> For the complete documentation index, see [llms.txt](https://guide.givewise.ca/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.givewise.ca/policy-and-user-documents/demo-access/marketing-toolkit.md). # Marketing Toolkit ## Welcome! This toolkit has been created to help you successfully launch and promote your branded charitable giving solution. Inside you’ll find website recommendations, messaging, logos and educational resources that you are welcome to use, adapt, or customize to suit your firm’s brand and communication style. If there’s anything you’d like tailored specifically for your practice, we’re happy to help - just reach out. *** ## Integrating Into Your Website One of the first things you’ll want to consider is how your new charitable giving solution will appear on your website. While every firm’s website is different, we’ve found that the most successful implementations give visitors a dedicated place to learn about charitable giving before directing them into the platform. ### Add a navigation item We recommend adding a new item to your website navigation. Some common examples include: * Charitable Giving * Giving * Philanthropy * Donor-Advised Funds / DAFs * Your Giving Fund (e.g. *Westwyn Ridge Charitable Giving Fund*) We generally recommend avoiding links that send visitors directly to the donor portal without first explaining the value of your charitable giving solution. ### Use our sample website as inspiration We’ve created a sample website to demonstrate one approach. 👉 [View the Westwyn Ridge Sample Website](https://westwynridge-demo.givewise.ca/) Feel free to borrow the layout, messaging, calls to action, or overall structure. Many partners use the sample site as a starting point and adapt it to reflect their own brand and client experience. ### Personalizing your experience As part of your implementation, we’ll customize the experience for your firm. For example: * Log In buttons will link directly to your branded donor portal. * Open a Giving Fund buttons will direct visitors to your branded sign-up page. * Talk to an Advisor (or similar) buttons can connect directly with your advisors, your booking page, or your preferred contact form - not GiveWise. * Your company name, branding, colours, and imagery will be reflected throughout the experience. Once your branded platform has been set up by us, **we’ll provide you with all of your personalized links, including your donor portal, Giving Fund sign-up page,** and any other URLs you’ll need for your website, emails, or marketing materials. The goal is for your charitable giving solution to feel like a natural extension of your existing website while GiveWise powers the platform behind the scenes. *** ## Website Messaging The Westwyn Ridge Sample Website contains suggested website messaging that you’re welcome to use, adapt, or customize to suit your firm’s brand and communication style. Feel free to borrow as much or as little as you’d like - every firm’s website is different, so we encourage you to make it your own. → [View the Westwyn Ridge Sample Website](https://westwynridge-demo.givewise.ca/) *** ## Partner Spotlight: Eastport Financial Eastport Financial has done an excellent job integrating charitable giving into their website by making it easy for visitors to discover, learn about, and access their branded Giving Fund. Their approach includes: * A dedicated **Give** section in the main website navigation. * Educational content introducing strategic charitable giving and donor-advised funds. * Sub-pages that explain their **Giving Platform** and **My DAF**. * A convenient **My DAF** link in the main navigation, giving existing clients quick access to the donor portal. * Clear calls to action throughout the site that encourage visitors to learn more, open a Giving Fund, or sign in. One aspect we particularly like is how the website serves two different audiences: * **Prospective clients** can learn about charitable giving and the benefits of a Giving Fund before deciding to open one. * **Existing Giving Fund holders** have a quick, clearly visible way to sign in and access their account. This creates a simple, intuitive experience for both new and existing clients. This is one example of how a charitable giving solution can be thoughtfully integrated into a firm’s website. Feel free to use it as inspiration and adapt the approach to best suit your own website and client experience. 👉 [View Eastport Financial’s website](https://www.eastportfinancialgroup.com/) *** ## Helpful Resources Educational content is a great way to help clients better understand strategic charitable giving. Feel free to reference or share the following GiveWise articles from your website, newsletters, or social media. * What is a Donor-Advised Fund? \ * Donating Securities: One of Canada’s Most Tax-Efficient Ways to Give \ * Strategic Charitable Giving \ * Giving Through Your Estate \ *** ## Logos & Brand Assets Download approved GiveWise logos and “Powered by GiveWise” assets for use on your website, marketing materials, and client communications. → [Download Logos & Brand Assets](https://drive.google.com/drive/folders/1bNWmgilsBD3tozYZDA4XMua7qiDMyP2F?usp=drive_link) *** ## Need Something Custom? Every partner is different, and we’re happy to help tailor your launch materials. Whether you’d like help reviewing website copy, preparing a launch announcement, developing marketing materials, or brainstorming ideas, we’re here to help. Email: *** --- # 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 that is not directly available in this page, you can query the documentation dynamically by asking a question. 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