Canvasser Toolbox

1. Canvasser Toolbox Resource Package: Version 4 Module 4

2. Objective • Enable you to • Answer the questions you may be asked • Feed your curiosity

3. Table of Content • FAQs • FAQ: Why a 15% Fundraising Cost ? • FAQ: What is the 5% pledge fulfillment? • FAQ: How much should I give ? • FAQ: Why should I give through the GCWCC instead of direct... • FAQ: When will my charities get my donation? • FAQ: When will I get my receipt? • FAQ: What if someone wants to charity to know that they h... • FAQ: ePledge and Giving to a specific program within a ch... • FAQ: Isn’t this the United Way Campaign? • FAQ: What do United Ways/Centraides do? • FAQ: What are Healthpartners? • Tool: What are the different levels of giving ? • Dates

4. FAQ: Why a 15% Fundraising Cost ? • Pledges made through the GCWCC are subject to a 15% fee for the costs of fundraising by United Way Ottawa (as the manager of the GCWCC) • Consider the 15% in comparison to the national average of 26% applied by most major charities in Canada — that is 11% less than the average! • Consider also that within the for-profit sector, costs vary anywhere from 15% to over 40%. • Fundraising costs includes advertising and promotion, processing, charitable tax receipting, accounting, reporting and auditing. • Treasury Board of Canada requires rigorous governance and accountability practices from United Way • For more information: • United Way Ottawa fees: http://unitedwayottawa.ca/about-us/accountablility#7 • Imagine Canada (independent resource): http://www.imaginecanada.ca/files/www/en/ethicalcode/guide-to-giving-2011.pdf • Did you know… • GCWCC fundraising costs will never be higher than $750.

5. FAQ: What is the 5% pledge fulfillment? • A pledge differs from a donation • A donation is an immediate transaction, while a pledge is a promise to provide money in the future through payroll deductions, monthly credit card payments, or post-dated cheques • When a pledge is made, the GCWCC applies a 5% adjustment for pledge fulfillment • It is used to honor promised pledges that have been “lost” (circumstances sometimes impact a donors’ ability to fulfill their pledge, i.e. long-term leave of absence, changes to credit card information, etc.) • Note: This 5% does not apply to donations (cash, one-time credit card, cheque) • This 5% is not money that United Way, as manager of the GCWCC, keeps • It is based on the actual five year assessment of an average pledge loss rate of 5% each year over the last five years. • More information is available on the GCWCC website • http://www.gcwcc-ccmtgc.org/en/about_GCWCC/faq.php

6. FAQ: How much should I give ? • Donors can give what they are comfortable giving. • In 2013, the average gift in NCR was $ 345. • The average payroll deduction was $ 410. • Find out from your organization how much the average gift was last year! • Of interest • Imagine Canada has the following information regarding Canadian Charitable giving and Volunteering • Visit: http://sectorsource.ca/research-and-impact/sector-research/giving-research • Charitable giving reduces taxable income! • The Canada Revenue Agency’s Charitable donation tax credit estimator can help donors know how much!

7. FAQ: First-Time Donor’s Super Credit • As part of the 2013 federal budget, the First-Time Donor’s Super Credit (FTDSC) gives first-time donors and those who haven’t claimed a charitable donation in the last five years an extra 25% on their tax credit for charitable gifts. THE DETAILS • The FTDSC is applicable to any single cash donation up to $1000 made by an individual or couple between now and 2017. • Under this time-limited incentive: • Donations up to $200 receive a 40% tax credit. • Donations between $201 and $1000 receive a 54% tax credit. For more information, visit the CRA website • http://www.cra-arc.gc.ca/gncy/bdgt/2013/qa01-eng.html

8. FAQ: Why should I give through the GCWCC instead of directly to my charity of choice? • GCWCC administrative fees are low: donors should definitely do their homework and see where the best bang for their buck is! • A GCWCC donation is also valuable to your charity of choice: THEY don’t have to spend the resources required to fundraise. Your donation is truly a gift. • We protect your privacy: we don’t share your information with anyone (unless you request us to do so) • A one-stop-shop: you can give to ALL your favorite charities at the same time – and get a single receipt (if paying through a single method) • Finally: payroll deduction. Spread your charitable giving throughout each pay!

