Presentation slides from our February 11, 2009 webinar. Now that your charity has signed up with CanadaHelps, check out this slideshow on how to make the most of your MyCharity account. Learn how to: - Navigate your MyCharity account - Find information about your donors and donations - Add the “Donate Now” button to your website - Update your Charity Profile - And much more!

1. CanadaHelps 101

2. Reminders
You can hear us, but we
can’t hear you
Type questions here
We can send you the
presentation
Turn up your volume

3. Today’s Presenters
• Mike Henry
Charity Liaison
• Kirstin Beardsley
Marketing and Communications Coordinator

4. Webinar Agenda
1. Introduction to CanadaHelps
2. Your MyCharity Account
3. The 4 Ds:
• The Donation Process
• Disbursements
• Donation Sources
• Donate Now! button
4. Important reminders about CanadaHelps
5. Q & A

5. CanadaHelps.org
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 serving charities.

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

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

31. 8. External Portal: Facebook Causes
• The donor has made a donation through Facebook’s CAUSES application.

32. 9. Donation Kiosk: DKCC Services
• The donor has made their donation through a donation kiosk provided by
DKCC (Donation Kiosk Centres of Canada).
• More info: www.donationkiosks.com

33. 10. Workplace Giving
• The donation has come from a donor participating in a workplace giving
program.
• These donations are found in their own section: Under “Workplace
Disbursements” in the DONATIONS tab.

34. 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.

35. • 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.

36. 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.

37. 1. Donor Recognition
2. Card Requests
3. Receipts
4. T3010 Reporting
5. Non-charitable Payments
6. Anonymity
IMPORTANT REMINDERS

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

39. 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.

40. 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.

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

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

43. 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.

44. • Launching in Spring 2009
Next Webinar
• Free online resources
• Information about technology “An Introduction
to Web 2.0”
• Demos
• More webinars February 25
• Two-day conference in June 2009 2PM – 3PM (EST)

45. Question and Answer
You can hear us, but
we can’t hear you
Ask questions here
Ask away!

46. Thank you for attending!
Questions? Feedback? Comments?
Visit www.canadahelps.org
Email Amy at: amyh@canadahelps.org