GETTING YOUR BOARD ON BOARDTALKING TO YOUR BOARD ABOUT CANADAHELPS

Winter 2010

Instructions

We’ve designed this presentation for you to take to your Board in order toshow them why CanadaHelps would be beneficial for your organization. We’ve packed in as much information as possible so you would have all of theinformation needed to answer all questions.

Table of Contents1. About CanadaHelps

2. Donation Process

3. How It Works

4. Advantages

5. MyCharity Account

6. FAQs

9. How to Register

10. Appendix

About CanadaHelpsWhat is CanadaHelps?A public charitable foundation that provides accessible, affordable and secure online technology to both donorsand charities.

VisionBuild a caring and involved Canadian society that is committed to giving and participatingeffectively in the charitable sector. Using technology, we create an efficient connection between charities, donors, and the corporate community.

MissionEngage Canadians in the charitable sector by providing accessible and affordable online technology to both donors and charities so as to promote – and ultimately increase – charitable giving in Canada.

We are a charity helping charities. We make giving simple.

About CanadaHelpsHow It Began

In 1999, a young university student named Aaron Pereira sat in a church pew waiting for the collection plate to make its way towards him. As he dug in his pockets, he realized that he didn’t have any cash on him. The dot-com boom was in full swing, and e-commerce was the way of the future: how come his church wasn’t collecting donations online, too? With that question in mind, he began to put together the concept that eventually became CanadaHelps. Aaron envisioned a way for all charities and donors to benefit from the same technology that helped businesses reach huge markets over the internet.

With two friends – Ryan Little and Matthew Choi – Aaron set about finding support to build CanadaHelps. The students convinced major supporters to back their vision of an engaged donor base online. With Canadian corporations and financial institutions offering donated funds, space and technology, CanadaHelps launched in 2000. CanadaHelps, itself a charity, supports the philanthropic efforts of both donors and charities – online. Ryan, Matthew and Aaron’s dedication and volunteer time led to its early success: in its first year, over $150,000 was donated through CanadaHelps to charities across the country.

Today, CanadaHelps facilitates over $40 million in donations annually. We continue to honour our entrepreneurial roots by innovating to stay ahead of online trends and offer Canadians new ways to give to their favourite causes.

Matthew, Ryan and Aaron in The first CanadaHelps office.

About CanadaHelpsSome Stats

As of January 2010• More than $130 million has been processed since

CanadaHelps launched in 2000;• Over 8,500 charities are registered with us • An average of 35 charities sign up with us every

week.

About CanadaHelpsBoard of Directors

• Bill Kerr, CHAIR - JSE Partners Inc., Oakville• Alec Zimmerman - Borden Ladner Gervais LLP, Toronto• Aaron Pereira – Social Entrepreneur• John Beattie - Telus, Toronto• Ryan Little - StormFisher Biogas, Toronto• Sean Van Doorselaer - OPK Capital, Toronto• Matthew Choi - Physician, Winnipeg• Patrick Johnston - Walter and Gordon Duncan Foundation,

Toronto• Brenda Gainer - Schulich School of Business, York University,

Toronto

The Donation Process

The Donation ProcessDonor clicks Donate Now button on your website

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

The Donation ProcessDonor Perspective

The Donation ProcessDonor Perspective

The donor visits your website and clicks on the CanadaHelps Donate Now button.

The Donation ProcessDonor Perspective

Enter donation details• Fund designation/instructions• Potential card request• Personal contact information• Payment information

The Donation ProcessDonor Perspective

Gift is submittedand tax receiptimmediately emailed to thedonor

The Donation ProcessCharity Perspective

The Donation ProcessCharity Perspective

Charity is notified by email when they’ve received a donation.

The Donation ProcessCharity Perspective

Donation details appearin your account

HOW IT WORKS

How It Works

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 receive funds by EFT.

*PLEASE NOTE: Charities not registered with CanadaHelps will instead receive cheques on a monthly basis

Disbursement Process

How It Works

• CanadaHelps issues tax receipts for all donations made through our site• We are a foundation with our own charitable business number• Legal name of your charity is also listed on the receipt• Receipts are in an unalterable PDF format, as per Canada Revenue Agency (CRA) regulations• Your charity should never issue receipts for donations made through CanadaHelps

Receipting

How It Works

• You receive an email notification when a donation is made to your organization.

