We’ve put together a presentation called ‘Getting Your Board on Board – Talking to Your Board About CanadaHelps.’ This presentation is designed for you to show your board why CanadaHelps would be beneficial to your organization.

1. GETTING YOUR BOARD ON BOARDTALKING TO YOUR BOARD ABOUT CANADAHELPS Winter 2010

2. Instructions We’ve designed this presentation for you to take to your Board in order to show them why CanadaHelps would be beneficial for your organization. We’ve packed in as much information as possible so you would have all of the information needed to answer all questions.

3. Table of Contents 1. About CanadaHelps 2. Donation Process 3. How It Works 4. Advantages 5. MyCharity Account 6. FAQs 9. How to Register 10. Appendix

4. About CanadaHelps What is CanadaHelps? A public charitable foundation that provides accessible, affordable and secure online technology to both donors and charities. Vision Build a caring and involved Canadian society that is committed to giving and participating effectively in the charitable sector. Using technology, we create an efficient connection between charities, donors, and the corporate community. Mission Engage Canadians in the charitable sector by providing accessible and affordable online technology to both donors and charities so as to promote – and ultimately increase – charitable giving in Canada. We are a charity helping charities. We make giving simple.

5. About CanadaHelpsHow It Began In 1999, a young university student named Aaron Pereira sat in a church pew waiting for the collection plate to make its way towards him. As he dug in his pockets, he realized that he didn’t have any cash on him. The dot-com boom was in full swing, and e-commerce was the way of the future: how come his church wasn’t collecting donations online, too? With that question in mind, he began to put together the concept that eventually became CanadaHelps. Aaron envisioned a way for all charities and donors to benefit from the same technology that helped businesses reach huge markets over the internet. With two friends – Ryan Little and Matthew Choi – Aaron set about finding support to build CanadaHelps. The students convinced major supporters to back their vision of an engaged donor base online. With Canadian corporations and financial institutions offering donated funds, space and technology, CanadaHelps launched in 2000. CanadaHelps, itself a charity, supports the philanthropic efforts of both donors and charities – online. Ryan, Matthew and Aaron’s dedication and volunteer time led to its early success: in its first year, over $150,000 was donated through CanadaHelps to charities across the country. Today, CanadaHelps facilitates over $40 million in donations annually. We continue to honour our entrepreneurial roots by innovating to stay ahead of online trends and offer Canadians new ways to give to their favourite causes. Matthew, Ryan and Aaron in The first CanadaHelps office.

6. About CanadaHelpsSome Stats As of January 2010 More than $130 million has been processed since CanadaHelps launched in 2000; Over 8,500 charities are registered with us An average of 35 charities sign up with us every week.

7. About CanadaHelpsBoard of Directors Bill Kerr, Chair - JSE Partners Inc., Oakville Alec Zimmerman - Borden LadnerGervais LLP, Toronto Aaron Pereira – Social Entrepreneur John Beattie - Telus, Toronto Ryan Little - StormFisher Biogas, Toronto Sean Van Doorselaer - OPK Capital, Toronto Matthew Choi - Physician, Winnipeg Patrick Johnston - Walter and Gordon Duncan Foundation, Toronto Brenda Gainer - Schulich School of Business, York University, Toronto

8. The Donation Process

9. The Donation Process

10. The Donation Process Donor Perspective

11. The Donation ProcessDonor Perspective The donor visits your website and clicks on the CanadaHelps Donate Now button.

12. The Donation ProcessDonor Perspective Enter donation details Fund designation/instructions Potential card request Personal contact information Payment information

13. The Donation ProcessDonor Perspective Gift is submitted and tax receipt immediately emailed to the donor

14. The Donation Process Charity Perspective

15. The Donation ProcessCharity Perspective Charity is notified by email when they’ve received a donation.

16. The Donation ProcessCharity Perspective Donation details appear in your account

17. HOW IT WORKS

18. How It Works Disbursement Process What is Electronic Fund Transfer or EFT? EFT allows CanadaHelps to disburse donations directly into a charity’s bank account through direct deposit on a weekly basis. All charities registered with CanadaHelps receive funds by EFT. *PLEASE NOTE: Charities not registered with CanadaHelps will instead receive cheques on a monthly basis

20. We are a foundation with our own charitable business number

21. Legal name of your charity is also listed on the receipt

22. Receipts are in an unalterable PDF format, as per Canada Revenue Agency (CRA) regulations

26. Fee taken

27. You receive an email notification when a donation is made to your organization.

31. Advantages Multiple Donation Options/Sources We offer several options for giving by Visa, MasterCard, American Express and Interac Debit Online, which include: Scheduled Giving – The ability to accept recurring monthly gifts. Securities – The only way to accept gifts of securities online in Canada. CanadaHelps Giving Pages – Peer-to-peer fundraising tool for your supporters. Causes on Facebook – Rally your network on Facebook around your cause. In memoriam donations – Remembering a loved one’s life with a gift to charity In honour of donations – Give on behalf of friends, family or coworkers Donations to different funds/campaigns – Donors specify the project they support

