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CanadaHelps 101


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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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CanadaHelps 101

  1. 1. CanadaHelps 101
  2. 2. today’s presenter Nadine GutmannCharity & Donor Services Team Lead
  3. 3. remindersYou can hear us, but we can’t hear you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. • “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.
  7. 7. Tab: Home• Get updates in the News section• Read FAQs• Download the Charity User Manual
  8. 8. 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!
  9. 9. 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.
  10. 10. Tab: Profile – Preview
  11. 11. Tab: Donations – Web Reports• Find and download information about all your donations!
  12. 12. Tab: Donations – Data Download• Use this feature to download donation information for a particular date range.
  13. 13. 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
  14. 14. Tab: Donate Now• 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.
  15. 15. Tab: Custom Donate Now• Launched December 4th, 2012• A new feature that allows you to create donation pages for specific fundraising events or projects.• Presentation available here :
  16. 16. Example
  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: Account Info• This tab allows you to change your login password and add a linked user.• 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 Donation gets processed on 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 DONATE NOW 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 Custom Donate Now Pages 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 provide new ways for your donors to fundraise on your behalf! Create a GivingPage for: • Sports events • Weddings • Birthdays • Memorials • Graduation • Etc…
  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 resourcesInitiative of CanadaHelps to help charities learn more aboutonline technology Information about technology and social media Links to resources about fundraising Webinars Past webinar slides
  53. 53. for more great resources…
  54. 54. Keep in touch!