Getting Your Board on Board


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Learn more about why your organization should register with CanadaHelps. This presentation can be downloaded and adapted to talk to your board, colleagues and volunteers about the benefits of accepting online donations through CanadaHelps.

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Getting Your Board on Board

  2. 2. InstructionsWe’ve designed this presentation for you to take to your Board in order toshow them why CanadaHelps would be beneficial for your organization.We’ve packed in as much information as possible so you would have all of theinformation needed to answer all questions.
  3. 3. Table of Contents1. About CanadaHelps2. Donation Process3. How It Works4. Advantages5. MyCharity Account6. FAQs9. How to Register10. Appendix
  4. 4. About CanadaHelpsWhat is CanadaHelps?A public charitable foundation that provides accessible,affordable and secure online technology to both donorsand charities.VisionBuild a caring and involved Canadian society that is committed to giving and participatingeffectively in the charitable sector. Using technology, we create an efficient connectionbetween charities, donors, and the corporate community.MissionEngage Canadians in the charitable sector by providing accessible and affordable onlinetechnology to both donors and charities so as to promote – and ultimately increase –charitable giving in Canada.We are a charity helping charities. We make giving simple.
  5. 5. About CanadaHelpsHow It BeganIn 1999, a young university student named Aaron Pereira sat in a church pew waiting for the collection plate tomake its way towards him. As he dug in his pockets, he realized that he didn’t have any cash on him. The dot-com boom was in full swing, and e-commerce was the way of the future: how come his church wasn’t collectingdonations online, too?With that question in mind, he began to put together the concept that eventually became CanadaHelps. Aaronenvisioned a way for all charities and donors to benefit from the same technology that helped businesses reachhuge markets over the internet.With two friends – Ryan Little and Matthew Choi – Aaron set about finding support to build CanadaHelps. Thestudents convinced major supporters to back their vision of an engaged donor base online. With Canadiancorporations and financial institutions offering donated funds, space and technology, CanadaHelps launched in2000. CanadaHelps, itself a charity, supports the philanthropic efforts of both donors and charities – online.Ryan, Matthew and Aaron’s dedication and volunteer time led to its early success: in its first year, over$150,000 was donated through CanadaHelps to charities across the country.Today, CanadaHelps facilitates over $40 million in donations annually. We continue to honour ourentrepreneurial roots by innovating to stay ahead of online trends and offer Canadians new ways to give totheir favourite causes.Matthew, Ryan and Aaron inThe first CanadaHelps office.
  6. 6. About CanadaHelpsSome StatsAs of Spring 2013• More than $300 million has been processed sinceCanadaHelps launched in 2000• Over 12,000 charities are registered with us• An average of 35 charities sign up with us everyweek.
  7. 7. About CanadaHelpsBoard of Directors• Patrick Johnston, Chair | Borealis Advisors, Toronto• William Kerr, Past Chair | JSE Partners Inc., Oakville• John Beattie | TELUS Communications, Toronto• Michael Bradley | NorthCard, Toronto• Matthew Choi | Physician, Hamilton• Brenda Gainer | Schulich School of Business, York University,Toronto• Karim Harji | Venture Deli, Toronto• Joan McCalla | Director and Distinguished Fellow, CiscoSystems, Toronto• Sue Tomney | YWCA of Calgary, Calgary• Sean Van Doorselaer | Lind Equipment Ltd, Toronto• Deryck Williams | Grant Thornton, Toronto
  8. 8. The Donation Process
  9. 9. The Donation ProcessDonor clicks Donate Nowbutton on your websiteDonation gets processed onCanadaHelps.orgDonor receives confirmation andtax receipt from CanadaHelpsCharity receives notification byemailDonor recognition•The charity thanks the donor for theirgift and fulfills donor requests
  10. 10. The Donation ProcessDonor Perspective
  11. 11. The Donation ProcessDonor PerspectiveThe donor visits your websiteand clicks on the CanadaHelpsDonate Now button.
  12. 12. The Donation ProcessDonor PerspectiveEnter donation details• Fund designation/instructions• Potential card request• Personal contact information• Payment information
  13. 13. The Donation ProcessDonor PerspectiveGift is submittedand tax receiptimmediatelyemailed to thedonor
  14. 14. The Donation ProcessCharity Perspective
  15. 15. The Donation ProcessCharity PerspectiveCharity is notified byemail when they’vereceived a donation.
