Help for Charities

• Who We Are
• Our History
• Your Charity Profile Page on CanadaHelps.org
• Our Fundraising Solutions
• How do I access the donor information for a cheque I received?
• Why should we sign up for a CanadaHelps account?

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• Types of Organizations That Can Receive Gifts Through CanadaHelps
• Who Should Register Your Charity
• Signing Up for a Charity Account

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• [Fundraising Tools] Watch Our Training Webinars

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• Logging in for the First Time

  • Home Screen

• Donation Reports

  • Donations Reports Tab: Overview
  • Donation Status Meanings
  • Donation Disbursement Schedule
  • Thanking Your Donors
  • Resending Tax Receipts to Your Donors
  • Data Download

• Account Info

  • Main Charity Administrator
  • Adding Linked Users
  • Account Settings
  • Email Opt-In
  • Funds: Overview
  • What is a CanadaHelps Fund

• Account Password

  • Changing Your Account Password
  • Trouble Resetting Password

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• Charity Profile: Overview
• Editing Your Charity Profile on CanadaHelps.org
• Main Profile Page
• Campaign Pages Tab
• Discovery Settings Tab
• Impact Page

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• 1. Creating & Managing a Donation Form

  • What is a Customizable Donation Form?
  • New Donation Form
  • Form Set up – Core Settings
  • Form Set up – Donor Options
  • Form Set up – Donation Amounts
  • Form Set Up – Thank You Email Message

• 2. Adding a Donation Form to your Website

  • Is My Website Mobile-Optimized?

• 3. Linking your Donation Form

  • When should I link to my donation form instead of embedding it?

• Form Set Up – Monthly Prompt
• Form Set Up – Analytics
• Form Branding – Colour and Style
• Form Branding – Linked and Embedded Options

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• Creating/Editing Your P2P Campaign

  • Overview: What is P2P?
  • New P2P Campaign
  • Campaign Details Tab
  • Participant Pages Tab
  • Media Gallery Tab
  • Page Visuals Tab

• Paid P2P Campaigns

  • Overview: What is a Paid P2P?
  • Creating a Paid P2P Campaign

• Embedding Your P2P Campaign

  • How-To Embed Your P2P Campaign
  • If You Can’t Embed Your P2P Campaign on Your Website

• Managing Your P2P Campaign

  • Manage Section: Overview
  • Reports Tab
  • Teams Tab
  • Participants Tab
  • Donations Tab
  • Help for Team Captains and Individual Participants

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• Creating/Editing your Ticketed Event

  • Overview: What is a Ticketed Event?
  • New Ticketed Event
  • General Event Information Tab
  • Media Library Tab
  • Page Visuals Tab
  • Tickets and Tax Receipts

• Embedding Your Ticketed Event

  • How-To Embed Your Ticketed Event
  • If You Can’t Embed Your Ticketed Event on Your Website

• Managing Your Ticketed Event

  • Manage Section: Overview
  • Sales and Donations Tab
  • Attendees Tab
  • Can I Void and/or Issue a New Event Tax Receipt?
  • Tax receipts for Ticketed Events
  • How do I Delete a Ticketed Event?

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• Overview: What Are Securities Donations?
• How Does Someone Donate Securities to our Charity?
• Creating a Securities Donation Form
• Embedding Your Securities Donation Form
• Using the CanadaHelps “Donate Securities” Button
• Linking to Your Own ‘Donate Securities’ Button

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• Overview: What are Cause Funds?
• Cause Funds and Donation Reports
• Refunds or Chargebacks for Cause Funds

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• The Great Canadian Giving Challenge
• Giving Tuesday
• Matching or Supporting a Cause Fund

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• CanadaHelps Partner Giving Programs
• What is CanadaHelps Partner Giving Program? Who are these donations coming from?

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• Payment Processing Security
• Data Sharing With Third Parties
• Accessing Your CanadaHelps Account Outside of Canada

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