GiveWise Foundation Canada: Guide to GiveWise
  • Welcome to GiveWise!
  • Donor-Advised Funds (DAFs) Explained
  • Understanding Your Giving Funds
  • About GiveWise
    • Legal & Disclosures
  • How We Sustain GiveWise
  • Gift Processing Powered by GiveWise
  • Our Fee Schedule
  • FAQ's
  • Policy and User Documents
    • Bylaws
    • Conflict of Interest Policy & Disclosure
    • Donor Advised Fund (DAF) Program Guidelines
    • Gift Acceptance and Valuation Policy
    • Internal Controls & Financial Accountability Policy
    • Investment Policy Statement
    • Privacy Policy
    • Terms and Conditions
    • Succession Instructions
  • For Donors: Getting Started with GiveWise
    • Creating an Account
    • Understanding your Giving Fund
    • Making a Contribution
      • Contribution Payment Methods
        • THE BASICS: Credit Card, Cheque, e-Transfer
        • Bank Transfers
        • Securities & Mutual Funds
          • Gift of Publicly Traded Securities: Letter of Direction
        • Cryptocurrency
        • Flow-Through Mining Shares
        • Estate Gifts
        • Life Insurance
        • Preferred Shares of a Private Corp.
    • Gifting to Charities
    • Share Funds with Others
    • Accessing Your Tax Receipts
    • Investment Accounts
    • Succession Instructions
  • For Financial Professionals
    • For Accountants: Getting Started
      • Case Study- Philanthropic Tax Strategy for Business Sale
    • For Estate Planners: Getting Started
      • How GiveWise Simplifies Estate Planning
      • Bequest Instructions
      • Gift of a Life Insurance Policy to Charity
    • For Financial Advisors: Getting Started
      • Setting up your Account
      • Advisors Toolkit
      • How GiveWise Works with Brokers/Dealers
      • Earn a CE Credit
      • Financial Advisors: Helpful Information for Onboarding GiveWise Foundation as a Client
  • For Charities
    • Charities: Introduction
    • Charities: Getting Started
    • Setting Up A Charity Portal User
    • Navigating the Charity Portal
    • Receiving Gifts as a Charity
    • Sample Gift Details Letter
    • Partnership
    • What is GiveGenius?
      • How to Get Started
        • Welcome Aboard GiveGenius
      • Donation Processing
      • The Technical Details
      • Fees & Privacy
      • Difference Between GiveWise and GiveGenius
      • FAQ's
      • Resources: GiveGenius
        • Adding "GiveWise" to Your Donation Page
        • GiveGenius Quick Start Checklist
  • Charity Terms and Conditions
  • For Fundraisers: Getting Started with GenerosityWorks
    • GenerosityWorks: Generosity Funds for Personal & Business
      • How to Start a GenerosityWorks Fund
    • Donating to a GenerosityWorks Fund through GiveWise
    • Other Donation Methods
    • GenerosityWorks Generosity Funds for Non-Qualified Donees (NQDs)
      • Application Process
  • FAQ's
  • Giving Instructions For Your Supporters
  • Board of Directors
    • Introduction
    • Interested in GiveWise Board
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  • Overview of GiveWise
  • Why Use a GiveWise Giving Fund?
  • What Sets Us Apart?
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Welcome to GiveWise!

Make a Real Impact - GiveWise Foundation Canada offers simple, flexible, and tax-smart solutions to elevate your giving.

NextDonor-Advised Funds (DAFs) Explained

Last updated 1 month ago

This guide provides comprehensive information about our platform, information about Donor-Advised Funds (DAFs), and releavant policies, serving as a complete resource for navigating and maximizing your giving experience.

Create your free GiveWise Giving Fund today: .

Overview of GiveWise

We’ve built a platform that empowers donors to give:

  • With more intention – Track your giving and stay true to your goals, whether it’s supporting local causes or global impact.

  • With smarter tax benefits – Simplify giving with tax-efficient options, including assets like securities and cryptocurrency.

  • With streamlined admin – Manage all your donations in one place, with just one tax receipt for the year.

  • With greater flexibility – Decide when, where, and how you want to give—your Giving Fund evolves with your needs.

  • With meaningful impact – Support the charities you love and maximize the difference your generosity makes.

All of this can be done using a GiveWise Giving Fund—a modern, user-friendly way to manage your Donor-Advised Fund (DAF). Our technology-powered platform delivers simplicity, transparency, and flexibility, making giving easier for you and more impactful for the causes you care about.

Why Use a GiveWise Giving Fund?

  • A GiveWise Giving Fund is like a personal giving account for philanthropy.

  • You make a contribution to the fund and receive an immediate tax receipt.

  • Funds can be distributed over time to your favorite registered Canadian charities.

  • Giving Funds offer a flexible and tax-efficient way to manage your charitable giving.

  • They allow you to give strategically, ensuring your donations align with your values and goals.

  • With simplified administration, all your giving is managed in one place.

  • At GiveWise, our Giving Funds are designed to make generosity easier and more impactful.

What Sets Us Apart?

Unlike traditional DAFs, GiveWise provides:

  • A single, flexible Giving Fund that simplifies charitable giving with one tax receipt and the ability to support multiple causes over time.

  • Innovative tools that make it easy to give complex assets like securities, cryptocurrency, or through unique strategies like flow-through shares.

  • A platform that serves both donors and charities, bridging the gap with transparency, efficiency, and ease of use.

  • Personalized support that combines digital convenience with hands-on guidance to maximize impact.


is on a mission to grow generosity and make giving easier for everyone.

Read more about Donor-Advised Funds (DAFs) .

Unlock all the benefits of GiveWise—visit

GiveWise
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GiveWise.ca
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