Donations to Peer-to-Peer Social Fundraising campaigns are disbursed according to our standard CanadaHelps disbursement practices for all processed donations.

For charities that have completed electronic fund transfer (EFT) set-up, we transfer funds once every week. Donations made from Sunday to Saturday are disbursed the following Friday. It can take a few days to clear and appear in the charity’s bank account, depending on its arrangement with its bank.

For charities that have not signed completed EFT set-up, we issue a paper cheque. We write those cheques once a month if the charity has accrued at least $100 in donations, or once a quarter (every three months) if they’ve accrued less.

Yes, Team Captains can add an offline donation from the Donations tab accessible in their Team Captain account. They can access their account by selecting Sign In at the top right hand corner of any page associated with your charity’s P2P campaign. If they are already signed in, their email address will appear at the top right hand corner of the page and they simply need to use the drop down menu to navigate their account.

Offline Donations: Please note that since offline donations are not processed by CanadaHelps, they will not be reflected in your charity’s standard CanadaHelps donations report or your charity’s P2P campaign reports. The offline donations feature is provided so that a more accurate view of the team’s fundraising progress and the overall charity P2P campaign fundraising progress can be displayed to potential donors visiting your campaign pages.

Yes, all donations to your Peer-to-Peer Social Fundraising campaign will be included in your standard CanadaHelps donation report. To identify donations made to your Peer-to-Peer Social Fundraising campaign, refer to the Donation Source column of the report and look for donations where donation source is Custom Donate Now P2P Campaign.

Offline Donations: Please note that since offline donations are not processed by CanadaHelps, they will not be reflected in your charity’s standard CanadaHelps donations report or your charity’s P2P campaign reports. The offline donations feature is provided so that a more accurate view of the team’s fundraising progress and the overall charity P2P campaign fundraising progress can be displayed to potential donors visiting your campaign pages.

A real-time reporting dashboard and three detailed reports are provided for each of your Peer-to-Peer campaigns.

To access the dashboard, go to the P2P Campaign tab review. You will see a list of all Peer-to-Peer campaigns you have created. Click the graph icon that denotes reports on the far right. The dashboard provides a list of the names and amount raised for the Top 5 Fundraisers and Top 5 Teams. It also lists the name and donation amount for the 5 most recent donations. Each dashboard report includes a View All button. Select View All to see the full Web report and to download the corresponding details report.

The Detailed Fundraiser Report provides a list of all team and individual fundraiser pages and includes page name, page type (team page or participant page), team name (if applicable), amount raised, page owner name, and page owner contact information including responses to all custom registration questions set by the charity.

The Detailed Team Report is organized by team and includes team name and total amount raised by the team. It also details each page associated with the team providing page name, page type (team page or participant page), amount raised, page owner name, and page owner contact information including responses to all custom registration questions set by the charity.

The Detailed Donations Report provides the following information for each donation: donor name and contact information, amount of donation, type of donation (one-time or monthly), name of page donate to, page owner name, and page owner’s team name (if applicable).

Offline Donations: Please note that since offline donations are not processed by CanadaHelps, they will not be reflected in your charity’s standard CanadaHelps donations report or your charity’s P2P campaign reports. The offline donations feature is provided so that a more accurate view of the team’s fundraising progress and the overall charity P2P campaign fundraising progress can be displayed to potential donors visiting your campaign pages.

Your fundraising total is continually updated reflecting real-time updates for all one-time gifts. However, monthly donations are not included in campaign fundraising totals. For reference, monthly donations are processed every 24 hours at off peak times. When a donor sets up a monthly donation through your Peer-to-Peer campaign, they receive an email notification instantly confirming that their monthly donation schedule has been set-up. They receive a subsequent email each time their monthly gift is processed.

Because CanadaHelps is a registered charitable foundation, we are to issue tax receipts to donors and disburse the donation to any designated registered Canadian charity less our low non-commercial fee. We issue all tax receipts electronically.

How the donor accesses their tax receipts depends on whether they have a CanadaHelps account or not, and whether they are making a one-time or monthly donation as described below. Regardless of these factors, all donors are instantly sent a donation confirmation email that either includes their tax receipt or provides clear instructions on how to access their tax receipt.

When the donor enters their email address, we determine if they have a CanadaHelps account.

