A Step-By-Step Guide
We recommend that you review the steps below before accessing your financial institution's website. It may be helpful to display that website in a new tab or window, thereby keeping this page readily accessible.
- Log in to your account via your financial institution's 'online website.
- Complete the following steps (or the equivalent) on that site:
- Go to the page or section for "Interac e-Transfer", "e-Transfers", or an equivalent title.
- Go to the page or section where you can "Add a Recipient" or "Manage Contacts" – the wording varies across financial institutions.
- On that page/section create and save the following new recipient:
Name: HAALSA Treasurer Email address: treasurer@haalsa.org Mobile phone: If displayed, leave this field empty; HAALSA doesn't have a mobile number. If you must enter a number enter "905-527-0080". That number accepts most SMS (text) messages. - Save your entries and exit the section/page.
- On that page/section create and save the following new recipient:
- Go to the page or section where you can send an e-transfer. Follow your institution's instructions to create your request. Please note the following:
- You do not need to provide a security question for the recipient to answer because HAALSA has enabled "Autodeposit". However, if your institution insists on a security question we suggest that you enter "HAALSA" for the question and "auto-deposit" for the password.
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Re. the "Message" field (or equivalent), if any: Tell us how to apply your donation.
Refer to the relevant donation category/categories (listed on our donation form) and specify the amount we should assign to each category you reference.
Ensure that the amount or the sum of the amounts equals the amount of your e-transfer.
The maximum number of characters permitted in the message varies by institution. If you require more than the maximum just enter "See my email" or something equally brief and unambiguous — and be sure that you complete Step 3, below, when you get to it.
- When you are certain that the form has been completed correctly, submit (send) your e-transfer request.
- Log out of your account and exit your financial institution's website.
- Open your email client and log on to your preferred email account.
- Start a new message with these properties:
To: HAALSA Treasurer <treasurer@haalsa.org> Subject: Donation via e-transfer - details - In the body of the message:
- Tell us that you have just sent a donation of {specify the total $ amount} via e-transfer.
- Provide your name and current postal address — unless you are certain that we have both details in our records or you wish your donation to be anonymous.
If you want to receive an official receipt we must have both your name and current address on file.
All direct donations, including e-transfers, of $10 or more will receive an official receipt for income tax purposes.
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Tell us how you want us to make use of your donation.
Refer to the relevant donation category/categories (listed on our donation form) and specify the amount we should assign to each category you reference.
Ensure that the amount or the sum of the amounts equals the amount of your e-transfer.
- When you are confident that the message provides the appropriate instructions, send it.
- Start a new message with these properties: