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hello everyone thank you for joining our webinar today we are going to be taking you through canada helps his donor management system and i am joined today by a jane ritridelli who is our chief operating officer canada helps as well as jacob o'connor who is the vp of charity engagement and growth and they'll be walking you through the core features of the dms and they'll show you how this can be used to help steward your donors grow your donor loyalty and increased efficiencies in your organization we're looking forward to getting into it but before we get started i just want to express and acknowledge that our team at canada helps is grateful to have the opportunity to meet and work on many indigenous homelands across canada and as settlers on these lands we acknowledge that our vancouver offices are located on the unseated territory of the coast salish people our montreal offices are located on kanye kahaka or mohawk territory and the land on which we are operating and broadcasting from today in toronto is the traditional territory of the wendat anishnabe and the mississaugas of the credit first nation we want to express our respect for the territories we reside in and honor the diverse indicious peoples who have lived and worked on this land historically and presently and the staff and leadership of canada helps are committed to being active participants in reconciliation and we are committed to continuing to amplify indigenous voices and learning how a book affects indigenous peoples and to those of you who are new to canada helps we welcome you um glad to have you join us canada helps builds innovative technology that empowers all charities to easily fundraise online as well as connects all canadians to give to the charities and causes they care about for charities we offer open access to a full suite of affordable online giving tools with full donor information and we also provide free educational resources like this webinar so you can better understand your donors and steward them along the journey and for your donors we have offered a convenient safe and trusted destination for donating to and fundraising for all registered canadian charities for 20 years and to date over 3 million canadians have donated over 1.8 billion dollars through canned helps and more than 24 000 charities across canada rely on canned houses fundraising tools to build capacity so that's just a little bit about us um if you're having trouble hearing us please try turning up the computer's volume your instructions on the screen uh if that doesn't work uh please click sound check under your go to webinar audio panel and select the speaker tab adjust your volume to the far right and for the best webinar experience we ask that you close all other applications and we'll be emailing you the recording and slides within the next 24 hours and uh please note that you can hear us but we can't hear you all likes are muted for the audience if you have any questions at all just type them into the questions box of your go to webinar panel anytime we do have a q a portion at the end of the presentation and we'll be able to answer some of your questions there and without further ado enough from me i'm going to hand it off to jane to get us started hey everyone welcome we want to thank you for joining us today we're really excited to share uh some information about our dms and introduce you to some of the great features and tools that also give you a bit of a history behind the dms and how we got to the point where we decided that we were ready to launch this great new feature i'm going to pass it over to jacob and he's gonna start us off hey everyone i hope everyone's doing really well uh i'm doing pretty well i'd say a little bit tired i didn't sleep too much last night i think this is a day that we've been building to for a long time here at canada health i'm super honored to have jane here with us we got some plexi class up in the room she has been leading this project over these last two years as we've got it to launch so thanks for being here with us james um yeah i think i really just wanted to start it off by saying thank you to everyone for being here today um to another webinar i know this year has been chock full of them um jane and i have been talking about how we were going to launch the dms for for quite some time and i think in a sense because of the pandemic uh it caused a bit of a delay in that i think we we talked about getting a big stage and having a bunch of people in a room with a kind of community aspect but last didn't work out that way so we're here today on the webinar but still this is an amazing story that we're here to tell you and thank you all for everyone that's here today again and for everyone that's helped along the way because there was a lot of people that did um and i think we've been building to this day here at canada health for jaina will talk a little bit more four or five years but in a sense eight years uh since marina joined us um and even all the way back 20 years um and so before moving forward into the future with the dms wanted to honor that past a bit and so i'm going to take us actually all the way back to 1999. um and so you right now are looking at the three founders of canada helps and this is where the story begins uh in this really quintessential dot-com founding photo um and uh so canada helps really came about in the middle of the dot com boom uh so these three university students first year students bright went to high school together great friends um uh on the christmas of their first year uh one of them is is back home from queens and is sitting in a church pew uh there's a basket that's going around and um in the midst of this setting where for-profit companies all over the world and in america are making crazy money just for putting com or in their name um really with the basket coming around he thought there's got to be a better way to do that and these were three really idealistic young teens matthew on the right still sits on our board and he tells me the story and really they went knocked on doors and created canada helps i mean so the idea of it was with all these for-profit companies um making money off the power of the the internet how can we tap charities in to the exponential power that is the internet and so um what was conceived was canadahelps.org and we still operate this uh donor portal today