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Help for Charities

  • About CanadaHelps

    • 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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  • Getting Started with CanadaHelps

    • Account Types
    • Types of Organizations That Can Register for a Charity Account
    • Who Should Register Your Charity
    • Signing Up for a Charity Account
    • I’ve Signed Up for a Fundraising Account But Still Can’t See Donor Details
    • I’ve Signed Up for Charity Profile Account But Still Can’t See Donor Details
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  • Your My Charity Account

    • Logging in for the First Time

      • [My Charity Account] Home Screen
    • Donation Reports

      • [My Charity Account] Donations Reports Tab: Overview
      • [My Charity Account] Donation Status Meanings
      • [My Charity Account] Donation Disbursement Schedule
      • [My Charity Account] Thanking Your Donors
      • [My Charity Account] Resending Tax Receipts to Your Donors
      • [My Charity Account] Data Download
    • Funds

      • [My Charity Account] Funds: Overview
      • [My Charity Account] Creating a New Fund
      • [My Charity Account] Fund Names in Your Donation Reports
    • Account Info

      • [My Charity Account] Main Charity Administrator
      • [My Charity Account] Adding Linked Users
      • [My Charity Account] Account Settings
      • [My Charity Account] Email Opt-In
    • Account Password

      • [My Charity Account] Changing Your Account Password
      • [My Charity Account] Trouble Resetting Password
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  • Profile

    • [My Charity Account] Charity Profile: Overview
    • [My Charity Account] Editing Your Charity Profile on CanadaHelps.org
    • [My Charity Account] Main Profile Page
    • [My Charity Account] Campaign Pages Tab
    • [My Charity Account] Discovery Settings Tab
    • [My Charity Account] Impact Page
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  • Customizable Donation Forms

    • Creating/Editing a Donation Form

      • Overview: What is a Customizable Donation Form?
      • [Customizable Donation Forms] New Donation Form
      • [Customizable Donation Forms] General Settings Tab
      • [Customizable Donation Forms] Other Customizations Tab
      • [Customizable Donation Forms] One-time and Monthly Donation Amounts Tabs
      • [Customizable Donation Forms] Custom Email Messages Tab
    • Embedding Your Donation Form

      • [Customizable Donation Forms] Finding Your Donation Form’s Embed Code
      • [Customizable Donation Forms] Is My Website Mobile-Optimized?
      • [Customizable Donation Forms] Security and Embedding a Donation Form on Your Website
      • [Customizable Donation Forms] Embedding Your Donation Form on WordPress
      • [Customizable Donation Forms] Embedding Your Donation Form on Squarespace
      • [Customizable Donation Forms] If You Can’t Embed Your Donation Form on Your Website
    • Linking Your Donation Form

      • [Customizable Donation Forms] Linking Your Donation Form to a CanadaHelps ‘Donate Now’ Button
      • [Customizable Donation Forms] Linking Your Donation Form to Your Own ‘Donate’ Button
      • [Customizable Donation Forms] When should I link to my donation form instead of embedding it?
      • [Customizable Donation Forms] Sharing Your Donation Form on Social Media
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  • Peer-to-Peer Fundraising (P2P)

    • Creating/Editing Your P2P Campaign

      • [Peer-to-Peer] Overview: What is P2P?
      • [Peer-to-Peer] New P2P Campaign
      • [Peer-to-Peer] Campaign Details Tab
      • [Peer-to-Peer] Participant Pages Tab
      • [Peer-to-Peer] Media Gallery Tab
      • [Peer-to-Peer] Page Visuals Tab
    • Paid P2P Campaigns

      • [Peer-to-Peer] Overview: What is a Paid P2P?
      • [Peer-to-Peer] Creating a Paid P2P Campaign
    • Embedding Your P2P Campaign

      • [Peer-to-Peer] How-To Embed Your P2P Campaign
      • [Peer-to-Peer] If You Can’t Embed Your P2P Campaign on Your Website
    • Managing Your P2P Campaign

      • [Peer-to-Peer] Manage Section: Overview
      • [Peer-to-Peer] Reports Tab
      • [Peer-to-Peer] Teams Tab
      • [Peer-to-Peer] Participants Tab
      • [Peer-to-Peer] Donations Tab
      • [Peer-to-Peer] Help for Team Captains and Individual Participants
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  • Ticketed Events

