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CanadaHelps 101
TODAY’S PRESENTER

Lyne Girizina-Kabwa
Charity & Donor Relations Associate
CanadaHelps
WEBINAR REMINDERS

• You can hear us, but we can’t
hear you
• Have questions? Type questions
in the Questions Log
• Turn u...
MISSION
CanadaHelps engages Canadians in the charitable sector, providing accessible
and affordable online technology to b...
WHAT IS CANADAHELPS?

14,000
CHARITIES
AND
GROWING

OVER $345
MILLION IN
DONATIONS
PROCESSED

AFFORDABLE
AND SECURE

OVER ...
WHAT IS CANADAHELPS?

SAFE AND
SECURE

INSTANT E-TAX
RECEIPTS

INSTANT 24/7
ACCESS TO
FULL DONOR
RECORDS

RESPONSIVE,
BILI...
CanadaHelps Fundraising

Solutions
CUSTOMIZABLE DONATION PAGES
MONTHLY GIVING
DESIGNATED DONATIONS

Donors can dedicate donations in honour or in memory of
someone
MOBILE FUNDRAISING
PEER-TO-PEER FUNDRAISING CAMPAIGNS WITH
GIVINGPAGES
MULTIPLE PAYMENT OPTIONS
SECURITIES
DONATIONS THROUGH CANADAHELPS.ORG
AFFORDABLE ONLINE FUNDRAISING
First Steps
UPDATE YOUR PROFILE
Personalized
Logo/Banner
Donate Monthly
Button

Mission Statement
Description
Details & Contact
Info
CREATE FUND DESIGNATIONS

• Include names and description of projects, campaigns or
funds
• Donors choose from a drop-down...
ADD SEARCH KEYWORDS

• Enter terms that will help donors locate your
charity when doing a search
CUSTOMIZE YOUR DONATION PAGE

•
•
•
•
•

Your Donate Now button links to your default Custom Donate Now page
Customize the...
EXAMPLES
Donations &
Disbursements
THE DONATION PROCESS
Donor selects charity
• Clicks your Donate Now! Button
on our website, or
• Searches on CanadaHelps.o...
DISBURSEMENTS

•
•

•

You will receive an email notification once an EFT has been processed.
Look for the funds in your b...
DONATION REPORTS

• You will receive an email
notification once an EFT has
been processed.
• Look for the funds in your ba...
DATA DOWNLOAD

Use this feature to download donation information
for a particular date range
CUSTOM DATA DOWNLOAD

• Use this feature to create custom reports
DONATION SOURCES
DONATE NOW! BUTTON

• Under the DONATE NOW tab of your MyCharity account, you can
find the HTML code to add the button to ...
DONATE NOW! BUTTON

Once you choose an image, HTML code is automatically generated. All
you have to do is add this code to...
Tips & Important

Reminders
Create Project Specific Pages
• Customize the look of
your donation page to
reflect your
project/campaign
• Select which f...
PEER-TO-PEER FUNDRAISING
CanadaHelps GivingPages
provide new ways for your
donors to fundraise on your
behalf!
Encourage y...
DONATE NOW! BUTTON TIPS
• Place the Donate Now!
button in a prominent
place on the main page of
your website.
• Make it ea...
RECOGNIZE YOUR DONORS

• Recognize donors in a timely way.
• Remember to include CanadaHelps donors in
your charity’s regu...
TAX RECEIPTING

• Remember that CanadaHelps issues the tax receipts for
the donations through our site.
• You must not iss...
T3010 REPORTING

• Declare the donations you receive from
CanadaHelps under:
“Total amount received from other registered
...
Upcoming Features

and Products
NEW DONATE NOW
BUTTONS

DONATION WIDGET

EVENT FUNDRAISING

ENHANCEMENTS TO
PEER TO PEER
FUNDRAISING WITH
GIVINGPAGES
More Charity
Training
MYCHARITYCONNECTS

Educational and training opportunities
through MyCharityConnects

www.mycharityconnects.org
UPCOMING WEBINARS

Tuesday, November 12 @ 2pm

Building a successful online campaign for
#GivingTuesdayCa
Simren Deogun, S...
STAY IN TOUCH

info@canadahelps.org

1-877-755-1595

@canadahelps

youtube.com/canadahelps

facebook.com/canadahelps
CanadaHelps 101
CanadaHelps 101
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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
- Update your Charity Profile
- Add the "Donate Now" button to your website
- Customize your Donate Page
- And much more!

