<ul><li>April 28, 2011 </li></ul>Introduction to Techsoup Canada’s  Online Donations Program
Today’s Presenters <ul><li>Lori Smith </li></ul><ul><ul><li>TechSoup Canada’s Donations Program Manager </li></ul></ul>
Reminders For the best webinar experience, close all other applications. You can hear us, but we can’t hear you Type quest...
During this session you will learn about: <ul><li>Types of  products  offered through Product Donations Program </li></ul>...
About TechSoup Canada <ul><li>TechSoup Canada is a collaborative effort by:  </li></ul><ul><ul><li>TechSoup Global </li></...
Getting the most out of TechSoup Canada <ul><li>At TechSoup Canada, you’ll find a range of technology services to help you...
Tell us about YOU!  A Quick Poll Please answer using the Poll box on the right side. Register your organization today, to ...
<ul><li>What is TechSoup Canada’s Donations Program?  </li></ul>Register your organization today, to be eligible to  reque...
Our Donor Partners Register your organization today, to be eligible to  request over 300 products from 25 donor partners! ...
Most Popular Donor Partners <ul><li>Microsoft </li></ul><ul><li>Adobe </li></ul><ul><li>Symantec </li></ul><ul><li>Sage </...
New Donor Partners
What products are available Hardware Firewall Hardware Networking Equipment Wireless Networking Hosted Applications Online...
Join TechSoup Canada: Register Online Register your organization to check your eligibility with us for over 300 products f...
Product Donations Program <ul><li>To help you save time, and better understand the registration process, please utilize th...
Step 1 Register Your Organization Register your organization to check your eligibility with us for over 300 products from ...
Register Online Register your organization to check your eligibility with us for over 300 products from 25 donor partners!...
Before you Get Started… <ul><li>You will need to know: </li></ul><ul><li>Your registered Charity Number from Canada Revenu...
Tip: Use our Registration Worksheet Getting Started Menu  Registration Worksheet PDF  Register your organization to check ...
Step 1A.  Account Information This is your login to gain access to the site.  Register your organization to check your eli...
Step 1B.  Organization & Activity Type Register your organization to check your eligibility with us for over 300 products ...
Step 1B.  Organization & Activity Type Register your organization to check your eligibility with us for over 300 products ...
Step 1C.  Organization Contact Register your organization today, to be eligible to  request over 300 products from 25 dono...
Step 1D.  Org. Registered Identifiers Register your organization today, to be eligible to  request over 300 products from ...
Step 1E.  Organization Registration Register your organization today, to be eligible to  request over 300 products from 25...
Step 1E.  Organization Registration Register your organization to check your eligibility with us for over 300 products fro...
Step 1F.  Eligibility Guidelines Register your organization to check your eligibility with us for over 300 products from 2...
Step 1G.  Additional Information Register your organization to check your eligibility with us for over 300 products from 2...
<ul><ul><li>Create a unique login and password </li></ul></ul><ul><ul><li>Choose “activity code” </li></ul></ul><ul><ul><l...
Step 1 Questions? Register your organization to check your eligibility with us for over 300 products from 25 donor partner...
Step 2 Qualification Register your organization to check your eligibility with us for over 300 products from 25 donor part...
Step 2A.  Eligibility <ul><li>Canadian non-profit organizations are required to meet both the general eligibility criteria...
Step 2A.  Submit Documentation <ul><li>Send us a copy of your organization's  letter of tax exemption  from Revenue Canada...
Step 2B.  Receive Confirmation <ul><li>Once your documentation has been received, we will  confirm  your organization’s  e...
Step 2C.  Log-in  <ul><li>Once you have viewed the guidelines, please log in to the online shop using your organization's ...
Step 2D.  Check Program Qualification Register your organization to check your eligibility with us for over 300 products f...
<ul><ul><li>Submit /Fax in your documents (CRA  and incorporation document) </li></ul></ul><ul><ul><li>Confirm your eligib...
Step 2 Questions? Register your organization today, to be eligible to  request over 300 products from 25 donor partners! w...
Step 3 Request Products Register your organization to check your eligibility with us for over 300 products from 25 donor p...
Before ordering consider: <ul><li>Over the next 12 months, will you…? </li></ul><ul><li>Hire new staff?  </li></ul><ul><li...
Not sure what to order? <ul><li>Work w/ a volunteer, tech-savvy board member, or IT consultant to assess needs  </li></ul>...
Step 3A.  Review Donor Guidelines <ul><li>Once your organization has been registered and  TechSoup Canada has confirmed th...
Donor Eligibility Guidelines www.techsoupcanada.ca/eligibility Click here To view Eligibility Each Donor has their own Eli...
Donor Restrictions www.techsoupcanada.ca/eligibility <ul><li>Restrictions vary by donor but eligibility is most often base...
Donor Eligibility Guidelines www.techsoupcanada.ca/eligibility <ul><li>Most Donors restrict donations to:  </li></ul><ul><...
