# GiveWise Foundation Canada: Guide to GiveWise ## Guide to GiveWise - [Welcome to GiveWise!](https://guide.givewise.ca/welcome-to-givewise.md): Make a Real Impact - GiveWise Foundation Canada offers simple, flexible, and tax-smart solutions to elevate your giving. - [Donor-Advised Funds (DAFs) Explained](https://guide.givewise.ca/donor-advised-funds-dafs-explained.md): Make a Real Impact - GiveWise Foundation Canada offers simple, flexible, and tax-smart solutions to elevate your giving. - [Understanding Your Giving Funds](https://guide.givewise.ca/understanding-your-giving-funds.md): This summary provides an overview of the key principles and processes for managing a Donor Advised Fund (DAF) through GiveWise. - [About GiveWise](https://guide.givewise.ca/about-givewise.md): Welcome to GiveWise Foundation Canada - [Legal & Disclosures](https://guide.givewise.ca/about-givewise/legal-and-disclosures.md) - [How We Sustain GiveWise](https://guide.givewise.ca/how-we-sustain-givewise.md) - [Transparency and Trust: How GiveWise Safeguards Donor Generosity](https://guide.givewise.ca/transparency-and-trust-how-givewise-safeguards-donor-generosity.md): GiveWise is committed to operating with integrity, accountability, and clarity. Below is a detailed overview of how we manage and safeguard charitable funds entrusted to us. - [Gift Processing Powered by GiveWise](https://guide.givewise.ca/gift-processing-powered-by-givewise.md): This page provides both charities and donors with an overview of GiveWise as a trusted and secure gift processing platform. It highlights our credibility, and commitment to safe, transparent giving. - [Fee Schedule & Giving Costs](https://guide.givewise.ca/fee-schedule-and-giving-costs.md): Learn how GiveWise fees are structured to support secure, flexible, and strategic giving for donors, charities, and financial advisors. - [FAQ's](https://guide.givewise.ca/faqs.md): You’ve got questions —we’ve got answers. This FAQ covers everything from Giving Funds and gift processing to GiveGenius, GenerosityWorks, and more. Explore common questions and answers. - [FAQ's (Archived)](https://guide.givewise.ca/faqs/faqs-archived.md) - [Policy and User Documents](https://guide.givewise.ca/policy-and-user-documents.md) - [Bylaws](https://guide.givewise.ca/policy-and-user-documents/bylaws.md) - [Donor Advised Fund (DAF) Program Guidelines](https://guide.givewise.ca/policy-and-user-documents/donor-advised-fund-daf-program-guidelines.md) - [Gift Acceptance and Valuation Policy](https://guide.givewise.ca/policy-and-user-documents/gift-acceptance-and-valuation-policy.md) - [Internal Controls & Financial Accountability Policy](https://guide.givewise.ca/policy-and-user-documents/internal-controls-and-financial-accountability-policy.md) - [Investment Policy Statement](https://guide.givewise.ca/policy-and-user-documents/investment-policy-statement.md) - [Privacy Policy](https://guide.givewise.ca/policy-and-user-documents/privacy-policy.md) - [Succession Instructions](https://guide.givewise.ca/policy-and-user-documents/succession-instructions.md) - [Succession Instructions](https://guide.givewise.ca/policy-and-user-documents/succession-instructions/succession-instructions.md) - [Terms & Conditions](https://guide.givewise.ca/policy-and-user-documents/terms-and-conditions.md) - [Demo Access](https://guide.givewise.ca/policy-and-user-documents/demo-access.md) - [Marketing Toolkit](https://guide.givewise.ca/policy-and-user-documents/demo-access/marketing-toolkit.md) - [Archived - Policy & User Documents](https://guide.givewise.ca/policy-and-user-documents/archived-policy-and-user-documents.md) - [Version: 12 June 2023 - Internal Controls & Financial Accountability Policy](https://guide.givewise.ca/policy-and-user-documents/archived-policy-and-user-documents/version-12-june-2023-internal-controls-and-financial-accountability-policy.md) - [Creating an Account](https://guide.givewise.ca/for-donors-getting-started-with-givewise/creating-an-account.md): When you create an account with GiveWise you are creating a Giving Fund. This Giving Fund can be described as your charitable bank account where