CanadaHelps 101                  November 3, 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...
Webinar AgendaIntroduction to CanadaHelps   Your MyCharity Account    The 4 Ds      Important Reminders about CanadaHelps ...
What is CanadaHelps?  A public charitable foundation that provides accessible and  affordable online technology to both do...
The CanadaHelps Team  We’re here to help!
YOUR MYCHARITY ACCOUNT
Tab: Home• Get updates in the News section• Read FAQs• Download the Charity User Manual
Tab: Profile – Admin• Review and change your official operating names, admin email, contact  info, and banking details.• E...
Tab: Profile – Overview• Fill in your charity’s mission statement and description in English and  French.• This is your ch...
Tab: Profile – Preview
Tab: Donations – Web Reports• Find and download information about all your donations!
Tab: Donations – Data Download• Use this feature to download donation information for a particular date  range.
Tab: Funds• Designate specific funds for your charity (e.g. special campaign, specific  project, fundraising appeal, etc.)...
Tab: Link• Learn how to add the Donate Now! button to your charity’s website.• Allows donors to link directly from your si...
Tab: Search Info – Categories•   Two ways to improve your charity’s “searchability” on CanadaHelps!•   Under CATEGORIES, s...
Tab: Search Info – Keywords• Under KEYWORDS, you may enter terms that will help donors locate your  charity when doing a s...
Tab: Change Password• This tab allows you to change your login password.• You will need to know your old one to make this ...
•   The Donation Process•   Disbursements•   Donation Sources•   Donate Now! ButtonTHE 4 Ds
THE DONATION PROCESSDonor selects charity• Links from your website, or• Searches on CanadaHelps.org               Donation...
DISBURSEMENTS• You will receive an email notification once an EFT has been processed.• Look for the funds in your bank acc...
DONATION SOURCESWhere are the donations coming from?
1. Donate Now! Button• The donor has made a donation by linking through the Donate Now!  button on your charity’s website.
2. Website Charity Search• The donor found your charity through the CanadaHelps search and made  a donation.• Donors can s...
3. Donor Favourite• The donor has chosen you charity as one of their favourite charities to  donate to through CanadaHelps.
4. Scheduled Giving• The donor has set up a donation schedule to donate to your charity  monthly.
5. Charity Gift Card• The donor has chosen to donate their Charity Gift Card to your charity.
6. GivingPage• The donor donated through a CanadaHelps GivingPage.• You will see the name of the person/group that set up ...
7. Securities         Donate Securities to               Give securities: stocks,         your Favourite                  ...
DONATE NOW! BUTTON• Under the LINK tab of your MyCharity account, you can find the HTML  code to add the button to your we...
• Once you choose an image, HTML code is automatically generated. All you  have to do is add this code to your website’s e...
Donate Now! Button Tips• Place the Donate Now! button in a  prominent place on the main page of  your website.• Make it ea...
•   Donor Recognition•   Card Requests•   Receipts•   T3010 Reporting•   Non-charitable Payments•   AnonymityIMPORTANT REM...
1. Donor Recognition• Recognize donors in a timely way.• Remember to include CanadaHelps donors in your  charity’s regular...
2. Card Requests• Fulfill card requests made by your donors.• Check to see if donors have made requests with their  donati...
3. Receipts• Remember that CanadaHelps issues the tax receipts for the  donations through our site.• You must not issue re...
4. T3010 Reporting• Declare the donations you receive from CanadaHelps  under:     “Total amount received from other regis...
5. Non-charitable Payments• Do not use CanadaHelps to process non-  charitable gifts (i.e. event registrations,  membershi...
6. Anonymity• Remember that donations can be made anonymously.• CanadaHelps respects donor privacy and will not give a  do...
CANADAHELPS PROFILE TIPS
Customize your Profile
Enhanced Profile            Personalized Logo/Banner            Donate Monthly Button            Mission Statement        ...
Fund Designations• Include names and description of projects,  campaigns or funds• Donors choose from a drop-down list of ...
Add Search Keywords• Enter terms that will help donors locate your charity  when doing a search
Create Project Specific Pages                  A CanadaHelps GivingPage is a                  tool that provides new and  ...
Peer to Peer Fundraising               CanadaHelps GivingPages also               provide new ways for your               ...
Cause Wish List          • New to CanadaHelps          for 2011          • Instead of gifts, ask          friends and fami...
Encourage Gifts of Securities • The most tax efficient way to give • Often leads to big gifts
Create a Monthly Giving Campaign                    • Donors can “set                    it and forget it”                ...
Place Button Prominently On Your Site
ABOUT MYCHARITYCONNECTS
www.mycharityconnects.orgfree online resources Information about technology Video demonstrations More webinars Past we...
Upcoming Webinars       www.mycharityconnects.org/webinars• November 9th – Making Twitter  Your Best Friend: Twitter Strat...
QUESTIONS You can hear us, but  we can’t hear you Type questions in the  Questions Log
Keep in touch!        info@canadahelps.org    www.twitter.com/canadahelpswww.slideshare.net/MyCharityConnects   www.facebo...
Orientation for Charities Newly Registered with CanadaHelps
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Orientation for Charities Newly Registered with CanadaHelps

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Recording: http://www.youtube.com/watch?v=TaE2pBrjXzg

Now that your charity has signed up with CanadaHelps, please join us for this webinar about how to make the most of your MyCharity account.

Learn how to:
- Navigate your MyCharity account
- Find information about your donors and donations
- Add the "Donate Now" button to your website
- Update your Charity Profile
- And much more!

