Introduction to TechSoup Canada’s OnlineDonations Program                                           February 15, 2012
reminders You can hear us, but we can’t hear you Slides will be available on www.mycharityconnects.org For the best web...
What is CanadaHelps?  A public charitable foundation that provides accessible and affordable  online technology to both do...
today’s presenter        Lori SmithDonations Program Manager    TechSoup Canada
AgendaWho is TechSoup Canada?What is the Donations Program?How to Get StartedEligibility & GuidelinesRequesting ProductsQ&A
Who is TechSoup Canada?
A Partner of the TechSoup Global           Community       35 different countries
TechSoup CanadaTechSoup Canada helps nonprofits use technology to achieve their fullpotential. We do this by lowering the ...
What is the TechSoup Canada Donations     Program?
Access to Software from 28 Corporate Donor                Programs
More than 300 Kinds of Products           Available
Search Microsoft by Title Group
Why Register with TechSoup Canada?
Save $ on Popular Products                                     Norton Anti-Virus                                     Admin...
Benefits of TechSoup Canada Donations Program                                                                   Saved     ...
Get New "Cloud" Products...
....also learn about technologyTierney SmithCommunityManagerCall our Customer Service
How to Get Started...
Step 1: Register Your Organization
QualificationOrganizations that "qualify" for the TechSoup CanadaDonations Programs are:Canadian charities registered with...
3 Things You Need to Register     1. Your Organizational Type   Are you a Charity, Nonprofit or Library?         2. Your A...
Step 1: Register Your Organization
How do I find my Tax ID or Business                     Number?If you are a registered charity, you will be on the Canadia...
Business Letters PatentFederal Nonprofits: Letters Patent will be from Industry CanadaProvincial Nonprofits: Depending on ...
Ex. Ontario Business Letters Patent
Step 2: Send in Your Documents
Wait....7 to 14 days
Receive Qualification Email from Us!                                          "Congratulations You Are Now Qualified      ...
Login to Your Account...
Check your Program Qualification Status
Why dont I qualify for many    donor programs?
....Each Donor Program has their ownEligibility and Guideline Rules. Eligibility is based on: Organizational Type (Nonprof...
Donor EligibilityReview the Rules for our Donorswww.techsoupcanada.ca/eligibility
Sorry...butNonprofit organizations only qualify for:Microsoft Donations ProgramSumac Donations ProgramIntuit Donations Pro...
Donor Restrictions Religious Organizations- unless they have proof of a secularcommunity designation- requires more docume...
Donor Guidelines  Guidelines determine how much you can order           within a certain time period.For example: Intuit Q...
Fiscal Year?Donors limit the number of requests an organization can placeper fiscal year - our fiscal year runs from July ...
Donor Partners with End of Fiscal                    Year              (July 1 - June 30)         Adobe                   ...
Putting it All Together...Citrix Donations Program GuidelinesEligible to Registered Charities and Public LibrariesAnnual O...
Review of Qualification Process                 Step 1: Register Your Organization on                 www.techsoupcanada.c...
Step 3: Request Products
Not sure what to order?Work with a volunteer, tech-savvy boardmember or IT consultant to assess needs.Use our Nonprofit So...
What to expect after You         Order Products...For most of our Products you will get an emailwith license keys and deta...
What to expect                        Receiving MS productsWhen bought at aretail outlet:                    1. Receive aw...
More Questions about the Microsoft         Donations Program?        Visit our Microsoft Resource Centrehttp://www.techsou...
Microsoft Resource Centre
Thank-You to Our Webinar Sponsors
Contact InfoLori Smith- Donations ProgramManagerlori@techsoupcanada.caE: customerservice@techsoupcanada.caT: 1-866-616-579...
Thank-You!
Upcoming Events..                         Net Tuesday -Toronto"Know Your Options for Accepting Donations Online"   Date: F...
Upcoming Webinars...                         "Know Your Options for                       Accepting Online Donations"If yo...
ABOUT MYCHARITYCONNECTS
www.mycharityconnects.orgfree online resources Information about technology and    social media   Webinars   Past webin...
Upcoming Webinars               www.mycharityconnects.org• February 29 - Get Social with your Peer-to-Peer Fundraising  Ev...
MyCharityConnects Conference 2012         JUNE 12 – 13 | Allstream Centre, Toronto                 Collaborate to build a ...
for more great resources…
Keep in touch!        info@canadahelps.org    www.twitter.com/canadahelpswww.slideshare.net/MyCharityConnects   www.facebo...
Introduction to TechSoup Canada's Online Donations Program
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Introduction to TechSoup Canada's Online Donations Program

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This step-by-step webinar is about how to register and request donated software and hardware through the TechSoup Canada Product Donations Program.

Lori Smith, Program Manager at TechSoup Canada, will walk you through all the benefits of registering and requesting products from 25 donor partners, like Microsoft, Adobe, Cisco, Symantec, Intuit.

