This quick start checklist is designed to help charities hit the ground running with GiveGenius. From setting up your profile to installing your fundraising tools to accept donations seamlessly!
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 [email protected] 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 [email protected].
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:
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.)