Donor Eligibility Guidelines www.techsoupcanada.ca/eligibility <ul><li>Guidelines vary by donor but below are some of the ...
Donor Eligibility Guidelines www.techsoupcanada.ca/eligibility <ul><li>Example: Guidelines and Restrictions for  Citrix Do...
Step 3B.  Log-in to Shop <ul><li>Once you have viewed the guidelines, please log in to the online shop using your organiza...
Step 3C.  Check your Qualification Status Register your organization to check your eligibility with us for over 300 produc...
Step 3C.  Review Order History <ul><li>Review your organization’s  order history  to ensure that you are still eligible to...
Step 3D.  Browse Products Two Ways to Search Products : By Donor Partner By Product Type Register your organization to che...
Step 3D.  Browse Products <ul><li>Select the product you want to order- this will bring you to the “product information pa...
Step 3D.  Browse Products: Microsoft <ul><li>Eligible organizations may place a maximum of  2 orders (1 per year) within a...
Step 3D.  Example 1 of a Microsoft Order <ul><li>Order 1: </li></ul><ul><li>7 Office Professional Plus 2010  </li></ul><ul...
Step 3D.  Example 2 of a Microsoft Order <ul><li>Order 2: </li></ul><ul><li>50 Windows Server User CAL </li></ul><ul><li>1...
Visit our FAQ Page for Eligibility …. www.techsoupcanada.ca/faq Our FAQ page is a good resource for questions on specific ...
Step 3D.  Browse Products Add to Cart Register your organization to check your eligibility with us for over 300 products f...
Step 3E.  Add Products to Cart <ul><li>Once you have decided what products that you would like to acquire, add products to...
Step 3F.  Review & Checkout <ul><li>Before you checkout, our platform needs to verify your order qualification. This is to...
Step 3F.  Review & Checkout Register your organization today, to be eligible to  request over 300 products from 25 donor p...
Step 3G.  PayPal Register your organization to check your eligibility with us for over 300 products from 25 donor partners...
Step 3G.  PayPal Register your organization to check your eligibility with us for over 300 products from 25 donor partners...
What to expect: receiving MS products 1. Receive award letter via email – Congratulations, lists software items donated, n...
Requesting Products Review <ul><li>Know your technology needs before you order </li></ul><ul><li>Browse Products by Donor ...
Thank you for attending! <ul><li>Slides will be up on:  www.slideshare.net/ techsoupcanada </li></ul><ul><li>Check out  ww...
Question and Answer You can hear us, but we can’t hear you Ask questions here Ask away!
Upcoming Promotion <ul><li>Features: </li></ul><ul><li>Find-a-Funder private grantmaker database  </li></ul><ul><li>Word-s...
Upcoming Webinars Register your organization today, to be eligible to  request over 300 products from 25 donor partners! w...
TechSoup Canada Customer Service Register your organization today, to be eligible to  request over 300 products from 25 do...
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Introduction_to_TechSoupCanada_Donations_Program_April28

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  • 04/28/11 Copyright © 2009 CanadaHelps
  • CanadaHelps © 2009
  • TechSoup Canada is the Canadian partner of TechSoup Global. TechSoup Global is a worldwide network of individuals and organizations with the main headquarters in San Francisco. In Canada you can find us at CSI, in Toronto. The Donations Program started as early as 1987 with one person in San Francisco going around in a van and asking technology companies for free software and hardware donations. Now this program has grown to include more than 25 donor partners, over 300 donated technology products in 35 different countries. Our priority is to not only help organizations gain access to these donations but also to help empower organizations with knowledge and resources on how to use technology.
  • In addition to our donations program we have a learning centre where you can find: Helpful articles in our Learning Center- including our Technology Checklist! Monthly By the Cup Canada e-newsletter with tips and resources from the web Monthly Product Alerts for new products in the donations program Monthly Net Tuesday Events in Toronto- covered online Online Community- Friday Feeds, Blog, YouTube, Monthly webinars and bootcamps- ie., “Google Apps 101” Presentations on our www.slideshare.net/techsoupcanada- eg;, “Top Ten Free and Easy Tools You Should Be Using” great articles on technology in our Learning Centre a monthly newsletter featuring information on products and tips on using technology A monthly Net Tuesday event in Toronto
  • As we mentioned, we have over 25 product donors with some of the biggest technology companies Alpha Software – an easy-to-use, world-class database software to build custom applications to better and more effectively manage agencies. Bytes of Learning- Software to help you learn computers- customized to meet nonprofits needs ICWFD: The International Commission on Workforce Development (ICWFD) – an e-Skills360° global initiative to address the key barriers to accessing e-learning through high-end technology. It provides access to more than 500 certification-level IT and professional development courses. GiftWorks- fundraising and donor management software is designed specifically for the needs of nonprofits. Concentric- provides Web hosting, email, domain names, and more. eTapestry.com is the first Web-based donor database and communications management system that rents its software to customers who access it over the Internet.
  • Here are some of our most popular products Microsoft- very popular- not available to private schools, churches and sports organizations. Adobe- also very popular- harder to qualify for- must be a charity and provide direct services in select areas- youth, environment, arts, disability, community Intuit Canada- accounting software available to any np or library with a budget under $11 million Symante (Norton Anti-virus, Internet Security, Backup)- available to np’s and charities- can order two products and up to 100 licenses per fiscal year.
  • Here are our new donor partners- GotoMeeting- great way to host online meetings and we are using GotoWebinar for these webinars! You can learn more about these products on our website. GotoMeeting Admin Fee: $52.00/year (Retail Value: $468) GotoWebinar Admin Fee: $98.00/year (Retail Value: $948) Slide Rocket Admin Fee: $24.00/year (Retail Value: FluidSuverys Admin Fee: $31.00/year (Retail Value: $200)
  • Our products cover a range of categories- from networking to office tools to operation systems, and photo sharing sites like Flickr.
  • To gain access to the donations program, you must first join TechSoup. To do this, register your organization on our website. You will see a big red button on the left hand side of our website. Click the link and complete the registration form. To view or edit your registration information, log in and click the My Account link at the top of any page.
  • Registration is a three step process: 1. First you will need to Register with Techsoup 2. Submit your qualification documents 3. Request Products- here we will go into more detail on eligibility for our donor partners
  • Because each donor program has unique guidelines and requirements the registration process requires an initial investment time and patience, but once completed, you will not need to register again. To save time, and reduce confusion--we recommend using our registration worksheet, to help guide you through the online registration process.
  • You will find the Registration button on the left side of the website.
  • To help you get started, here are some information you will need for the registration form: Main contact person for the product donations program. Your organization’s legal status: Canadian charities and libraries: You will need to submit your tax ID Registered federal or provincial nonprofits: Your business registration number (it will be on your letters patent) Type of activity that best describes what your organization does Primary contact at your organization, (please note, this should be different from the primary contact for the product donations program) The legal and common name for your organization. Annual operation budget for your organization.
  • To help you get started, you can download our registration worksheet . to help you collect information before you register online.  You will find that in the “Getting Started Menu” under Register Your Organization.
  • Create a unique username and password. This will be your login information. Make sure the username is memorable and at least 6-10 characters in length, using a combination of letters and numbers. Do not include spaces or special characters such as apostrophes. The e-mail address is not made public and will be used only if you wish to receive a new password, or to receive news or notifications by e-mail. We recommend that you store this information in a safe place. This information should be accessible by more than one staff at the organization incase the responsible staff is not available or leaves the organization.
  • The type and activity of your organization are used to determine your organization’s eligibility with respect to each donating partner’s program guidelines. You will need to indicate whether your organization is a nonprofit organization or a registered charity. If you are unsure, we recommend you check ahead of time as this can impact what programs your organization are eligible for.
  • To expand each grouping, simply click on the “+” to expand the list. As an example, we have expanded “Cultural, Historic” If you are unsure of which activity type you should use, we recommend that you select the best fit, then fill in your mission statement (which we will cover later on in the webinar.) The more information we have on file, the better we can help you to determine the best activity type for your organization. An organization&apos;s mission is determined through the type and subtype selected during registration. The available types and subtypes are listed in the Organization Types and Subtypes page. The first type in the list, Religious Activities, should be used by organizations whose primary mission is religious.
  • This should be the general contact for the organization This email will be used to send information about your organization’s product donations, including product keys needed for registration. We recommend using a different email address than for your TechSoup Canada account. This would be an alternate way for us to reach your organization.
  • If you are a registered charity, you should enter your registered charity number from the Canadian Revenue Agency (e.g. 123456789RR0001 ). If you are a registered federal or nonprofit organization or library, please enter your business number(from your letters patent). Please note that you will be asked to fax-in your supporting documents after registration.
  • This should be the name of the organization as it would appear on your legal documents. Only letters, numbers and spaces are allowed. Please note &apos;&amp;&apos; not allowed. The Legal name allows us to verify your charitable status and match it with your supporting documents. (No Post Office Boxes) We require a street address, we cannot deliver to a PO Box.
  • Please enter your organization&apos;s approximate annual budget. This information is a requirement of our donor partners. Please enter only numeric digits 0 through 9 in this field, and no letters or other characters. For example, enter &amp;quot;5000000&amp;quot;, not &amp;quot;$5,000,000&amp;quot;. This figure should not reflect a sub branch budget or a IT budget, but the budget of your entire organization.
  • This information is required by our donor partners for eligibility purposes. I am willing and able to provide evidence that my organization is non-exclusionary and non discriminatory . If you are a religious organization, you may be asked to submit an additional questionnaire.
  • Providing additional information helps us to gain a better understanding of the programs and services of your organization. This will help us to determine your eligibility for over 25 of our donor programs. This would also be useful for our team if you would like to be re-considered for a particular donor program. Essentially, the more information we have about your organization, the better we will be able to serve you. At the end of the registration process, you will be asked to submit verification of your organization&apos;s 501(c)(3) status. In addition to any other documents requested, you should also submit the Faith-Based Organization Secular Questionnaire .
  • Nonprofits and charities qualify for most of our donation programs. But please note that in addition to being registered each of our donors have their own eligibility criteria and guidelines. As accountability to our donor partners, we require that you show proof of your nonprofit or charitable status. After you have completed the online registration, please fax the necessary documents at your earliest convenience to speed up the qualification process.
  • As accountability to our donor partners, we require that you show proof of your nonprofit or charitable status. After you have completed the online registration, please fax the necessary documents at your earliest convenience to speed up the qualification process.
  • This is a manual step, and therefore can be time consuming. We ask for your understanding on the amount of time that it may take to complete the qualification process. In our experience, it’s probably faster to log-in and check on your status than to email or call customer service. We are currently working to increase our customer service resources.
  • This is a crucial part of the ordering process, as many of our donor partners have restrictions on how frequently organizations can place an order request. Planning ahead will prevent you from exhausting your order amount pre-maturely.
  • Please note that each individual donor partner has their own eligibility rules, so it is recommended that you note which donor programs you qualify for and are interested in before checking the specific eligibility rules.
  • In addition to being a registered charity or non-profit, Donors usually base registration on annual operation budget. Charities and libraries usually qualify for all of our donor partners, where as nonprofits not as much- Why? nonprofits in Canada do not have the equivalent of a 501 (c) (3) code which in the United States- whereas Charities do. If a faith-based organization&apos;s primary mission is to provide nonreligious services to people regardless of their beliefs and if the organization does not propagate a belief in a specific faith, it will likely be eligible for additional donations if it is registered with the organization type that corresponds to that primary mission. For details, see the column on the right.
  • If a faith-based organization&apos;s primary mission is to provide nonreligious services to people regardless of their beliefs and if the organization does not propagate a belief in a specific faith, it will likely be eligible for additional donations if it is registered with the organization type that corresponds to that primary mission.
  • IN addition to being a registered charity or non-profit, Donors usually base registration on annual operation budget. If a faith-based organization&apos;s primary mission is to provide nonreligious services to people regardless of their beliefs and if the organization does not propagate a belief in a specific faith, it will likely be eligible for additional donations if it is registered with the organization type that corresponds to that primary mission. For details, see the column on the right.
  • religious organizations, unless they are registered as a charity or are requesting software for use in secular community service programs, and they do not propagate belief in a specific faith. A secular designation is defined as an organization separate from the church or religious organization that provides services to people regardless of their religious beliefs and does not propagate a belief in a specific faith. Any organization that advocates, supports, or practices discrimination based on race, religion, age, ethnicity, national origin, language, size, gender, sexual orientation, socioeconomic background or disability, is not eligible to participate in this program. Organizations must be willing and able to confirm that they do not discriminate on any of these grounds in order to receive a donation.
  • Now that you know the guidelines and what you qualify for…you can shop! If you forget your password- then try logging in…and click on request new password tab.
  • Quickly look at your qualification status to see what product donations you qualify for.
  • Its good practice to see what previous orders are to know if you’ve gone over your ordering limit. You can seen what you’ve ordered in My Requests.
  • You can search two ways- by in you can search donations by Category or Donor name- or use our search button. This drop down list only appears after you are logged in. Useful to search by “Product Type” for Donor Partners with a lot of products- like Microsoft.
  • Please note that: There are certain limitations to how many copies of a donation product you can request and this may depend on your past requests . (i.e Microsoft) So please review both the eligibility guidelines AND your order history before you “add to cart”.
  • Basically, you can request six individual products and up to 50 licenses for these products every two years , but you can only place a request once each year. And, unlike most of our donation programs that are aligned with our fiscal year (July 1-June 30), your &amp;quot;Microsoft request year&amp;quot; starts on the date of your first order. So, if you&apos;d like to request three products in year one, and three products in year two, that&apos;s just fine. &gt; See our Microsoft Software Donations Guidelines page for full details. &gt; Learn about Microsoft Software Assurance for upgrades up to six titles, and up to 50 user licences per title every per two-year period, with the following exceptions Server licences with accompanying CALS will, together, count as two separate titles towards the six-title limit Please note that: There are certain limitations to how many copies of a donation product you can request and this may depend on your past requests. (i.e Microsoft) So please review both the eligibility guidelines AND your order history before this step. For instance, Microsoft allows a maximum of 2 orders in a year…but this can include six titles and up to 50 licenses per title. You can only order from one donor partner at a time. This would mean you need to put all of your Microsoft products in the cart, check out, pay--and then proceed with other donor partner product requests.
  • In this order= they have purchased: 1. They ordered one title- a “title” is a product, eg: “office professional plus” 2. They have a minimum of 5 “seats” or licenses- here they have ordered 7- they could order 43 more licenses OR four more titles. BUT THEY HAVE TO WAIT ONE YEAR from the time of this order. This is why planning out your needs is crucial.
  • This organization has maxmized their order for the year. They have: 50 licenses of CAL (1 title, max 50 licenses) 1 Windows Server (1 title, 1 license allowed) 50 Windows 7 upgrade (1 title, max 50 licenses) 10 Windows Multipoint Server Cal (1 title, minimum of 5 licenses, they have 10- could purchase 40 more licenses following year…) 1 Windows Multipoint Server ( 1 title, 1 license) Total= 5 “titles” and up to 50 licenses per title, except for servers, where 1 title=1 license. This is where its important to plan ahead or get someone with IT expertise to help you identify all your tech needs for the year.
  • Visit our FAQ page for answers to commonly asked questions…
  • Please note that: You can only order from one donor partner at a time. This would mean you need to put all of your Microsoft products in the cart, check out, pay--and then proceed with other donor partner product requests. ** There are certain limitations to how many copies of a donation product you can request and this may depend on your past requests. (i.e Microsoft) So please review both the eligibility guidelines AND your order history before this step
  • Now that you have selected and added all the products you need to your cart- you can check out. Please note- you can only add products to your cart one donor at a time.
  • What happens at this stage exactly?
  • At checkout, you will be provided with a summary of your order and confirmation of your delivery address. If you are satisfied w/ your order, you can then proceed to payment where you will be requested to provide credit card information via PayPal to TechSoup Canada. A PayPal account is not required for online payment, although you have the option of logging into your PayPal account for faster service. Please note by default we are only offering paypal for online payment. We are working on bringing more options in the future. You don’t need a paypal account to order. In some cases, if you run into issues with paypal. Please contact our customer service rep to see if you can pay by cheque. We do not enable this by default due to the manual procedures involved. We thank you for your understanding.
  • Once you have checked out, you will be taken to the Paypal site for payment. This is a secure site . You do not need a Paypal account to pay for the orders. You can simply select “continue”. The benefit of having a Paypal account is so you won’t have to type your credit card info each time.
  • The payment process is pretty standard, again, if you have issues with Paypal, please contact the TechSoup Canada Customer Service Team.
  • Once your order has been accepted and processed, the normal turnaround time for license requests is up to 14 days. You will receive: 1. Microsoft product media (ie: CDs) delivered by mail. 2. An email advising you that your Open License order has been accepted and processed by Microsoft, which will include: Your Authorization and License Agreement numbers. Directions on how to download licensing agreements from the Microsoft eOpen website. Product license key codes that can be used with the media to install the software. Please note that the Software Assurance for Microsoft expires after 2 years, but your licenses do not expire- Software Assurance is a Microsoft program that allows recipients to upgrade licenses to any new release of eligible products within two years of the initial request. This means free upgrades for software that comes with Software Assurance within this two-year period. Software Assurance replaces the need to request upgrades for your organization&apos;s volume licenses.
  • Stay on this slide for Q&amp;A period Copyright © 2009 CanadaHelps 04/28/11
  • Type questions in the chat box. We’ll get them on our end and answer them out loud. [Advance to next slide so that the links and info slide shows while you are answering questions.] 04/28/11 Copyright © 2009 CanadaHelps
  • Please note that the Software Assurance for Microsoft expires after 2 years, but you licenses do not expire.
  • Introduction_to_TechSoupCanada_Donations_Program_April28

    1. 1. <ul><li>April 28, 2011 </li></ul>Introduction to Techsoup Canada’s Online Donations Program
    2. 2. Today’s Presenters <ul><li>Lori Smith </li></ul><ul><ul><li>TechSoup Canada’s Donations Program Manager </li></ul></ul>
    3. 3. Reminders For the best webinar experience, close all other applications. You can hear us, but we can’t hear you Type questions in the Questions Log Turn up your volume Presentation slides will be available on Slideshare
    4. 4. During this session you will learn about: <ul><li>Types of products offered through Product Donations Program </li></ul><ul><li>Steps to registering with Donated Products Program </li></ul><ul><li>What documentation and information you will need for registration </li></ul><ul><li>How to shop for and make product requests </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    5. 5. About TechSoup Canada <ul><li>TechSoup Canada is a collaborative effort by: </li></ul><ul><ul><li>TechSoup Global </li></ul></ul><ul><ul><li>the Centre for Social Innovation </li></ul></ul><ul><li>25 donor partners, over 300 donated technology products </li></ul><ul><li>Our priority is to build the capacity of nonprofits and libraries by helping them gain access to the technology resources and knowledge they need to operate at their full potential. </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    6. 6. Getting the most out of TechSoup Canada <ul><li>At TechSoup Canada, you’ll find a range of technology services to help your nonprofit: </li></ul><ul><li>Read helpful articles in our Learning Center </li></ul><ul><li>Sign-up for our monthly By the Cup Canada e-newsletter and Product Alerts </li></ul><ul><li>Follow us on Twitter, Facebook, read our blog and watch our videos on YouTube </li></ul><ul><li>Attend monthly events; Net Tuesday, Bootcamps, Webinars- eg- “Google Apps 101” </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    7. 7. Tell us about YOU! A Quick Poll Please answer using the Poll box on the right side. Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started
    8. 8. <ul><li>What is TechSoup Canada’s Donations Program? </li></ul>Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started
    9. 9. Our Donor Partners Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started Acteva Adobe Alpha Software Inc. Atlas Business Solutions Blancco Business Objects Bytes of Learning Citrix Cisco Citysoft Concentric eTapestry Flickr FluidSurveys GiftWorks GiftWorks - Discounted GrantStation- Discounted EasyLearning Intuit Canada Mailshell Microsoft ReadyTalk Red Earth Sage SlideRocket Soc Nonprofit Orgs Symantec Desktop Symantec Enterprise Telosa WebGecko Wikispaces
    10. 10. Most Popular Donor Partners <ul><li>Microsoft </li></ul><ul><li>Adobe </li></ul><ul><li>Symantec </li></ul><ul><li>Sage </li></ul><ul><li>Intuit </li></ul>
    11. 11. New Donor Partners
    12. 12. What products are available Hardware Firewall Hardware Networking Equipment Wireless Networking Hosted Applications Online Collaboration Photo Sharing Training Office & Productivity Operating Systems Programming Tools Reference Reporting Tools Security Server Applications Web Building Software Software Accounting Anti-spam Antivirus Backup & Data Recovery Database Disk Partitioning Fundraising Multimedia & Graphics Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    13. 13. Join TechSoup Canada: Register Online Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started Registration Button My Account
    14. 14. Product Donations Program <ul><li>To help you save time, and better understand the registration process, please utilize the Online Registration Worksheet. </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    15. 15. Step 1 Register Your Organization Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    16. 16. Register Online Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    17. 17. Before you Get Started… <ul><li>You will need to know: </li></ul><ul><li>Your registered Charity Number from Canada Revenue Agency </li></ul><ul><li>(e.g. 123456789RR0001- this is your “Tax ID”) </li></ul><ul><li>If you are a registered federal or nonprofit organization, you will need to provide your business number (from your letters patent). </li></ul><ul><li>Annual Operating Budget (total, not “IT” budget) </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    18. 18. Tip: Use our Registration Worksheet Getting Started Menu Registration Worksheet PDF Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    19. 19. Step 1A. Account Information This is your login to gain access to the site. Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started This is email we use to send product license information or if you forget your password.
    20. 20. Step 1B. Organization & Activity Type Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    21. 21. Step 1B. Organization & Activity Type Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    22. 22. Step 1C. Organization Contact Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started The “main contact” at your organization eg: Executive Director. This should be a permanent email address. Should be different than the email used to login to account- serves as a secondary way to contact you
    23. 23. Step 1D. Org. Registered Identifiers Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started
    24. 24. Step 1E. Organization Registration Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started “ Common Name” used by your organization if different from legal name
    25. 25. Step 1E. Organization Registration Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    26. 26. Step 1F. Eligibility Guidelines Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    27. 27. Step 1G. Additional Information Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started Provide us with more details about what you do..good way to determine your “activity code”
    28. 28. <ul><ul><li>Create a unique login and password </li></ul></ul><ul><ul><li>Choose “activity code” </li></ul></ul><ul><ul><li>Enter your Registered Charity Number or </li></ul></ul><ul><ul><li>Non-profit Business Number </li></ul></ul><ul><ul><li>(you will also need to fax this in after you register) </li></ul></ul>Registration Review Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    29. 29. Step 1 Questions? Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    30. 30. Step 2 Qualification Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    31. 31. Step 2A. Eligibility <ul><li>Canadian non-profit organizations are required to meet both the general eligibility criteria outlined below and those required by individual Donating Partners. Eligible organizations for Donations are: </li></ul><ul><li>Canadian charities-must be registered with the Canada Revenue Agency (CRA) </li></ul><ul><li>Canadian nonprofits- must be registered with their provinces or territories </li></ul><ul><li>Public Libraries </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    32. 32. Step 2A. Submit Documentation <ul><li>Send us a copy of your organization's letter of tax exemption from Revenue Canada (charities), letter of incorporation document (federal or provincial nonprofit organizations). For more details, read our Eligibility Criteria. If your organization's name or address differs from your tax documentation, you may be asked via email for a letter on your organization's letterhead clarifying these differences. </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    33. 33. Step 2B. Receive Confirmation <ul><li>Once your documentation has been received, we will confirm your organization’s eligibility status typically within two-weeks of receipt. You can also log into your account to check your organization’s status. </li></ul><ul><li>To log into your account, visit www.techsoupcanada.ca , and click on “Log In” in top right corner, and enter your organization’s username and password. </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    34. 34. Step 2C. Log-in <ul><li>Once you have viewed the guidelines, please log in to the online shop using your organization's username and password. </li></ul>1. 2. 3. Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    35. 35. Step 2D. Check Program Qualification Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    36. 36. <ul><ul><li>Submit /Fax in your documents (CRA and incorporation document) </li></ul></ul><ul><ul><li>Confirm your eligibility by logging into “My Account” </li></ul></ul><ul><ul><li>**Note** confirmation of your eligibility can take up to two weeks . </li></ul></ul>Qualification Review Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    37. 37. Step 2 Questions? Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started
    38. 38. Step 3 Request Products Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    39. 39. Before ordering consider: <ul><li>Over the next 12 months, will you…? </li></ul><ul><li>Hire new staff? </li></ul><ul><li>Buy new computers? </li></ul><ul><li>Add a server? </li></ul><ul><li>Request enough Client Access Licenses (CALs) to access servers </li></ul><ul><li>Take on tech projects that will require new software tools? </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    40. 40. Not sure what to order? <ul><li>Work w/ a volunteer, tech-savvy board member, or IT consultant to assess needs </li></ul><ul><li>Use our handy technology checklist </li></ul><ul><li>(In Learning Centre) </li></ul><ul><li>Send an email to customerservice@techsoupcanada.ca </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    41. 41. Step 3A. Review Donor Guidelines <ul><li>Once your organization has been registered and TechSoup Canada has confirmed that your organization meets the required Eligibility Criteria for at least one of our donor partners, please review donor guidelines before placing an order http://www.techsoupcanada.ca/eligibility </li></ul>**Each of our donors has their own “eligibility” guidelines, please read them carefully. Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    42. 42. Donor Eligibility Guidelines www.techsoupcanada.ca/eligibility Click here To view Eligibility Each Donor has their own Eligibility Guidelines Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    43. 43. Donor Restrictions www.techsoupcanada.ca/eligibility <ul><li>Restrictions vary by donor but eligibility is most often based on: </li></ul><ul><li>Annual Operating Budget (e.g., less than 1 2 million , 10 million, 5 million, 500,000- varies) </li></ul><ul><li>Your “activity Code” </li></ul><ul><li>Whether you are a registered charity, nonprofit or library </li></ul>**Nonprofits in Canada only qualify for Intuit and Microsoft Donations Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    44. 44. Donor Eligibility Guidelines www.techsoupcanada.ca/eligibility <ul><li>Most Donors restrict donations to: </li></ul><ul><li>Religious organizations, unless they are registered as a charity and fill out an additional form requesting software for use in secular community service programs , and they do not propagate belief in a specific faith. </li></ul><ul><li>Any organization that advocates, supports, or practices discrimination. </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    45. 45. Donor Eligibility Guidelines www.techsoupcanada.ca/eligibility <ul><li>Guidelines vary by donor but below are some of the most common guidelines: </li></ul><ul><li>1 order per fiscal Year (July 1- June 30) </li></ul><ul><li>A maximum amount of licenses per product/ year (eg. Intuit only allows 3 licenses per fiscal year) </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    46. 46. Donor Eligibility Guidelines www.techsoupcanada.ca/eligibility <ul><li>Example: Guidelines and Restrictions for Citrix Donations Program </li></ul><ul><li>One Request Per Fiscal Year (July 1 to June 30)- can renew donation for up to five years. </li></ul><ul><li>Only available to registered charities and public libraries </li></ul><ul><li>Annual operating budget of less than $5 million. </li></ul><ul><li>Not available to religious organizations without a secular community designation </li></ul><ul><li>Not available to organizations that advocate or practice discrimination </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    47. 47. Step 3B. Log-in to Shop <ul><li>Once you have viewed the guidelines, please log in to the online shop using your organization's username and password. </li></ul>1. 2. 3. Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    48. 48. Step 3C. Check your Qualification Status Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    49. 49. Step 3C. Review Order History <ul><li>Review your organization’s order history to ensure that you are still eligible to order products during this fiscal year. </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    50. 50. Step 3D. Browse Products Two Ways to Search Products : By Donor Partner By Product Type Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    51. 51. Step 3D. Browse Products <ul><li>Select the product you want to order- this will bring you to the “product information page”: price and product details. </li></ul><ul><li>Review Program Guidelines and Restrictions </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    52. 52. Step 3D. Browse Products: Microsoft <ul><li>Eligible organizations may place a maximum of 2 orders (1 per year) within a 2-year period </li></ul><ul><li>The combined total of products ordered in a 2-year period may not exceed six titles and 50 user licences per title (or 1 licence per server title) </li></ul><ul><li>An organization's first order initiates a 2-year ordering cycle. After the ordering cycle has begun, an organization must wait 1 full year before placing a second order. i.e. an organization that placed an order on 01/07/08 may place a new order 01/07/09- so one order per year </li></ul><ul><li>Each order must include a minimum of 5 &quot;seats.&quot; 1 licence = 1 seat. Each licence counts individually toward the 5-licence total except for server licences. Server licences count as 5 seats, and thus fulfill the 5-seat requirement on their own. </li></ul>Microsoft Donations Program Guidelines Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    53. 53. Step 3D. Example 1 of a Microsoft Order <ul><li>Order 1: </li></ul><ul><li>7 Office Professional Plus 2010 </li></ul><ul><li>Total: $258.72 </li></ul><ul><li>Retail Value: $5,355.00 </li></ul>**Rules- up to 50 license per product. Only one order per year- so make it count! Minimum of 5 “seats” or licenses per order Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    54. 54. Step 3D. Example 2 of a Microsoft Order <ul><li>Order 2: </li></ul><ul><li>50 Windows Server User CAL </li></ul><ul><li>1 Windows Server 2008 Enterprise </li></ul><ul><li>50 Windows 7 Professional Upgrade </li></ul><ul><li>50 Office Standard 2010 </li></ul><ul><li>10 Windows Multipoint Server Cal </li></ul><ul><li>1 Windows MultiPoint Server Premium </li></ul><ul><li>Total: $2,437.41 </li></ul><ul><li>Retail Value: $42,366 </li></ul>**Rules- up to 50 license per product. Only one order per year- so make it count! Minimum of 5 “seats” or licenses per order Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    55. 55. Visit our FAQ Page for Eligibility …. www.techsoupcanada.ca/faq Our FAQ page is a good resource for questions on specific donor eligibility guidelines, Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    56. 56. Step 3D. Browse Products Add to Cart Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    57. 57. Step 3E. Add Products to Cart <ul><li>Once you have decided what products that you would like to acquire, add products to your cart , one donor at a time </li></ul><ul><li>You can view the items in your cart at any time. Once you have finished selecting items from a donor partner, proceed to checkout. </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    58. 58. Step 3F. Review & Checkout <ul><li>Before you checkout, our platform needs to verify your order qualification. This is to ensure that you have not exceeded your order limitation for the fiscal year. </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    59. 59. Step 3F. Review & Checkout Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started
    60. 60. Step 3G. PayPal Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    61. 61. Step 3G. PayPal Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    62. 62. What to expect: receiving MS products 1. Receive award letter via email – Congratulations, lists software items donated, notes that CDs/DVDs have been mailed. When bought at a retail outlet: When received as a donation via TechSoup Canada: 2. Receive email from customerservice@techsoupcanada.ca – provides instructions on how to get volume license keys from website. Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    63. 63. Requesting Products Review <ul><li>Know your technology needs before you order </li></ul><ul><li>Browse Products by Donor Partner or Category </li></ul><ul><li>Review Restrictions and Guidelines for each donor </li></ul><ul><li>Add Products to Cart- one donor at a time </li></ul><ul><li>Checkout and Payment by Credit Card or Paypal </li></ul>Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    64. 64. Thank you for attending! <ul><li>Slides will be up on: www.slideshare.net/ techsoupcanada </li></ul><ul><li>Check out www.techsoupcanada.ca for resources! </li></ul><ul><li>Questions about TechSoup Canada? Contact: customerservice@techsoupcanada.ca </li></ul>Thanks to:
    65. 65. Question and Answer You can hear us, but we can’t hear you Ask questions here Ask away!
    66. 66. Upcoming Promotion <ul><li>Features: </li></ul><ul><li>Find-a-Funder private grantmaker database </li></ul><ul><li>Word-searchable database of federal deadlines </li></ul><ul><li>Funding strategy and assessment tools </li></ul><ul><li>Proposal-writing tutorials </li></ul>Regular Admin Fee: $418.00 (one year) Promotion: $100 (one year) Promotions Occur in January, May, September Two days Only! May 3-4 Register your organization to check your eligibility with us for over 300 products from 25 donor partners!” www.TechSoupCanada.ca/getting_started
    67. 67. Upcoming Webinars Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started Date : Thursday, May 5, 2011, Time: 1:00 PM - 2:00 PM EDT Register now : https://www3.gotomeeting.com/register/435243894 Gmail, Google Docs, Google Apps, Google Calendar... wondering what it’s all about and if it’s right for your nonprofit or charity? <ul><li>In this webinar you will learn: </li></ul><ul><li>What is Google Apps and what it can do for your organization </li></ul><ul><li>How to decide if Google Apps is right for you </li></ul>Part of TechSoup Canada’s series on Technology Planning for Nonprofits. “ Google Apps 101”
    68. 68. TechSoup Canada Customer Service Register your organization today, to be eligible to request over 300 products from 25 donor partners! www.TechSoupCanada.ca/getting_started <ul><li>E: [email_address] </li></ul><ul><li>T: 1-866-616-5795 </li></ul><ul><li>F: 1-866-951-4897 </li></ul><ul><li>Phones: </li></ul><ul><li>9 am -2pm PST weekdays </li></ul><ul><li>Phones are closed Wednesdays </li></ul><ul><li>Email: 7am - 3pm PDT weekdays </li></ul><ul><li>Closed statutory Canadian & U.S. holidays. </li></ul>

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