CanadaHelps 101 (March 2014)
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This document provides an overview and training on CanadaHelps, a service that allows charities to accept donations online. It discusses CanadaHelps' mission to promote charitable giving through accessible technology. Key features covered include customizable donation pages, mobile fundraising, and data reporting. Tips are provided on using donation buttons, recognizing donors, and tax receipting. Upcoming products like event ticketing are also mentioned. The webinar aims to help charities utilize CanadaHelps' services to engage donors and process donations online.
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CanadaHelps 101 (March 2014)
- 2. TODAY’S PRESENTER Lyne Girizina-Kabwa Charity & Donor Relations Associate CanadaHelps
- 3. 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
- 4. 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.
- 5. 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
- 6. 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
- 10. DESIGNATED DONATIONS Donors can dedicate donations in honour or in memory of someone
- 12. PEER-TO-PEER FUNDRAISING CAMPAIGNS WITH GIVINGPAGES
- 14. SECURITIES
- 17. First Steps
- 18. UPDATE YOUR PROFILE Personalized Logo/Banner Mission Statement Description Donate Monthly Button Details & Contact Info
- 19. 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
- 20. ADD SEARCH KEYWORDS • Enter terms that will help donors locate your charity when doing a search
- 21. 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
- 22. EXAMPLES
- 24. 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
- 25. 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.
- 26. 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.
- 27. DATA DOWNLOAD Use this feature to download donation information for a particular date range
- 28. CUSTOM DATA DOWNLOAD • Use this feature to create custom reports
- 29. DONATION SOURCES
- 30. 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.
- 31. 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.
- 33. 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
- 34. 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
- 35. 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!
- 38. RECOGNIZE YOUR DONORS • Recognize donors in a timely way. • Remember to include CanadaHelps donors in your charity’s regular donor recognition programs.
- 39. 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.
- 40. T3010 REPORTING • Declare the donations you receive from CanadaHelps under: “Total amount received from other registered charities”
- 43. FUNDRAISE NOW EVENT TICKETING DONATION WIDGET ENHANCEMENTS TO PEER TO PEER FUNDRAISING WITH GIVINGPAGES
- 45. MYCHARITYCONNECTS Educational and training opportunities through MyCharityConnects www.mycharityconnects.org
- 46. 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
Editor's Notes
- #9: Process Online Donations with Custom Donate NowCanadaHelps provides charities with a customizable donation page on CanadaHelps.org to process online donations. Your organization has control over the look of the page, and the features of your donation form.
- #11: Designated Donations in Honour or in Memory of someoneFree eCards sent through CanadaHelpsNew designs to come
- #17: CH portal- Donors can find your charity through our extensive charity search function
- #18: AFFORDABLE ONLINE FUNDRAISINGNo setup, account or monthly fees3.9% transaction chargeCovers all credit card, banking, and processing feesAs a charity, CanadaHelps operates on a cost-recovery basis. On each donation processed through CanadaHelps, a 3.9% transaction fee is assessed. This amount is deducted before the donation is sent to the charity. Of the 3.9% transaction fee, credit card and banking fees absorb 2.2% and only 1.7% helps CanadaHelps cover all of the following costs: secure online donation processing, security standards compliance, automatic e-receipting, technical support to donors and charities, CanadaHelps staff, as well as other services.Our main goal is to provide Canadian charities with cost-effective online fundraising solutions. This is why CanadaHelps has always and will continue to operate on a cost-recovery basis. Our transaction costs represent the recovery of the true expenses associated with operating our online donation system.
- #19: There are a few things that you should do right away once your charity has registered with CanadaHelps.
- #28: The donations tab provides you information about donations made to your charity, and all the details of payments to your account.There are 3‘sub-tabs’: Web Reports, Data Download, and Custom Data Download.Clicking one of the disbursement dates will bring to more detailed information about the donations made.
- #31: Let’s go through each of the different sources
- #33: While some charities alter their Donate Now! button, or link to their profile page instead of the donation page, you should remember that if you want statistics on donation source, using the link provided in your account is recommended. This allows us to accurately trace the donors’ path and report this to you.
- #35: CanadaHelps recently released Custom Donate Now pages for charities. These new donation pages give your organization more control over the look and function of your form, and offer donors an improved donation experience. Here are just some of the incredible things you can do with Custom Donate Now:Customize the look of your donation page to reflect your brandCreate multiple pages for different campaigns or fundsSelect which fields to include on the donation pageSet donation amounts and describe how donations impact your organizationDirect donors back to your website following a donationCustomize the thank you message donors receive with their tax receipt
- #38: More button placement examples
- #39: EXPLAIN THEY CAN CREATE THEIR OWN BUTTONS TOO