young university student named Aaron Pereira sat in a church pew waiting for the collection plate tomake its way towards him. As he dug in his pockets, he realized that he didn’t have any cash on him. The dot-com boom was in full swing, and e-commerce was the way of the future: how come his church wasn’t collectingdonations online, too?With that question in mind, he began to put together the concept that eventually became CanadaHelps. Aaronenvisioned a way for all charities and donors to benefit from the same technology that helped businesses reachhuge markets over the internet.With two friends – Ryan Little and Matthew Choi – Aaron set about finding support to build CanadaHelps. Thestudents convinced major supporters to back their vision of an engaged donor base online. With Canadiancorporations and financial institutions offering donated funds, space and technology, CanadaHelps launched in2000. CanadaHelps, itself a charity, supports the philanthropic efforts of both donors and charities – online.Ryan, Matthew and Aaron’s dedication and volunteer time led to its early success: in its first year, over$150,000 was donated through CanadaHelps to charities across the country.Today, CanadaHelps facilitates over $40 million in donations annually. We continue to honour ourentrepreneurial roots by innovating to stay ahead of online trends and offer Canadians new ways to give totheir favourite causes. Matthew, Ryan and Aaron in The first CanadaHelps office.

About CanadaHelps Some StatsAs of Summer 2011• More than $200 million has been processed since CanadaHelps launched in 2000;• Over 10,000 charities are registered with us• An average of 35 charities sign up with us every week.

About CanadaHelps Board of Directors• Bill Kerr, CHAIR – JSE Partners Inc., Oakville• John Beattie – TELUS Communications, Toronto• Sean Van Doorselaer – Lind Equipement, Toronto• Matthew Choi – Physician, Winnipeg• Patrick Johnston – Borealis Advisors, Toronto• Brenda Gainer – Schulich School of Business, York University, Toronto• Michael Bradley – Visa Canada, Toronto

The Donation Process

The Donation ProcessDonor clicks Donate Nowbutton on your website 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

The Donation Process Donor Perspective

The Donation Process Donor Perspective The donor visits your website and clicks on the CanadaHelps Donate Now button.

The Donation Process Donor PerspectiveEnter donation details• Fund designation/instructions• Potential card request• Personal contact information• Payment information

The Donation Process Donor Perspective Gift is submitted and tax receipt immediately emailed to the donor

The Donation Process Charity Perspective

The Donation Process Charity Perspective Charity is notified by email when they’ve received a donation.

The Donation Process Charity Perspective Donation details appear in your account

HOW IT WORKS

How It Works Disbursement Process What is Electronic Fund Transfer or EFT? EFT allows CanadaHelps to disburse donations directly into a charity’s bank account through direct deposit on a weekly basis. All charities registered with CanadaHelps receive funds by EFT.*PLEASE NOTE: Charities not registered withCanadaHelps will instead receive cheques on amonthly basis

How It Works Receipting • CanadaHelps issues tax receipts for all donations made through our site • We are a foundation with our own charitable business number • Legal name of your charity is also listed on the receipt • Receipts are in an unalterable PDF format, as per Canada Revenue Agency (CRA) regulations • Your charity should never issue receipts for donations made through CanadaHelps

How It Works Complete Donor Records What information does a charity receive? • Name • Mailing and email addresses • Message to charity • Card acknowledgement requests • Donation amount and source • Fund designation • Fee taken• You receive an email notification when a donation is made to your organization.• Donor records are available to you 24 hours a day, seven days a week in your personal MyCharity Account.

How It Works Thanking DonorsCanadaHelps sends an email to donors with their tax receipt, butsince these are your donors, it’s important for you to foster therelationship and personally thank them.

Remember! These are your donors• You own the relationship with your donor so steward them as you would any offline supporters• CanadaHelps doesn’t solicit donations and doesn’t share, sell, trade or otherwise use your donor information.

ADVANTAGES

Advantages Multiple Donation Options/Sources We offer several options for giving by Visa, MasterCard, American Express and Interac Debit Online, which include:• Scheduled Giving – The ability to accept recurring monthly gifts.• Securities – The only way to accept gifts of securities online in Canada.• CanadaHelps Giving Pages – Peer-to-peer fundraising tool for your supporters.• In memoriam donations – Remembering a loved one’s life with a gift to charity• In honour of donations – Give on behalf of friends, family or coworkers• Donations to different funds/campaigns – Donors specify the project they support

Advantages Low Cost, Less Time, Less AdministrationCanadaHelps charges 3.9%, covering: Other providers will charge for: • Creation and distribution of tax receipts • Set Up • All credit card merchant rates and • Monthly/Annual Fees transactions fees, bank account settlement • Transaction Fees costs and disbursement charges • Tech Support fees • Please note: The fee is 4.9% for charities not registered with CanadaHelps to cover the costs of issuing and mailing cheques

Advantages Bilingual• For your French Donors, our services are offered in both official languages• Please visit www.CanaDon.org to find out more

AdvantagesEnhanced Charity Profile Once signed up, you can include the following information in your profile: • Personalized Logo/Banner • Donate Monthly Button • Contact Information • Mission Statement • Description

AdvantagesAutomated E-receipts • Your charity doesn’t issue receipts for donations made through CanadaHelps • CanadaHelps issues receipts for all donations made through our portal, regardless of donation size. This is an administrative savings to your organization!

Advantages Security & Privacy CanadaHelps employs a number of measures and practices to protect you, including:CanadaHelps recognizes that privacy and security are importantissues for both donors and charities and as such is committed toensuring a safe experience when using our services.

AdvantagesProject Specific Pages A CanadaHelps GivingPage is a tool that provides new and easy ways for your organization to fundraise for a specific campaign or project

AdvantagesPeer to Peer Fundraising CanadaHelps GivingPages also provide new ways for your donors to fundraise on your behalf! Create a GivingPage for: • Sports events • Weddings • Birthdays • Memorials • Graduation

Advantages Easy To Use!Above all, CanadaHelps is easy to use. CanadaHelpsallows donors and charities to raise funds quickly andefficiently. CanadaHelps staff is always available to help ifyou have any questions too!

MyCharity Account

MyCharity Account What is it?A MyCharity Account is a charity’s account on CanadaHelps.It allows a charity to do the following: • Access donor records • Update account information • Fill a profile with information • Access the Donate Now button* The following slides will take you through the different sections of an account.

MyCharity Account HomeYou have complete control of your donor information Under the Home tab, you can: • Get updates in the News section • Read FAQs • Download the Charity User Manual

MyCharity Account Profile Under the Profile tab you can: • Review and change your 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! • 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.

MyCharity Account DonationsUnder the Donations tab, you can:• View donation details for all of your gifts 24/7• Use the “Data Download” feature to import donor data into your database software

MyCharity Account Funds & Link Under the Funds tab, you can: • Designate specific funds for your charity (e.g. special campaign, specific project, fundraising appeal, etc.) • Create a drop down menu that donors select from when making a donation, thus increasing your charity’s transparencyUnder the Link tab, you can:• Learn how to add the Donate Now! button to your charity’s website, linking donors directly to your page on CanadaHelps

MyCharity Account Search Info Under the Search Info tab, you can improve your charity’s “searchability” in the CanadaHelps.org search engine in two ways:• CATEGORIES lets you select main and sub categories that best describe your charity• KEYWORDS lets you create a list of search terms that you want to be associated with. When they are typed into the search engine, your organization will appear in the results

Frequently Asked Questions

Can we download the data into our database?Saving the file as a comma separated value (CSV) file will allow you to open it into manydifferent programs. To save it in this format, simply type “.csv” at the end of the filename. You can then open the file in your spreadsheet program or upload it to yourdonor management software. Compatible with: • Raiser’s Edge • Excel • Access • Salesforce • And many more!

What are our charities saying about CanadaHelps?Testimonial 1"Your provide a great service. Small organizations like ours benefittremendously, keeping our overhead low & spending more on goodworks!" - Better Day Alliance Testimonial 2 Through CanadaHelps service, we have been able to generate a surprising amount of additional income for our projects. Our donors find it very convenient to preset their donation periods, direct their donations to specific funds, and even dedicate them on behalf of a cherished one. The donor records are thorough and easy to access through and the technical support has made it easy for our young organization to integrate this important feature onto your website. Thanks CanadaHelps!" - Todd Lorenz, Managing Director, One Childs Village

How much is this really going to cost me?There is ONLY a 3.9% fee per transaction, which covers:• Credit card processing fees• Bank processing fees• Administration* Charities not signed up with CanadaHelps are subject to a 4.9% transaction fee when we mail a cheque for donations because of the added mailing costs.

How do I know a donation has been made? You receive an email each time a donation is made Donation details then appear automatically in your account Find out who made the donation so you can thank them and respond to any requests they may have

Where do I claim CanadaHelps donations on my charity’s tax return? Again, since CanadaHelps issues and sends tax receipts for all of the donations made through our site, you do not need to do this. Your organization therefore must claim CanadaHelps donations on line 4510 of your tax return, “Total amount received from other registered charities.”

What happens when a donation needs to be refunded?CanadaHelps handles all refunds. In the event of a refund, CanadaHelpsnotifies the charity and provides all relevant back up documentation. If thedonation has already been disbursed into your bank account, CanadaHelpswill need to perform a debit to return the funds to the card holder.

What more can CanadaHelps do for our organization?We also teach charities how to use low cost or free online technologies in efficient andcost effective ways that will help further their missions!Check out www.mycharityconnects.org for demos, event listings, and other greatresources!

What can CanadaHelps not be used for?We can only process donations that are 100% tax receiptable, sowe cannot process:• Ticket sales• Memberships• Product Sales• Auction bidsIf you are unsure if a transaction will qualify as 100% tax receiptable, you shouldcontact the Charities Directorate of the Canada Revenue Agency to inquire atwww.cra-arc.gc.ca

Where do I get more information on CanadaHelps?Click on the following menu options on the CanadaHelps.org mainpage to learn more about CanadaHelps: • About CanadaHelps • How To Give • For Charities

How To Register The Steps• Go to www.canadahelps.org• Click on “Register Your Charity”• You will be asked to accept the CanadaHelps client agreement and then receive a banking information form that must be sent in with a voided cheque or bank statement.• You can send in this information – By fax • 1-888-787-4264 – By mail • 179 John Street, Suite 403 Toronto ON M5T 1X4

How To Register Registration ChecklistBefore sending in your banking information, pleaseensure you’ve completed the following:• The online part of the registration has been completed• Your Banking Information Form is fully complete• Your voided cheque or bank statement includes the full name and account details for your organization

I have more questions, who do I talk to?• Contact our Charity Liaison with any questions at info@canadahelps.org • We respond to email inquiries within 24 business hours

Thank you, from the staff at CanadaHelps!We are a charity helping charities and we’re here to help you in your fundraising needs!

AppendixCanadaHelps encourages you to do your research beforechoosing an online donation processer. Here are somequestions to consider: • Who handles tech support? • How are refunds handled? • Is the processer PCI compliant? • Does the processor accept Interac? • Does our charity require a credit card merchant account? • What are the costs involved? • If there are fees, how are they paid for? Is the organization invoiced? If so, how often? • How often do we get donations disbursed to us?

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Getting Your Board on Board

by CanadaHelps / MyCharityConnects on Jul 05, 2010

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Getting Your Board on Board Presentation Transcript