# Charities: Getting Started

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## 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 [Setting Up A Charity Portal User](https://guide.givewise.ca/for-charities/setting-up-a-charity-portal-user) page for more details.

### 2. Use the Charity Portal&#x20;

Do you have a keen donor network? Utilize GenerosityWorks! [See here](https://guide.givewise.ca/for-fundraisers-getting-started-with-generosityworks/generosityworks-for-non-qualified-donees-nqds).

### 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](https://guide.givewise.ca/policy-and-user-documents/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.

Ensure you explore our [**GiveGenius Page**](https://guide.givewise.ca/for-charities/givegenius-introduction) for setup and best practices.

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## 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 <charitysupport@givewise.ca> for more information.

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