    • Creating/Editing your Ticketed Event

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

      • [Ticketed Events] How-To Embed Your Ticketed Event
      • [Ticketed Events] If You Can’t Embed Your Ticketed Event on Your Website
    • Managing Your Ticketed Event

      • [Ticketed Events] Manage Section: Overview
      • [Ticketed Events] Sales and Donations Tab
      • [Ticketed Events] Attendees Tab
      • [Ticketed Events] Can I Void and/or Issue a New Event Tax Receipt?
      • [Ticketed Events] Tax receipts for Ticketed Events
      • [Ticketed Events] What if My Event is Cancelled Due to COVID-19?
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  • Donor Management System (DMS)

    • Training Webinars

      • [Donor Management System] Quick Tips before your Live Training Webinar Session
      • [Donor Management System] Join our Live Training Webinars
    • Importing your Historic Data

      • [Donor Management System] Data Migration Best Practices
      • [Donor Management System] Importing your Historic Contacts
      • [Donor Management System] Importing your Historic Contributions
      • [Donor Management System] Importing your Historic Funds & GL Accounts
      • [Donor Management System] Campaigns vs Funds vs GL Accounts
    • Getting Started

      • [Donor Management System] How to Log In and Reset Password
      • [Donor Management System] Navigating the Main Menu & Tabs
      • [Donor Management System] Understanding Search, List Rows & Actions
    • Your Data in the DMS

      • [Donor Management System] Digital Security Overview
      • [Donor Management System] Your Existing Data in the DMS
      • [Donor Management System] How CanadaHelps Donations Sync with your DMS
      • [Donor Management System] Anonymous Contributions
      • [Donor Management System] Data Hygiene & Best Practices
      • [Donor Management System] Merging Duplicate Contacts
    • Home

      • [Donor Management System] Navigating the Home Tab & Dashlets
    • Contacts

      • [Donor Management System] Navigating the Contacts Tab
      • [Donor Management System] Navigating a Contact Profile
      • [Donor Management System] Understanding Individuals, Organizations & Households
      • [Donor Management System] Adding and Modifying a Single Contact
      • [Donor Management System] Modifying Multiple Contacts at Once
      • [Donor Management System] Deleting and Restoring Contacts
    • Contributions

      • [Donor Management System] Navigating the Contributions Tab
      • [Donor Management System] Navigating the Contribution Details
      • [Donor Management System] Adding & Modifying a Single Offline Contribution
      • [Donor Management System] Adding a Single Recurring Offline Contribution
      • [Donor Management System] Deleting a Single Contribution
      • [Donor Management System] Adding Multiple Contributions at Once (Batch Data Entry)
    • Live Transactions

      • [Donor Management System] Understanding Live Transactions
      • [Donor Management System] Adding a Single Live Transaction
      • [Donor Management System] Updating a Contact’s Recurring Live Transaction
      • [Donor Management System] Changing Your Payment Processor Password in the DMS
    • Receipting

      • [Donor Management System] Configuring your Tax Receipts Settings
      • [Donor Management System] Issuing Tax Receipts
      • [Donor Management System] Issuing Duplicate Tax Receipts
      • [Donor Management System] Issuing Yearly Tax Receipts
      • [Donor Management System] Issuing a Corrected Tax Receipt
      • [Donor Management System] Issuing In Kind Receipts
    • Non-Charitable Receipting

      • [Donor Management System] Excluding a Single Contribution from Receipting
      • [Donor Management System] Issuing Non-Charitable Receipts
    • Single Emails

      • [Donor Management System] Sending a Single Email to Contacts
      • [Donor Management System] Adding & Managing an Email & Letter Template
      • [Donor Management System] Tokens Overview & Available Tokens
      • [Donor Management System] Answering Email Replies
    • Thanking your Donor

      • [Donor Management System] Sending Thank You Emails & Letters
      • [Donor Management System] Adding & Managing an Email & Letter Template
      • [Donor Management System] Answering Email Replies
    • Bulk Emails

      • [Donor Management System] Sending a Bulk Email to Contacts
      • [Donor Management System] Navigating a Bulk Email Report
      • [Donor Management System] How to Clone an Email Template
      • [Donor Management System] Answering Email Replies
    • Letters & Documents