• Donor records are available to you 24 hours a day, seven days a week in your personal MyCharity Account.

What information does a charity receive?• Name• Mailing and email addresses• Message to charity• Card acknowledgement requests• Donation amount and source• Fund designation• Fee taken

Complete Donor Records

How It Works

CanadaHelps sends an email to donors with their tax receipt, but since these are your donors, it’s important for you to foster the relationship and personally thank them.

Thanking Donors

Remember!

• You own the relationship with your donor so steward them as you would any offline supporters

• CanadaHelps doesn’t solicit donations and doesn’t share, sell, trade or otherwise use your donor information.

These are your donors

ADVANTAGES

Multiple Donation Options/Sources

• Scheduled Giving – The ability to accept recurring monthly gifts. • Securities – The only way to accept gifts of securities online in Canada. • CanadaHelps Giving Pages – Peer-to-peer fundraising tool for your supporters.• Causes on Facebook – Rally your network on Facebook around your cause.• In memoriam donations – Remembering a loved one’s life with a gift to charity• In honour of donations – Give on behalf of friends, family or coworkers• Donations to different funds/campaigns – Donors specify the project they support

We offer several options for giving by Visa, MasterCard, American Express and Interac Debit Online, which include:

Advantages

Low Cost, Less Time, Less Administration

Other providers will charge for:• Set Up• Monthly/Annual Fees• Transaction Fees• Tech Support fees

CanadaHelps charges 3.9%, covering:• Creation and distribution of tax receipts• All credit card merchant rates and

transactions fees, bank account settlement costs and disbursement charges

• Please note: The fee is 4.9% for charities not registered with CanadaHelps to cover the costs of issuing and mailing cheques

Advantages

Bilingual

• For your French Donors, our services are offered in both official languages

• Please visit www.CanaDon.org to find out more

Advantages

Advantages

Once signed up, you can include the following information in your profile:• Personalized Logo/Banner• Donate Monthly Button• Contact Information• Mission Statement• Description

Enhanced Charity Profile

AdvantagesAutomated E-receipts

• Your charity doesn’t issue receipts for donations made through CanadaHelps• CanadaHelps issues receipts for all donations made through our portal, regardless of donation size. This is an administrative savings to your organization!

AdvantagesSecurity & Privacy

CanadaHelps employs a number of measures and practices to protect you, including:

CanadaHelps recognizes that privacy and security are important issues for both donors and charities and as such is committed to ensuring a safe experience when using our services.

AdvantagesProject 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

AdvantagesPeer to Peer Fundraising

CanadaHelps GivingPages alsoprovide new ways for yourdonors to fundraise on yourbehalf!

Create a GivingPage for:• Sports events• Weddings• Birthdays• Memorials• Graduation

AdvantagesEasy To Use!

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!

MyCharity Account

MyCharity AccountWhat is it?

A MyCharity Account is a charity’s account on CanadaHelps.It allows a charity to do the following:

• Access donor records• Update account information• Fill a profile with information• Access the Donate Now button

* The following slides will take you through the different sections of an account.

MyCharity AccountHome

You have complete control of your donor information

Under the Home tab, you can:• Get updates in the News section• Read FAQs• Download the Charity User Manual

MyCharity AccountProfile

• Review and change your 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!

• 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.

Under the Profile tab you can:

MyCharity AccountDonations

Under the Donations tab, you can:• View donation details for all of your gifts 24/7• Use the “Data Download” feature to import

donor data into your database software

MyCharity AccountFunds & Link

Under the Link tab, you can:

• Learn how to add the Donate Now! button to your charity’s website, linking donors directly to your page on CanadaHelps

Under the Funds tab, you can: • Designate specific funds for your charity (e.g. special campaign, specific project, fundraising appeal, etc.)• Create a drop down menu that donors select from when making a donation, thus increasing your charity’s transparency

MyCharity AccountSearch Info

• CATEGORIES lets you select main and sub categories that best describe your charity

• KEYWORDS lets you create a list of search terms that you want to be associated with. When they are typed into the search engine, your organization will appear in the results

Under the Search Info tab, you can improve your charity’s “searchability” in the CanadaHelps.org search engine in two ways:

Frequently Asked Questions

Can we download the data into our database?