  16. 16. The Donation ProcessCharity PerspectiveDonation details appearin your account
  17. 17. HOW IT WORKS
  18. 18. How It WorksWhat is Electronic FundTransfer or EFT?EFT allows CanadaHelps todisburse donations directlyinto a charity’s bank accountthrough direct deposit on aweekly basis. All charitiesregistered with CanadaHelpsreceive funds by EFT.*PLEASE NOTE: Charities not registered withCanadaHelps will instead receive cheques on amonthly basisDisbursement Process
  19. 19. How It Works• CanadaHelps issues tax receipts for alldonations made through our site• We are a foundation with our own charitablebusiness number• Legal name of your charity is also listed onthe receipt• Receipts are in an unalterable PDF format, asper Canada Revenue Agency (CRA) regulations• Your charity should never issue receipts fordonations made through CanadaHelpsReceipting
  20. 20. How It Works• You receive an email notification when a donation ismade to your organization.• Donor records are available to you 24 hours a day,seven days a week in your personal MyCharity Account.What information does acharity receive?• Name• Mailing and emailaddresses• Message to charity• Card acknowledgementrequests• Donation amount andsource• Fund designation• Fee takenComplete Donor Records
  21. 21. How It WorksCanadaHelps sends an email to donors with their tax receipt, butsince these are your donors, it’s important for you to foster therelationship and personally thank them.Thanking Donors
  22. 22. Remember!• You own the relationship with your donor so steward them as youwould any offline supporters• CanadaHelps doesn’t solicit donations and doesn’t share, sell, trade orotherwise use your donor information.These are your donors
  23. 23. ADVANTAGES
  24. 24. Multiple Donation Options/Sources• Scheduled Giving – The ability to accept recurring monthly gifts.• Securities – The only way to accept gifts of securities online in Canada.• CanadaHelps Giving Pages – Peer-to-peer fundraising tool for your supporters.• In memoriam donations – Remembering a loved one’s life with a gift to charity• In honour of donations – Give on behalf of friends, family or coworkers• Donations to different funds/campaigns – Donors specify the project they supportWe offer several options for givingby Visa, MasterCard, AmericanExpress and Interac Debit Online,PayPal, which include:Advantages
  25. 25. Low Cost, Less Time, Less AdministrationOther providers will charge for:• Set Up• Monthly/Annual Fees• Transaction Fees• Tech Support feesCanadaHelps charges 3.9%, covering:• Creation and distribution of tax receipts• All credit card merchant rates andtransactions fees, bank account settlementcosts and disbursement charges• Please note: The fee is 4.9% for charities not registeredwith CanadaHelps to cover the costs of issuing andmailing chequesAdvantages
  26. 26. Bilingual• For your French Donors, our services are offered inboth official languages• Please visit to find out moreAdvantages
  27. 27. AdvantagesOnce signed up, you caninclude the followinginformation in your profile:• Personalized Logo/Banner• Donate Monthly Button• Contact Information• Mission Statement• DescriptionEnhanced Charity Profile
  28. 28. AdvantagesAutomated E-receipts• Your charity doesn’t issue receipts fordonations made through CanadaHelps• CanadaHelps issues receipts for all donationsmade through our portal, regardless ofdonation size. This is an administrativesavings to your organization!
  29. 29. AdvantagesSecurity & PrivacyCanadaHelps employs a number of measures and practicesto protect you, including:CanadaHelps recognizes that privacy and security are importantissues for both donors and charities and as such is committed toensuring a safe experience when using our services.
  30. 30. AdvantagesProject Specific PagesA CanadaHelps GivingPage is atool that provides new andeasy ways for your organizationto fundraise for a specificcampaign or project
  31. 31. AdvantagesPeer to Peer FundraisingCanadaHelps GivingPages alsoprovide new ways for yourdonors to fundraise on yourbehalf!Create a GivingPage for:• Sports events• Weddings• Birthdays• Memorials• Graduation
  32. 32. AdvantagesEasy To Use!Above all, CanadaHelps is easy to use. CanadaHelpsallows donors and charities to raise funds quickly andefficiently. CanadaHelps staff is always available to help ifyou have any questions too!
  33. 33. MyCharity Account
  34. 34. MyCharity AccountWhat is it?A MyCharity Account is a charity’s account on CanadaHelps.It allows a charity to do the following:• Access donor records• Update account information• Fill a profile with information• Access the Donate Now button* The following slides will take you throughthe different sections of an account.
