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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. …

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!

Published in: Technology, Business

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  • 1. Introduction to TechSoup Canada’s OnlineDonations Program February 15, 2012
  • 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. 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. today’s presenter Lori SmithDonations Program Manager TechSoup Canada
  • 5. AgendaWho is TechSoup Canada?What is the Donations Program?How to Get StartedEligibility & GuidelinesRequesting ProductsQ&A
  • 6. Who is TechSoup Canada?
  • 7. A Partner of the TechSoup Global Community 35 different countries
  • 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. What is the TechSoup Canada Donations Program?
  • 10. Access to Software from 28 Corporate Donor Programs
  • 11. More than 300 Kinds of Products Available
  • 12. Search Microsoft by Title Group
  • 13. Why Register with TechSoup Canada?
  • 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. 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. Get New "Cloud" Products...
  • 17. ....also learn about technologyTierney SmithCommunityManagerCall our Customer Service
  • 18. How to Get Started...
  • 19. Step 1: Register Your Organization
  • 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. 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. Step 1: Register Your Organization
  • 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. 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. Ex. Ontario Business Letters Patent
  • 26. Step 2: Send in Your Documents
  • 27. Wait....7 to 14 days
  • 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. Login to Your Account...
  • 30. Check your Program Qualification Status
  • 31. Why dont I qualify for many donor programs?
  • 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. Donor EligibilityReview the Rules for our Donorswww.techsoupcanada.ca/eligibility
  • 34. Sorry...butNonprofit organizations only qualify for:Microsoft Donations ProgramSumac Donations ProgramIntuit Donations ProgramGrantStation Discount Program Were working on it....
  • 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. 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. 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. 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. 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. 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. Step 3: Request Products
  • 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. 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. 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. More Questions about the Microsoft Donations Program? Visit our Microsoft Resource Centrehttp://www.techsoupcanada.ca/microsoft_resources
  • 46. Microsoft Resource Centre
  • 47. Thank-You to Our Webinar Sponsors
  • 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. Thank-You!
  • 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. 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. ABOUT MYCHARITYCONNECTS
  • 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. 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. 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. for more great resources…
  • 57. Keep in touch! info@canadahelps.org www.twitter.com/canadahelpswww.slideshare.net/MyCharityConnects www.facebook.com/canadahelps www.youtube.com/canadahelps