The document is a presentation about CanadaHelps, which provides online fundraising tools for charities. It covers an introduction to CanadaHelps and the services it offers donors and charities. It then reviews the features of a charity's MyCharity account, including profile setup, donation reports, and funds. It discusses the donation process, disbursements, sources of donations, and use of the Donate Now button. It provides reminders about donor recognition, card requests, receipts, reporting, and anonymity. Finally, it offers tips on customizing a charity's CanadaHelps profile and concludes by mentioning additional charity technology resources.

1. CanadaHelps 101
November 3, 2011

2. Today’s Presenter
Mike Henry
Charity & Donor Services Coordinator

3. reminders
 You can hear us, but we can’t hear you
 Presentation slides will be available on
www.mycharityconnects.org/pastwebinars
 For the best webinar experience, close all other applications
 Turn up your computer’s volume
 Have questions? Type questions in the Questions Log

4. Webinar Agenda
Introduction to CanadaHelps
Your MyCharity Account
The 4 Ds
Important Reminders about CanadaHelps
CanadaHelps Profile Tips
About MyCharityConnects
Q&A

5. 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.
CanadaHelps is giving made simple.

6. The CanadaHelps Team
We’re here to help!

7. YOUR MYCHARITY ACCOUNT

8. Tab: Home
• Get updates in the News section
• Read FAQs
• Download the Charity User Manual

9. Tab: Profile – Admin
• Review and change your official 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!

10. Tab: Profile – Overview
• 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.

11. Tab: Profile – Preview

12. Tab: Donations – Web Reports
• Find and download information about all your donations!

14. Tab: Donations – Data Download
• Use this feature to download donation information for a particular date
range.

15. Tab: Funds
• Designate specific funds for your charity (e.g. special campaign, specific
project, fundraising appeal, etc.)
• Donors will be able to select one when making a donation.
• Increases your charity’s transparency

16. Tab: Link
• Learn how to add the Donate Now! button to your charity’s website.
• Allows donors to link directly from your site to your donation page on
CanadaHelps – eliminating searching and steps in the donation process.

17. Tab: Search Info – Categories
• Two ways to improve your charity’s “searchability” on CanadaHelps!
• Under CATEGORIES, select main and sub categories that best describe your
charity.

18. Tab: Search Info – Keywords
• Under KEYWORDS, you may enter terms that will help donors locate your
charity when doing a search.

19. Tab: Change Password
• This tab allows you to change your login password.
• You will need to know your old one to make this change.

20. • The Donation Process
• Disbursements
• Donation Sources
• Donate Now! Button
THE 4 Ds

21. THE DONATION PROCESS
Donor selects charity
• Links from your website, or
• Searches on CanadaHelps.org
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

22. DISBURSEMENTS
• You will receive an email notification once an EFT has been processed.
• Look for the funds in your bank account 1-3 business days following the
disbursement.
• Remember that you can access the donation information as soon as the
donation is made and don’t need to wait for a disbursement to happen in
order to begin donor recognition.

23. DONATION SOURCES
Where are the donations coming from?

24. 1. Donate Now! Button
• The donor has made a donation by linking through the Donate Now!
button on your charity’s website.

25. 2. Website Charity Search
• The donor found your charity through the CanadaHelps search and made
a donation.
• Donors can search by name, charitable business number, keyword, area of
interest, or location.

26. 3. Donor Favourite
• The donor has chosen you charity as one of their favourite charities to
donate to through CanadaHelps.

27. 4. Scheduled Giving
• The donor has set up a donation schedule to donate to your charity
monthly.

28. 5. Charity Gift Card
• The donor has chosen to donate their Charity Gift Card to your charity.

29. 6. GivingPage
• The donor donated through a CanadaHelps GivingPage.
• You will see the name of the person/group that set up the GivingPage in
the Honouree field.

30. 7. Securities
Donate Securities to Give securities: stocks,
your Favourite bonds, & mutual funds
Charities! to this charity.
Click here!
• The donor has donated gifts of securities to your charity.

31. DONATE NOW! BUTTON
• Under the LINK tab of your MyCharity account, you can find the HTML
code to add the button to your website.
• The first step is to choose the set of buttons you like best.
• They are available in English and French.

32. • Once you choose an image, HTML code is automatically generated. All you
have to do is add this code to your website’s existing HTML.
• If you are unsure of what to do with the code, ask your charity’s website
personnel to assist you.

33. Donate Now! Button Tips
• Place the Donate Now! button in a
prominent place on the main page of
your website.
• Make it easy to find. Put it on every
page.
• Make sure the link works.
• The button is not just for your website–
add it to your email newsletters and
blog.

34. • Donor Recognition
• Card Requests
• Receipts
• T3010 Reporting
• Non-charitable Payments
• Anonymity
IMPORTANT REMINDERS

35. 1. Donor Recognition
• Recognize donors in a timely way.
• Remember to include CanadaHelps donors in your
charity’s regular donor recognition programs.

36. 2. Card Requests
• Fulfill card requests made by your donors.
• Check to see if donors have made requests with their
donation in “Web Reports” under the DONATIONS
tab.

37. 3. Receipts
• Remember that CanadaHelps issues the tax receipts for the
donations through our site.
• You must not issue receipts to the donors or to CanadaHelps.

38. 4. T3010 Reporting
• Declare the donations you receive from CanadaHelps
under:
“Total amount received from other registered
charities”

39. 5. Non-charitable Payments
• Do not use CanadaHelps to process non-
charitable gifts (i.e. event registrations,
memberships, product purchases, etc.)

40. 6. Anonymity
• Remember that donations can be made anonymously.
• CanadaHelps respects donor privacy and will not give a
donor’s information if they have requested to remain
anonymous.

41. CANADAHELPS PROFILE TIPS

42. Customize your Profile

43. Enhanced Profile
Personalized Logo/Banner
Donate Monthly Button
Mission Statement
Description
Details & Contact Info

44. 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

45. Add Search Keywords
• Enter terms that will help donors locate your charity
when doing a search

46. Create Project Specific Pages
A CanadaHelps GivingPage is a
tool that provides new and
easy ways for your organization
to fundraise for a specific
campaign or project

47. Peer to Peer Fundraising
CanadaHelps GivingPages also
provide new ways for your
donors to fundraise on your
behalf!
Create a GivingPage for:
• Sports events
• Weddings
• Birthdays
• Memorials
• Graduation

48. Cause Wish List
• New to CanadaHelps
for 2011
• Instead of gifts, ask
friends and family to
support your favourite
causes

49. Encourage Gifts of Securities
• The most tax efficient way to give
• Often leads to big gifts

50. Create a Monthly Giving Campaign
• Donors can “set
it and forget it”
• Count on
consistent flow of
donations

51. Place Button Prominently On Your Site

52. ABOUT MYCHARITYCONNECTS

53. www.mycharityconnects.org
free online resources
 Information about technology
 Video demonstrations
 More webinars
 Past webinar recordings & slides
 Learning opportunities
 Events across the country

54. Upcoming Webinars
www.mycharityconnects.org/webinars
• November 9th – Making Twitter
Your Best Friend: Twitter Strategies
Exposed (guest: Heather Morrison,
Sequentia Environics)
• November 23rd – Cutting Edge
Charities
• December 7th – Looking Up: Life's
Better in the Cloud (guest: Amanda
Grainger, Framework)

55. QUESTIONS
 You can hear us, but
we can’t hear you
 Type questions in the
Questions Log

56. Keep in touch!
info@canadahelps.org
www.twitter.com/canadahelps
www.slideshare.net/MyCharityConnects
www.facebook.com/canadahelps