CanadaHelps 101


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Presentation slides from our August 19, 2009 webinar.

Now that your charity has signed up with CanadaHelps, check out this slideshow on 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 August 19, 2009 For audio, turn on your speakers, or Call 1-516-453-0014; Code 646-449-757
  2. 2. Reminders You can hear us, but we can’t hear you Type questions in the Questions Log Webinar recording and slides will be available on 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 646-449-757
  3. 3. Today’s Presenters • Mike Henry Charity Liaison • Kirstin Beardsley Marketing and Communications Coordinator For audio, turn on your speakers, or Call 1-516-453-0014; Code 646-449-757
  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 646-449-757
  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. For audio, turn on your speakers, or Call 1-516-453-0014; Code 646-449-757
  6. 6. The CanadaHelps Team We’re here to help! For audio, turn on your speakers, or Call 1-516-453-0014; Code 646-449-757
  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 646-449-757
  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. For audio, turn on your speakers, or Call 1-516-453-0014; Code 646-449-757
  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! button THE 4 DS
  20. 20. THE DONATION PROCESS Donor selects charity • Links from your website, or • Searches on Donation gets processed on Donor receives confirmation and tax receipt 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 SOURCES Where 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 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.
  30. 30. 8. External Portal: Facebook Causes • The donor has made a donation through Facebook’s CAUSES application.
  31. 31. 9. Donation Kiosk: DKCC Services • The donor has made their donation through a donation kiosk provided by DKCC (Donation Kiosk Centres of Canada). • More info:
  32. 32. 10. Workplace Giving • The donation has come from a donor participating in a workplace giving program. • These donations are found in their own section: Under “Workplace Disbursements” in the DONATIONS tab.
  33. 33. 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.
  34. 34. • 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.
  35. 35. 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.
  36. 36. 1. Donor Recognition 2. Card Requests 3. Receipts 4. T3010 Reporting 5. Non-charitable Payments 6. Anonymity IMPORTANT REMINDERS
  37. 37. 1. Donor Recognition • Recognize donors in a timely way. • Remember to include CanadaHelps donors in your charity’s regular donor recognition programs.
  38. 38. 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.
  39. 39. 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.
  40. 40. 4. T3010 Reporting • Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities”
  41. 41. 5. Non-charitable Payments • Do not use CanadaHelps to process non- charitable gifts (i.e. event registrations, memberships, product purchases, etc.)
  42. 42. 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.
  44. 44. • Free online resources Next Webinar • Information about technology • Video demonstrations “How Tweet It Is: • More webinars Twitter 101” • Past webinar recordings SEPTEMBER 9 • Learning opportunities 2PM – 3PM • Events (Eastern Time)
  45. 45. Question and Answer You can hear us, but we can’t hear you Ask questions here Ask away!
  46. 46. Thank you for attending! Webinar slides and recording will be up on: Check out for resources! Questions, feedback, comments? Email Amy at: Thanks to: