2010 - CanadaHelps 101

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An orientation for charities who have recently signed up with CanadaHelps.

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2010 - CanadaHelps 101

  1. 1. CanadaHelps 101 February 10, 2010 For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  2. 2. Reminders You can hear us, but we can’t hear you Type questions in the Questions Log Webinar slides will be available on www.mycharityconnects.org Turn up your volume For the best webinar experience, close all other applications. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  3. 3. Today’s Presenter • Kirstin Beardsley Marketing and Communications Coordinator For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  4. 4. Webinar Agenda 1. Introduction to CanadaHelps 2. Your MyCharity Account 3. The 4 Ds: • The Donation Process • Disbursements • Donation Sources • Donate Now! button 4. Important Reminders about CanadaHelps 5. About MyCharityConnects 6. Q & A For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  5. 5. CanadaHelps.org 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  6. 6. The CanadaHelps Team We’re here to help! For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  7. 7. YOUR MYCHARITY ACCOUNT
  8. 8. Tab: Home • Get updates in the News section • Read FAQs • Download the Charity User Manual For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  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! For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  11. 11. Tab: Profile – Preview For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  12. 12. Tab: Donations – Web Reports • Find and download information about all your donations! For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  13. 13. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  14. 14. Tab: Donations – Data Download • Use this feature to download donation information for a particular date range. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  15. 15. 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 For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  16. 16. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  17. 17. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  18. 18. Tab: Search Info – Keywords • Under KEYWORDS, you may enter terms that will help donors locate your charity when doing a search. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  19. 19. Tab: Change Password • This tab allows you to change your login password. • You will need to know your old one to make this change. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  20. 20. • The Donation Process • Disbursements • Donation Sources • Donate Now! button THE 4 DS
  21. 21. THE DONATION PROCESS Donor 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 For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  22. 22. 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.
  23. 23. DONATION SOURCES Where are the donations coming from? For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  24. 24. 1. Donate Now! Button • The donor has made a donation by linking through the Donate Now! button on your charity’s website. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  25. 25. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  26. 26. 3. Donor Favourite • The donor has chosen you charity as one of their favourite charities to donate to through CanadaHelps. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  27. 27. 4. Scheduled Giving • The donor has set up a donation schedule to donate to your charity monthly. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  28. 28. 5. Charity Gift Card • The donor has chosen to donate their Charity Gift Card to your charity. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  29. 29. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  30. 30. 7. Securities Donate Securities Give securities: stocks, to your Favourite bonds, & mutual funds Charities! to this charity. Click here! • The donor has donated gifts of securities to your charity. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  31. 31. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  32. 32. • 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  33. 33. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  34. 34. 1. Donor Recognition 2. Card Requests 3. Receipts 4. T3010 Reporting 5. Non-charitable Payments 6. Anonymity IMPORTANT REMINDERS
  35. 35. 1. Donor Recognition • Recognize donors in a timely way. • Remember to include CanadaHelps donors in your charity’s regular donor recognition programs. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  36. 36. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  37. 37. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  38. 38. 4. T3010 Reporting • Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities” For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  39. 39. 5. Non-charitable Payments • Do not use CanadaHelps to process non- charitable gifts (i.e. event registrations, memberships, product purchases, etc.) For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  40. 40. 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. For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  41. 41. ABOUT MYCHARITYCONNECTS
  42. 42. www.mycharityconnects.org • Free online resources Next Webinar • Information about technology • Video demonstrations “Good to Great • More webinars Emails” • Past webinar recordings February 24th, 2010 • Learning opportunities 2PM – 3PM • Events (Eastern Time) For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  43. 43. Question and Answer You can hear us, but we can’t hear you Ask questions here Ask away! For audio, turn on your speakers, or Call 1 516 453 0014 / Code 532-265-935
  44. 44. Thank you for attending! Webinar slides will be up on: www.mycharityconnects.org/pastwebinars Check out www.mycharityconnects.org for resources! Questions, feedback, comments? Email us at: info@canadahelps.org

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