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 embedding 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. For new invitations or to have one resent, email [email protected] with your charity name and registered charity number for reference.
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 donations
Set Up Gift Designations
☐ Create categories for donations (e.g., General Support, Projects)
Get to Know Your Dashboard
☐ Review donation activity and disbursements
☐ Export data for CRM and reporting needs
Install Your Fundraising Tools
☐ Test the button and confirm functionality with GiveWise – send us an email to verify
☐ Copy your Shareable URL from the GiveGenius Dashboard
☐ Add the GiveButton or URL to your website (or update existing button)
☐ Test the button and confirm functionality with GiveWise
Complete the GiveButton Verification Form so a GiveWise team member can review your installation and ensure everything works smoothly
☐ Help reassure your donors by incorporating language from these recommended resources:
Plan Your Donation Promotions
☐ Use your Shareable URL in email campaigns and social media
☐ Consider creating a QR code for print materials
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