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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