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Getting Your Board on Board
The document presents a comprehensive guide for organizations on how to use CanadaHelps, a platform designed to facilitate online donations for charities in Canada. It includes information about the benefits of CanadaHelps, the donation process for both donors and charities, and details about managing a charity account on the platform. Additionally, it outlines registration steps, advantages of using the service, and frequently asked questions to assist organizations in maximizing their fundraising efforts.
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Getting Your Board on Board
- 1. GETTING YOUR BOARDON BOARD TALKING TO YOUR BOARD ABOUT CANADAHELPS
- 2. Instructions We’ve designed thispresentation for you to take to your Board in order to show them why CanadaHelps would be beneficial for your organization. We’ve packed in as much information as possible so you would have all of the information needed to answer all questions.
- 3. Table of Contents 1.About CanadaHelps 2. Donation Process 3. How It Works 4. Advantages 5. MyCharity Account 6. FAQs 9. How to Register 10. Appendix
- 4. About CanadaHelps What isCanadaHelps? A public charitable foundation that provides accessible, affordable and secure online technology to both donors and charities. Vision Build a caring and involved Canadian society that is committed to giving and participating effectively in the charitable sector. Using technology, we create an efficient connection between charities, donors, and the corporate community. Mission Engage Canadians in the charitable sector by providing accessible and affordable online technology 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. About CanadaHelps How ItBegan In 1999, a young university student named Aaron Pereira sat in a church pew waiting for the collection plate to make 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 collecting donations online, too? With that question in mind, he began to put together the concept that eventually became CanadaHelps. Aaron envisioned a way for all charities and donors to benefit from the same technology that helped businesses reach huge markets over the internet. With two friends – Ryan Little and Matthew Choi – Aaron set about finding support to build CanadaHelps. The students convinced major supporters to back their vision of an engaged donor base online. With Canadian corporations and financial institutions offering donated funds, space and technology, CanadaHelps launched in 2000. 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 our entrepreneurial roots by innovating to stay ahead of online trends and offer Canadians new ways to give to their favourite causes. Matthew, Ryan and Aaron in The first CanadaHelps office.
- 6. About CanadaHelps Some Stats Asof Spring 2013 • More than $300 million has been processed since CanadaHelps launched in 2000 • Over 12,000 charities are registered with us • An average of 35 charities sign up with us every week.
- 7. About CanadaHelps Board ofDirectors • 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, Cisco Systems, Toronto • Sue Tomney | YWCA of Calgary, Calgary • Sean Van Doorselaer | Lind Equipment Ltd, Toronto • Deryck Williams | Grant Thornton, Toronto
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- 9. The Donation Process Donorclicks Donate Now button on your website 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
- 10. The Donation Process DonorPerspective
- 11. The Donation Process DonorPerspective The donor visits your website and clicks on the CanadaHelps Donate Now button.
- 12. The Donation Process DonorPerspective Enter donation details • Fund designation/instructions • Potential card request • Personal contact information • Payment information
- 13. The Donation Process DonorPerspective Gift is submitted and tax receipt immediately emailed to the donor
- 14. The Donation Process CharityPerspective
- 15. The Donation Process CharityPerspective Charity is notified by email when they’ve received a donation.
- 16. The Donation Process CharityPerspective Donation details appear in your account
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- 18. How It Works Whatis Electronic Fund Transfer or EFT? EFT allows CanadaHelps to disburse donations directly into a charity’s bank account through direct deposit on a weekly basis. All charities registered with CanadaHelps receive funds by EFT. *PLEASE NOTE: Charities not registered with CanadaHelps will instead receive cheques on a monthly basis Disbursement Process
- 19. How It Works •CanadaHelps issues tax receipts for all donations made through our site • We are a foundation with our own charitable business number • Legal name of your charity is also listed on the receipt • Receipts are in an unalterable PDF format, as per Canada Revenue Agency (CRA) regulations • Your charity should never issue receipts for donations made through CanadaHelps Receipting
- 20. How It Works •You receive an email notification when a donation is made 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 a charity receive? • Name • Mailing and email addresses • Message to charity • Card acknowledgement requests • Donation amount and source • Fund designation • Fee taken Complete Donor Records
- 21. How It Works CanadaHelpssends an email to donors with their tax receipt, but since these are your donors, it’s important for you to foster the relationship and personally thank them. Thanking Donors
- 22. Remember! • You ownthe relationship with your donor so steward them as you would any offline supporters • CanadaHelps doesn’t solicit donations and doesn’t share, sell, trade or otherwise use your donor information. These are your donors
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- 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 support We offer several options for giving by Visa, MasterCard, American Express and Interac Debit Online, PayPal, which include: Advantages
- 25. Low Cost, LessTime, Less Administration Other providers will charge for: • Set Up • Monthly/Annual Fees • Transaction Fees • Tech Support fees CanadaHelps charges 3.9%, covering: • Creation and distribution of tax receipts • All credit card merchant rates and transactions fees, bank account settlement costs and disbursement charges • Please note: The fee is 4.9% for charities not registered with CanadaHelps to cover the costs of issuing and mailing cheques Advantages
- 26. Bilingual • For yourFrench Donors, our services are offered in both official languages • Please visit www.CanaDon.org to find out more Advantages
- 27. Advantages Once signed up,you can include the following information in your profile: • Personalized Logo/Banner • Donate Monthly Button • Contact Information • Mission Statement • Description Enhanced Charity Profile
- 28. Advantages Automated E-receipts • Yourcharity doesn’t issue receipts for donations made through CanadaHelps • CanadaHelps issues receipts for all donations made through our portal, regardless of donation size. This is an administrative savings to your organization!
