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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• 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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• 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

• Account Password

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

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• [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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• 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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• 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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• 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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• 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] Navigating the Home Tab & Dashlets
  • [Donor Management System] Understanding Search, List Rows & Actions

• Your Data in the DMS

  • [Donor Management System] Your Existing Data in the DMS
  • [Donor Management System] Data Hygiene & Best Practices
  • [Donor Management System] Merging Duplicate Contacts

• 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] Deleting a Single Contribution
  • [Donor Management System] Adding Multiple Contributions at Once (Batch Data Entry)
  • [Donor Management System] Exporting Contributions

• Live Transactions

  • [Donor Management System] Understanding Live Transactions
  • [Donor Management System] Adding a Single Live Transaction
  • [Donor Management System] Changing Your Payment Processor Password in the DMS

• Receipting

  • [Donor Management System] Issuing Tax Receipts
  • [Donor Management System] Issuing Duplicate Tax Receipts
  • [Donor Management System] Cancelling a Single Tax Receipt
  • [Donor Management System] How to Issue Tax Receipts for Couples
  • [Donor Management System] Modifying the Default Tax Receipt Emails
  • [Donor Management System] Modifying the Default Tax Receipt PDF Message

• Non-Charitable Receipting

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

• Single Emails

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

• Thanking your Donor

  • [Donor Management System] Sending Thank You Emails & Letters

• 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

• 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

• 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 & Exporting Reports
  • [Donor Management System] Adding Custom Columns on select 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] Modifying the Default Tax Receipt Emails
  • [Donor Management System] Modifying the Default Tax Receipt PDF Message

• 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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• 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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• 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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• 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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• Payment Processing Security
• Data Sharing With Third Parties

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