9. FAQ: When will my charities get my donation? • The GCWCC payout schedule to charitable organizations is as follows: • February : 1st payment for all cash/cheque/one-time credit card donations • August: 2nd payment for first half of pledged donations • February: 3rd payment for second half of pledged donations(and 1st payment for all “new year” cash/cheque/one-time credit card donations)

10. FAQ: When will I get my receipt? This answer changes depending on the method of payment. • For payroll deductions – it will be on your T4 not next year, but the following year • While you are canvassed in year 2013, you will be fulfilling your pledge at each pay in 2014 • That means that your total donation made in 2014 will be featured on your T4 in 2015 • For cash and cheque – a receipt will be issued in February/March of next year • For one-time credit card – depends whether you are donating through ePledge or the Gift Form • If donating through ePledge, you will be emailed your receipt right away • If donating via the Gift form, a receipt will be issued in February /March of next year • For monthly credit card donations – a receipt will be issued once all payments have been processed • While you are canvassed in year 2013, you will be fulfilling your pledge once a month in 2014 • That means that your total donation made in 2014 will be receipted in February /March 2015

11. FAQ: What if someone wants the charity to know that they have given? • Some donors want the charity that they are supporting to know that they have made a donation • This can be for a number of reasons, including participation and or religious obligations • What is important to know and to share with the donor is that, in these cases, the GCWCC cannot ensure donor privacy Did you know… When a donor requests that a charity be informed of his/her donation — including the amount — the GCWCC advises that charity of the donor’s gift in the original amount, before fees. • How can donors ensure that the charity is informed of their gift? • If giving by ePledge, the donor must tick the appropriate boxes on the verification pages • If giving through the Gift Form, on a separate sheet of paper stapled to the gift form, the donor must • State that they wish for (name of charities) to know of their donation; • Indicate whether they wish for these charities to be informed of the amount of the donation; and • Date and sign

12. FAQ: ePledge and Giving to a specific program within a charitable organisation To ensure that a donation is directed to the exact program a donor wishes to support, the process is as follows: • Access ePledge • Once at the Designation page, scroll to the bottom to "Manually Add a Registered Charity". • Click “Enter your charity manually” • On the "Write-in designation” page • Ensure all fields are completed • In the “Other Information” field, write "designate to (name of the program)“. Note that there is a 50 character limit in this field. • Click "Add" • NOTE: this will ensure that, in the future — as long as the main organisation maintains its RR number— this (name of program) can be searched by keyword or RR number in ePledge

13. FAQ: Isn’t this the United Way Campaign? • Well, actually, no. • The GCWCC is an EMPLOYEE and a donor choice campaign • United Way is responsible for managing the campaign • Through the GCWCC, employees of the federal government can support • Any United Ways / Centraides in Canada • Healthpartners agencies • All Canadian registered charities (over 80 000 at last count) • Very few campaigns have this flexibility

14. FAQ: What do United Ways/Centraides do? • United Way /Centraides’ mission is to improve lives and build community by engaging individuals and mobilizing collective action. We call this our community impact mission • Community impact is about achieving meaningful, long-term improvements to the quality of life in Canadian communities, by addressing not just the symptoms of problems but also getting at the root causes. It’s about making fundamental changes to community conditions • All United Way /Centraides are working together for real change to happen. We do this by: • Influencing public attitudes, systems and policies • Focusing on underlying causes of social issues • Strengthening the network of services and the capacity of non-profits and the community • Engaging and mobilizing the community’s financial resources, influence, time, knowledge and action • By combining community engagement with priority-setting and collaborative action at multiple levels, communities and Canada’s United Way /Centraides are together achieving lasting, measurable change

15. FAQ: What are Healthpartners? Healthpartners • Is one foundation, federally incorporated and registered with Revenue Canada • Is 16 national organizations governed by a Board of Directors comprised of the 16 members • Members participate across the country in every province through staff and volunteer resources Healthpartners organizations provide • Life-saving and life-changing research • Support to Canadians with serious illness in every community across Canada • Programs and services for individuals, their families and their caregivers • Health promotion programs and activities that prevent illness • Education and assistance to Canadians in need For more information on Qualification for Membership, please visithttp://www.healthpartners.ca/en/page/members-qualifications

16. Tool: What are the different levels of giving ?

17. Links • United Way Canada: www.unitedway.ca • Healthpartners: www.healthpartners.ca • CentraideOutaouais: www.centraideoutaouais.com • United Way / Centraide Ottawa: http://unitedwayottawa.ca • GCWCC NCR Toolbox: http://gcwcc-ccmtgc.org/en/campaign-volunteers/campaign-tools/national-capital-region • Request a speaker: http://gcwcc-ccmtgc.org/en/campaign-volunteers/campaign-tools/national-capital-region/request-speaker • Suggest to “cc” your dept Campaign Leader and GCWCC campaign manager at the Head Office • Campaign Material: http://gcwcc-ccmtgc.org/en/campaign-volunteers/campaign-tools/national-capital-region/campaign-materials • Training Manuals: http://gcwcc-ccmtgc.org/en/campaign-volunteers/campaign-tools/national-capital-region/training-materials • Imagine Canada: www.imaginecanada.ca

18. Dates • For GCWCC dates at the NCR, including official campaign launch and celebration: visit the GCWCC website: http://gcwcc-ccmtgc.org/en/campaign-volunteers/campaign-tools/national-capital-region/key-dates • For YOUR department/agency/organization, ask your campaign team! • Ask about, Launch, BLITZ, Close, Special events

19. Other modules 1. Be a “Star Canvasser” 2. After the Canvass: ePledge 3. After the Canvass: Gift form 5. Quiz, certification and evaluation