The following information will be covered:
- Steps to registering and requesting donated products
- What documentation and information you will need for registration
- How to choose the most appropriate activity type for your organization
- Explanation of what happens during the qualification process
- How to shop for, and make product requests
- And much more!

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Introduction to TechSoup Canada's Online Donations Program

  1. 1. Introduction to TechSoup Canada’s OnlineDonations Program February 15, 2012
  2. 2. reminders You can hear us, but we can’t hear you Slides will be available on www.mycharityconnects.org For the best webinar experience, close all other applications Turn up your computer’s volume Have questions? Type questions in the Questions Log
  3. 3. 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. CanadaHelps is giving made simple. MyCharityConnects is a initiative of CanadaHelps.
  4. 4. today’s presenter Lori SmithDonations Program Manager TechSoup Canada
  5. 5. AgendaWho is TechSoup Canada?What is the Donations Program?How to Get StartedEligibility & GuidelinesRequesting ProductsQ&A
  6. 6. Who is TechSoup Canada?
  7. 7. A Partner of the TechSoup Global Community 35 different countries
  8. 8. TechSoup CanadaTechSoup Canada helps nonprofits use technology to achieve their fullpotential. We do this by lowering the barriers to technology throughaccess to tools, knowledge, training and talent.
  9. 9. What is the TechSoup Canada Donations Program?
  10. 10. Access to Software from 28 Corporate Donor Programs
  11. 11. More than 300 Kinds of Products Available
  12. 12. Search Microsoft by Title Group
  13. 13. Why Register with TechSoup Canada?
  14. 14. Save $ on Popular Products Norton Anti-Virus Admin Fee: $5.00Microsoft Office Standard: Retail Value:$26.00 $40.00Microsoft Professional PlusRetail Value: $599.00 QuickBooks: $48 Adobe Creative Retail Value: Suite $500 QuickBooks: Admin Fee: $168 $48 Retail Value: Retail Value: $1799 $400
  15. 15. Benefits of TechSoup Canada Donations Program Saved $40,000.00! Order: 50 CALS, 1 Server, 50 Windows 7 upgrade, 50 Office Standard, 10 Multipoint Server, 1 Multipoint Server Retail Value: $42,567.00 Donations Program: $2,437.41
  16. 16. Get New "Cloud" Products...
  17. 17. ....also learn about technologyTierney SmithCommunityManagerCall our Customer Service
  18. 18. How to Get Started...
  19. 19. Step 1: Register Your Organization
  20. 20. QualificationOrganizations that "qualify" for the TechSoup CanadaDonations Programs are:Canadian charities registered with the Canada RevenueAgency (CRA)Canadian nonprofits registered with their provinces orterritoriesCanadian public libraries
  21. 21. 3 Things You Need to Register 1. Your Organizational Type Are you a Charity, Nonprofit or Library? 2. Your Activity Code this is What You Do 3. Your Budget Overall Organizational Budget
  22. 22. Step 1: Register Your Organization
  23. 23. How do I find my Tax ID or Business Number?If you are a registered charity, you will be on the Canadian Revenue Agency(http://www.cra-arc.gc.ca/chrts-gvng/menu-eng.html)If you are a registered federal or provincial nonprofit organization look for your"business letters patent". This is different for each province.
  24. 24. Business Letters PatentFederal Nonprofits: Letters Patent will be from Industry CanadaProvincial Nonprofits: Depending on the province, valid documents can be calledLetters PatentSupplementary Letters PatentSociety Act(s)Certificate of IncorporationCertificates of StatusArticles of IncorporationThese documents will ALWAYS be issues by the province in question
  25. 25. Ex. Ontario Business Letters Patent
  26. 26. Step 2: Send in Your Documents
  27. 27. Wait....7 to 14 days
  28. 28. Receive Qualification Email from Us! "Congratulations You Are Now Qualified for the TechSoup Canada DonationsYour account email is Program!"where you get yourlicenses. Make sure it isUP TO DATE. Put us on your "safe" list! TechSoup Canada =
  29. 29. Login to Your Account...
  30. 30. Check your Program Qualification Status
  31. 31. Why dont I qualify for many donor programs?
  32. 32. ....Each Donor Program has their ownEligibility and Guideline Rules. Eligibility is based on: Organizational Type (Nonprofit, Charity or Library) Budget (Overall Organizational Budget) Activity Type (What you do)
  33. 33. Donor EligibilityReview the Rules for our Donorswww.techsoupcanada.ca/eligibility
  34. 34. Sorry...butNonprofit organizations only qualify for:Microsoft Donations ProgramSumac Donations ProgramIntuit Donations ProgramGrantStation Discount Program Were working on it....
  35. 35. Donor Restrictions Religious Organizations- unless they have proof of a secularcommunity designation- requires more documentation andquestionnaire.Any organization that advocates, supports or practices discriminationbased on age, ethnicity, race gender, national origin, disability, race,size, religion, sexual orientation, or socioeconomic background.
  36. 36. Donor Guidelines Guidelines determine how much you can order within a certain time period.For example: Intuit QuickBooksEligible Organizations may request 3 licenses per "fiscalyear"