um so on canadahubs.org through a relationship with the cra every charity in canada is listed on our website um and a donor uh can search for any of these charities and donate to one or multiple with a click of a button now we're used to this now uh i'm used to this uh every day i'm working with canada the canon helps platform i'm sure some of you are too in here every single day but if we think back actually to 2000 this was insanely innovative paypal actually went live and had their ipo in 1999 and e-commerce wasn't really a thing um so even the largest charities barely just had a website no one was transacting online or accepting donations online and here now is this platform where i can go to i could donate to any charity in canada at the click of a button and on top of it instantly get a tax receipt in its first year of launch canada helps raise 150 000 this is 20 years ago today and the innovation hasn't stopped in fact in in 2004 um this kind of innovation dna continued on and canada helps actually pioneered monthly giving again something we're taking for granted now that was pioneered on the canada health platform through credit card donations all the way back in 2004 next in 2006 and this one still blows my mind the team at canada helps back them small mighty team launched giving pages so here you can go to canadahelps.org choose any charity in canada and set up your own crowdfunding page think about that 2006 a good 10 years ahead of the curve when we're talking about crowdfunding in this country next in 2007 another one that blows my mind canada helps launched a securities platform the first ever online platform for the donation of stocks and mutual funds and just like the rest of the platform you can choose one or multiple charities get an instant tax receipts and as we know stocks and mutual funds give historically and still now generally not an option for smaller charities that might not have the capacity to have a donor or take on that administration themselves in 2007 through canada helps this uh avenue for major gifts became available for every charity across the country and in 2008 my charity connects was launched and so my charity connects was actually the start of canada helps education journey so not only providing technology through canadahelps.org but how do we educate charities about the power of online and there was actually a conference that was that went across the country and connected and created community amongst the charitable sector and throughout all this as mentioned before only the largest charities even have a website right virtually none of them are accepting donations online and so what happened kind of naturally actually was that charities began using canada helps for their online donations so i'm a charity and on my website i would add a button to my website that would direct my donors to canada helps where they can complete their donation canada helps taking care of all of the receding the security as a charity in the 2000s i don't have to worry about a thing and so what canada helps did is they actually released a donate button ourselves so this was a button just a small line of code that you can copy and paste on your website and now every charity can have that experience where they send donors to canada helps and everything is taken care of and so a lot of people now still today and these buttons are still floating around to our dismay we have a few new tools that should supersede them but this is how a lot of people know canada helps and i think there was a few more innovations that happen in the form of charitable gift cards um and we also had our crisis relief center that launched in 2013 but this really took us all the way into 2013 with canada helps and at this time this is a quick little overview so 12 000 charities chose canada helps in the first year i mentioned 150 000 was raised to the platform in 2013 68 million dollars you raised through canada helps and the team had grown to still a humble but a bit larger 12 staff members at this time so we're talking about a button we started in 2000 on this journey now we're in 2013. as we all know and as we can all imagine consumer demands have changed when it comes to online and digital experiences so i'm now expecting to be able to transact directly on a charity or a company's website this experience of going from one website to another is a little bit second rate also because of the growth in online giving there are a lot of for-profit companies that are now coming into the space and building these experiences um but largely uh of course due to the revenue opportunities um they're focused on the enterprise market right so we all know great organizations but building those enterprise level tools and so at that time when we look at the button whereas throughout the 2000s through those innovations canada helps was really pushing the charitable sector forward when it came to digital by the time 2013 came around in a sense canada helps was actually holding the sector back with its technology and at that time the board actually went and decided to recruit our current president ceo ceo uh marina gogovets uh she was still here today and at this time and i think this is important to look at and and um marina herself looked at this uh at this time when we look at 2013 and i think when we think about canada helps we always have to think about it in relation to the charitable sector because i think our fates are kind of inextricably linked as the charitable sector goes canada helps goes and because so many people are using canada helps in a sense how canada helps go as the sector goes and so we when we look at the sector at this time 91 of charities are actually 10 staff or less and this still holds true today charitable giving is at 0.9 percent annual growth rate um and relative to inflation this is actually a decline of giving leading up to this time in 2013. um when we talk about this aggregate giving for small charities 57 of their revenue is actually dependent on donations um so this is really disproportionate when we look at organizations of 200 staff or less they're actually only relying on 12 percent of their overall revenue pie of donations from individuals so a lot of government funding going to those larger organizations like our hospitals our educational institutions while the smaller organizations across the country are really reliant on the generosity of canadians at the same time