Getting the Most from Your MyCharityAccount & Reports                                   June 15, 2011
Today’s PresenterMike Henry  Charity & Donor Services Coordinator
reminders You can hear us, but we can’t hear you Presentation slides will be available on  www.mycharityconnects.org/pas...
• “A charity helping charities”  • A public foundationmissionCanadaHelps engages Canadians in the charitable sector,provid...
Webinar AgendaAdding the Donate Now! button to your site  Telling donors about CanadaHelps    Check and download reports  ...
HOW TO LOGIN TO YOUR ACCOUNT
ADDING THE “DONATE NOW!”BUTTON
Donate Now Button• Learn how to add the Donate Now! button to your charity’s website.• Allows donors to link directly from...
• Once you choose an image, HTML code is automatically generated• All you have to do is add this code to your website’s ex...
• Put your Donate Now  button “above the  fold”• Visitors should not  have to scroll too  much to find what  they are look...
INTRODUCING CANADAHELPS TOYOUR DONORS
E-newsletters• Always include a clickable Donate Now button along with your e-  newsletter no matter what format
Email Signature• Great way to remind people your organization accepts donations  online• Get everyone in your organization...
Security and Privacy• CanadaHelps is committed to keeping your  donors safe and secure online• Our website is certified by...
Receipts• CanadaHelps issues the tax receipts for the donations through  our site.• You must not issue receipts to the don...
DOWNLOADING DONOR REPORTS
Donations – Web Reports• Find and download information about all your donations!
Donations – Data Download• Use this feature to download donation information for a particular date  range.
UPDATE AND CUSTOMIZE YOURACCOUNT
Profile – Admin• Review and change your official operating names, admin email, contact  info, and banking details.• Enhanc...
Profile – Overview• Fill in your charity’s mission statement and description in English and  French.• This is your chance ...
Profile – Preview
Funds• Designate specific funds for your charity (e.g. special campaign, specific  project, fundraising appeal, etc.)• Don...
Search Info – Categories•   Two ways to improve your charity’s “searchability” on CanadaHelps!•   Under CATEGORIES, select...
Search Info – Keywords• Under KEYWORDS, you may enter terms that will help donors locate your  charity when doing a search.
GETTING NEWS FROMCANADAHELPS
• Get updates in the News section
• MyCharityConnects  information: free training  webinars, workshops,  conference 2012!• Tips for your MyCharity  account•...
QUESTIONS?
www.mycharityconnects.orgfree online resources Information about technology Video demonstrations More webinars Past we...
Upcoming Webinars          www.mycharityconnects.org/webinars• June 29 – Know Your Website: An Intro to Google  Analytics•...
Keep in touch!        info@canadahelps.org    www.twitter.com/canadahelpswww.slideshare.net/MyCharityConnects   www.facebo...
Getting the Most from Your MyCharity Account & Reports
Getting the Most from Your MyCharity Account & Reports
Getting the Most from Your MyCharity Account & Reports
Getting the Most from Your MyCharity Account & Reports
Getting the Most from Your MyCharity Account & Reports
Getting the Most from Your MyCharity Account & Reports
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Getting the Most from Your MyCharity Account & Reports

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In this webinar, learn more about how to make the most of your CanadaHelps MyCharity account including:
- Adding the Donate Now! button to your website
- How to communicate to your donors about CanadaHelps
- Check and download donor reports
- Update and customize your profile
- Change account settings
- Get news from CanadaHelps

The 2011 MyCharityConnects webinar series is generously supported by Direct Energy.

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Getting the Most from Your MyCharity Account & Reports

  1. 1. Getting the Most from Your MyCharityAccount & Reports June 15, 2011
  2. 2. Today’s PresenterMike Henry Charity & Donor Services Coordinator
  3. 3. reminders You can hear us, but we can’t hear you Presentation slides will be available on www.mycharityconnects.org/pastwebinars For the best webinar experience, close all other applications Turn up your computer’s volume Have questions? Type questions in the Questions Log
  4. 4. • “A charity helping charities” • A public foundationmissionCanadaHelps engages Canadians in the charitable sector,providing accessible and affordable online technology to bothdonors and charities to promote – and ultimately increase –charitable giving in Canada.
  5. 5. Webinar AgendaAdding the Donate Now! button to your site Telling donors about CanadaHelps Check and download reports Update and customize your profile Change account settingsQ&A
  6. 6. HOW TO LOGIN TO YOUR ACCOUNT
  7. 7. ADDING THE “DONATE NOW!”BUTTON
  8. 8. Donate Now Button• Learn how to add the Donate Now! button to your charity’s website.• Allows donors to link directly from your site to your donation page on CanadaHelps – eliminating searching and steps in the donation process.
  9. 9. • 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
  10. 10. • Put your Donate Now button “above the fold”• Visitors should not have to scroll too much to find what they are looking for
  11. 11. INTRODUCING CANADAHELPS TOYOUR DONORS
  12. 12. E-newsletters• Always include a clickable Donate Now button along with your e- newsletter no matter what format
  13. 13. Email Signature• Great way to remind people your organization accepts donations online• Get everyone in your organization to do it• Include a brief tagline/quote about your charity, campaign, etc.
  14. 14. Security and Privacy• CanadaHelps is committed to keeping your donors safe and secure online• Our website is certified by VeriSign Secured and McAfee Secured• We are also Level 3 PCI DSS Compliant
  15. 15. Receipts• CanadaHelps issues the tax receipts for the donations through our site.• You must not issue receipts to the donors or to CanadaHelps.
  16. 16. DOWNLOADING DONOR REPORTS
  17. 17. Donations – Web Reports• Find and download information about all your donations!
  18. 18. Donations – Data Download• Use this feature to download donation information for a particular date range.
  19. 19. UPDATE AND CUSTOMIZE YOURACCOUNT
  20. 20. Profile – Admin• Review and change your official 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!
  21. 21. Profile – Overview• 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.
  22. 22. Profile – Preview
  23. 23. Funds• Designate specific funds for your charity (e.g. special campaign, specific project, fundraising appeal, etc.)• Donors will be able to select one when making a donation.• Increases your charity’s transparency
  24. 24. Search Info – Categories• Two ways to improve your charity’s “searchability” on CanadaHelps!• Under CATEGORIES, select main and sub categories that best describe your charity.
  25. 25. Search Info – Keywords• Under KEYWORDS, you may enter terms that will help donors locate your charity when doing a search.
  26. 26. GETTING NEWS FROMCANADAHELPS
  27. 27. • Get updates in the News section
  28. 28. • MyCharityConnects information: free training webinars, workshops, conference 2012!• Tips for your MyCharity account• Online fundraising information Sign up at www.canadahelps.org
  29. 29. QUESTIONS?
  30. 30. www.mycharityconnects.orgfree online resources Information about technology Video demonstrations More webinars Past webinar recordings & slides Learning opportunities Events across the country
  31. 31. Upcoming Webinars www.mycharityconnects.org/webinars• June 29 – Know Your Website: An Intro to Google Analytics• July 20 – YouTube’s NonProfit Program & the Fundamentals of Video Storytelling• August 17 – Orientation for Newly Registered Charities With CanadaHelps
  32. 32. 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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