  35. 35. MyCharity AccountHomeYou have complete control of your donor informationUnder the Home tab, you can:• Get updates in the News section• Read FAQs• Download the Charity User Manual
  36. 36. MyCharity AccountProfile• Review and change your operating names,admin email, contact info, and bankingdetails.• Enhance your Charity Profile with a missionstatement, organizational description, andlogo.• Preview your page to see what others willsee!• Fill in your charity’s mission statement anddescription in English and French.• This is your chance to explain to donorswhat your charity does.Under the Profile tab you can:
  37. 37. MyCharity AccountDonationsUnder the Donations tab, you can:• View donation details for all of your gifts 24/7• Use the “Data Download” feature to importdonor data into your database software
  38. 38. MyCharity AccountFunds & LinkUnder the Link tab, you can:• Learn how to add the Donate Now! buttonto your charity’s website, linking donorsdirectly to your page on CanadaHelpsUnder the Funds tab, you can:• Designate specific funds for your charity(e.g. special campaign, specific project,fundraising appeal, etc.)• Create a drop down menu that donorsselect from when making a donation, thusincreasing your charity’s transparency
  39. 39. MyCharity AccountSearch Info• CATEGORIES lets you select main and sub categoriesthat best describe your charity• KEYWORDS lets you create a list of search termsthat you want to be associated with. When they aretyped into the search engine, your organization willappear in the resultsUnder the Search Info tab, you can improveyour charity’s “searchability” in search engine in two ways:
  40. 40. Frequently Asked Questions
  41. 41. Can we download the data into our database?Saving the file as a comma separated value (CSV) file will allow you to open it into manydifferent programs. To save it in this format, simply type “.csv” at the end of the filename. You can then open the file in your spreadsheet program or upload it to yourdonor management software.Compatible with:• Raiser’s Edge• Excel• Access• Salesforce• And many more!
  42. 42. What are our charities saying aboutCanadaHelps?Testimonial 1"You provide a great service. Small organizations like ours benefittremendously, keeping our overhead low & spending more on goodworks!" - Better Day AllianceTestimonial 2Through CanadaHelps service, we have been able to generate a surprising amount ofadditional income for our projects. Our donors find it very convenient to preset theirdonation periods, direct their donations to specific funds, and even dedicate them onbehalf of a cherished one. The donor records are thorough and easy to accessthrough and the technical support has made it easy for our young organization tointegrate this important feature onto your website. Thanks CanadaHelps!" - ToddLorenz, Managing Director, One Childs Village
  43. 43. How much is this really going to cost me?There is ONLY a 3.9% fee per transaction, which covers:• Credit card processing fees• Bank processing fees• Administration* Charities not signed up with CanadaHelps are subject to a 4.9% transaction fee when we mail acheque for donations because of the added mailing costs.
  44. 44. How do I know a donation has been made?You receive an email each time a donation is madeDonation details then appearautomatically in your accountFind out who made the donation so you canthank them and respond to any requeststhey may have
  45. 45. Where do I claim CanadaHelps donations on mycharity’s tax return?Again, since CanadaHelps issues and sends tax receipts for all of thedonations made through our site, you do not need to do this. Yourorganization therefore must claim CanadaHelps donations on line 4510 ofyour tax return, “Total amount received from other registered charities.”
  46. 46. What happens when a donation needs to berefunded?CanadaHelps handles all refunds. In the event of a refund, CanadaHelpsnotifies the charity and provides all relevant back up documentation. If thedonation has already been disbursed into your bank account, CanadaHelpswill need to perform a debit to return the funds to the card holder.
  47. 47. What more can CanadaHelps do for ourorganization?We also teach charities how to use low cost or free online technologies in efficient andcost effective ways that will help further their missions!Check out for demos, event listings, and other greatresources!
  48. 48. What can CanadaHelps not be usedfor?We can only process donations that are 100% tax receiptable, sowe cannot process:• Ticket sales• Memberships• Product Sales• Auction bidsIf you are unsure if a transaction will qualify as 100% tax receiptable, you shouldcontact the Charities Directorate of the Canada Revenue Agency to inquire
  49. 49. Where do I get more information onCanadaHelps?Click on the following menu options on the mainpage to learn more about CanadaHelps:• About CanadaHelps• How To Give• For Charities
  50. 50. How To RegisterThe Steps• Go to• Click on “Register Your Charity”• You will be asked to accept theCanadaHelps client agreement andthen receive a banking informationform that must be sent in with avoided cheque or bank statement.• You can send in this information– By fax• 1-888-787-4264– By mail• 179 John Street, Suite 403Toronto ON M5T 1X4
  51. 51. How To RegisterRegistration ChecklistBefore sending in your banking information, pleaseensure you’ve completed the following:• The online part of the registration has been completed• Your Banking Information Form is fully complete• Your voided cheque or bank statement includes the full name and accountdetails for your organization
  52. 52. I have more questions,who do I talk to?• Contact our Charity Liaison with any questionsat• We respond to email inquiries within 24business hours
  53. 53. AppendixCanadaHelps encourages you to do your research beforechoosing an online donation processer. Here are somequestions to consider:• Who handles tech support?• How are refunds handled?• Is the processer PCI compliant?• Does the processor accept Interac?• Does our charity require a credit card merchant account?• What are the costs involved?• If there are fees, how are they paid for? Is the organizationinvoiced? If so, how often?• How often do we get donations disbursed to us?