Welcome Aboard GiveGenius
You’re here because you’ve recently joined GiveGenius—welcome! We’re here to help you get off to a great start.
Thank you for joining GiveWise’s GiveGenius Program! We’re thrilled to partner with you in elevating your fundraising efforts.
GiveGenius is a powerful donation solution that brings all giving methods together on one simple, user-friendly platform. It provides your donors with more ways to give — and gives your team the visibility and flexibility to grow, without adding more to your plate. By making giving easier and more accessible, you can focus more on what truly matters: your mission.
Below is your Quick Start Guide to help you get set up, start receiving donations, and unlock larger gifts.
Platform Set-Up (Back-End Configuration)
Set Up Your Charity Profile
Complete your contact information
Upload your logo
Write a brief description
Link your social channels
Invite Team Members
Grant platform access to relevant team members
Assign permissions as needed
Configure Direct Deposit
Provide banking information for weekly disbursements
Set Up Gift Designations
Create giving categories (e.g., “General Support,” “Scholarship Fund”)
Pro tip: Always include a “General Support” option for flexibility
Explore the GiveGenius Tab
Access your GiveGenius URL — your unique link that directs donors to your giving page
Customize the donation options you want to make available (e.g., securities, e-transfer, bank transfer, DAFs, recurring giving)
Highlight specific campaigns or funds by tailoring how your URL is set up
Generate a QR code from your URL for print or event use
Review the helpful tips and resources provided to guide your installation and donor communications
Explore Your Dashboard
Track donation activity in real-time
Export donor data and reporting
Upload your data into a CRM for seamless donor tracking
Install Your GiveGenius Tools
Access Your Donation Tools
Under the GiveGenius tab in your dashboard, you’ll find your GiveGenius URL:
Your GiveGenius URL
A unique link that takes donors directly to your customized GiveGenius giving page
Can be installed into existing buttons on your website (e.g., “Donate Now,” “Ways to Give”)
Use it in donor communications such as emails, texts, and social media
Generate a QR code for print materials, posters, or event promotions
Customize the donation options available to your donors (e.g., securities, e-transfer, bank transfer, DAFs, recurring giving)
Highlight specific campaigns, funds, or gift types to guide your donors toward larger and more strategic giving
❓ Questions to Guide Your Integration
Do you have a Ways to Give page where you can install your GiveGenius URL? Check out this sample Ways to Give page for inspiration
Would you like to install the URL on your homepage or multiple pages?
Will you use GiveGenius alongside another donation tool (e.g., CanadaHelps, PayPal)?
How else might you use your GiveGenius URL — QR code, social media, donor emails, posters?
Do you need sample donor-facing language to help explain GiveGenius as part of your giving options? Don't worry we got you covered - explore more resources here
Important Next Step: Submit Your GiveGenius Verification Form
Once you've added your GiveGenius URL to your site, we ask that you complete the quick GiveGenius Verification Form so a GiveWise team member can review your installation, ensure everything works smoothly, and provide feedback or support as needed.
Need Help? Looking for More Resources?
Explore:
Other helpful tools and info through our Guide to GiveWise
Need Assistance? We're Here to Help!
Our team is dedicated to ensuring your success with GiveGenius. Whether you need technical support, creative ideas, or guidance on optimizing your fundraising strategy, don’t hesitate to reach out. Contact us at [email protected]
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