Saving the file as a comma separated value (CSV) file will allow you to open it into manydifferent programs. To save it in this format, simply type “.csv” at the end of the filename. You can then open the file in your spreadsheet program or upload it to your donor management software.

Compatible with:• Raiser’s Edge• Excel• Access• Salesforce• And many more!

What are our charities saying about CanadaHelps?

Testimonial 1"Your provide a great service. Small organizations like ours benefit tremendously, keeping our overhead low & spending more on good works!" - Better Day Alliance

Testimonial 2Through CanadaHelps' service, we have been able to generate a surprising amount of additional income for our projects. Our donors find it very convenient to preset their donation periods, direct their donations to specific funds, and even dedicate them on behalf of a cherished one. The donor records are thorough and easy to access through and the technical support has made it easy for our young organization to integrate this important feature onto your website. Thanks CanadaHelps!" - Todd Lorenz, Managing Director, One Child's Village

How much is this really going to cost me?

There is ONLY a 3.9% fee per transaction, which covers:• Credit card processing fees• Bank processing fees• Administration

* Charities not signed up with CanadaHelps are subject to a 4.9% transaction fee when we mail a cheque for donations because of the added mailing costs.

3.9%

How do I know a donation has been made?

You receive an email each time a donation is made

Donation details then appear automatically in your account

Find out who made the donation so you can thank them and respond to any requests they may have

Where do I claim CanadaHelps donations on my charity’s tax return?

Again, since CanadaHelps issues and sends tax receipts for all of the donations made through our site, you do not need to do this. Your organization therefore must claim CanadaHelps donations on line 4510 of your tax return, “Total amount received from other registered charities.”

What happens when a donation needs to be refunded?

CanadaHelps handles all refunds. In the event of a refund, CanadaHelps notifies the charity and provides all relevant back up documentation. If the donation has already been disbursed into your bank account, CanadaHelps will need to perform a debit to return the funds to the card holder.

What more can CanadaHelps do for our organization?

We also teach charities how to use low cost or free online technologies in efficient and cost effective ways that will help further their missions!

Check out www.mycharityconnects.org for demos, event listings, and other great resources!

What can CanadaHelps not be used for?

We can only process donations that are 100% tax receiptable, so we cannot process:• Ticket sales• Memberships• Product Sales• Auction bids

If you are unsure if a transaction will qualify as 100% tax receiptable, you should contact the Charities Directorate of the Canada Revenue Agency to inquire atwww.cra-arc.gc.ca

Where do I get more information on CanadaHelps?

Click on the following menu options on the CanadaHelps.org main page to learn more about CanadaHelps:

• About CanadaHelps• How To Give• For Charities

How To RegisterThe Steps

• Go to www.canadahelps.org• Click on “Register Your Charity”• You will be asked to accept the

CanadaHelps client agreement and then receive a banking information form that must be sent in with a voided cheque or bank statement.

• You can send in this information– By fax

• 1-888-787-4264– By mail

• 215 Spadina Ave, Suite 330

Toronto ON M5T 2C7

How To RegisterRegistration Checklist

Before sending in your banking information, pleaseensure you’ve completed the following:• The online part of the registration has been completed• Your Banking Information Form is fully complete• Your voided cheque or bank statement includes the full name and account

details for your organization

I have more questions, who do I talk to?

• Contact our Charity Liaison with any questions at info@canadahelps.org

• We respond to email inquiries within 24 business hours

Thank you, from the staff at CanadaHelps!

We are a charity helping charities and we’re here to help you in your fundraising needs!

Appendix

CanadaHelps encourages you to do your research before choosing an online donation processer. Here are some questions to consider:

• Who handles tech support?• How are refunds handled?• Is the processer PCI compliant?• Does the processor accept Interac?• Does our charity require a credit card merchant account?• What are the costs involved?• If there are fees, how are they paid for? Is the organization invoiced?

If so, how often?• How often do we get donations disbursed to us?