Recording: http://www.youtube.com/watch?v=RCPQfYycoqk Learn more about the monthly giving option through CanadaHelps and how you can get your donors to buy into long term giving to your charity.

1. Monthly Giving
A Tool for Sustainable Fundraising
May 5, 2010
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2. CanadaHelps.org
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.
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3. Today’s Presenter
Mike Henry
• Charity Liaison
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4. 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
www.mycharityconnects.org
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5. Agenda
• What is monthly giving?
• How it works
• Benefits
• Tips
• FAQs
•Q&A
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6. What Is It And How Does It Work?
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7. What is Monthly Giving?
• Recurring set of donations
• Easy way for a donor to support you
• 47% annual growth
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8. How It Works
Donor Perspective
Click on Donate
Monthly button
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9. How It Works
Donor Perspective
Enter the following:
• Donation amount
• Start and end dates
• Instructions for the
charity
• Dedication options
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10. How It Works
Donor Perspective
• Create an account to store
your credit card information on
file
• Monthly Giving option only
available on credit card
• Donor accounts are VeriSign
Secured and McAfee Secure
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11. How It Works
Donor Perspective
• Donor gets email each month confirming the
donation
• If a donation could not be processed, the
donor is notified
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12. How ItPerspective
Donor
Works
Donor gets a tax
receipt at the end
of the year for all
of their donations
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13. How It Works
Charity Perspective
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14. How It Works
Charity Perspective
• Email notification each time a donation is
received
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15. How It Works
Charity Perspective
Full donation details in
your report:
• Donor contact info
• Amount and fee
• Instructions
• Earmarked as “scheduled giving”
A full monthly giving report
is coming in June
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16. Benefits
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17. Charity Benefits
• Count on consistent and larger gifts
• Less administration
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18. Donor Benefits
• Donors can “set it and forget it”
• Tax receipting simplified
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19. Example
One time: Monthly payments
$100 $10 x 12 = $120
Instead of asking a donor for a onetime
donation of $100, ask for monthly payments of
$10 for a year
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20. Tips
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21. Tip #1
• Advertise it on your site
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22. Tip #2
• Advertise it in your e-newsletters
• Add a Donate Now button
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23. Tip #3
• Tie monthly giving request to a specific cause
– $ 20 a month feeds 2 dogs in an animal shelter
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24. Tip #4
• Don’t lose your monthly donors
• Best practice is to thank for first donation and
then once per year
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25. Tip #5
• Distinguish your monthly donors
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26. Tip #6
• Special recognition for monthly donors
– Annual Report
– Gala
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27. Tip #7
• Ask one time donors to
become monthly
supporters
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28. FAQS
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29. What Must My Charity Do To
Accept Online Donations?
• Sign up with CanadaHelps and send us your
banking information
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30. What Type of Reporting Do I Get?
• Donor name and contact information
• Donation instructions
• Monthly donations are earmarked
• Can be downloaded
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31. How Do Donors Get Their Receipts?
• Emailed at end of year
• Also available in donor accounts
• Can be resent at any time
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32. What Happens When a Monthly
Series Ends?
• Donor is notified by email
• Provided with instructions to set up a new
series
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33. What If A Donor Requests Their
Donations Be Cancelled?
• Remove button in donor account
• We can always help them too
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34. What Happens If a
Donation is Missed?
• Donor notified that card couldn’t be charged
• Instructions given for updating information
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35. Can Monthly Donations Be Set Up
With a Bank Account?
• Monthly donations can only be set up with
credit cards
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36. ABOUT MYCHARITYCONNECTS
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37. www.mycharityconnects.org
Next Webinar
• Free online resources
• Information about technology “When Communities Come
• Video demonstrations Together to Give: What Haiti
Taught Us About Online
• More webinars Fundraising”
• Past webinar recordings
• Learning opportunities May 19, 2010
2PM – 3PM
• Events (Eastern Time)
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38. Question and Answer
You can hear us, but
we can’t hear you
Ask questions here
Ask away!
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39. Thank you for attending!
Webinar slides and recording will be up on:
www.mycharityconnects.org/pastwebinars
Check out www.mycharityconnects.org for more resources!
Questions, feedback, comments?
Email us at: info@canadahelps.org
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