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What is CanadaHelps and Why
Should We Register?
                              January 25, 2012
reminders
 You can hear us, but we can’t hear you
 Slides will be available on www.mycharityconnects.org
 For the best webinar experience, close all other
  applications
 Turn up your computer’s volume
 Have questions? Type questions in the Questions Log
Today’s Presenter




Vanessa Boudreau
Charity & Donor Services Associate
WHO AND WHAT IS CANADAHELPS?
• “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.
CanadaHelps: Services for Charities
• Secure online donations
• 3.9% per-transaction fee
• Wide range of donation options:
  •   monthly giving
  •   peer-to-peer fundraising
  •   in memoriam donations
  •   in honour of donations
  •   donations by fund/campaign
  •   gifts of securities
CanadaHelps: Our Story




• CanadaHelps was founded by 3 university
  students in 2000 who wanted a better way to
  give to their favourite charities
• Matthew Choi, Ryan Little, and Aaron Pereira
CanadaHelps: The Numbers




• 9,000 charities have signed up
• $150,000,000 in donations
• All 85,000 registered charities on our site
The CanadaHelps Team Today




giving made simple
Where Did This Money Come From?




• Someone has donated to you through
  CanadaHelps.org
• We send cheques to charities that aren’t signed
  up with us once a month
How did donors find our charity on
        CanadaHelps.org?




• Google search
• CanadaHelps donor account
• Centralized giving
THE BENEFITS OF SIGNING UP
BENEFIT #1: AFFORDABLE ONLINE
DONATION PROCESSING
Low Cost, Less Time, Less Administration




CanadaHelps charges 3.9%,            Other providers will charge for:
covering:                            • Set up
• Creation and distribution of tax   • Monthly/Annual Fees
   receipts                          • Transaction Fees
• All credit card merchant rates     • Tech Support Fees
   and transactions fees, bank
   account settlement costs and
   disbursement charges
BENEFIT #2: TAX RECEIPTS
Tax Receipts


        CanadaHelps issues
        tax receipts for all
        donations we process
BENEFIT #3: ONLINE DONATIONS
WITH THE DONATE NOW! BUTTON
Donate Now! Button



• Add the CanadaHelps Donate Now! Button to
  your website.
• Donors will link from your site directly to your
  secure donation page on CanadaHelps.org.
BENEFIT #4: MULTIPLE DONATION
            OPTIONS
Multiple Donation Options
We offer several options for giving by
Visa, MasterCard, American Express, and
Interac Debit Online which include:

•   One-time gifts
•   Automatic monthly donations
•   In memoriam donations
•   In honour of donations
•   Donations of stocks and mutual funds
•   Donations by credit card and Interac Debit Online
• CanadaHelps began accepting payment via
  PayPal in November 2010.
• Every day, in 190 regions, and in 24 currencies,
  millions of people (84 million active PayPal
  accounts and counting) can pay and get paid
  faster and safer with PayPal
BENEFIT #5: SECURITY AND
        PRIVACY
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
BENEFIT #6: SERVICES IN FRENCH
         AND ENGLISH
Bilingual Services




• For your French Donors, our services are
  offered in both official languages
• Please visit www.CanaDon.org to find out
  more
BENEFIT #7: GET DONATIONS MORE
             QUICKLY
How Do You Get the Money?




• Prior to signing up, it’s through the mail
• After signing up, it’s through electronic transfer
• You receive notification by email when funds
  have been transferred
Get Your Donations Faster

                                        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
PLEASE NOTE: Charities not registered   receive funds by EFT.
with CanadaHelps will instead receive
cheques on a monthly basis
Simple




• 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!
THE DONATION PROCESS
The Donation Process: Overview
The Donation Process
        Step One



                   The donor visits your website
                   and clicks on the CanadaHelps
                   Donate Now button.
The Donation Process
                             Step Two




Enter donation details
• Fund
  designation/instructions
• Potential card request
• Personal contact
  information
• Payment information
The Donation Process
       Step Three


                    Gift is submitted
                    and tax receipt
                    immediately
                    emailed to the
                    donor
The Donation Process
       Step Four



                   Charity is notified by
                   email when they’ve
                   received a donation.
The Donation Process
              Step Five




Donation details appear in your account
Receiving Donor Information

               Full donor information:
                   Name, mailing
                   address, email
                   address, message, honoure
                   e/memoriam card
                   requests, donation
                   amount, fund
                   designation, donation
                   source, etc.
REGISTERING WITH CANADAHELPS
Online Registration
• Visit www.canadahelps.org and click REGISTER YOUR
  CHARITY
Sending Banking Information




• Fax or mail in the form with a void cheque
• NOTE: please make sure it is an official cheque
  or banking document, printed (not written)
COMMON QUESTIONS
How does the donor get their tax receipt?