you can manage your funds, donations, and investments. - [Understanding your Giving Fund](https://guide.givewise.ca/for-donors-getting-started-with-givewise/understanding-your-giving-fund.md): Your Giving Fund is your charitable giving account designed to invest, grow, and give assets to charities. You can view the balance of you Giving Wallet (liquid cash) and Investment Account. - [See Your Tax Savings - Donation Tax Calculator](https://guide.givewise.ca/for-donors-getting-started-with-givewise/see-your-tax-savings-donation-tax-calculator.md) - [Making a Contribution](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution.md): Now that you have a Giving Fund it's time to do your first contribution!! Whether you have a personal or a business account you want to ensure you have funds gift to charities or share with others! - [Contribution Payment Methods](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods.md) - [THE BASICS: Credit Card, Cheque, e-Transfer](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/the-basics-credit-card-cheque-e-transfer.md) - [e-Transfer Process](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/the-basics-credit-card-cheque-e-transfer/e-transfer-process.md) - [Bank Transfers](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/bank-transfers.md) - [Securities & Mutual Funds](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/securities-and-mutual-funds.md) - [Gift of Publicly Traded Securities: Letter of Direction](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/securities-and-mutual-funds/gift-of-publicly-traded-securities-letter-of-direction.md) - [Cryptocurrency](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/cryptocurrency.md) - [Flow-Through Mining Shares](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/flow-through-mining-shares.md) - [Estate Gifts](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/estate-gifts.md): Estate Gifts include Bequests, RRSPs, RRIFs, TFSAs - [Life Insurance](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/life-insurance.md) - [Preferred Shares of a Private Corp.](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/preferred-shares-of-a-private-corp..md) - [EFT & Wire Instructions for Contributions & Donations](https://guide.givewise.ca/for-donors-getting-started-with-givewise/making-a-contribution/contribution-payment-methods/eft-and-wire-instructions-for-contributions-and-donations.md) - [Gifting to Charities](https://guide.givewise.ca/for-donors-getting-started-with-givewise/gifting-to-charities.md): Donors can make gifts to any registered Canadian charity or qualified donee with a recommended minimum of $20. Gifts can be set up on a one-time or recurring basis. - [Share Funds with Others](https://guide.givewise.ca/for-donors-getting-started-with-givewise/share-funds-with-others.md) - [Accessing Your Tax Receipts](https://guide.givewise.ca/for-donors-getting-started-with-givewise/accessing-your-tax-receipts.md): Accessing your tax receipt with GiveWise is fast and easy! - [Investment Accounts](https://guide.givewise.ca/for-donors-getting-started-with-givewise/investment-accounts.md): Whether your are looking to grow your generosity with your Financial Advisor or on your own GiveWise can support you in amplifying your investment with an investment account. - [Succession Instructions](https://guide.givewise.ca/for-donors-getting-started-with-givewise/succession-instructions.md) - [For Accountants: Getting Started](https://guide.givewise.ca/for-financial-professionals/for-accountants-getting-started.md) - [Case Study- Philanthropic Tax Strategy for Business Sale](https://guide.givewise.ca/for-financial-professionals/for-accountants-getting-started/case-study-philanthropic-tax-strategy-for-business-sale.md) - [For Estate Planners: Getting Started](https://guide.givewise.ca/for-financial-professionals/for-estate-planners-getting-started.md) - [How GiveWise Simplifies Estate Planning](https://guide.givewise.ca/for-financial-professionals/for-estate-planners-getting-started/how-givewise-simplifies-estate-planning.md) - [Bequest