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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On this page
  • Instructions for Donating to <INSERT PROJECT NAME>
  • One-Time Gift
  • Recurring Gift
  • Already Have an GiveWise Giving Fund?
  • Why Create a GiveWise Giving Fund?
  • Need help?
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Giving Instructions For Your Supporters

We're here to make fundraising easier for you! Below, you'll find clear instructions that can be shared with your donors so help them give using the GiveWise platform.

Don't forget to update this language to include your project link.


Instructions for Donating to <INSERT PROJECT NAME>

We have partnered with GiveWise to ensure your donations are processed in an efficient and secure manner and in order to provide you with a tax receipt.

One-Time Gift

  1. <INSERT LINK HERE> and enter your gift amount.

  2. Enter Your Payment Details.

  3. Click GIVE!

  4. Consider Creating an Account: Track donations, set up recurring gifts, and streamline your giving experience.

Recurring Gift

  1. Create an Account: Click “Sign In” and select the Sign-Up button.

  2. Complete Registration: Choose your account type, enter details, and confirm via email.

  3. Add Funds to your Giving Fund.

  4. Click on the GIVE tab on the naviation bar. Seach for <PROJECT NAME> and find the Generosity Fund. Click to donate but dont forget to toggle recurring ON to set up monthly, quarterly, or yearly gifts.

  5. Click SEND!

Already Have an GiveWise Giving Fund?

  1. Log into with your Username and Password

  2. Choose your gift amount

  3. Set up Recurring Donations (Optional): Toggle the switch for monthly, quarterly, or yearly gifts.

  4. Click GIVE!

  5. Know that if you already have a Giving Fund, you can also go to GIVE and search for <PROJECT NAME> to give.

Why Create a GiveWise Giving Fund?

GiveWise allows you to manage all your giving in one place—track your contributions, plan future gifts, and get one simple tax receipt for all your donations. Say goodbye to scattered receipts and juggling multiple giving platforms. Simplify your generosity and maximize your impact.

Need help?


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Last updated 2 months ago

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Email us at

support@givewise.ca