GiveGenius Quick Start Checklist

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 [e-mail] with your charity name and registered charity number for reference.

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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 [e-mail].

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 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

• ☐ Share with your donors and supporters!

2. Strengthen Donor Trust

• ☐ Add supportive language from these recommended resources:

  • "Adding GiveWise to Your Donation Page"

  • "Gift Processing Powered By GiveWise"

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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

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Invite Your Team

☐ Add team members to manage your GiveGenius account

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Configure Direct Deposit

☐ Enter your banking details for weekly donation disbursements

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Set Up Gift Designations

☐ Create categories for donations (e.g., General Support, Special Projects, Scholarships, etc.)

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Get to Know Your Dashboard

☐ Review Activity Tabs - Gift, Disbursement, Recurring

☐ Export Activity data for CRM and reporting needs

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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.

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Plan Your Donation Promotions

☐ Use your Shareable URL in email campaigns and social media

☐ Consider creating a QR code for print materials