Instructions](https://guide.givewise.ca/for-financial-professionals/for-estate-planners-getting-started/bequest-instructions.md) - [Gift of a Life Insurance Policy to Charity](https://guide.givewise.ca/for-financial-professionals/for-estate-planners-getting-started/gift-of-a-life-insurance-policy-to-charity.md) - [For Financial Advisors: Getting Started](https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started.md) - [Setting up your Account](https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started/setting-up-your-account.md) - [Advisors Toolkit](https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started/advisors-toolkit.md) - [Compare Cash vs. Securities (Client Tool)](https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started/compare-cash-vs.-securities-client-tool.md) - [How GiveWise Works with Brokers/Dealers](https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started/how-givewise-works-with-brokers-dealers.md) - [Earn a CE Credit](https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started/earn-a-ce-credit.md) - [Financial Advisors: Helpful Information for Onboarding GiveWise Foundation as a Client](https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started/financial-advisors-helpful-information-for-onboarding-givewise-foundation-as-a-client.md) - [Charities: Introduction](https://guide.givewise.ca/for-charities/charities-introduction.md) - [Charities: Getting Started](https://guide.givewise.ca/for-charities/charities-getting-started.md) - [Setting Up A Charity Portal User](https://guide.givewise.ca/for-charities/setting-up-a-charity-portal-user.md) - [Navigating the Charity Portal](https://guide.givewise.ca/for-charities/navigating-the-charity-portal.md) - [Receiving Gifts as a Charity](https://guide.givewise.ca/for-charities/receiving-gifts-as-a-charity.md) - [Sample Gift Details Letter](https://guide.givewise.ca/for-charities/sample-gift-details-letter.md) - [Partnerships with GiveWise](https://guide.givewise.ca/for-charities/partnerships-with-givewise.md) - [GiveGenius: Introduction](https://guide.givewise.ca/for-charities/givegenius-introduction.md): Welcome to a comprehensive overview of our GiveGenius solution for charities. - [How to Get Started with GiveGenius](https://guide.givewise.ca/for-charities/givegenius-introduction/how-to-get-started-with-givegenius.md) - [Donation Processing](https://guide.givewise.ca/for-charities/givegenius-introduction/donation-processing.md) - [Tax Receipting Through GiveGenius](https://guide.givewise.ca/for-charities/givegenius-introduction/tax-receipting-through-givegenius.md): For Charity Partners using GiveGenius - [The Technical Details](https://guide.givewise.ca/for-charities/givegenius-introduction/the-technical-details.md) - [Fees & Privacy](https://guide.givewise.ca/for-charities/givegenius-introduction/fees-and-privacy.md) - [Difference Between GiveWise and GiveGenius](https://guide.givewise.ca/for-charities/givegenius-introduction/difference-between-givewise-and-givegenius.md): Though they work together, GiveWise and GiveGenius serve different purposes for donors and charities. - [FAQ's](https://guide.givewise.ca/for-charities/givegenius-introduction/faqs.md): GiveGenius Frequently Asked Questions - [Resources: GiveGenius](https://guide.givewise.ca/for-charities/resources-givegenius.md) - [GiveGenius Quick Start Checklist](https://guide.givewise.ca/for-charities/resources-givegenius/givegenius-quick-start-checklist.md): 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! - [How to Install Your GiveGenius Donation Link into a Button on Your Website](https://guide.givewise.ca/for-charities/resources-givegenius/how-to-install-your-givegenius-donation-link-into-a-button-on-your-website.md): This guide walks you through the simple steps to install your GiveGenius donation link into a button on your website so donors can give seamlessly using a variety of methods. - [Adding "GiveWise" to Your Donation Page](https://guide.givewise.ca/for-charities/resources-givegenius/adding-givewise-to-your-donation-page.md): This page helps charities understand how to integrate GiveWise into their “Ways to Give” or Donation