 • CanadaHelps issues an electronic tax receipt
   to the donor for every donation
 • Donor can download, receive by email, store
   in their CanadaHelps account
Does CanadaHelps use my charity’s
 business number when they issue
            receipts?



• CanadaHelps issues the tax receipts using our
  own business number
• Your organization’s name is clearly stated
• We issue them for you but not on your behalf
Where do I get the Donate Now button?




• In your MyCharity account (once you sign up!)
Can we use CanadaHelps for ticket sales?




 • No, all donations made through CanadaHelps
   are receipted in full
 • Only donations can be processed through
   CanadaHelps
We have an online donation system
   already – can we still sign up?




• Yes! CanadaHelps is non-exclusive.
• Receive donations from a different source
  (many donors use CanadaHelps to make all of
  their donations)
ABOUT MYCHARITYCONNECTS
www.mycharityconnects.org
free online resources
 Information about
  technology and social media
 Webinars
 Past webinar slides
 Learning opportunities
 Events across the country
Upcoming Webinars
                 www.mycharityconnects.org

• February 1 - What You Need To Know about Google+
• February 15 - Introduction to TechSoup Canada's Online Donations
  Program
• February 29 - Get Social with your Peer-to-Peer Fundraising Events
• March 14 - Essential Facebook Tips for Your Charity
• March 28 - Being Social Inside and Out: Fostering a Culture of Sharing and
  Collaboration
• April 11 - The Rules Around Tools
• April 25 - Essential Twitter Tips for Your Charity
• May 9 - Preparing for a Website Redesign
• May 23 - Editorial Calendar Essentials: Organize and Plan Your Online
  Communications
for more great resources…
Keep in touch!
        info@canadahelps.org


    www.twitter.com/canadahelps


www.slideshare.net/MyCharityConnects


   www.facebook.com/canadahelps


   www.youtube.com/canadahelps

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What is CanadaHelps and Why Should my Charity Sign Up?

  • 1. What is CanadaHelps and Why Should We Register? January 25, 2012
  • 2. reminders  You can hear us, but we can’t hear you  Slides will be available on www.mycharityconnects.org  For the best webinar experience, close all other applications  Turn up your computer’s volume  Have questions? Type questions in the Questions Log
  • 3. Today’s Presenter Vanessa Boudreau Charity & Donor Services Associate
  • 4. WHO AND WHAT IS CANADAHELPS?
  • 5. • “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.
  • 6. CanadaHelps: Services for Charities • Secure online donations • 3.9% per-transaction fee • Wide range of donation options: • monthly giving • peer-to-peer fundraising • in memoriam donations • in honour of donations • donations by fund/campaign • gifts of securities
  • 7. CanadaHelps: Our Story • CanadaHelps was founded by 3 university students in 2000 who wanted a better way to give to their favourite charities • Matthew Choi, Ryan Little, and Aaron Pereira
  • 8. CanadaHelps: The Numbers • 9,000 charities have signed up • $150,000,000 in donations • All 85,000 registered charities on our site
  • 9. The CanadaHelps Team Today giving made simple
  • 10. Where Did This Money Come From? • Someone has donated to you through CanadaHelps.org • We send cheques to charities that aren’t signed up with us once a month
  • 11. How did donors find our charity on CanadaHelps.org? • Google search • CanadaHelps donor account • Centralized giving
  • 12. THE BENEFITS OF SIGNING UP
  • 13. BENEFIT #1: AFFORDABLE ONLINE DONATION PROCESSING
  • 14. Low Cost, Less Time, Less Administration CanadaHelps charges 3.9%, Other providers will charge for: covering: • Set up • Creation and distribution of tax • Monthly/Annual Fees receipts • Transaction Fees • All credit card merchant rates • Tech Support Fees and transactions fees, bank account settlement costs and disbursement charges
  • 15. BENEFIT #2: TAX RECEIPTS
  • 16. Tax Receipts CanadaHelps issues tax receipts for all donations we process
  • 17. BENEFIT #3: ONLINE DONATIONS WITH THE DONATE NOW! BUTTON
  • 18. Donate Now! Button • Add the CanadaHelps Donate Now! Button to your website. • Donors will link from your site directly to your secure donation page on CanadaHelps.org.
  • 19. BENEFIT #4: MULTIPLE DONATION OPTIONS
  • 20. Multiple Donation Options We offer several options for giving by Visa, MasterCard, American Express, and Interac Debit Online which include: • One-time gifts • Automatic monthly donations • In memoriam donations • In honour of donations • Donations of stocks and mutual funds • Donations by credit card and Interac Debit Online
  • 21. • CanadaHelps began accepting payment via PayPal in November 2010. • Every day, in 190 regions, and in 24 currencies, millions of people (84 million active PayPal accounts and counting) can pay and get paid faster and safer with PayPal
  • 22. BENEFIT #5: SECURITY AND PRIVACY
  • 23. 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
  • 24. BENEFIT #6: SERVICES IN FRENCH AND ENGLISH
  • 25. Bilingual Services • For your French Donors, our services are offered in both official languages • Please visit www.CanaDon.org to find out more
  • 26. BENEFIT #7: GET DONATIONS MORE QUICKLY
  • 27. How Do You Get the Money? • Prior to signing up, it’s through the mail • After signing up, it’s through electronic transfer • You receive notification by email when funds have been transferred
  • 28. Get Your Donations Faster 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 PLEASE NOTE: Charities not registered receive funds by EFT. with CanadaHelps will instead receive cheques on a monthly basis
  • 29. Simple • 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!
  • 32. The Donation Process Step One The donor visits your website and clicks on the CanadaHelps Donate Now button.
  • 33. The Donation Process Step Two Enter donation details • Fund designation/instructions • Potential card request • Personal contact information • Payment information
  • 34. The Donation Process Step Three Gift is submitted and tax receipt immediately emailed to the donor
  • 35. The Donation Process Step Four Charity is notified by email when they’ve received a donation.
  • 36. The Donation Process Step Five Donation details appear in your account
  • 37. Receiving Donor Information Full donor information: Name, mailing address, email address, message, honoure e/memoriam card requests, donation amount, fund designation, donation source, etc.
  • 39. Online Registration • Visit www.canadahelps.org and click REGISTER YOUR CHARITY
  • 40. Sending Banking Information • Fax or mail in the form with a void cheque • NOTE: please make sure it is an official cheque or banking document, printed (not written)
  • 42. How does the donor get their tax receipt? • CanadaHelps issues an electronic tax receipt to the donor for every donation • Donor can download, receive by email, store in their CanadaHelps account
  • 43. Does CanadaHelps use my charity’s business number when they issue receipts? • CanadaHelps issues the tax receipts using our own business number • Your organization’s name is clearly stated • We issue them for you but not on your behalf
  • 44. Where do I get the Donate Now button? • In your MyCharity account (once you sign up!)
  • 45. Can we use CanadaHelps for ticket sales? • No, all donations made through CanadaHelps are receipted in full • Only donations can be processed through CanadaHelps
  • 46. We have an online donation system already – can we still sign up? • Yes! CanadaHelps is non-exclusive. • Receive donations from a different source (many donors use CanadaHelps to make all of their donations)
  • 48. www.mycharityconnects.org free online resources  Information about technology and social media  Webinars  Past webinar slides  Learning opportunities  Events across the country
  • 49. Upcoming Webinars www.mycharityconnects.org • February 1 - What You Need To Know about Google+ • February 15 - Introduction to TechSoup Canada's Online Donations Program • February 29 - Get Social with your Peer-to-Peer Fundraising Events • March 14 - Essential Facebook Tips for Your Charity • March 28 - Being Social Inside and Out: Fostering a Culture of Sharing and Collaboration • April 11 - The Rules Around Tools • April 25 - Essential Twitter Tips for Your Charity • May 9 - Preparing for a Website Redesign • May 23 - Editorial Calendar Essentials: Organize and Plan Your Online Communications
  • 50. for more great resources…
  • 51. Keep in touch! info@canadahelps.org www.twitter.com/canadahelps www.slideshare.net/MyCharityConnects www.facebook.com/canadahelps www.youtube.com/canadahelps

Notas do Editor

  1. We’re going to be going through a number of demographic criteria that we discovered about your donors through the survey… some of these might be familiar to you, but yet others will surprise you. All of this will help you build a profile in your mind about who’s giving to your organization online. Next week, we’ll figure our why they give and what their giving behaviour is. As we go through each section, try to develop a sense of who these donors are in your mind – we’ll be building a profile of a typical online donor throughout.
  2. Have it looked over with Kirsten and Mike
  3. CanadaHelps can always re-send receipts
  4. CanadaHelps can always re-send receipts
  5. Once registered, you will get access to your MyCharity accountLook in the Link section for instructions on adding the button to your website and emails