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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On this page
  • Steps to Get Started
  • 1. Set Up A Charity Portal User
  • 2. Use the Charity Portal
  • 3. Leverage Donor-Advised Funds
  • 4. Understand the GiveGenius Button
  • Need Help?
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  1. For Charities

Charities: Getting Started

PreviousCharities: IntroductionNextSetting Up A Charity Portal User

Last updated 2 months ago

Steps to Get Started

1. Set Up A Charity Portal User

Charity Portal user accounts are currently by invite only. For an invitation or to have your invitation resent, please email charitysupport@givewise.ca. Please make sure to include in the request the charity name and the registered charity number for reference.

Please see the page for more details.

2. Use the Charity Portal

Do you have a keen donor network? Utilize GenerosityWorks! .

3. Leverage Donor-Advised Funds

GiveWise offers Donor-Advised Funds (DAFs) to help donors give strategically. As a charity, you benefit by:

  • Receiving larger, tax-efficient donations.

  • Building long-term donor relationships.

For more information on how the DAF program works, please see the Donor-Advised Fund (DAF) Program Guidelines .

4. Understand the GiveGenius Button

The GiveGenius Button enables you to accept donations directly from your website. It integrates seamlessly with your existing systems and supports:

  • Recurring gifts.

  • Wallet integration for logged-in users.

  • e-transfer, cheques, and Donor-Advised Fund (DAF) transfers.

Need Help?

Our team is here to support you every step of the way. Reach out to us for:

  • Technical Assistance: Setting up your profile or GiveGenius Button.

  • Strategic Advice: Optimizing your fundraising strategies.

  • Ongoing Support: Resolving issues or answering questions.

Ensure you explore our for setup and best practices.

Contact us at for more information.

Unlock all the benefits of GiveWise—visit

Setting Up A Charity Portal User
See here
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GiveGenius Page
charitysupport@givewise.ca
GiveWise.ca