- 29. Advantages Security & Privacy CanadaHelpsemploys a number of measures and practices to protect you, including: CanadaHelps recognizes that privacy and security are important issues for both donors and charities and as such is committed to ensuring a safe experience when using our services.
- 30. Advantages Project Specific Pages ACanadaHelps GivingPage is a tool that provides new and easy ways for your organization to fundraise for a specific campaign or project
- 31. Advantages Peer to PeerFundraising CanadaHelps GivingPages also provide new ways for your donors to fundraise on your behalf! Create a GivingPage for: • Sports events • Weddings • Birthdays • Memorials • Graduation
- 32. Advantages Easy To Use! Aboveall, CanadaHelps is easy to use. CanadaHelps allows donors and charities to raise funds quickly and efficiently. CanadaHelps staff is always available to help if you have any questions too!
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- 34. MyCharity Account What isit? 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 through the different sections of an account.
- 35. MyCharity Account Home You havecomplete control of your donor information Under the Home tab, you can: • Get updates in the News section • Read FAQs • Download the Charity User Manual
- 36. MyCharity Account Profile • Reviewand change your 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! • 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. Under the Profile tab you can:
- 37. MyCharity Account Donations Under theDonations tab, you can: • View donation details for all of your gifts 24/7 • Use the “Data Download” feature to import donor data into your database software
- 38. MyCharity Account Funds &Link Under the Link tab, you can: • Learn how to add the Donate Now! button to your charity’s website, linking donors directly to your page on CanadaHelps Under 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 donors select from when making a donation, thus increasing your charity’s transparency
- 39. MyCharity Account Search Info •CATEGORIES lets you select main and sub categories that best describe your charity • KEYWORDS lets you create a list of search terms that you want to be associated with. When they are typed into the search engine, your organization will appear in the results Under the Search Info tab, you can improve your charity’s “searchability” in the CanadaHelps.org search engine in two ways:
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- 41. Can we downloadthe data into our database? Saving the file as a comma separated value (CSV) file will allow you to open it into many different programs. To save it in this format, simply type “.csv” at the end of the file name. You can then open the file in your spreadsheet program or upload it to your donor management software. Compatible with: • Raiser’s Edge • Excel • Access • Salesforce • And many more!
- 42. What are ourcharities saying about CanadaHelps? Testimonial 1 "You provide a great service. Small organizations like ours benefit tremendously, keeping our overhead low & spending more on good works!" - Better Day Alliance Testimonial 2 Through CanadaHelps' service, we have been able to generate a surprising amount of additional income for our projects. Our donors find it very convenient to preset their donation periods, direct their donations to specific funds, and even dedicate them on behalf of a cherished one. The donor records are thorough and easy to access through and the technical support has made it easy for our young organization to integrate this important feature onto your website. Thanks CanadaHelps!" - Todd Lorenz, Managing Director, One Child's Village
- 43. How much isthis 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 a cheque for donations because of the added mailing costs.
- 44. How do Iknow a donation has been made? You receive an email each time a donation is made Donation details then appear automatically in your account Find out who made the donation so you can thank them and respond to any requests they may have
- 45. Where do Iclaim CanadaHelps donations on my charity’s tax return? Again, since CanadaHelps issues and sends tax receipts for all of the donations made through our site, you do not need to do this. Your organization therefore must claim CanadaHelps donations on line 4510 of your tax return, “Total amount received from other registered charities.”
- 46. What happens whena donation needs to be refunded? CanadaHelps handles all refunds. In the event of a refund, CanadaHelps notifies the charity and provides all relevant back up documentation. If the donation has already been disbursed into your bank account, CanadaHelps will need to perform a debit to return the funds to the card holder.
- 47. What more canCanadaHelps do for our organization? We also teach charities how to use low cost or free online technologies in efficient and cost effective ways that will help further their missions! Check out www.mycharityconnects.org for demos, event listings, and other great resources!
- 48. What can CanadaHelpsnot be used for? We can only process donations that are 100% tax receiptable, so we cannot process: • Ticket sales • Memberships • Product Sales • Auction bids If you are unsure if a transaction will qualify as 100% tax receiptable, you should contact the Charities Directorate of the Canada Revenue Agency to inquire at www.cra-arc.gc.ca
- 49. Where do Iget more information on CanadaHelps? Click on the following menu options on the CanadaHelps.org main page to learn more about CanadaHelps: • About CanadaHelps • How To Give • For Charities
- 50. How To Register TheSteps • Go to www.canadahelps.org • Click on “Register Your Charity” • You will be asked to accept the CanadaHelps client agreement and then receive a banking information form that must be sent in with a voided cheque or bank statement. • You can send in this information – By fax • 1-888-787-4264 – By mail • 179 John Street, Suite 403 Toronto ON M5T 1X4
- 51. How To Register RegistrationChecklist Before sending in your banking information, please ensure 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 account details for your organization
- 52. I have morequestions, who do I talk to? • Contact our Charity Liaison with any questions at info@canadahelps.org • We respond to email inquiries within 24 business hours
- 53. Appendix CanadaHelps encourages youto do your research before choosing an online donation processer. Here are some questions 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 organization invoiced? If so, how often? • How often do we get donations disbursed to us?