33. Monthly/Annual Fees

34. Transaction Fees

37. Advantages Bilingual For your French Donors, our services are offered in both official languages Please visit www.CanaDon.org to find out more

39. Donate Monthly Button

40. Contact Information

41. Mission Statement

44. AdvantagesProject Specific Pages A CanadaHelpsGivingPage is a tool that provides new and easy ways for your organization to fundraise for a specific campaign or project

45. AdvantagesPeer to Peer Fundraising CanadaHelpsGivingPages also provide new ways for your donors to fundraise on your behalf! Create a GivingPage for: Sports events Weddings Birthdays Memorials Graduation

46. AdvantagesEasy To Use! Above all, CanadaHelps is easy to use. CanadaHelps allows donors and charities to raise funds quickly and efficiently. CanadaHelps staff is always available to help if you have any questions too!

47. MyCharity Account

48. MyCharity AccountWhat is it? A MyCharity Account is a charity’s account on CanadaHelps. It allows a charity to do the following: Access donor records Update account information Fill a profile with information Access the Donate Now button * The following slides will take you through the different sections of an account.

50. Read FAQs

52. MyCharity AccountDonations Under the Donations tab, you can: View donation details for all of your gifts 24/7 Use the “Data Download” feature to import donor data into your database software

54. Create a drop down menu that donors select from when making a donation, thus increasing your charity’s transparencyUnder the Link tab, you can: Learn how to add the Donate Now! button to your charity’s website, linking donors directly to your page on CanadaHelps

55. MyCharity AccountSearch Info Under the Search Info tab, you can improve your charity’s “searchability” in the CanadaHelps.org search engine in two ways: CATEGORIES lets you select main and sub categories that best describe your charity KEYWORDS lets you create a list of search terms that you want to be associated with. When they are typed into the search engine, your organization will appear in the results

56. Frequently Asked Questions

58. Excel

59. Access

60. Salesforce

62. How much is this really going to cost me? 3.9% There is ONLY a 3.9% fee per transaction, which covers: Credit card processing fees Bank processing fees Administration * Charities not signed up with CanadaHelps are subject to a 4.9% transaction fee when we mail a cheque for donations because of the added mailing costs.

63. How do I know a donation has been made? You receive an email each time a donation is made Donation details then appear automatically in your account Find out who made the donation so you can thank them and respond to any requests they may have

64. Where do I claim CanadaHelps donations on my charity’s tax return? Again, since CanadaHelps issues and sends tax receipts for all of the donations made through our site, you do not need to do this. Your organization therefore must claim CanadaHelps donations on line 4510 of your tax return, “Total amount received from other registered charities.”

65. What happens when a donation needs to be refunded? CanadaHelps handles all refunds. In the event of a refund, CanadaHelps notifies the charity and provides all relevant back up documentation. If the donation has already been disbursed into your bank account, CanadaHelps will need to perform a debit to return the funds to the card holder.

66. What more can CanadaHelps do for our organization? We also teach charities how to use low cost or free online technologies in efficient and cost effective ways that will help further their missions! Check out www.mycharityconnects.org for demos, event listings, and other great resources!

67. What can CanadaHelps not be used for? We can only process donations that are 100% tax receiptable, so we cannot process: Ticket sales Memberships Product Sales Auction bids If you are unsure if a transaction will qualify as 100% tax receiptable, you should contact the Charities Directorate of the Canada Revenue Agency to inquire at www.cra-arc.gc.ca

68. Where do I get more information on CanadaHelps? Click on the following menu options on the CanadaHelps.org main page to learn more about CanadaHelps: About CanadaHelps How To Give For Charities

69. How To RegisterThe Steps Go to www.canadahelps.org Click on “Register Your Charity” You will be asked to accept the CanadaHelps client agreement and then receive a banking information form that must be sent in with a voided cheque or bank statement. You can send in this information By fax 1-888-787-4264 By mail 215 Spadina Ave, Suite 330 Toronto ON M5T 2C7

70. How To RegisterRegistration Checklist Before sending in your banking information, please ensure you’ve completed the following: The online part of the registration has been completed Your Banking Information Form is fully complete Your voided cheque or bank statement includes the full name and account details for your organization

74. How are refunds handled?

75. Is the processer PCI compliant?

76. Does the processor accept Interac?

77. Does our charity require a credit card merchant account?

78. What are the costs involved?

79. If there are fees, how are they paid for? Is the organization invoiced? If so, how often?

80. How often do we get donations disbursed to us?