we have this flat or shrinking overall giving rate aggregate giving in the country claimed through the cra but it's also an aging giving population so uh the rate at which those that are 55 plus donate is actually double um the the under 55 groups so it's a smaller group that's taking on more of the giving load um and of course due to due to the age this does not bode well for the future particularly to those small charities at the same time there was a bright light there was a 20 growth in online giving over that same period so giving as a whole down but online giving could be potentially a saving grace um so marina when she came on board she spent her first six months to a year talking to the charitable sector she was a for-profit executive leading e-commerce work profit companies and she had the humility to come in and listen and to learn and really what she found is that beyond beyond all of these statistics when she talked to charities across the country mostly small shops again there's this huge acceleration that's going to digital we do have uh for-profit enterprise solutions um but there's really no one there to support the small medium-sized journey as this digital journey is about to accelerate and explode um and she saw a really big gap here and as the the small charities making up 91 of the charitable sector marina felt like canada helps uh had to act and so at that time our mission was to inform inspire and connect donors and charities to increase charitable giving in canada we actually added a whole new prong to our mission back in 2013 and this is to democratize access to effective technology in education in the charitable sector this is a huge task a huge task and so marina brought along a small team of other executives from the for-profit world who wanted to give back we wanted jobs with more meaning who had had that success and then we also took a risk so at that time canada helped sold all of the gics that it had in the bank and actually hired developers to start building tools so quickly we're talking about the donor management system today but let's look at what we built so back in 2013 uh first things first every single charity needs to accept donations from their website this needs to be mobile optimized it's no longer good enough to send people off of a website to complete a donation we built custom branded donation forms that you can host directly on your website i have my brand colors a donor can go through that whole experience and then at the same time you're still taking care of the security and the tax receding next we launch our multi-step form which we're looking at now same form but breaks the donation down into digestible steps so i entered my donation details now my personal information and next i'm going to enter my payment details this is another aesthetic option keeping up with best in class next we launched our tribute first form so our third donation form and this is uh given the popularity of tribute gifts uh we launched the form that puts that front and center and we deliver e-cards on the pure charities behalf to take care of that administration and most recently we launched a donation form for the gifts of stocks and mutual funds so um not just on canadahelps.org can you do this now any charity in canada can host a donation form and accept gifts of stocks and mutual funds without a broker canada helps is taking care of the entire process in 2015 we launched our peer-to-peer platform so prior to prior to the launch of this a peer-to-peer fundraising solution was out of reach for small charities multiple thousands of dollars of setup and ongoing fees we launched an effective tool um simple and easy to set up where you have teams and participants facing off competitively in a friendly spirit and you're leveraging that social aspect with leaderboards for your cause in 2016 we launched our events platform so now the third major way that charities are raising money and this is for our golf tournaments our galas and canada helps is issuing split tax receipts automatically once again eliminating that administration and we recently pivoted this platform to enable the selling of merchandise and memberships during coven but just important as what we built is how we built it and so within charities canada helps account you can easily upload a background image um right within the account this holds true across the tools i can choose the forms either through hex codes or a color picker that match my branding and once i save the form i just click one button and have an embed code where i can embed this thing directly on my website no developers just like that and that takes us to today and what a journey it's been over these last eight years so the number was 12 000 in 2013 25 000 charities now choose canada helps you raise 480 million dollars through canada helps and our team here has grown to 80 staff members here to support you but in all this after releasing these tools there's still one last missing piece and i'm going to hand it over to jane now to talk through that okay so we're at the point where all charities in canada have access to best-in-class fundraising tools but the question that arose for us was what about the data our tools were generating a lot of data for our charities but they were limited in what they could do with it and the reason why that's important is because that data provides key information that unlocks the ability for you to build relationships with your donors the average donor retention rate is around 40 to 45 percent that means that if a hundred donors give to your organization in a given year then only about 40 of those donors will give again the following year and we all know that acquiring new donors is challenging and often costs more than retaining donors so research shows that there are four main reasons why donors don't return to make another donation they were never thanked for their donation they were provided no information on how donor donations were used there was poor service or communication and they felt that the charity didn't need their gift for all the issues above the solution is better communication with donors and that is enabled through data and that led us to look at the benefits of a donor management system as a place for charities to organize and efficiently manage and use their data it's one central place to store all your vital donor and fundraising data it provides the tools you need to easily filter and segment that donor data it provides greater efficiency through the automation of thank you messages tax receipts and all of the donor communications it can offer ready to go financial and other reports and it's a shared knowledge base for your team that prevents key knowledge from walking out the door when someone on your team moves on to another opportunity however when we looked at the current situation we found that 74 of charities were still using excel spreadsheets to manage their data those who were using a dms had to manually export and import their canada helps data into that system at which point it was probably already out of date since online giving is 24 7. and the existing dms options were mainly costly enterprise systems which is a similar situation to what jacob mentioned earlier when we saw that when we launched our fundraising tools so we did what we usually do when we want to find out more we did a survey we did three in fact over the years to over 10 000 charities plus we had access to thousands of one-on-one conversations across the country from our daily interactions with charities and what you told us is that the existing dms options were just too complex they required extensive training and one or more full-time staff just to figure out how to use them and run simple queries there are a lot of features in these dms's but you really only need a dms to do the key things but do them simply and well there was little to no support we found it was pretty much impossible to speak to humans and often the products and support were built for other countries with a lack of understanding of the needs of the canadian cherokee sector and the price was just too high for most charities to afford or there were hidden costs that really added up so all of this was the impetus behind the build and launch of the canada health cms so as jacob mentioned earlier we've actually been working on this for about four years the challenge is that we had to do this in addition to everything else we're doing for donors and charities we're charity we don't have access to venture capital or other typical sources of funding for large software projects so we've had to bootstrap this ourselves and we're not going to lie to you it was hard we learned a ton on this journey and we had a lot of ups and downs but we were encouraged along the way by an incredible group of people to do this we particularly need to thank the team at edmonton food bank and the mutart foundation for being with us from the very beginning and our group of beta charities who provided us with feedback and support while we worked on this project and finally the pandemic really spurred us on to get this out your online fundraising your ability to acquire and retain donors became more important than ever our guide in building the dms was our mission to democratize access to effective technology and education in the charitable sector so when we designed and built this system for our charities it was key to us that it was easy to use had the tools and features that you needed including integration with all of your canada helps data and we offered equal access to all features to all charities no matter how big or small i'm going to pass it over to jacob now to give us a demo hey folks and so here we go it's demo time so the suspense has been building uh and now it's time to take a look at the canada helps dms so buckle up so right now uh we have just logged into the donor management system it's a cloud-based system so i'm going to access it directly through my internet browser i'm not going to be installing any software on my pc and right now i'm on the dashboard as you can see i have some graphs of monthly contribution summary i have here a list of activities that are outstanding for the week some calls that i need to make or some emails that i sent and a few other key pieces of information that's looking at our top donors and our latest donations for everyone that accesses the dms they will be able to personalize it for themselves so i can move these dashboard reports around to my own liking and i can remove some and add others so each user whether you're a finance fundraiser you'll be able to create your own before moving too much forward i want to just speak on the integration piece that jane that jane mentioned and so right off the gate just want to let you know the canada helps dms comes pre-loaded with five years of historical canada helps data so you do not have to do a thing you do not have to import and export five years of data pre-loaded so if you have other external sources whether that be an excel spreadsheet or you're coming from another system we do have a data migration team that will help you through that process it's a consultative approach and we even provide some cleaning services along the way alongside the donor data that's coming through canada helps also just quickly wanted to point out before we jump in that any single donation form event or peer-to-peer that you're creating through canada helps is automatically going to be synced over to the dms so when you create that donation form it's automatically going to be there and it's going to be tracking the total amounts that were raised and you'll be able to track that up from an roi perspective and they will be linked to your specific donor who has donated through that specific form but let's go to the day to day how are you going to use this on any given day so you get a gentleman that calls you okay and he sounds kind of strange he says his name's jacob okay so typically i'm going to put i'm going to put this now i have the dms i can do an easy search i search for a jacob and i have one record so i'm going to pull them up and so this can help guide the conversation while i'm talking to this donor boom now we landed on the easy to navigate summary page of this donor so i get to hear a nice full view of what this donor means to my organization i have work address home address i have some summary fields how much have they given over their lifetime when did they last give i also have some tagging which we'll get into but i can see that jacob's actually a board member and a volunteer i should probably know he's a board member but i can also see where he works and that he actually came through a special event so just a nice quick overview but i also noticed that there's a note there so if i'm talking to this person i'm probably going to want to see what that's about so i'm going to click through onto the notes section and okay i thought something was strange about this guy and i was right so i need to handle him carefully he is a bit of a weird guy and all my colleagues here know that this is the truth um so i have this note at the same time i also see that there's an opportunity so when we talk about opportunities through the canada helps donor management system whether it be major gifts or grants you're able to track these opportunities through the system so i can see jacob o'connor here has a 50k major gift opportunity out i could even see who is stewarding this opportunity so hey this is a guy that's i have an outstanding ask i need to treat him a little bit differently maybe with another level of care or i need to hand off hand them off to our major gifts person who's been having those discussions um and on that uh beyond that i have a list of activities so i'm probably going to want to log this call so before i do that i just want to take a look at what's here so i have emails that have been sent um that's a little bit of a strange one with that breakup john might be mad at me it might be sensitive information but i think it's water under the bridge now i received my copy for the dms launch demo this morning tight timelines and right now i'm actually in the dms launch demo so i don't know how i'm talking to myself um but if if we look below we have uh any inbound emails outbound emails that have gone over the lifetime of this contact and at any time i can click on that new activity button i can add a meeting call some volunteer hours i can send an email and you can actually create custom activities that work for your organization as well so you can do this at any time but jacob's let me know that he's actually going to be um coming in uh with a partner so i'm just going to see if we have this partner on file oh and look john rayne is here so we saw before that jacob's an employee of canada helps but he's going to be coming in with his partner and we actually have some inactive relationships so past employers and past partners eric also works at canada helps a little bit of drama going on folks i assure you it's okay from here beyond this i actually could see any groups that jacob is in so we're walking through the spectrum of the donor management system so we have two concepts of groups the first one is a regular group where i can manually create a group that i can then add and remove members from so here we can see that jacob is a bc and ontario volunteer among others we also have smart groups so unlike manual regular groups smart groups are dynamic so i can set up a criteria so let's say donors that have given between five thousand and twenty five thousand dollars and any donor in my database that falls into that criteria will automatically be added to that group so i can do one for any donors that have given monthly tribute gifts this is segmentation that happens dynamically you don't have to do the work it's automated so great stuff um just super quickly one more way that you could categorize your donors through the canon health zone management system is the tags so as we mentioned jacob is a board member and there's also a tag hierarchy so yes he's a volunteer but he's specifically an events volunteer so you have the ability unlimited tags for each of your different donors um but he's told me he's coming in with john he's just walked in and it turns out he wants to donate that's just our lucky day so right from the contact profile i can click in to add a contribution so i'm going to do just that so let's click in and add a contribution okay and you can see from here pre-loaded i have jacob o'connor as a contribution i don't have to fill in the details i could choose a payment method um he's paying by check but just a heads up you can do credit card in-kind gifts um he's donating for a special number to me eight thousand eight hundred and eighty eight dollars and then i can attribute this to a fund so this is a donation that's going to the general fund and you know what i'm going to just add this gift there are a couple other fields but we'll just add this basic gift to the general fund boom now as you see this gif has been added to the contact profile nice and easy i could see that at any time and if jacob wants a tax receipt straight straight off the bat i could click into that and with a click of a button print or email a tax receipt but you know what at our organization we don't do that kind of uh one-in-one out we have a process we have a cadence and we are actually issuing tax receipts on a monthly basis so i'm going to move over now to the contributions pane and similar to the contacts pane we have every single record of contributions that have come in through the system so again these are coming through canada helps but ones that you've also added manually like that check we just received from jacob or from other platforms so i'm in the contributions tab and as i mentioned here's a list of them i could just come here and see a quick preview of jacob yep this is the guy it's been added i can confirm that but let's issue the tax receipts i think it's that time of the month so let's go to the advanced search option and this is a way that we can filter our contributions so you have a lot of options here and we make it really easy drop down menus where you can just pick the options you want one or multiple so i can sort by campaign i can sort my contributions by a payment method by a gl account um but today we're just going to look at the date received um so there's a bunch of different options uh you can actually choose your own date range if you wanted to kind of narrow it down that much but for day for today we're just going to do the calendar month remember that monthly cadence so i'm going to search for my contributions now and there you go so now i have a complete list of all of my contributions that have come in in the month of june now let's see how easy it is to receive them and for us this was a key part that we really wanted to nail so you see i have two options i can issue a combined receipt with the total contributions or separate tax receipts so if jacob is given multiple times we can put it on one receipt or multiple i'm going to save the paper or the emails and i'm going to issue it in bulk so here we have 10 donors 35 gifts for a total of 10 320 there's a few of them that are not eligible so we