CanadaHelps 101 (March 2014)

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Information about CanadaHelps 101 (March 2014)

Published on March 12, 2014

Author: MyCharityConnects

Source: slideshare.net

Description

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!

CanadaHelps 101

TODAY’S PRESENTER Lyne Girizina-Kabwa Charity & Donor Relations Associate CanadaHelps

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 your donors to fundraise on your behalf! 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 Charity Training

MYCHARITYCONNECTS Educational and training opportunities through MyCharityConnects www.mycharityconnects.org

UPCOMING WEBINARS www.mycharityconnects.org/webinars Key Steps for Building a Major Gifts Program by guest speaker Sue Egles Date: Wednesday, March 19, 2014 Time: 2:00-3:00PM Eastern Time The Future of Volunteer Management by 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 info@canadahelps.org 1-877-755-1595

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