      • [Donor Management System] Printing & Merging Letters to Contacts
    • Labels

      • [Donor Management System] Printing Mailing Labels
    • Campaigns

      • [Donor Management System] Navigating the Campaigns Tab
      • [Donor Management System] Navigating the Campaign Details
      • [Donor Management System] Adding, Modifying & Deleting a Campaign
    • Opportunities

      • [Donor Management System] Navigating the Opportunities Tab
      • [Donor Management System] Adding & Modifying a single Opportunity
      • [Donor Management System] Exporting, Printing & Deleting Opportunities
    • Activities

      • [Donor Management System] Understanding Activities
      • [Donor Management System] Adding Activities to Contacts
      • [Donor Management System] Viewing a Contact’s Activities
      • [Donor Management System] Adding & Modifying Activity Types
    • Relationships

      • [Donor Management System] Understanding & Managing Relationships
    • Advanced Search

      • [Donor Management System] Advanced Search for Contacts
      • [Donor Management System] Advanced Search for Contributions
    • Groups & Smart Groups

      • [Donor Management System] Understanding Groups & Smart Groups
      • [Donor Management System] Groups & Smart Groups vs Tags
      • [Donor Management System] Adding, Modifying & Deleting a Group
      • [Donor Management System] Adding, Modifying & Deleting a Smart Group
      • [Donor Management System] How to See All of Your Groups and Smart Groups
      • [Donor Management System] Managing Contacts in Groups & Smart Groups
    • Tags

      • [Donor Management System] Understanding Tags
      • [Donor Management System] Groups & Smart Groups vs Tags
      • [Donor Management System] Adding & Removing Tags to Contacts
      • [Donor Management System] Creating & Modifying Tags
    • Reports

      • [Donor Management System] Reports Overview & Available Reports
      • [Donor Management System] Filtering Reports
      • [Donor Management System] Adding Custom Columns on select Reports
      • [Donor Management System] Saving and Exporting Reports
    • Funds & GL Accounts

      • [Donor Management System] Adding, Modifying & Deleting Funds
      • [Donor Management System] Adding, Modifying & Deleting GL Accounts
      • [Donor Management System] Assigning GL Accounts to Funds
      • [Donor Management System] Assigning CH Funds to Funds
    • Administer & Settings

      • [Donor Management System] Configuring your Email Settings
      • [Donor Management System] Configuring your Tax Receipts Settings
      • [Donor Management System] Modifying the Default Tax Receipt Emails
      • [Donor Management System] Modifying the Default Tax Receipt Thank You Note
      • [Donor Management System] Modifying your Organization Information
      • [Donor Management System] Adding & Modifying Activity Types
    • MailChimp Integration

      • [Donor Management System] Understanding the DMS MailChimp Integration
      • [Donor Management System] Configuring your MailChimp Settings
      • [Donor Management System] Syncing DMS Groups with your MailChimp Account
      • [Donor Management System] Tracking Sent MailChimp Emails in the DMS
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  • Donations of Securities

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

    • Overview: What are Cause Funds?
    • Including Your Charity in a Cause Fund
    • Cause Funds and Donation Reports
    • Cause Funds and Refunds or Chargebacks
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  • Other Promotional Opportunities

    • CanadaHelps Partner Giving Programs
    • The Great Canadian Giving Challenge
    • Giving Tuesday
    • Moka and Round Up to Give
    • Matching or Supporting a Cause Fund
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  • Security Standards

    • Payment Processing Security
    • Data Sharing With Third Parties
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  • All About Us
    • Why CanadaHelps
    • Our Team
    • Ways to Give
    • Our Fees
    • Frequently Asked Questions
    • Press & Media
    • Contact Us
  • For Donors
    • Donate
    • Donate Securities
    • Fundraise
    • Crisis Relief Centre
    • Giving Life Blog
    • Refer a Friend
  • For Charities
    • Online Fundraising
    • Events Management
    • Peer-to-Peer Social Fundraising
    • Profiles & Campaigns
    • CRM Integration
    • Educational Resources
    • Charity Life Blog
  • Opportunities
    • Partner With Us
    • Corporate Giving
    • Affiliate Program
    • Join Us
    • Support Us
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