Presentation slides from our January 28, 2009 webinar. Topics we'll cover: - Why did my charity get this cheque from CanadaHelps? - How can my charity use CanadaHelps to raise funds online? - How does my charity sign up? Learn why over 6000 charities have signed up for secure online donations through CanadaHelps.org.

1. What is CanadaHelps
and Why Should we
Register?
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2. Reminders
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3. Today’s Presenters
• Kirstin Beardsley
Marketing and Communications Coordinator
• Mike Henry
Charity Liaison
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4. Webinar Agenda
1. Who and what is CanadaHelps?
2. The benefits of signing up with
CanadaHelps
3. How does it work?
4. Registering with CanadaHelps
5. Common Questions
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5. 1. Who and What is CanadaHelps?
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6. • A charity helping charities
• A public foundation
• Our mission is to provide low-cost online
donation services to donors and the Canadian
charities they support.
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7. CanadaHelps: Services for Charities
• Secure online donations
• 3% per-transaction fee
• Wide range of donation options:
o monthly giving
o peer-to-peer fundraising
o in memoriam donations
o in honour of donations
o donations by fund/campaign
o gifts of securities
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8. CanadaHelps: Our Story
• CanadaHelps was founded by 3 university
students in 2000 who wanted a better way to
give to their favourite charities
– Matthew Choi, Ryan Little, and Aaron Pereira are
still on the CanadaHelps Board of Directors
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9. CanadaHelps: The Numbers
• 6,000 charities have signed up
• $85,000,000 in donations
• All 84,000 registered charities on our
site
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10. The CanadaHelps Team Today
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11. Where Did This Money Come From?
• Someone has donated to you through
CanadaHelps.org
• We send cheques to charities that aren’t
signed up with us once a month
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12. How did donors find our charity on
CanadaHelps.org?
• Google search
• CanadaHelps donor account
• Centralized giving
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13. 2. The Benefits of Signing Up
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14. The Benefits of Signing Up with
CanadaHelps
1. Offer online donations to your donors with
the Donate Now! Button
2. Affordable online donation solution
3. Offer many giving options to donors
4. Access donor information instantly
5. Customization of the donation process
6. Ensure the security of your donors online
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15. BENEFIT #1: ONLINE DONATIONS
WITH THE DONATE NOW! BUTTON
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16. Donate Now! Button
• Add the CanadaHelps Donate Now! Button to
your website.
• Donors will link from your site directly to your
secure donation page on CanadaHelps.org.
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17. BENEFIT #2: AFFORDABLE ONLINE
DONATION PROCESSING
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18. Low Cost
• 3% transaction fee
• No other costs: no annual, monthly or set-up
fees
• As a charity, we fundraise separately to cover
our own operating expenses.
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19. Transaction Fee: In-Depth
• The 3% covers the costs of processing the
transaction, specifically:
o Credit card fees
o Banking fees
o Disbursement costs
o Receipting, processing etc…
• 97% gets deposited in your account
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20. BENEFIT #3: MULTIPLE DONATION
OPTIONS
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21. Multiple Donation Options
• One-time gifts
• Automatic monthly donations
• In memoriam donations
• In honour of donations
• Donations of stocks and mutual funds
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22. Take Advantage of New Technology
• Web 2.0 and peer-to-peer fundraising
• Donations through Facebook
• CanadaHelps GivingPages
– Let your supporters become your fundraisers
– GivingPages can be used for: runs/walks, “a-
thons”, gift-free birthdays, wedding registries, in
memoriam etc…
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23. BENEFIT #4: ACCESS TO DONOR
INFORMATION
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24. Receiving Donor Information
• Notification by email
• Donor reports in your secure MyCharity
account
• Full donor information:
– Name, mailing address, email address, message,
honouree/memoriam card requests, donation
amount, fund designation, donation source etc…
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25. Donor Information
• These are still your donors:
o CanadaHelps doesn’t solicit donations and doesn’t
share, sell, trade or otherwise use your donor
information
• Include your online donors in your donor
recognition programs
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26. BENEFIT #5: CUSTOMIZATION
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27. Customize your Profile
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28. Enhanced Profile
Personalized Logo/Banner
Donate Monthly Button
Mission Statement
Description
Details & Contact Info
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29. 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 in your MyCharity
account
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30. BENEFIT #6: DONOR SECURITY AND
PRIVACY ONLINE
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31. Security and Privacy
• CanadaHelps is committed to keeping your
donors safe and secure online
• Our website is certified by VeriSign Secured
and McAfee Secured
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32. Other Benefits of Signing Up
• Funds are disbursed weekly by EFT directly into
your bank account
• Tax receipts are issued automatically
• New partnerships and products
• Non-exclusive
• Don’t need to set up your own merchant account
for online donations
• Fully bilingual donation process
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33. 3. How Does it Work?
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34. The Donation Process: Overview
Donor selects charity
• Links from your website, or
• Searches on CanadaHelps.org
Donation gets processed on
CanadaHelps.org
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
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35. Making A Donation
• Charity Name and
Registration Number
• Donation Amount
• Donation Frequency
• Fund description and
designation
• Messages for charity
• Dedications and gift
options
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36. How Do You Get the Money?
• Prior to signing up, it’s through the mail
• After signing up, it’s through electronic transfer
• You receive notification by email when funds
have been transferred
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37. 4. This is GREAT… How do we
Sign Up?
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38. Registration with CanadaHelps
• Easy, quick and FREE!
1. Online registration
2. Send banking information for EFTs
3. Add “Donate Now” button on your
website
• That’s it!
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39. Online Registration
• Visit www.canadahelps.org and click REGISTER
YOUR CHARITY

40. Sending Banking Information
• Fax or mail in the form with a void cheque
• NOTE: please make sure it is an official cheque
or banking document, printed (not written)
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41. 5. Common Questions
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42. How does the donor get their tax receipt?
• CanadaHelps issues an electronic tax receipt
to the donor for every donation
• Donor can download, receive by email, store
in their CanadaHelps account
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43. Does CanadaHelps use my charity’s
business number when they issue
receipts?
• CanadaHelps issues the tax receipts using our
own business number
• Your name is clearly stated
• We issue them for you but not on your behalf
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44. Where do I get the Donate Now button?
• In your MyCharity account (once you sign up!)
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45. Can we use CanadaHelps for ticket sales?
• No, all donations made through CanadaHelps
are receipted in full
• Only donations can be processed through
CanadaHelps
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46. We have an online donation system
already – can we still sign up?
• Yes! CanadaHelps is non-exclusive.
• Receive donations from a different source
(many donors use CanadaHelps to make all of
their donations)
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47. • Free online resources
• Launching in Spring 2009 Next Webinar
• Information about technology “CHO 101”
• Demos February 11
• More webinars 2PM – 3PM (EST)
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48. Question and Answer
You can hear us, but
we can’t hear you
Ask questions here
Ask away!
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49. Thank you for attending!
Questions? Feedback? Comments?
Visit www.canadahelps.org
Email Mike at: info@canadahelps.org
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