# GiveGenius Quick Start Checklist **Access to GiveGenius is currently by invitation only.** If your charity has not yet received an invitation from GiveWise but is interested in using GiveGenius, please reach out to us directly **** with your **charity name** and **registered charity number** for reference. *** #### **For charities completing onboarding and activating their donation tool** ### Important Your GiveGenius URL will remain locked until your organization has purchased a GiveGenius package and has access to their Charity Portal. If you need assistance, please contact . Please complete the following 3 steps to complete set-up. You **must** complete the GiveButton Verification Form below to ensure your GiveGenius donation tool is live and ready to go. ### 1. Install Your Donation Tool * ☐ Copy your Shareable GiveGenius URL from your GiveGenius Dashboard * ☐ Add the GiveButton or GiveGenius URL to your website (or update your existing button) * ☐ Place it under your Ways to Give page or Donate page * ☐ Test the button to ensure it loads correctly and directs donors to your GiveGenius page ### 2. Strengthen Donor Trust * ☐ Add supportive language from these recommended resources: * ["Adding GiveWise to Your Donation Page"](https://guide.givewise.ca/for-charities/resources-givegenius/adding-givewise-to-your-donation-page) * ["Gift Processing Powered By GiveWise"](https://guide.givewise.ca/gift-processing-powered-by-givewise) ### 3. Confirm Functionality With GiveWise * ☐ [**Complete the GiveButton Verification Form**](https://share.hsforms.com/1Miv1wTRzS2eKUw9B_PyFNwduyqn) so a GiveWise team member can review your installation and verify functionality. *** ## Set Up Your Charity Portal Your Charity Portal is where you will manage donor activity, customize your donation tool, update your organization details, and access real-time reporting. Follow the steps below to get everything set up smoothly. ### Set Up Your Charity Portal ☐ Upload logo, contact info, and a brief description ☐ Add your social media links *** ### Invite Your Team ☐ Add team members to manage your GiveGenius account *** ### Configure Direct Deposit ☐ Enter your banking details for weekly donation disbursements *** ### Set Up Gift Designations ☐ Create categories for donations (e.g., General Support, Special Projects, Scholarships, etc.) *** ### Get to Know Your Dashboard ☐ Review Activity Tabs - Gift, Disbursement, Recurring ☐ Export Activity data for CRM and reporting needs *** ### Explore Your GiveGenius Tab ☐ Customize your donation preferences and choose which donation methods will be available to your donors ☐ Review the resources provided for GiveGenius tips and donor communication insights ☐ Familiarize yourself with where your shareable GiveGenius URL is located. *** ### Plan Your Donation Promotions ☐ Use your Shareable URL in email campaigns and social media ☐ Consider creating a QR code for print materials