Fee Schedule

Giving Fund Fees

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:

Tier

Fund Balance

Fee % Per Annum

1

$0 to $25,000

No Fee

2

$25,001 up to $500,000

1.0%

3

$500,001 up to $1,500,000

0.5%

4

$1,500,000 up to $5,000,000

0.3%

5

$5,000,000 +

Email for rates

*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

Type
Fee
Notes

Security Contributions

$50

Flat fee per transaction

Mastercard & Visa

2.20% + $0.30

International cards may incur extra fees

American Express

3.50% + $0.30

International cards may incur extra fees

Wire

$25

Cryptocurrency

$100

NSF Cheque

$50

Returned cheques due to insufficient funds

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


Non-Charity Benefit Fund (NQDs)

Type
Fee
Notes

Application

$500

One-time fee

Disbursement

2.0%

Per payout


Gifts & Grants

Type
Fee
Notes

Returned & Reissued

$40

Deducted from original gift value

Foreign Qualified Donee

$150

Wire Payment

$200

May be required for large-value gifts


Miscellaneous

Type
Fee
Notes

Operating Expense Recovery

Misc.

May be deducted from the Giving Fund to recover incurred expenses

Wire to Third Party

$50

Liquidation of Held Security

$50

Flat fee per transaction


For any questions or further details, please contact GiveWise Support: Email: [email protected] Phone: 604.302.1760


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