How to Get Started with GiveGenius

How do I sign up for GiveGenius?

To get started with GiveGenius, please contact us at [e-mail] or book a meeting with our team to get started.

I am already a GiveWise Charity Partner using the Charity Portal. How do I start using GiveGenius?

As an existing GiveWise Charity Partner, you will see the GiveGenius tab in your Charity Portal. However, access to this tab does not mean your organization is fully onboarded or approved to use the GiveGenius donation tool.

To begin using GiveGenius, all charities, including existing partners, must complete the updated onboarding requirements. These include:

1. Completing the one-time onboarding fee

2. Completing the GiveGenius Quick Start Checklist

3. Installing your GiveGenius URL or GiveButton

4. Submitting the required Verification Form

Once all steps are complete and verified by our team, your GiveGenius tool will be activated and ready for donor use.

If you would like support with the onboarding steps please book a quick-chat with our team, or contact us anytime at [e-mail].

I am NOT a registered charity but do charitable work. Can you help me?

Yes! GiveWise supports anyone working to spread generosity and make an impact.

Our GenerosityWorks programs help groups and initiatives without charitable status by:

• Facilitating public fundraising

• Providing CRA-compliant donor tax receipting

• Giving you tools to engage and grow your community of supporters

Learn more about GenerosityWorks for Non-Qualified Donees (NQDs) here.