GiveWise Foundation Canada: Guide to GiveWise
  • Welcome to GiveWise!
  • Donor-Advised Funds (DAFs) Explained
  • Understanding Your Giving Funds
  • About GiveWise
    • Legal & Disclosures
  • How We Sustain GiveWise
  • Gift Processing Powered by GiveWise
  • Our Fee Schedule
  • FAQ's
  • Policy and User Documents
    • Bylaws
    • Conflict of Interest Policy & Disclosure
    • Donor Advised Fund (DAF) Program Guidelines
    • Gift Acceptance and Valuation Policy
    • Internal Controls & Financial Accountability Policy
    • Investment Policy Statement
    • Privacy Policy
    • Terms and Conditions
    • Succession Instructions
  • For Donors: Getting Started with GiveWise
    • Creating an Account
    • Understanding your Giving Fund
    • Making a Contribution
      • Contribution Payment Methods
        • THE BASICS: Credit Card, Cheque, e-Transfer
        • Bank Transfers
        • Securities & Mutual Funds
          • Gift of Publicly Traded Securities: Letter of Direction
        • Cryptocurrency
        • Flow-Through Mining Shares
        • Estate Gifts
        • Life Insurance
        • Preferred Shares of a Private Corp.
    • Gifting to Charities
    • Share Funds with Others
    • Accessing Your Tax Receipts
    • Investment Accounts
    • Succession Instructions
  • For Financial Professionals
    • For Accountants: Getting Started
      • Case Study- Philanthropic Tax Strategy for Business Sale
    • For Estate Planners: Getting Started
      • How GiveWise Simplifies Estate Planning
      • Bequest Instructions
      • Gift of a Life Insurance Policy to Charity
    • For Financial Advisors: Getting Started
      • Setting up your Account
      • Advisors Toolkit
      • How GiveWise Works with Brokers/Dealers
      • Earn a CE Credit
      • Financial Advisors: Helpful Information for Onboarding GiveWise Foundation as a Client
  • For Charities
    • Charities: Introduction
    • Charities: Getting Started
    • Setting Up A Charity Portal User
    • Navigating the Charity Portal
    • Receiving Gifts as a Charity
    • Sample Gift Details Letter
    • Partnership
    • What is GiveGenius?
      • How to Get Started
        • Welcome Aboard GiveGenius
      • Donation Processing
      • The Technical Details
      • Fees & Privacy
      • Difference Between GiveWise and GiveGenius
      • FAQ's
      • Resources: GiveGenius
        • Adding "GiveWise" to Your Donation Page
        • GiveGenius Quick Start Checklist
  • Charity Terms and Conditions
  • For Fundraisers: Getting Started with GenerosityWorks
    • GenerosityWorks: Generosity Funds for Personal & Business
      • How to Start a GenerosityWorks Fund
    • Donating to a GenerosityWorks Fund through GiveWise
    • Other Donation Methods
    • GenerosityWorks Generosity Funds for Non-Qualified Donees (NQDs)
      • Application Process
  • FAQ's
  • Giving Instructions For Your Supporters
  • Board of Directors
    • Introduction
    • Interested in GiveWise Board
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  1. For Charities
  2. What is GiveGenius?

Resources: GiveGenius

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Last updated 1 month ago

Helpful tools, guides, and inspiration to help you make the most of GiveGenius.

Whether you're just getting started or looking to optimize your donor experience, this is your go-to hub for everything related to GiveGenius.

Setup & Support

Everything you need to get GiveGenius live and working for your donors:

  • – Step-by-step instructions to launch your first GiveGenius widget.

  • – Embed tips and requirements for your website.

  • Customization Options – How to tailor GiveGenius to fit your brand and donor flow.

Share & Promote

Drive engagement with your donors using ready-to-go resources:

  • – Language to use when introducing GiveGenius to your supporters.

  • – Make sure your giving page is clear, connected, and compelling.

  • – Our trust message you can share or refer to on your website or in donor communications to highlight GiveWise as a secure, trusted Canadian donation processor.

Learn More

Get clarity and confidence with these helpful insights:

  • – Answers to common questions about how GiveGenius works, donor experience, security, and more.

  • – Understand the difference between our foundation (GiveWise) and our donation platform (GiveGenius), and how they work together to serve you and your donors.

  • Benefits of DAFs for Charities – Learn how Donor-Advised Funds can lead to more strategic, long-term giving and how your organization can benefit.

Need Help?

We’re here for you. If you need support or want to talk strategy, reach out to us anytime at charitysupport@givewise.ca.

Getting Started Guide
Tech Specs
Website Copy
Website Launch Checklist
Powered by GiveWise
FAQs
GiveWise vs. GiveGenius
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