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Now that your charity has signed up with CanadaHelps, please join us for this webinar about how to make the most of your MyCharity account. Learn how to: - Navigate your MyCharity account - Find information about your donors and donations - Update your Charity Profile - Add the "Donate Now" button to your website - Customize your Donate Page - And much more!
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CanadaHelps 101
TODAY’S PRESENTER
Lyne Girizina-KabwaCharity & Donor Relations AssociateCanadaHelps
WEBINAR REMINDERS
• You can hear us, but we can’t hear you
• Have questions? Type questions in the Questions Log
• Turn up your computer’s volume
• For the best webinar experience, close all other applications
• Webinar slides will be shared
MISSION
VISION
CanadaHelps engages Canadians in the charitable sector, providing accessible and affordable online technology to both donors and charities to promote – and ultimately increase – charitable giving in Canada.
CanadaHelps strives to build a caring and involved Canadian society that is committed to giving and participating effectively in the charitable sector, using technology to create an efficient connection between charities, donors, and the corporate community.
WHAT IS CANADAHELPS?
WELCOME TO GIVING MADE SIMPLE!
14,500 CHARITIES
AND GROWING
GIVING MADE
SIMPLE
OVER 2.15 MILLION
DONATIONS PROCESSED
OVER $390 MILLION IN DONATIONS PROCESSED
TRUSTED OVER 13 YEARS
AFFORDABLE AND
SECURE
WHAT IS CANADAHELPS?
WELCOME TO GIVING MADE SIMPLE!
SAFE AND SECURE
WEEKLY EFT OF DONATIONS DIRECTLY INTO
YOUR BANK ACCOUNT
RESPONSIVE, BILINGUAL CUSTOMER SERVICE TO
YOU AND YOUR DONORS
INSTANT E-TAX RECEIPTS
EASY-TO-USE
INSTANT 24/7 ACCESS
TO FULL DONOR
RECORDS
CanadaHelps Fundraising
Solutions
CUSTOMIZABLE DONATION PAGES
MONTHLY GIVING
DESIGNATED DONATIONS
Donors can dedicate donations in honour or in memory of someone
MOBILE FUNDRAISING
PEER-TO-PEER FUNDRAISING CAMPAIGNS WITH GIVINGPAGES
MULTIPLE PAYMENT OPTIONS
SECURITIES
DONATIONS THROUGH CANADAHELPS.ORG
AFFORDABLE ONLINE FUNDRAISING
First Steps
UPDATE YOUR PROFILE
Personalized Logo/Banner
Mission Statement
Description
Donate Monthly Button
Details & Contact Info
CREATE 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 easily in your MyCharity account under the “Funds” tab
ADD SEARCH KEYWORDS
• Enter terms that will help donors locate your charity when doing a search
CUSTOMIZE YOUR DONATION PAGE
• Your Donate Now button links to your default Custom Donate Now page
• Customize the look of your donation page to reflect your brand• Select which fields to include on the donation page• Set donation amounts and describe how donations impact your
organization• Direct donors back to your website following a donation
EXAMPLES
Donations &Disbursements
THE DONATION PROCESS
Donor selects charity• Clicks your Donate Now!
Button on our 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
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.
DONATION REPORTS
• 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.
DATA DOWNLOAD
Use this feature to download donation information for a particular date range
CUSTOM DATA DOWNLOAD
• Use this feature to create custom reports
DONATION SOURCES
DONATE NOW! BUTTON
• Under the DONATE NOW 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.
DONATE NOW! BUTTON
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.
Tips & Important
Reminders
Create Project Specific Pages
• Customize the look of your donation page to reflect your project/campaign
• Select which fields to include on the donation page
• Set donation amounts and describe how donations impact your organization
• Direct donors back to your website following a donation
PEER-TO-PEER FUNDRAISING
CanadaHelps GivingPages provide new ways for
yourdonors to fundraise on
yourbehalf!
Encourage your supports to create GivingPages for:• “A-Thons”• Birthday parties• Wedding Registries• Birthdays• Memorials
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.• Test the button – make
sure the link works!• The button is not just
for your website– add it to your email newsletters and blog!
RECOGNIZE YOUR DONORS
• Recognize donors in a timely way.• Remember to include CanadaHelps donors
in your charity’s regular donor recognition programs.
TAX RECEIPTING
• Remember that CanadaHelps issues the tax receipts for the donations through our site.
• You must not issue receipts to the donors or to CanadaHelps.
T3010 REPORTING
• Declare the donations you receive from CanadaHelps under:
“Total amount received from other registered charities”
Upcoming Features
and Products
FUNDRAISE NOW
EVENT TICKETING
DONATION WIDGET
ENHANCEMENTS TO PEER TO PEER
FUNDRAISING WITH GIVINGPAGES
More CharityTraining
MYCHARITYCONNECTS
Educational and training opportunities through
MyCharityConnects
www.mycharityconnects.org
UPCOMING WEBINARS
www.mycharityconnects.org/webinars
Key Steps for Building a Major Gifts Programby guest speaker Sue Egles
Date: Wednesday, March 19, 2014 Time: 2:00-3:00PM Eastern Time
The Future of Volunteer Managementby guest speakers Jonathan Burns and Kevan Osmond Date: Wednesday, April 2, 2014 Time: 2:00-3:00PM Eastern Time
Jonathan Burns Kevan Osmond
STAY IN TOUCH
youtube.com/canadahelps
@canadahelps
facebook.com/canadahelps
1-877-755-1595