won't be generating those that happens automatically um and then from here i could choose the delivery method so if i want to just download them to print and send the receipts fit in a number 10 envelope if i email and download automatically it's going to email those receipts to anyone that has an email address on file and for those that don't it's going to print them to a pdf so you could send them in a mail so it does that automatically for you at just the click of a button again for us this is something that you're doing day in day out and we really wanted to nail it and we feel like we did so really excited about this feature and just one thing to note is that donations that are added manually these are technically your tax receipts so canada helps online and it helps issues them through the dms we are delivering them but these are technically your tax receipts so similar to the contributions pain besides tax proceeding big thing that we want to do in the donor management system is obviously segment and communicate to donors okay so i'm back on this contact tab here i'm going to click on that advanced search button boom and we're going to see a menu pop up just like we had on the contribution side so we can actually filter our do quite complex filtering through address location i'm going to go quickly to the custom fields and i'm going to talk about this segment we already made that we referenced earlier so we want to look at people whose total lifetime contributions is from 5 000 um yeah 5 000 uh let's say to 25 000 dollars okay i can add other filters on top but this time just gonna make it nice and simple boom so just like we saw in the contributions tab i've just made a segmented list based on this so we have 39 records that fall into this category now if i wanted to schedule let's say a call an activity for all my board members to call people that are giving at this amazing level i can do that if i want to email folks i can do that if i wanted to create a smart group so if now i just wanted this segment to live forever in my donor management system at the click of a button i can create that dynamic smart group that will live in perpetuity but now i actually want to show you an amazing feature that we have here in the donor management system and that's dms mail so a lot of folks have the issue of having systems all in different places that's gone so right built into the dms is an email marketing tool um so all of your communications can be hosted here and all that the history of those happening will be here so let's put a newsletter together so let's make it a summer newsletter that we're giving to this specific group and what should we say let's get a little creative actually so i'm going to say hi first name i'm going to use a which is a merge field hi first name happy summer nice and cheesy okay so everyone in their subject line by the use of that will get that first name pulled right into that subject line so you get a really personalized email we give a bunch of templates right off the bat i'm just going to go right ahead and choose the newsletter format and boom we have dms mail so really what this is a simple easy to use drag and drop email builder that creates beautiful emails so the first thing i'm going to do here we're going to make one real quickly i'm going to pull over an image and just drop it into that header boom so now i have this meet the kenhub's donor management system now all i have to do is edit some text i could change the font colors really easily i can also change the background colors and the external background colors just like we saw in canada helps with those hex code or with the color picker when i'm ready to go i could test it so let's say i just want to preview what it looks like i can click on the preview button and i can see it right within the dms nice and easy or what i can do is send it directly to my inbox if i want to get that real inbox experience so this is dms mail and we're really proud of this before we move on from the demo portion quickly just wanted to go to the opportunities section so we saw an individual opportunity but in this page you get an overview of all of your outstanding grants and major gifts perfect for the board the ed that wants to keep an eye on where things are at when's application deadlines and when is the opportunity report due after you've won that that that grant and lastly going to do a quick stop at the reporting section so we work with kathy mann and associates and some other consultants to and our team of experts here in house to create preset ready to go reports so if you're not sure quite what to look for we've done the work for you on top of that you can create a new report at any time but i'm going to look at this campaign summary so this is a really easy summary report lists all of our campaigns the number of donations and the total amount and i can filter change the columns and filter just like we saw in the contacts and contributions tabs by any of these fields to narrow down the segmented report and before we end just gonna see if we had any new gifts and we see my gift sitting there that was fun um and that ladies and gentlemen is the canada helps dms um but i think um similarly to what we mentioned in the fundraising tools previously um i think again it's not so much what we built it's how we built it um and also in this case i would say how we service it so i um really happy uh for those of you that know lucas on the left hand side that smile's making me smile right now giving me some heart to pull through it at the the end of this show but we have a team here at canada helps we've invested heavily in our team to make sure that you can succeed so we have a charity success team and literally their job is to make sure that you are successful with the dms so they take care of onboarding there is ongoing webinar series we have in-app support so right within your dms you're going to get help articles that are surface to you and walk throughs we have a data migration team so no matter what system that you're coming from we're gonna make sure you keep that data integrity you're not losing any key data and again it's consult it's consultative and our team there is great and beyond that we have a picture of our whole team and the team is about double the size now but i also just wanted to to share with you that we've recently tripled the size of our support team we recognize that the needs of