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Summary

Welcome ....................................................................................................................................................... 3
PHILANTHROPIE QUÉBEC ...................................................................................................................... 4
   Presentation ............................................................................................................................................... 4
   Values ....................................................................................................................................................... 4
   Goals ......................................................................................................................................................... 4
   Team ......................................................................................................................................................... 5
TOOLS.......................................................................................................................................................... 6
   Quiz ........................................................................................................................................................... 6
   Newsletter ................................................................................................................................................. 7
   Blog ........................................................................................................................................................... 7
   Forum ........................................................................................................................................................ 8
   Wiki .......................................................................................................................................................... 8
   Knowledge base ........................................................................................................................................ 8
   Events calendar ......................................................................................................................................... 8
   Survey ....................................................................................................................................................... 8
   Geolocation ............................................................................................................................................... 8
SOCIAL MEDIA .......................................................................................................................................... 9
   LinkedIn .................................................................................................................................................... 9
   Facebook and Twitter ............................................................................................................................. 10
   YouTube ................................................................................................................................................. 10
   Podcasts .................................................................................................................................................. 10




                                                                                                                                                                   2
Welcome
Dear Readers,

Welcome to the Presentation Guide of Philanthropie Québec. First of all, you will find our
presentation, values, goals and team members. Then, you will discover our tools available to all
charities in Quebec and Canada such as: quiz, newsletter, blog, forum, wiki, knowledge base,
events calendar and geolocation. Finally, we will focus on social media.

Philanthropie Québec is there for you! Indeed, our website is a reference related to fundraising-
good governance and tax compliance for Quebec and Canada charities.

Together, we will share our expertise into collective knowledge and promote charities, happiness
of people in need and Canadian society as a whole.



Enjoy the reading!




Michel Plaisent, PhD.
Director- Philanthropie Québec research project
Professor at UQAM, Department of Management and technology




Case postale 8888, succursale Centre-ville   Adresse géographique et messagerie :
Montréal (Québec) H3C 3P8 CANADA             Pavillon des Sciences de la gestion, local R-3570
Téléphone : 514-987-0360                     315, rue Sainte-Catherine Est
Télécopieur : 514-987-3343                   Montréal (Québec) H2X 3X2
www.mantech.uqam.ca




                                                                                                 3
PHILANTHROPIE QUÉBEC
Presentation
Philanthropie Québec is a virtual community sharing knowledge with - managers, employees,
board members and volunteers - of charitable organizations in Quebec and Canada. People will
find information on fundraising, mentoring, networking, and more…

Philanthropie Québec offers:

    A daily updated website with blog articles
    A self-assessment software tool to evaluate your tax compliance knowledge, governance
     good practices and transparency
    Professional articles
    A knowledge base of almost 1,500 classified references
    A schedule of upcoming events in the charity sector
    A geolocation tool of more than 16, 000 organizations in Quebec
    A discussion forum on LinkedIn and on our website, as well as live chat sessions with
     experts on Facebook


Values
Values of Philanthropie Québec: Solidarity, Ethics and Expertise. We provide charity
managers a virtual network of mutual aid and a place to share knowledge about philanthropy.


Goals
Our goals :

    Become a reference site on philanthropy in Quebec and Canada

    Create and develop a community of practice

    Provide tools necessary for charities managers to get a better understanding of good
     governance and management practices, fundraising and fiscal observance.




                                                                                          4
Team members
      Director : Michel Plaisent
      Manager of web development and Webmaster : Marc-André Robert
      Web developer: Mohamed Meziani
      Communications manager: Myriam Balian
      Web community manager: Caroline Ternaux
      Web community manager : Lily Serreau
      Research assistant – Taxation and law : Stephany Boucher-Huet
      Research assistant - Fundraising : Charles Desroches
      Accounting clerk : Josie-Anne Lacoste
      IT resources coordinator: Sylvain Favreau
      Consultant - Knowledge Transfer: Diane Mercier, PhD.


Professors from the University of Quebec at Montreal (UQAM) involved in the project:

      Department of Accounting: Lyne Latulippe, PhD.
      Department of Accounting: Guy Villeneuve, PhD.
      Department of Accounting: Jean-Paul Lauly, PhD.
      Department of Management and Technology: Prosper Bernard, PhD.
      Department of Education and Pedagogy: Pascal Ndinga, PhD.




                                                                                       5
TOOLS
Quiz
What is the Quiz?

The Quiz is a diagnosis and evaluation questionnaire that allows charities managers to assess
their knowledge and thereby improve tax compliance, governance and fundraising practices.

The Quiz has 3 categories (300 questions):
    Fundraising
    Governance and transparency
    The Income Tax Act

Goals

    Assess knowledge of managers, board members and all those working in the
     philanthropic community.
    Get statistics for the Canada Revenue Agency (CRA) and Philanthropie Québec.
    Provide information and assistance to the philanthropic community.

Needs it addresses

Many registered organizations are often discouraged by the laws and regulations of the CRA.
Also, the team Philanthropie Québec has set up a quiz to test knowledge of charities managers
and employees. This quiz provides the correct answers to each question and a personalized
diagnosis with sources to help people better understand the regulations of the CRA.

Where can I find the Quiz?

You will find the quiz in the "tools tab" on the website Philanthropie Québec:

http://www.philanthropie.uqam.ca/en

How can I take the Quiz?

To take the Quiz, just follow these steps:

    Register your profile
    Test your knowledge

The second step allows you to test your knowledge. Select a category among - fundraising,
governance and the Income Tax Act. Each set of questions has 10 random questions and takes up
to 15 minutes of your time.

                                                                                           6
 Results

Results of the quiz will be available only when you have finished answering questions. A file
with details answers to your questions, explanations and references will be provided directly
after completing the quiz and sent by email.

    Change history

Once you have created your profile and you have answered at least one questionnaire, you will
find in the change history all the tests you have done. They will be sorted by date and category.

4 good reasons to take the Quiz

    Test your knowledge on three subjects: fundraising, governance and the Income Tax Act.
    Update your knowledge about various laws and regulations of the CRA with our
     supporting documentation.
    Learning by doing. Each person taking the quiz learns from his mistakes and confirms
     their knowledge.
    Provide blog posts on specific topics, podcasts, business lunches, seminars, 5@7
     networking, etc.

Recognition

Philanthropie Québec wants to reward individuals and organizations who make the effort to
answer the quiz. Also, every month, those who best scored the quiz will be headline in a blog
post and our newsletter. Challenge yourself and do this quiz.


Newsletter
From September 2011, Philanthropie Québec will publish a newsletter highlighting main blog
posts. In addition, the newsletter will inform you of events set up by Philanthropie Québec such
as: 5@7 networking, podcasts.


Blog
Philanthropie Québec offers you a French and English blog delivering 4 new articles every week.
These articles are written by members of Philanthropie Québec, by our talented volunteers and
by professionals in the philanthropic community.

If you are interested in participating in our blog, please contact us at:
caroline.ternaux@philanthropie-quebec.ca




                                                                                               7
Forum
The forum is a discussion tool created to help people working in the philanthropic community to
share or ask questions to experts, volunteers, charities managers on fundraising, governance and
the Income Tax Act.


Wiki
Welcome. Our wiki is easy to use and groups definitions related to charity management. Main
advantages are:

    Network! The wiki is a collaborative project. Charity managers contribute and share
     definitions with each others.
    Visibility! As a contributor your visibility increases.
    Learn! Among other charity managers, volunteers, board members, learn and read
     definitions on governance or charities ethics for instance.
    Share! Like a definition on a blog, dictionary...? Share it to us on our wiki! Don't forget
     to reference your definition.


Knowledge base
The knowledge base of Philanthropie Québec gives you an access to almost 1400 French
journals. It allows you to find particular information on fiscal responsibilities of charities.


Events calendar
Philanthropie Québec offers all members an events calendar. Thus, each organization’s member
may enter his events directly on the calendar.


Survey
The survey questions may cover topics as: articles, users’ opinion, etc. Every Monday, a new
survey appears on the home page, you can vote and see the survey results.