  37. 37. Fiscal Year?Donors limit the number of requests an organization can placeper fiscal year - our fiscal year runs from July 1 to June 30.Dont worry, you can request products again on July 1, but youdont want to miss out on getting your fiscal year "allotment".After July 1st, your account is reset (only applies to donors witha Fiscal Year End)
  38. 38. Donor Partners with End of Fiscal Year (July 1 - June 30) Adobe GiftWorks Alpha Software Intuit Atlas Business Solutions Mailshell Business Objects ReadyTalk Bytes of Learning Red Earth Cisco Sage Citrix SlideRocket CitySoft Symantec - Desktop Product Program Concentric Symantec - Enterprise Product Program eTapestry Telosa Flickr Wikispaces FluidSurveys....Pretty much everyone EXCEPT Microsoft...they have a special "anniversarydate"
  39. 39. Putting it All Together...Citrix Donations Program GuidelinesEligible to Registered Charities and Public LibrariesAnnual Operating Budget of less than $5 millionOne Request per Fiscal Year (July 1- June 30) Admin Fee: $52.00Not available to religious organizations without a secular (retail value: $468.00) communitydesignationNot available to organizations that advocate or practice discrimination
  40. 40. Review of Qualification Process Step 1: Register Your Organization on www.techsoupcanada.ca Step 2: Submit your Documents (Letters of Patent if you are a nonprofit or your CRA # if you are a Charity) Step 3: Qualification email with username, password and program qualification status.....Dont forget about Eligibility and Guidelines for each donor partner!
  41. 41. Step 3: Request Products
  42. 42. Not sure what to order?Work with a volunteer, tech-savvy boardmember or IT consultant to assess needs.Use our Nonprofit Software Checklist Send us an email tocustomerservice@techsoupcanada.ca
  43. 43. What to expect after You Order Products...For most of our Products you will get an emailwith license keys and detailed instructions onhow to install and download your software.So make sure the email you use for youraccount is up to date!
  44. 44. What to expect Receiving MS productsWhen bought at aretail outlet: 1. Receive award letter via email – Congratulations, lists software items donated, notes that CDs/DVDs have been mailed. 2. Receive email from customerservice@techsoupcanada.ca – provides instructions on how to get volume license keys from website.When received as adonation via TechSoupCanada:
  45. 45. More Questions about the Microsoft Donations Program? Visit our Microsoft Resource Centrehttp://www.techsoupcanada.ca/microsoft_resources
  46. 46. Microsoft Resource Centre
  47. 47. Thank-You to Our Webinar Sponsors
  48. 48. Contact InfoLori Smith- Donations ProgramManagerlori@techsoupcanada.caE: customerservice@techsoupcanada.caT: 1-866-616-5795F: 1-866-951-4897Phones:Monday to Thursday 10 am to 4 pmEmail:10 am to 5 pm weekdaysClosed statutory Canadian & U.S. holidays.
  49. 49. Thank-You!
  50. 50. Upcoming Events.. Net Tuesday -Toronto"Know Your Options for Accepting Donations Online" Date: February 21, 2011 Time: 6 pm Location: Centre for Social Innovation Annex, 720 Bathurst, Toronto Register: http://www.meetup.com/toronto-net-tuesday/
  51. 51. Upcoming Webinars... "Know Your Options for Accepting Online Donations"If you don’t yet offer donors a way to give online, or would like to learn more about the basicalternatives for online giving, then this webinar is for you. This webinar will cover three commonapproaches at a high level (CanadaHelps, online donation service providers, and DIY).Date: March 1, 2012Time: 1:00 p.m. (Eastern Standard Time)Registration Link: https://www3.gotomeeting.com/register/554429254
  52. 52. ABOUT MYCHARITYCONNECTS
  53. 53. www.mycharityconnects.orgfree online resources Information about technology and social media Webinars Past webinar slides Learning opportunities Events across the country: Winnipeg Workshop (Social Media Policies) on March 15 – United Way of Winnipeg Toronto Workshop (Social Media Strategies) on March 7 – Metro Central YMCA
  54. 54. Upcoming Webinars www.mycharityconnects.org• February 29 - Get Social with your Peer-to-Peer Fundraising Events• March 14 - Essential Facebook Tips for Your Charity• March 28 - Being Social Inside and Out: Fostering a Culture of Sharing and Collaboration• April 11 - The Rules Around Tools• April 25 - Essential Twitter Tips for Your Charity• May 9 - Preparing for a Website Redesign• May 23 - Editorial Calendar Essentials: Organize and Plan Your Online Communications
  55. 55. MyCharityConnects Conference 2012 JUNE 12 – 13 | Allstream Centre, Toronto Collaborate to build a stronger sector. Innovate to solve complex problems. Celebrate our work and the difference we’re making.• Join non-profits from across Canada and social media experts for the premier social media and online fundraising learning opportunity of the year.• Registration opens soon! www.mycharityconnects.org/conference
  56. 56. for more great resources…
  57. 57. 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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