# Navigating the Charity Portal ## 1. Update the Charity Profile #### To update the charity's profile, navigate to the *Charity Profile* tab on the navigation bar and update : 1. **Upload charity description and logo** 2. **Update and fill in charity's contact information:** You may find this blank, or it may be populated with generated content. Please edit this to your preference. 3. **Insert links to social media pages** 4. **Complete the User Details Section:** * **Note:** This section is for the details of the user accessing the charity portal. These details will not be shared on the public-facing charity details page. *** ## 2. Invite Other Users #### We know it takes a team to manage a charity, therefore charity portal users have the option of extending invitations to others. Navigate to the *Invite User* tab on the navigation bar. 1. **An email will be sent to any invitees with a unique invitation to create a Charity Portal User Account.** 2. **To revoke access to any users:** Email and request. *** ## 3. Set Up Direct Deposit #### GiveWise is a digital DAF, and as such, all gifts are sent by Electronic Funds Transfer (EFT) . This allows us to send 100% of the gift to your charity. Connect your charity’s bank account to receive donations: 1. **Navigate to the *****Direct Deposit***** tab on the navigation bar.** 2. **You have two options for how you connect the bank account information:** * **Online Banking:** Recommended for a fast, secure experience with minimal errors. This method connects directly to your bank. * **Manual Entry:** If online banking credentials are unavailable, manually enter your banking information. Ensure accuracy to avoid delays or errors. #### FAQs: * **Does GiveWise store my banking information?**\ No. GiveWise does not store your banking information. We use a secure platform called Zum Rails, ensuring no banking details are retained by us. * **How do I update my Direct Deposit information?**\ Navigate to the *Direct Deposit* tab, select **Remove** next to the existing bank account, and follow the setup screen to enter new bank account details. *** ## 4. Designations **Charities have the ability to customize where gifts are designated in order to effectively manage projects and initiatives.** From the *Designations* tab on the navigation bar, charities can: * Add or update specific purposes and programs for which your charity is fundraising or seeking gifts for. * Define up to 15 unique designations. *** ## 5. GiveGenius Resources The GiveGenius tab provides resources to support charities with fundraising and gift processing: 1. **GiveGenius URL:** * This URL directs your donors to your's personalized giving page where they can securely donate using various payment methods and have the option to make it a one-time or recurring gift. * This URL can be embedded in various location on your website to direct your donors and supporters to GiveWise. 2. **GiveGenius GiveButton:** * Is a donation button that allows charities to accept secure online donations while offering donors an easy and seamless giving experience. It supports either one-time or recurring gifts, as well as multiple payment methods such as credit card, bank transfers, transfer from other DAF and more. * You will have access to an html code that can be copied and shared with your web developer/administrator to embed on your website\ ![](/files/QTHbRrkNVMYz0dBcz2Ji) *** ## 6. Explore Activity The **Activity** tab provides a detailed and categorized view of the same information available on the Dashboard. Here, you can export data to a CSV file for further analysis. 1. **Gift Activity:** * View the most recent gifts donated to your charity by individual donors. * **Note:** Tax receipts are handled by GiveWise, so you do not need to issue them. 2. **Disbursement Activity:** * Weekly disbursements consolidate gifts shown under **Gift Activity** into one amount sent to your charity. 3. **Recurring Gifts:** * View scheduled gifts that donors have set up as recurring donations to your charity. [See more info about Receiving Gifts as a Charity here.](/for-charities/receiving-gifts-as-a-charity.md) *** ### Need Assistance? For support, contact the GiveWise team at or call 604-302-1760. We’re here to help make your charity’s setup process seamless and efficient! *** **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/navigating-the-charity-portal.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.