charities are growing and through the donor management system we want to continue to commit to best in class to support and so we've made that investment in our support team to support you on this journey as you go through whether it's for the first time or you're moving from a new system and to cap off um really says for the sector by the sector and i think for this product probably more than any other this is the case and that this was really a group effort jane called out the edmonton's food bank and the mutard foundation this really the journey with using the product itself started with a small group of 10 beta charities that we had two years ago now there's over 170 users of the canada helps donor management system all of this before an official launch and i can without a doubt one million percent say that this product would not be what it is without all of those charities and this is something that we're continuing to build together and the feedback has been extraordinary the help has been extraordinary and i think from from our perspective we would just like you to know and of course just reinforce the fact that as a charity ourselves we are not beholden to investors or shareholders um really we're here for the long term we're going to be supporting you through and really looking forward to over these next few years launch the product it's amazing but we're looking forward to seeing what we can build together as we move forward in the next few years with this product so so thank you very much in the next uh in the next few months you're definitely going to get more information about the donor management system but for today uh thank you and we're gonna head over to uh a question and answer period amazing thank you so much jacob jump in jen i see you um we will follow up um and let you know uh how you can get some more information and speak to our charity engagement and support teams if you wanted to go immediately you can contact contact us at charities canadahubs.org also if you go to canadahelps.org in the for charities section of the website under donor management you can figure out how to how to book some time with our team but we will be following up so just wanted to put that in there great thank you so much jacob and folks you will have this contact information in the slides that we'll be sending out later but we're going to jump into some questions right now um so the first one i've got here jacob is what are your biggest advantages for small non-profits compared to other dms's like bluerange or salesforce can you hear me now yeah okay awesome um so the question was um how would you compare us to uh something like uh other solutions that are already out there like something like a sales force or a boomerang um that's a great question and i think first off uh i don't want to speak for other people's products and i think that when you are choosing a donor management system you need to find the right fit for your organization so i would definitely recommend that you reach out to do your research we actually put out two white papers on what to think about when you're doing that research so i would recommend consulting those but i what i would say and i do have some first-hand knowledge of both systems and they're both amazing systems um canada helps dms first off we're a canadian organization and know the canadian market um so it was built again we built it together so literally this was built with canadian charities as we put this out and the other thing i think the key thing is the uh the ready to go factor um so i've used salesforce in my personal life which is a very powerful tool um it does have a lot of integrations um it's pretty much limitless in terms of what you can do with it but it's not out of the box so salesforce is not built for charities so you would need to spend a lot of money and work with a consultant if you have someone in-house that's great but it's not a to go thing um and things like on the salesforce side like tax receipting um they're all applications that you would need to pay for or download after the fact whereas our system is everything is ready to go um and all those key features that you need um they're there and uh and and easy and simple right from the beginning second part and sorry i'm having audio issues so jane's helping me out over here thank you um so the integration with canada helps so yeah so so i mentioned it in that in in the presentation but once again um there is a sync between uh canada helps account and um and the dms so pre-loaded you're going to get five years of historical canada helps data and then moving forward anytime a new donation comes in if it's a new donor it'll automatically create a contact record for you if it's not a new donor it will automatically add that donation record to an existing contact great thank you jacob um so jacob did mention a couple of white papers i just dropped them in the chat uh so you have the links to those um we'll also include that when you send the follow-up email i'm just gonna jump into the next question now and uh jacob what is the difference between dms and our current existing charity accounts awesome thank you jane again jamie has been helping me out teamwork teamwork makes the dream work happy you're here yeah uh having some audio issues for some reason um yeah so the difference between uh so right now you have your online um i'm assuming uh so any charity can register for an account with canada helps um and you probably have one if you're here uh you can go in to our website and with through that account you'll have the ability number one to access your profile page at canon helps and manage that as a marketing presence that you have for the three million unique visitors that are visiting that website number two you're going to have access to our three fundraising tools so those are our donation forms our event platform and our peer-to-peer which we looked at quickly today so that's really the front end so those are the fundraising solutions but then in terms of managing the data as jane mentioned the canada helps account is not a donor management system there's no email marketing capabilities you don't have the ability to create different reports you can't segment your donors there are no there's no such thing as a donor profile so the data in there is just all on the donation basis the canada helps donor management system is a place that okay you have this front end now all