# Charities: Getting Started *** ## 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 . Please make sure to include in the request the charity name and the registered charity number for reference. Please see the [Setting Up A Charity Portal User](/for-charities/setting-up-a-charity-portal-user.md) page for more details. ### 2. Use the Charity Portal Do you have a keen donor network? Utilize GenerosityWorks! [See here](/for-fundraisers-getting-started-with-generosityworks/generosityworks-for-non-qualified-donees-nqds.md). ### 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 [here](/policy-and-user-documents/donor-advised-fund-daf-program-guidelines.md). ### 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. Ensure you explore our [**GiveGenius Page**](/for-charities/givegenius-introduction.md) for setup and best practices. *** ## 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. #### Contact us at for more information. *** **Unlock all the benefits of GiveWise—visit** [**GiveWise.ca**](https://givewise.ca/) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://guide.givewise.ca/for-charities/charities-getting-started.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.