Geolocation
You can search for a specific organism, or type a keyword.




                                                                                                   8
SOCIAL MEDIA
Philanthropy and social web has been emphasized in 2010. Many organizations now want to use
social media such as Facebook, LinkedIn, Twitter and YouTube to reach their potential donors
and increase their visibility.

The Philanthropie Québec community is very active, constantly growing and helps charities by
offering various services and free tools. We invite you to join us to benefit from the expertise of
many of our peers and share your knowledge and tips with them!

How to join the Philanthropie Québec community?

Website: www.philanthropie-quebec.ca.

LinkedIn : http://www.linkedin.com/group?gid=2570186

Facebook : http://www.facebook.com/philanthropieqc

Twitter : http://twitter.com/PhilanthropieQc



       LinkedIn
LinkedIn is a social media and professional networking tool. Stay in touch with other charities
managers with our group Philanthropie Québec!
Advantages
Philanthropie Québec’s group offers:
      Efficient & free services
    Collective intelligence on philanthropy
Services
    Networking and business development
There are 700 members among Philanthropie Québec’s group on LinkedIn - mainly charity
managers - consultants and Quebecers interested by philanthropy.
     Knowledge sharing and learning
More than 115 discussions commented by group members. Within 48 hours moderators answers
to members questions.




                                                                                                 9
   Volunteers and charity employee’s recruitment
Career discussions help you to post and scan job offers. As a recruiter or charity manager you
target and hire employees or volunteers effectively. Group includes only people interested by
charity management, governance and communication/social media.
      Promote your charity!
Reach your exact audience by posting events and promoting your ads.

       Facebook and Twitter
We use social media Facebook and Twitter to communicate with people. With these virtual
communities, we will keep you informed of the philanthropic news through our blog posts,
surveys and site tools.

       YouTube
Philanthropie Québec is also present on YouTube. Several videos are presented and soon you will
find podcasts conducted with professionals on the topics as: fundraising, taxation and much
more.

       Podcasts
Philanthropie Québec made several podcasts on the following subjects: good governance,
fundraising, good fiscal practices, etc. Several experts participated in the realization of these
podcasts.




                                                                                              10

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Philanthropie Québec : English Presentation Guide

  • 1. Your Needs = Our Tools Knowledge to Share! www.philanthropie-quebec.ca/fr or www.philanthropie-quebec.ca/en philanthropie québec facebook.com/philanthropieqc twitter.com/philanthropieqc
  • 2. Summary Welcome ....................................................................................................................................................... 3 PHILANTHROPIE QUÉBEC ...................................................................................................................... 4 Presentation ............................................................................................................................................... 4 Values ....................................................................................................................................................... 4 Goals ......................................................................................................................................................... 4 Team ......................................................................................................................................................... 5 TOOLS.......................................................................................................................................................... 6 Quiz ........................................................................................................................................................... 6 Newsletter ................................................................................................................................................. 7 Blog ........................................................................................................................................................... 7 Forum ........................................................................................................................................................ 8 Wiki .......................................................................................................................................................... 8 Knowledge base ........................................................................................................................................ 8 Events calendar ......................................................................................................................................... 8 Survey ....................................................................................................................................................... 8 Geolocation ............................................................................................................................................... 8 SOCIAL MEDIA .......................................................................................................................................... 9 LinkedIn .................................................................................................................................................... 9 Facebook and Twitter ............................................................................................................................. 10 YouTube ................................................................................................................................................. 10 Podcasts .................................................................................................................................................. 10 2
  • 3. Welcome Dear Readers, Welcome to the Presentation Guide of Philanthropie Québec. First of all, you will find our presentation, values, goals and team members. Then, you will discover our tools available to all charities in Quebec and Canada such as: quiz, newsletter, blog, forum, wiki, knowledge base, events calendar and geolocation. Finally, we will focus on social media. Philanthropie Québec is there for you! Indeed, our website is a reference related to fundraising- good governance and tax compliance for Quebec and Canada charities. Together, we will share our expertise into collective knowledge and promote charities, happiness of people in need and Canadian society as a whole. Enjoy the reading! Michel Plaisent, PhD. Director- Philanthropie Québec research project Professor at UQAM, Department of Management and technology Case postale 8888, succursale Centre-ville Adresse géographique et messagerie : Montréal (Québec) H3C 3P8 CANADA Pavillon des Sciences de la gestion, local R-3570 Téléphone : 514-987-0360 315, rue Sainte-Catherine Est Télécopieur : 514-987-3343 Montréal (Québec) H2X 3X2 www.mantech.uqam.ca 3
  • 4. PHILANTHROPIE QUÉBEC Presentation Philanthropie Québec is a virtual community sharing knowledge with - managers, employees, board members and volunteers - of charitable organizations in Quebec and Canada. People will find information on fundraising, mentoring, networking, and more… Philanthropie Québec offers:  A daily updated website with blog articles  A self-assessment software tool to evaluate your tax compliance knowledge, governance good practices and transparency  Professional articles  A knowledge base of almost 1,500 classified references  A schedule of upcoming events in the charity sector  A geolocation tool of more than 16, 000 organizations in Quebec  A discussion forum on LinkedIn and on our website, as well as live chat sessions with experts on Facebook Values Values of Philanthropie Québec: Solidarity, Ethics and Expertise. We provide charity managers a virtual network of mutual aid and a place to share knowledge about philanthropy. Goals Our goals :  Become a reference site on philanthropy in Quebec and Canada  Create and develop a community of practice  Provide tools necessary for charities managers to get a better understanding of good governance and management practices, fundraising and fiscal observance. 4
  • 5. Team members  Director : Michel Plaisent  Manager of web development and Webmaster : Marc-André Robert  Web developer: Mohamed Meziani  Communications manager: Myriam Balian  Web community manager: Caroline Ternaux  Web community manager : Lily Serreau  Research assistant – Taxation and law : Stephany Boucher-Huet  Research assistant - Fundraising : Charles Desroches  Accounting clerk : Josie-Anne Lacoste  IT resources coordinator: Sylvain Favreau  Consultant - Knowledge Transfer: Diane Mercier, PhD. Professors from the University of Quebec at Montreal (UQAM) involved in the project:  Department of Accounting: Lyne Latulippe, PhD.  Department of Accounting: Guy Villeneuve, PhD.  Department of Accounting: Jean-Paul Lauly, PhD.  Department of Management and Technology: Prosper Bernard, PhD.  Department of Education and Pedagogy: Pascal Ndinga, PhD. 5