this data is going to go into the donor management system and from there you'll be able to do those things like segment um uh email communications mass email communications thanking your donors um and then on top of that within the donor management system it's not just your online donations you're also able to manage your offline donations so one thing that we actually didn't look at is dms payments so alongside dms mail we have dms payments which allows you to actually live process credit cards and efts directly through the through the dms so this is for anyone that's calling in or perhaps you've done a direct mail and got credit card or eft details back so all that to say is that the dms is your online and your offline portion it's where you manage your data and and and improve your donor stewardship versus canonhub.org it's just those front-end tools thanks jacob um next question i've got is as a stem education organization we also have many important contacts or partners we work with and would require them to be in the database can they be manually entered in the dms and tagged for searchability okay yeah so this this one is uh sorry folks if i'm uh if i'm repeating myself a bit uh i guess i was maybe a little bit intuitive on the when i went off on a rant on the last one so um yes definitely so just like we saw also in the presentation right within the donor record when they walk in the door give you a phone call you're able to add offline contributions whether that's cash check or if you're processing those transactions live and also uh one thing that we didn't look at is that beyond like manually at a one one one by one um you have two tools in which you can do imports so if you've had an event offline using another platform you can use two of one a csv import tool uh or a bulk importer tool where you can do all of those at once so it's not a kind of on a one by one level so that's another functionality that we didn't look at today like i said we're gonna do more of a deep dive as we go thank you jacob in terms of resources are there any tutorials or videos available uh for using the dms yeah for sure yeah um so there's a ton um our our charity success team uh is amazing they're all amazing humans and they are working extremely hard to make sure that you have all the resources that you need to succeed so we're actually in the process right now of moving to an all new help portal to serve you better and i mentioned some in-app support so right within your dms you're going to be able to look look for articles and look for videos based on where you are within the system and then like i said like i think a lot of different solutions will give you that um but the other thing is we're just a phone call away so like i said we made this big investment in our support team and you can call in at any time you can send an email into info canadahelps.org and we're happy to help with any question that you had awesome i think i'll ask two more questions we'll try to squeeze this in um got one here is this software geared towards one specific type of charity or giving um this is a church i believe that's asking the question there you go um yeah i would say it's geared towards the canadian charity um so we have charities um and and one thing to make sure that that was the case we actually made sure in our beta group that we had a really diversified group of charities that were participating from really small organizations to larger organizations from food banks to religious organizations across the board we really created got a full spectrum of organizations so we're not particularly tailored to one but really trying to provide a solution that works for for everyone um for sure great question so uh last question here uh and a way to end it off is the system currently up and running is it live yes yes the system is up and running so um [Music] yeah it's kind of funny that uh in a sense that we're having this webinar today i think we've we've wanted to launch for for quite some time but uh pandemic like i said we wanted to do an in-person um we're waiting for the right time it's been as i'm sure for all of you you know um it's been a crazy year uh even us your um demand for service went up significantly so um we kind of soft launched uh in a sense it's been a year um since we've uh soft launch um and there's like i mentioned there's now 170 users of the canada helps donor management system um that have helped us out tremendously um so yeah we have a solid year out there now and we're ready now i i think part of it as well is that we wanted to make sure that we could give an amazing experience to every single person that joined up in that in that first year and at that point we didn't know what we didn't know so we've used we were experts on the fundraising tools side how to create simple products how to support them but this was a little different and so we on purpose we kind of started a little bit smaller we limited the number of people that can join in a given month we actually were able to speed up that way faster than we thought and that's honestly largely a huge credit to our charity success team to jane who is helping with our technology team improving the product at a really rapid rate um but yeah we wanted to make sure that we could be confident not just in the product but in everything surrounding it and the support to make sure that charities were successful we didn't want to just put a product out there and then have charities not adopt it um like we saw in the mission like jane uh mentioned again it's not just the technology it's the education piece and making sure it's charities are succeeding uh when it comes to digital so thank you jacob and i think that's where we're going to end um folks if you have any more burning questions which i'm sure i've seen a lot of them come in uh but that's all the time we have that um the contact information you can reach out to our team i'll be sending you the slides afterwards and i just want to thank i thank jacob and jane so much for walking us through the dms giving a great introduction we're so proud of this product um and we've been um holding our breaths trying to uh share this with you so thank you for joining us um and jacob jane i'm glad the the audio is working now thank you thank you everyone for joining we're looking forward to working with you more and supporting you in the future thank you so much thank you so much for joining us