Introducing the Canada Gives Client Portal
Working with dedicated philanthropists is one of the many privileges of being a part of the Canada Gives team. So, too, is seeing the creative ways that our donor clients strive to make a lasting difference in their communities. That passion is not only inspiring, but drives us to constantly seek out new strategies to enhance our service offering.
That commitment has only grown throughout the COVID-19 crisis. We’ve watched donor clients like you go to extraordinary lengths to support your preferred non-profits, many of which struggled financially during the early-pandemic lockdown and beyond. Your giving has helped many of these organizations stay afloat, while providing much-needed support to a range of worthy causes that need it now more than ever.
And you’re determined to continue making an impact as the pandemic drags on.
Even under normal circumstances, today’s philanthropists—many of whom have busy professional and family lives—need adequate digital support to better understand, manage and grow their giving. Having access to the latest information and a user-friendly way to receive documentation from Canada Gives staff are priorities that you’ve highlighted to us through our ongoing donor client feedback research. We understand that robust digital tools are a key feature offering of any forward-thinking charitable organization—and an expectation of dedicated donors like you.
On that note, we’re proud to introduce the new Canada Gives Client Portal.
The platform is designed to give you better oversight and insight into your giving with the goal of facilitating improved strategic planning and decision-making. The fully secure and encrypted portal will provide you with a user name and password to access a custom dashboard. Once there, you can view key information relating to your Canada Gives Foundation account.
You’ll be able to review the latest account activity and access copies of your tax receipts and grant letters to charities, as well as the Quarterly Foundation Reports uploaded by our staff. Probably the most exciting feature is the fully interactive search option, which allows you to explore every Canadian charity listed with the Canada Revenue Agency. Once you’ve selected your charity(s), you can simply click and send us your grant requests directly from the portal.
You’ll also be able to make donations at the click of a button—such as when making donations of cash, securities or by credit card—using fillable PDF forms at your fingertips.
It’s important to note that the platform was designed to provide the very best user experience possible. Put simply, we believe that the most successful tech tools are those that are simple, built to deliver maximum utility and are designed to enhance your philanthropic experience. We believe our portal goes above and beyond to meet that criteria.
“We’re always looking for new and improved ways to support our account holders and channel as much funding as possible to the charitable sector,” explains Canada Gives Founder and CEO J. Denise Castonguay. “Our new client portal provides us with a user-friendly platform to engage donor clients and further empower their philanthropy.
“It’s also a great tool to explore new giving options and to create a lasting legacy by involving multiple generations of a family in giving. The platform is a dynamic tool for grandparents and parents to take their children on the philanthropic journey, making it a key aspect of family life by leveraging the latest technology.”
Stay tuned for an email from our staff with login details, including information on accessing and managing your account. And feel free to offer your feedback in the weeks and months ahead. We want to know how our new client portal is making a difference in your giving.
Rest assured that our work doesn’t end here. We’ll be making regular updates and improvements to the portal based on your evolving philanthropic needs.
The Canada Gives Team
