Recording: http://www.youtube.com/watch?v=0hoTy8eAruM Now that your charity has signed up with CanadaHelps, please join us for this webinar about 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! The 2011 MyCharityConnects Webinar Series is generously supported by Direct Energy.

1. CanadaHelps 101
August 17, 2011

2. Today’s Presenter
Vanessa Boudreau
Charity & Donor Services Associate

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. Webinar Agenda
Introduction to CanadaHelps
Your MyCharity Account
The 4 Ds
Important Reminders about CanadaHelps
CanadaHelps Profile Tips
About MyCharityConnects
Q&A

5. 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 helping charities.
CanadaHelps is giving made simple.

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

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

31. 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.

32. • 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. 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.

34. • Donor Recognition
• Card Requests
• Receipts
• T3010 Reporting
• Non-charitable Payments
• Anonymity
IMPORTANT REMINDERS

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

36. 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.

37. 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.

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

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

40. 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.

41. CANADAHELPS PROFILE TIPS

42. Customize your Profile

43. Enhanced Profile
Personalized Logo/Banner
Donate Monthly Button
Mission Statement
Details & Contact Info

44. 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 in your MyCharity
account

45. Add Search Keywords
• Enter terms that will help donors locate your charity
when doing a search

46. Create Project Specific Pages
A CanadaHelps GivingPage is a
tool that provides new and
easy ways for your organization
to fundraise for a specific
campaign or project

47. Peer to Peer Fundraising
CanadaHelps GivingPages also
provide new ways for your
donors to fundraise on your
behalf!
Create a GivingPage for:
• Sports events
• Weddings
• Birthdays
• Memorials
• Graduation

48. Encourage Gifts of Securities
• The most tax efficient way to give
• Often leads to big gifts

49. Create a Monthly Giving Campaign
• Donors can “set
it and forget it”
• Count on
consistent flow of
donations

50. Place Button Prominently On Your Site

51. ABOUT MYCHARITYCONNECTS

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

53. Upcoming Webinars
www.mycharityconnects.org/webinars
• September 14th – Stay Connected: LinkedIn for
Nonprofits
• September 28th – Content Is Good ... Putting it into
Context – that’s how you win (guest: Josh
Muirhead, Socialmark Media)
• October 12th – #FAIL: Biggest Online Mistakes and
How to Avoid Them (guest: Lee Rose, HR Council for
the Nonprofit Sector)
• October 26th – Social Media Strategy for Beginners
• November 9th – Making Twitter Your Best Friend:
Twitter Strategies Exposed (guest: Heather
Morrison, Sequentia Environics)

54. QUESTIONS
 You can hear us, but
we can’t hear you
 Type questions in the
Questions Log

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