The 2011 MyCharityConnects Webinar Series is generously supported by Direct Energy.

Published in: Self Improvement, Travel
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Orientation for Charities Newly Registered with CanadaHelps

  1. 1. CanadaHelps 101 November 3, 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. Webinar AgendaIntroduction to CanadaHelps Your MyCharity Account The 4 Ds Important Reminders about CanadaHelps CanadaHelps Profile Tips About MyCharityConnectsQ&A
  5. 5. 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.
  6. 6. The CanadaHelps Team We’re here to help!
  7. 7. YOUR MYCHARITY ACCOUNT
  8. 8. Tab: Home• Get updates in the News section• Read FAQs• Download the Charity User Manual
  9. 9. Tab: 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!
  10. 10. Tab: 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.
  11. 11. Tab: Profile – Preview
  12. 12. Tab: Donations – Web Reports• Find and download information about all your donations!
  13. 13. Tab: Donations – Data Download• Use this feature to download donation information for a particular date range.
  14. 14. Tab: 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
  15. 15. Tab: Link• 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.
  16. 16. Tab: 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.
  17. 17. Tab: Search Info – Keywords• Under KEYWORDS, you may enter terms that will help donors locate your charity when doing a search.
  18. 18. Tab: Change Password• This tab allows you to change your login password.• You will need to know your old one to make this change.
  19. 19. • The Donation Process• Disbursements• Donation Sources• Donate Now! ButtonTHE 4 Ds
  20. 20. THE DONATION PROCESSDonor selects charity• Links from your 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
  21. 21. 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.
  22. 22. DONATION SOURCESWhere are the donations coming from?
  23. 23. 1. Donate Now! Button• The donor has made a donation by linking through the Donate Now! button on your charity’s website.
  24. 24. 2. Website Charity Search• The donor found your charity through the CanadaHelps search and made a donation.• Donors can search by name, charitable business number, keyword, area of interest, or location.
  25. 25. 3. Donor Favourite• The donor has chosen you charity as one of their favourite charities to donate to through CanadaHelps.
  26. 26. 4. Scheduled Giving• The donor has set up a donation schedule to donate to your charity monthly.
  27. 27. 5. Charity Gift Card• The donor has chosen to donate their Charity Gift Card to your charity.
  28. 28. 6. GivingPage• The donor donated through a CanadaHelps GivingPage.• You will see the name of the person/group that set up the GivingPage in the Honouree field.
  29. 29. 7. Securities Donate Securities to Give securities: stocks, your Favourite bonds, & mutual funds Charities! to this charity. Click here!• The donor has donated gifts of securities to your charity.
  30. 30. DONATE NOW! BUTTON• Under the LINK 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.• They are available in English and French.
  31. 31. • 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.
  32. 32. 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.• Make sure the link works.• The button is not just for your website– add it to your email newsletters and blog.
  33. 33. • Donor Recognition• Card Requests• Receipts• T3010 Reporting• Non-charitable Payments• AnonymityIMPORTANT REMINDERS
  34. 34. 1. Donor Recognition• Recognize donors in a timely way.• Remember to include CanadaHelps donors in your charity’s regular donor recognition programs.
  35. 35. 2. Card Requests• Fulfill card requests made by your donors.• Check to see if donors have made requests with their donation in “Web Reports” under the DONATIONS tab.
  36. 36. 3. Receipts• Remember that CanadaHelps issues the tax receipts for the donations through our site.• You must not issue receipts to the donors or to CanadaHelps.
  37. 37. 4. T3010 Reporting• Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities”
  38. 38. 5. Non-charitable Payments• Do not use CanadaHelps to process non- charitable gifts (i.e. event registrations, memberships, product purchases, etc.)
  39. 39. 6. Anonymity• Remember that donations can be made anonymously.• CanadaHelps respects donor privacy and will not give a donor’s information if they have requested to remain anonymous.
  40. 40. CANADAHELPS PROFILE TIPS
  41. 41. Customize your Profile
  42. 42. Enhanced Profile Personalized Logo/Banner Donate Monthly Button Mission Statement Description Details & Contact Info
  43. 43. 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 in your MyCharity account
  44. 44. Add Search Keywords• Enter terms that will help donors locate your charity when doing a search
  45. 45. Create Project 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
  46. 46. Peer 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
  47. 47. Cause Wish List • New to CanadaHelps for 2011 • Instead of gifts, ask friends and family to support your favourite causes
  48. 48. Encourage Gifts of Securities • The most tax efficient way to give • Often leads to big gifts
  49. 49. Create a Monthly Giving Campaign • Donors can “set it and forget it” • Count on consistent flow of donations
  50. 50. Place Button Prominently On Your Site
  51. 51. ABOUT MYCHARITYCONNECTS
  52. 52. www.mycharityconnects.orgfree online resources Information about technology Video demonstrations More webinars Past webinar recordings & slides Learning opportunities Events across the country
  53. 53. Upcoming Webinars www.mycharityconnects.org/webinars• November 9th – Making Twitter Your Best Friend: Twitter Strategies Exposed (guest: Heather Morrison, Sequentia Environics)• November 23rd – Cutting Edge Charities• December 7th – Looking Up: Lifes Better in the Cloud (guest: Amanda Grainger, Framework)
  54. 54. QUESTIONS You can hear us, but we can’t hear you Type questions in the Questions Log
  55. 55. Keep in touch! info@canadahelps.org www.twitter.com/canadahelpswww.slideshare.net/MyCharityConnects www.facebook.com/canadahelps
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