Page. Consider us your "Other Ways to Give Partner" - [How to Donate through GiveWise](https://guide.givewise.ca/for-charities/resources-givegenius/how-to-donate-through-givewise.md): This guide is designed for charities using GiveWise to support their donors in making gifts through GiveWise. Charities are welcome to copy, adapt & share. Be sure to insert your correct information. - [Donor Instructions: How to Access Your Tax Receipts via GiveWise](https://guide.givewise.ca/for-charities/resources-givegenius/donor-instructions-how-to-access-your-tax-receipts-via-givewise.md): For charities to share with their donors — ready to copy and paste: - [Importing GiveWise Donor Data into DonorPerfect CRM](https://guide.givewise.ca/for-charities/resources-givegenius/importing-givewise-donor-data-into-donorperfect-crm.md): This guide walks you through a simple manual process to export donor data from the GiveWise Charity Portal and import it into your DonorPerfect CRM using a properly formatted CSV file. - [Case Study- How WaterAid Canada Unlocked Nearly $120,000 in Securities Gifts](https://guide.givewise.ca/for-charities/case-study-how-wateraid-canada-unlocked-nearly-usd120-000-in-securities-gifts.md) - [GenerosityWorks: Generosity Funds for Personal & Business](https://guide.givewise.ca/for-fundraisers-getting-started-with-generosityworks/generosityworks-generosity-funds-for-personal-and-business.md): A program designed to make public fundraising simple, secure and effective for individuals, groups, and organizations. - [How to Start a GenerosityWorks Fund](https://guide.givewise.ca/for-fundraisers-getting-started-with-generosityworks/generosityworks-generosity-funds-for-personal-and-business/how-to-start-a-generosityworks-fund.md): Here’s a step-by-step guide to starting a GenerosityWorks Fund. We’ll provide you with the tools and support you need to reach your goals and inspire generosity. - [Donating to a GenerosityWorks Fund through GiveWise](https://guide.givewise.ca/for-fundraisers-getting-started-with-generosityworks/donating-to-a-generosityworks-fund-through-givewise.md): This is a step by step process to explain how a GiveWise giving Fund holder can donate to a GenerosityWorks Fund - [GenerosityWorks for Non-Qualified Donees (NQDs)](https://guide.givewise.ca/for-fundraisers-getting-started-with-generosityworks/generosityworks-for-non-qualified-donees-nqds.md): The GenerosityWorks program has been extended to support Non-Qualified Donees (NQDs)—organizations and individuals making an impact without formal charitable status. - [Application Process for NQDs](https://guide.givewise.ca/for-fundraisers-getting-started-with-generosityworks/generosityworks-for-non-qualified-donees-nqds/application-process-for-nqds.md) - [Disbursement Guide for NQDs](https://guide.givewise.ca/for-fundraisers-getting-started-with-generosityworks/generosityworks-for-non-qualified-donees-nqds/disbursement-guide-for-nqds.md): This page is here to help you get your ducks in a row before requesting your next disbursement. By following these steps and understanding what’s expected, you’ll help us process your request smoothly - [Giving Instructions For Your Supporters](https://guide.givewise.ca/giving-instructions-for-your-supporters.md) - [Introduction](https://guide.givewise.ca/board-of-directors/introduction.md): Interested in learning more about our Board of Directors? - [Interested in GiveWise Board](https://guide.givewise.ca/board-of-directors/interested-in-givewise-board.md): Join the GiveWise Foundation Canada Board of Directors - [Prospective Board of Director's Application Process](https://guide.givewise.ca/board-of-directors/prospective-board-of-directors-application-process.md): If your looking to join here are a few things to prepare you! - [Prospective Board Director Application GiveWise](https://guide.givewise.ca/board-of-directors/prospective-board-director-application-givewise.md): If your looking to join here are a few things to prepare you! --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://guide.givewise.ca/welcome-to-givewise.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.