Orientation for Charities Newly Registered with CanadaHelps


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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!

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  • We’re going to be going through a number of demographic criteria that we discovered about your donors through the survey… some of these might be familiar to you, but yet others will surprise you. All of this will help you build a profile in your mind about who’s giving to your organization online. Next week, we’ll figure our why they give and what their giving behaviour is. As we go through each section, try to develop a sense of who these donors are in your mind – we’ll be building a profile of a typical online donor throughout.
  • An enhanced charity profile.
  • The donations tab provides you information about donations made to your charity, and all the details of payments to your account.There are 4 ‘sub-tabs’: Web Reports, Workplace Disbursements, Data Download, and Reversals/Debits.Clicking one of the disbursement dates will bring to more detailed information about the donations made. Let’s take a look at what that looks like…[next slide]
  • Here’s what a Web Report looks like for a particular Disbursement Date.[Go through each section of donation details.]
  • 1st D
  • 3rd D
  • 2nd DLet’s go through each of the different sources. There are currently 9 possibilities.
  • When you see this in the Donation Source field, it means the donors first came to the CanadaHelps website and searched for your charity. They could have either searched by name, charitable business number, keyword or search category. This is why it’s very important to update your search categories and keywords in your CanadaHelps MyCharity account.
  • One of the best things about CanadaHelps for donors is that it allows them to keep track of their giving and manage their receipts all in one place online – in their CanadaHelps Donor account. Donors are able to add charities to a list of favorites in their account, and then have an easy way of making donations to the charities in their list at their convenience. If you see “Donor Favourite” in the donation source, it means that this donor has chosen your organization as one of their favorite charities to donate to through CanadaHelps.
  • Donors are able to set up regular, monthly donations on their credit cards through CanadaHelps. The donations will be processed on the same day of each month according to the schedule set by the donor. Donors can choose to end or extend their monthly gift at any time by logging in to their CanadaHelps Donor Account.
  • 4th and final D
  • While some charities alter their Donate Now! button, or link to their profile page instead of the donation page, you should remember that if you want statistics on donation source, using the link provided in your account is recommended. This allows us to accurately trace the donors’ path and report this to you.
  • When donors make donations in honour or in memory of someone, or as a gift, they can request that the charity send a card by postal mail. Make it a point to check if a donor has made this request and fulfill it in a timely manner.
  • Use CanadaHelps to process non-charitable gifts (i.e. event registrations, memberships, product purchases etc…). Because all donations made through CanadaHelps are receipted, they can’t be designated towards non-charitable purposes.
  • Third annual conferenceJoin non-profits from across Canada and social media experts for the premier social media and online fundraising learning opportunity of the year.After 2 sold-out years, MyCharityConnects is back and better than ever for 2011. Join us for thought-provoking keynotes, practical how-to workshops and plenty of chances to learn from other non-profits about what works online… and what doesn’t.
  • Updated list - http://mycharityconnects.org/webinars/
  • Orientation for Charities Newly Registered with CanadaHelps

    1. 1. CanadaHelps 101 March 21, 2012
    2. 2. 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.
    3. 3. today’s presenterVanessa BoudreauCharity & DonorServices Associate
    4. 4. 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
    5. 5. Webinar AgendaIntroduction to CanadaHelps Your MyCharity Account The 4 Ds Important Reminders about CanadaHelps CanadaHelps Profile Tips About MyCharityConnectsQ&A
    6. 6. 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.
    7. 7. The CanadaHelps Team We’re here to help!
    9. 9. Tab: Home• Get updates in the News section• Read FAQs• Download the Charity User Manual
    10. 10. 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!
    11. 11. 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.
    12. 12. Tab: Profile – Preview
    13. 13. Tab: Donations – Web Reports• Find and download information about all your donations!
    14. 14. Tab: Donations – Data Download• Use this feature to download donation information for a particular date range.
    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
    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.
    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.
    18. 18. Tab: Search Info – Keywords• Under KEYWORDS, you may enter terms that will help donors locate your charity when doing a search.
    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.
    20. 20. • The Donation Process• Disbursements• Donation Sources• Donate Now! ButtonTHE 4 Ds
    21. 21. 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
    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 SOURCESWhere are the donations coming from?
    24. 24. 1. Donate Now! Button• The donor has made a donation by linking through the Donate Now! button on your charity’s website.
    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.
    26. 26. 3. Donor Favourite• The donor has chosen you charity as one of their favourite charities to donate to through CanadaHelps.
    27. 27. 4. Scheduled Giving• The donor has set up a donation schedule to donate to your charity monthly.
    28. 28. 5. Charity Gift Card• The donor has chosen to donate their Charity Gift Card to your charity.
    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.
    30. 30. 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.
    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.
    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.
    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.
    34. 34. • Donor Recognition• Card Requests• Receipts• T3010 Reporting• Non-charitable Payments• AnonymityIMPORTANT 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.
    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.
    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.
    38. 38. 4. T3010 Reporting• Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities”
    39. 39. 5. Non-charitable Payments• Do not use CanadaHelps to process non- charitable gifts (i.e. event registrations, memberships, product purchases, etc.)
    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.
    42. 42. Customize your Profile
    43. 43. Enhanced Profile Personalized Logo/Banner Donate Monthly Button Mission Statement Description Details & Contact Info
    44. 44. 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
    45. 45. Add Search Keywords• Enter terms that will help donors locate your charity when doing a search
    46. 46. 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
    47. 47. 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
    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
    52. 52. www.mycharityconnects.orgfree online resources Information about technology and social media Webinars Past webinar slides Learning opportunities Events across the country
    53. 53. 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 is open! Early bird ends on April 30th! www.mycharityconnects.org/conference
    54. 54. Upcoming Webinars www.mycharityconnects.org• 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• June 27 - Elements of a Great YouTube Video
    55. 55. for more great resources…
    56. 56. Keep in touch! info@canadahelps.org www.twitter.com/canadahelpswww.slideshare.net/MyCharityConnects www.facebook.com/canadahelps www.youtube.com/canadahelps