In this webinar, learn more about how to make the most of your CanadaHelps MyCharity account including: - Adding the Donate Now! button to your website - How to communicate to your donors about CanadaHelps - Check and download donor reports - Update and customize your profile - Change account settings - Get news from CanadaHelps The 2011 MyCharityConnects webinar series is generously supported by Direct Energy.

1. Getting the Most from Your MyCharity
Account & Reports
June 15, 2011

2. Today’s Presenter
Mike Henry
Charity & Donor Services Coordinator

3. reminders
 You can hear us, but we can’t hear you
 Presentation slides will be available on
www.mycharityconnects.org/pastwebinars
 For the best webinar experience, close all other applications
 Turn up your computer’s volume
 Have questions? Type questions in the Questions Log

4. • “A charity helping charities”
• A public foundation
mission
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.

5. Webinar Agenda
Adding the Donate Now! button to your site
Telling donors about CanadaHelps
Check and download reports
Update and customize your profile
Change account settings
Q&A

6. HOW TO LOGIN TO YOUR ACCOUNT

9. ADDING THE “DONATE NOW!”
BUTTON

10. Donate Now Button
• 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.

11. • 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

12. • Put your Donate Now
button “above the
fold”
• Visitors should not
have to scroll too
much to find what
they are looking for

15. INTRODUCING CANADAHELPS TO
YOUR DONORS

17. E-newsletters
• Always include a clickable Donate Now button along with your e-
newsletter no matter what format

18. Email Signature
• Great way to remind people your organization accepts donations
online
• Get everyone in your organization to do it
• Include a brief tagline/quote about your charity, campaign, etc.

19. Security and Privacy
• CanadaHelps is committed to keeping your
donors safe and secure online
• Our website is certified by VeriSign Secured
and McAfee Secured
• We are also Level 3 PCI DSS Compliant

20. Receipts
• CanadaHelps issues the tax receipts for the donations through
our site.
• You must not issue receipts to the donors or to CanadaHelps.

21. DOWNLOADING DONOR REPORTS

22. Donations – Web Reports
• Find and download information about all your donations!

24. Donations – Data Download
• Use this feature to download donation information for a particular date
range.

25. UPDATE AND CUSTOMIZE YOUR
ACCOUNT

26. 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!

27. 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.

28. Profile – Preview

29. 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

30. 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.

31. Search Info – Keywords
• Under KEYWORDS, you may enter terms that will help donors locate your
charity when doing a search.

32. GETTING NEWS FROM
CANADAHELPS

33. • Get updates in the News section

34. • MyCharityConnects
information: free training
webinars, workshops,
conference 2012!
• Tips for your MyCharity
account
• Online fundraising
information
Sign up at www.canadahelps.org

35. QUESTIONS?

36. www.mycharityconnects.org
free online resources
 Information about technology
 Video demonstrations
 More webinars
 Past webinar recordings & slides
 Learning opportunities
 Events across the country

37. Upcoming Webinars
www.mycharityconnects.org/webinars
• June 29 – Know Your Website: An Intro to Google
Analytics
• July 20 – YouTube’s NonProfit Program & the
Fundamentals of Video Storytelling
• August 17 – Orientation for Newly Registered
Charities With CanadaHelps

38. Keep in touch!
info@canadahelps.org
www.twitter.com/canadahelps
www.slideshare.net/MyCharityConnects
www.facebook.com/canadahelps
www.youtube.com/canadahelps