Demystifying Data:  How to Create A Data Plan for Small to Medium Sized Charities

Data has the power to provide invaluable insights that can transform your organization. In today’s changing digital world, to succeed in the future requires organizations to get serious about data today. With generous funding support from the Ontario Trillium Foundation, CanadaHelps team members developed this data workshop for professionals working in the charitable sector with beginner to intermediate experience working with data. The on-demand webinar dives into the steps required to plan, prepare and execute your data strategy.

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Get Ready for the Webinar in 15 Minutes!


The Power of Data

The Power of Data to Transform Your Charity’s Results

This introductory webinar speaks to why data matters and how to use it to grow your fundraising results and increase your impact.

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Impact of Data

Talking Impact with Furniture Bank

Learn about Furniture Bank’s approach to impact measurement and get practical tips on how your charity can get started.

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Data for Fundraising

Using Data to Grow Your Fundraising

From personalization to segmentation, Angela Kostenko shares simple ways to use the data you have today to raise more.

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Watch the On-Demand Webinar Now and 3 Minute Case Studies!


How To Create a Data Plan

Webinar: How to Create a Data Plan for Small to Medium Sized Charities

Designed for those with little to intermediate experience working with data, this webinar dives into the steps required to plan, prepare and execute your data strategy.

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Tracking and Using Impact Data

Case Study: Global Medic on Tracking & Using Impact Data

Matt Capobianco shares what impact data Global Medic tracks, their approach to capturing data that matters, and how they use it.

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Data and Fundraising

Case Study: Pathways to Education on Data & Fundraising

Jason Shim tells us how using data helped grow Pathways to Education’s year-end program to raise more.

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Your Data Action Plan Workbook & More

Creating a data action plan takes time. We recommend involving leads from all relevant areas of your organization – including Finance and Accounting, Program Development and Fundraising, and Operations and Service Delivery. If your organization is small, you may need to wear many hats; the task may feel daunting. Remember to start small and focus on your top strategic priorities and incorporate steps that are achievable. You can then review your progress regularly and expand your plan as feasible.

Thank you to the Ontario Trillium Foundation

The Data Literacy Workshop is the last of a series of data initiatives made possible through the generous funding of the Ontario Trillium Foundation, an Agency of the Government of Ontario. You can learn more about the grant to CanadaHelps received in 2015 here and about our new data services below.


New Discovery Services

New Discovery Services on

We’ve introduced new algorithms that allow us to help donors discover charities through our new Popular Now and Personalized Discovery services on our site for donors.

Learn more >

Data Reports

Three Data Reports for Charities – Including a Benchmark Report

Sign in to your CanadaHelps account and access your monthly Donor Metrics report and two benchmark reports comparing your results to charities like yours.

Learn more >

The Giving Report

The Giving Report: Bringing visibility to the Charitable Sector

This new annual report brings visibility to the sector, the work it does, and delves into key giving trends. It even includes a tool for donors to compare their giving.

Explore the report >

About Our Webinar Speakers 

Shawn Bunsee, Director of Data and Analytics at CanadaHelps:

With his passion for and experience in data, analytics and customer insights, Shawn joined CanadaHelps in July 2015. His experience in the technology space includes roles at BlackBerry, Workopolis, Silicon Valley customer experience management software company Medallia, and healthcare data analytics firm IMS Brogan. Complementing his data skill sets are market research roles at Workopolis, Ipsos and Nielsen. As the project manager and analytics head of CanadaHelps’ OTF-funded data strategy project, Shawn has developed the models and algorithms behind its “Personalized Discovery” recommendation engine and “Popular Now” trending charities tool. Shawn has an Honours Bachelor of Mathematics degree from the University of Waterloo.

Shannon Craig, Chief Marketing and Product Officer at CanadaHelps:

Joining CanadaHelps in July 2013, Shannon is fulfilling a long time desire to actively participate in the non-profit sector. A passionate marketer, she has extensive product marketing, research, strategic partnership and consumer marketing experience from companies including Kobo, WIND Mobile, Critical Path, FedEx and LEGO. In her role at CanadaHelps, Shannon is a key member of the leadership team which has overseen tremendous growth in users and products in the last 4 years. Shannon is excited about using data, education, and technology to increase giving and charity success in Canada. Shannon holds an Honours Bachelor of Arts degree from the University of Western Ontario, and an MBA from the Schulich School of Business.

Questions? Feedback? We want to hear from you!