In the case of one-time donation, if the donor does not have a CanadaHelps account we attach their tax receipt to the donation confirmation email. If the donor has a CanadaHelps account, we refer to their preference setting (attaching the tax receipt to the donation confirmation email or issuing one tax receipt at the end of the calendar year for all donations they have made in that period using CanadaHelps).

If the donor sets up a new monthly donation, tax receipts are issued at the end of the calendar year. If the donor does not have a CanadaHelps account, we automatically create one for them so they can manage their monthly donation at anytime. We send them an email so they know how to access their tax receipt and manage their monthly donation from their account. We also prompt them to set their account password.

No. An email address can only be associated with one CanadaHelps account. When a Team Captain, Team Member or Individual Participant signs up to join your Peer-to-Peer campaign, they are prompted to provide their email address. If the email address is associated with a CanadaHelps account we present a message that this service is Powered by CanadaHelps and prompt the user to login to their CanadaHelps account. Otherwise, the user is prompted to create a new account on CanadaHelps. When your participants are signed in and on any page related to your Peer-to-Peer account, to keep your brand and campaign front and center, the available account features are limited to managing only their fundraising page(s) associated with your Peer-to-Peer campaign.

Three Team Access Status options are provided allowing you to choose the level of control best suited to your Peer-to-Peer campaign.

  1. Open to everyone: When this option is selected, anyone can join your campaign using the Create Team or Join as an Individual buttons on your main charity campaign page or using the Join Team button on all team pages.
  2. I will approve all join requests: When this option is selected, anyone will be able to request to join your campaign using the Create Team or Join as an Individual buttons on your main charity campaign page or using the Join Team button on all team pages. That said, their fundraising page(s) will not be publicly available unless you approve their request. As Charity Administrator, you will be responsible for approving any requests to create a new team or join as an individual participant (if applicable). The Team Captain will be responsible for approving all requests to join their team.
  3. I will send all invitation to join: When this option is selected, join buttons are not displayed on any of your campaign pages. As a Charity Admin, you must send invitations to Team Captains and Individual Participants not associated with a team (if applicable).  Team Captains can invite individuals to join their team.  For greater control over registration, the invited recipient must sign up using the same email address the invitation was sent to.

Yes. When you create or edit your Peer-to-Peer campaign you have the option to select “Participants must join a team.” When selected, the Join as an Individual button is not displayed on your main charity campaign page regardless of which Team Access Status option is selected.

Yes. As the Charity Admin you can easily select one or more teams and send an email to the associated Team Captain or all team members from the Team tab. Likewise, from the Participants tab you can easily select and send an email to one or more participants. Team Captains also have a Participants tab listing Team members and can choose to send an email message to one or more team members.

Category tags are an optional feature useful for select Peer-to-Peer campaigns. This feature is typically most useful for collecting participant location information such as city, province or office location but you may find other useful applications such as using category tags to create groupings of runners versus walkers, or morning versus afternoon participants.

Setting up Category Tags is easy. Name your Tag type (e.g. Province) and then add a Tag value for each dropdown option you want the participant to choose from (e.g. British Columbia, Quebec, Nova Scotia). You will be able to access the participants tag value selection in the Detailed Fundraiser report and use it to plan activities such as event check-in by province. Visitors to your main charity page will also be able to limit search to teams and individual participants with a selected tag value.

Yes. When creating or editing your Peer-to-Peer campaign you can access the Custom Sign Up tab to add custom questions the Team Captain and Individual participant sign up flow. You can add five different types of questions including:

  • Multiple choice and true and false questions, ideal for collecting t-shirt sizes, food preferences, and more.
  • Text based responses, ideal if you are looking for feedback or to learn more about participants.
  • Waiver forms, ideal for presenting your terms and conditions for participation.

All question types can be set-up so that response is mandatory or optional.

All public facing pages of your Peer-to-Peer campaign include a link to Frequently Asked Questions for Donors, Individual Participants, and Team Captains.

Charity Admins can access easy-to-follow how-to videos for using all of our CanadaHelps online fundraising tools, including our Peer-to-Peer Social Fundraising solution at:
https://www.canadahelps.org/en/trainingvideos/

You can also access this page anytime by logging into your CanadaHelps Charity Admin account and using the link provided at the bottom of the welcome screen.

Not today, but we are working hard to develop Webinars, whitepapers, and tips and techniques blog posts that will provide you with all the training you need.

 

See Donor and Participant FAQs