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CanadaHelps 101

  1. 1. CanadaHelps 101
  2. 2. TODAY’S PRESENTER Lyne Girizina-Kabwa Charity & Donor Relations Associate CanadaHelps
  3. 3. WEBINAR REMINDERS • You can hear us, but we can’t hear you • Have questions? Type questions in the Questions Log • Turn up your computer’s volume • For the best webinar experience, close all other applications • Webinar slides will be shared
  4. 4. MISSION CanadaHelps engages Canadians in the charitable sector, providing accessible and affordable online technology to both donors and charities to promote – and ultimately increase – charitable giving in Canada. VISION CanadaHelps strives to build a caring and involved Canadian society that is committed to giving and participating effectively in the charitable sector, using technology to create an efficient connection between charities, donors, and the corporate community.
  5. 5. WHAT IS CANADAHELPS? 14,000 CHARITIES AND GROWING OVER $345 MILLION IN DONATIONS PROCESSED AFFORDABLE AND SECURE OVER 2.15 MILLION DONATIONS PROCESSED GIVING MADE SIMPLE TRUSTED OVER 13 YEARS WELCOME TO GIVING MADE SIMPLE!
  6. 6. WHAT IS CANADAHELPS? SAFE AND SECURE INSTANT E-TAX RECEIPTS INSTANT 24/7 ACCESS TO FULL DONOR RECORDS RESPONSIVE, BILINGUAL CUSTOMER SERVICE TO YOU AND YOUR DONORS WEEKLY EFT OF DONATIONS DIRECTLY INTO YOUR BANK ACCOUNT WELCOME TO GIVING MADE SIMPLE! EASY-TOUSE
  7. 7. CanadaHelps Fundraising Solutions
  8. 8. CUSTOMIZABLE DONATION PAGES
  9. 9. MONTHLY GIVING
  10. 10. DESIGNATED DONATIONS Donors can dedicate donations in honour or in memory of someone
  11. 11. MOBILE FUNDRAISING
  12. 12. PEER-TO-PEER FUNDRAISING CAMPAIGNS WITH GIVINGPAGES
  13. 13. MULTIPLE PAYMENT OPTIONS
  14. 14. SECURITIES
  15. 15. DONATIONS THROUGH CANADAHELPS.ORG
  16. 16. AFFORDABLE ONLINE FUNDRAISING
  17. 17. First Steps
  18. 18. UPDATE YOUR PROFILE Personalized Logo/Banner Donate Monthly Button Mission Statement Description Details & Contact Info
  19. 19. CREATE 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 easily in your MyCharity account under the “Funds” tab
  20. 20. ADD SEARCH KEYWORDS • Enter terms that will help donors locate your charity when doing a search
  21. 21. CUSTOMIZE YOUR DONATION PAGE • • • • • Your Donate Now button links to your default Custom Donate Now page Customize the look of your donation page to reflect your brand Select which fields to include on the donation page Set donation amounts and describe how donations impact your organization Direct donors back to your website following a donation
  22. 22. EXAMPLES
  23. 23. Donations & Disbursements
  24. 24. THE DONATION PROCESS Donor selects charity • Clicks your Donate Now! Button on our 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
  25. 25. 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.
  26. 26. DONATION REPORTS • 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.
  27. 27. DATA DOWNLOAD Use this feature to download donation information for a particular date range
  28. 28. CUSTOM DATA DOWNLOAD • Use this feature to create custom reports
  29. 29. DONATION SOURCES
  30. 30. 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.
  31. 31. DONATE NOW! BUTTON 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. Tips & Important Reminders
  33. 33. Create Project Specific Pages • Customize the look of your donation page to reflect your project/campaign • Select which fields to include on the donation page • Set donation amounts and describe how donations impact your organization • Direct donors back to your website following a donation
  34. 34. PEER-TO-PEER FUNDRAISING CanadaHelps GivingPages provide new ways for your donors to fundraise on your behalf! Encourage your supports to create GivingPages for: • “A-Thons” • Birthday parties • Wedding Registries • Birthdays • Memorials
  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. • Test the button – make sure the link works! • The button is not just for your website– add it to your email newsletters and blog!
  36. 36. RECOGNIZE YOUR DONORS • Recognize donors in a timely way. • Remember to include CanadaHelps donors in your charity’s regular donor recognition programs.
  37. 37. TAX RECEIPTING • 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. T3010 REPORTING • Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities”
  39. 39. Upcoming Features and Products
  40. 40. NEW DONATE NOW BUTTONS DONATION WIDGET EVENT FUNDRAISING ENHANCEMENTS TO PEER TO PEER FUNDRAISING WITH GIVINGPAGES
  41. 41. More Charity Training
  42. 42. MYCHARITYCONNECTS Educational and training opportunities through MyCharityConnects www.mycharityconnects.org
  43. 43. UPCOMING WEBINARS Tuesday, November 12 @ 2pm Building a successful online campaign for #GivingTuesdayCa Simren Deogun, Senior Account Manager, Stephen Thomas www.mycharityconnects.org/webinars
  44. 44. STAY IN TOUCH info@canadahelps.org 1-877-755-1595 @canadahelps youtube.com/canadahelps facebook.com/canadahelps

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