  • 6. TOOLS Quiz What is the Quiz? The Quiz is a diagnosis and evaluation questionnaire that allows charities managers to assess their knowledge and thereby improve tax compliance, governance and fundraising practices. The Quiz has 3 categories (300 questions):  Fundraising  Governance and transparency  The Income Tax Act Goals  Assess knowledge of managers, board members and all those working in the philanthropic community.  Get statistics for the Canada Revenue Agency (CRA) and Philanthropie Québec.  Provide information and assistance to the philanthropic community. Needs it addresses Many registered organizations are often discouraged by the laws and regulations of the CRA. Also, the team Philanthropie Québec has set up a quiz to test knowledge of charities managers and employees. This quiz provides the correct answers to each question and a personalized diagnosis with sources to help people better understand the regulations of the CRA. Where can I find the Quiz? You will find the quiz in the "tools tab" on the website Philanthropie Québec: http://www.philanthropie.uqam.ca/en How can I take the Quiz? To take the Quiz, just follow these steps:  Register your profile  Test your knowledge The second step allows you to test your knowledge. Select a category among - fundraising, governance and the Income Tax Act. Each set of questions has 10 random questions and takes up to 15 minutes of your time. 6
  • 7.  Results Results of the quiz will be available only when you have finished answering questions. A file with details answers to your questions, explanations and references will be provided directly after completing the quiz and sent by email.  Change history Once you have created your profile and you have answered at least one questionnaire, you will find in the change history all the tests you have done. They will be sorted by date and category. 4 good reasons to take the Quiz  Test your knowledge on three subjects: fundraising, governance and the Income Tax Act.  Update your knowledge about various laws and regulations of the CRA with our supporting documentation.  Learning by doing. Each person taking the quiz learns from his mistakes and confirms their knowledge.  Provide blog posts on specific topics, podcasts, business lunches, seminars, 5@7 networking, etc. Recognition Philanthropie Québec wants to reward individuals and organizations who make the effort to answer the quiz. Also, every month, those who best scored the quiz will be headline in a blog post and our newsletter. Challenge yourself and do this quiz. Newsletter From September 2011, Philanthropie Québec will publish a newsletter highlighting main blog posts. In addition, the newsletter will inform you of events set up by Philanthropie Québec such as: 5@7 networking, podcasts. Blog Philanthropie Québec offers you a French and English blog delivering 4 new articles every week. These articles are written by members of Philanthropie Québec, by our talented volunteers and by professionals in the philanthropic community. If you are interested in participating in our blog, please contact us at: caroline.ternaux@philanthropie-quebec.ca 7
  • 8. Forum The forum is a discussion tool created to help people working in the philanthropic community to share or ask questions to experts, volunteers, charities managers on fundraising, governance and the Income Tax Act. Wiki Welcome. Our wiki is easy to use and groups definitions related to charity management. Main advantages are:  Network! The wiki is a collaborative project. Charity managers contribute and share definitions with each others.  Visibility! As a contributor your visibility increases.  Learn! Among other charity managers, volunteers, board members, learn and read definitions on governance or charities ethics for instance.  Share! Like a definition on a blog, dictionary...? Share it to us on our wiki! Don't forget to reference your definition. Knowledge base The knowledge base of Philanthropie Québec gives you an access to almost 1400 French journals. It allows you to find particular information on fiscal responsibilities of charities. Events calendar Philanthropie Québec offers all members an events calendar. Thus, each organization’s member may enter his events directly on the calendar. Survey The survey questions may cover topics as: articles, users’ opinion, etc. Every Monday, a new survey appears on the home page, you can vote and see the survey results. Geolocation You can search for a specific organism, or type a keyword. 8
  • 9. SOCIAL MEDIA Philanthropy and social web has been emphasized in 2010. Many organizations now want to use social media such as Facebook, LinkedIn, Twitter and YouTube to reach their potential donors and increase their visibility. The Philanthropie Québec community is very active, constantly growing and helps charities by offering various services and free tools. We invite you to join us to benefit from the expertise of many of our peers and share your knowledge and tips with them! How to join the Philanthropie Québec community? Website: www.philanthropie-quebec.ca. LinkedIn : http://www.linkedin.com/group?gid=2570186 Facebook : http://www.facebook.com/philanthropieqc Twitter : http://twitter.com/PhilanthropieQc LinkedIn LinkedIn is a social media and professional networking tool. Stay in touch with other charities managers with our group Philanthropie Québec! Advantages Philanthropie Québec’s group offers:  Efficient & free services  Collective intelligence on philanthropy Services  Networking and business development There are 700 members among Philanthropie Québec’s group on LinkedIn - mainly charity managers - consultants and Quebecers interested by philanthropy.  Knowledge sharing and learning More than 115 discussions commented by group members. Within 48 hours moderators answers to members questions. 9
  • 10. Volunteers and charity employee’s recruitment Career discussions help you to post and scan job offers. As a recruiter or charity manager you target and hire employees or volunteers effectively. Group includes only people interested by charity management, governance and communication/social media.  Promote your charity! Reach your exact audience by posting events and promoting your ads. Facebook and Twitter We use social media Facebook and Twitter to communicate with people. With these virtual communities, we will keep you informed of the philanthropic news through our blog posts, surveys and site tools. YouTube Philanthropie Québec is also present on YouTube. Several videos are presented and soon you will find podcasts conducted with professionals on the topics as: fundraising, taxation and much more. Podcasts Philanthropie Québec made several podcasts on the following subjects: good governance, fundraising, good fiscal practices, etc. Several experts participated in the realization of these podcasts. 10