# Fee Schedule

## **Giving Fund Fees**  <a href="#hgivingfundadministrationfees" id="hgivingfundadministrationfees"></a>

A GiveWise Giving Fund is free to open and use for all fund balances under $25,000. Funds with balances greater than $25,000 are charged a monthly fee based on the following tiered annual rate structure:

<table data-header-hidden><thead><tr><th width="95"></th><th width="268"></th><th></th></tr></thead><tbody><tr><td> <strong>Tier</strong> </td><td> <strong>Fund Balance</strong>            </td><td> <strong>Fee % Per Annum</strong> </td></tr><tr><td> 1        </td><td> $0 to $25,000               </td><td> No Fee              </td></tr><tr><td> 2        </td><td> $25,001 up to $500,000      </td><td> 1.0%                </td></tr><tr><td> 3        </td><td> $500,001 up to $1,500,000   </td><td> 0.5%                </td></tr><tr><td> 4        </td><td> $1,500,000 up to $5,000,000                </td><td> 0.3%                </td></tr><tr><td>5</td><td>$5,000,000 +</td><td>Email for rates</td></tr></tbody></table>

\*Annual rates are charged monthly.

Declining Fee Structure\
The fee structure decreases as fund balances increase, ensuring cost-efficiency for larger funds.

\*Fees do not affect the tax receipt as they are withheld after the contribution has been processed.

### Other Fees

### **Contributions**

<table><thead><tr><th width="218.17578125">Type</th><th width="175.47265625">Fee</th><th>Notes</th></tr></thead><tbody><tr><td>Security Contributions</td><td>$150</td><td>Flat fee per security</td></tr><tr><td>Mastercard &#x26; Visa</td><td>2.20% + $0.30</td><td>International cards may incur extra fees</td></tr><tr><td>American Express</td><td>3.50% + $0.30</td><td>International cards may incur extra fees</td></tr><tr><td>Wire</td><td>$50</td><td></td></tr><tr><td>Cryptocurrency</td><td>$100</td><td></td></tr><tr><td>NSF Cheque</td><td>$50</td><td>Returned cheques due to insufficient funds</td></tr></tbody></table>

> *Fees do not affect tax receipts. They are deducted after the contribution is processed.*

***

### **Non-Charity Benefit Fund (NQDs)**

| Type         | Fee        | Notes        |
| ------------ | ---------- | ------------ |
| Application  | $500 + GST | One-time fee |
| Disbursement | 2.0%       | Per payout   |

***

### **Gifts & Grants**

<table><thead><tr><th width="204.70703125">Type</th><th width="88.6171875">Fee</th><th>Notes</th></tr></thead><tbody><tr><td>Returned &#x26; Reissued</td><td>$40</td><td>Deducted from original gift value</td></tr><tr><td>Foreign Qualified Donee</td><td>$150</td><td></td></tr><tr><td>Wire Payment</td><td>$200</td><td>May be required for large-value gifts</td></tr></tbody></table>

***

### **Miscellaneous**

<table><thead><tr><th width="243.34765625">Type</th><th width="73.23828125">Fee</th><th>Notes</th></tr></thead><tbody><tr><td>Operating Expense Recovery</td><td>Misc.</td><td>May be deducted from the Giving Fund to recover incurred expenses</td></tr><tr><td>Wire to Third Party</td><td>$100</td><td></td></tr><tr><td>Liquidation of Held Security</td><td>$50</td><td>Flat fee per transaction</td></tr></tbody></table>

***

For any questions or further details, please contact GiveWise Support:\
**Email**: [support@givewise.ca](mailto:support@givewise.ca\))\
**Phone**: 604.302.1760

***

<mark style="color:blue;">**Unlock all the benefits of GiveWise—visit**</mark> [<mark style="color:blue;">**GiveWise.ca**</mark>](https://givewise.ca/)


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