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 - Update your Charity Profile - Add the "Donate Now" button to your website - Customize your Donate Page - And much more!

1. CanadaHelps 101

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
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.
VISION
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?
14,000
CHARITIES
AND
GROWING
OVER $345
MILLION IN
DONATIONS
PROCESSED
AFFORDABLE
AND SECURE
OVER 2.15
MILLION
DONATIONS
PROCESSED
GIVING
MADE
SIMPLE
TRUSTED
OVER 13
YEARS
WELCOME TO GIVING MADE SIMPLE!

6. WHAT IS CANADAHELPS?
SAFE AND
SECURE
INSTANT E-TAX
RECEIPTS
INSTANT 24/7
ACCESS TO
FULL DONOR
RECORDS
RESPONSIVE,
BILINGUAL
CUSTOMER
SERVICE TO YOU
AND YOUR
DONORS
WEEKLY EFT OF
DONATIONS
DIRECTLY INTO
YOUR BANK
ACCOUNT
WELCOME TO GIVING MADE SIMPLE!
EASY-TOUSE

7. CanadaHelps Fundraising
Solutions

8. CUSTOMIZABLE DONATION PAGES

9. MONTHLY GIVING

10. DESIGNATED DONATIONS
Donors can dedicate donations in honour or in memory of
someone

11. MOBILE FUNDRAISING

12. PEER-TO-PEER FUNDRAISING CAMPAIGNS WITH
GIVINGPAGES

13. MULTIPLE PAYMENT OPTIONS

14. SECURITIES

15. DONATIONS THROUGH CANADAHELPS.ORG

16. AFFORDABLE ONLINE FUNDRAISING

17. First Steps

18. UPDATE YOUR PROFILE
Personalized
Logo/Banner
Donate Monthly
Button
Mission Statement
Description
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

23. Donations &
Disbursements

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.

32. Tips & Important
Reminders

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”

41. Upcoming Features
and Products

42. NEW DONATE NOW
BUTTONS
DONATION WIDGET
EVENT FUNDRAISING
ENHANCEMENTS TO
PEER TO PEER
FUNDRAISING WITH
GIVINGPAGES

43. More Charity
Training

44. MYCHARITYCONNECTS
Educational and training opportunities
through MyCharityConnects
www.mycharityconnects.org

45. UPCOMING WEBINARS
Tuesday, November 12 @ 2pm
Building a successful online campaign for
#GivingTuesdayCa
Simren Deogun, Senior Account Manager, Stephen Thomas
www.mycharityconnects.org/webinars

46. STAY IN TOUCH
info@canadahelps.org
1-877-755-1595
@canadahelps
youtube.com/canadahelps
facebook.com/canadahelps