Helpful tools, guides, and inspiration to help you make the most of GiveGenius.
Whether you are just getting started or looking to improve your donor experience, this section is your hub for everything related to GiveGenius.
Helpful guides to support your setup, donor communication, and internal processes.
Adding GiveWise to Your Website Guidance on where to place your GiveGenius link, how to update your Donate and Ways to Give pages, and best practices for website integration.
How to Install Your GiveGenius URL Step-by-step instructions for installing your GiveGenius link or GiveButton on your website, including tech specs and options for customization.
Quick Start Checklist The required checklist for getting your tool ready, along with copy you can use on your giving page, website, or donor communications.
Donor Instructions for Accessing Tax Receipts Clear directions you can share with donors on how to log in, set up their Giving Fund, and download their receipts.
Importing Donor Data into Your CRM Guidance on exporting donor activity from the Charity Portal and mapping it into popular CRM systems.
We are here to support you. If you need help with onboarding, installation, donor language, or fundraising strategy, reach out anytime at [email protected].
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!
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 [email protected] with your charity name and registered charity number for reference.
Your GiveGenius URL will remain locked until your organization has purchased a GiveGenius package and has access to their Charity Portal. If you need assistance, please contact [email protected].
Please complete the following 3 steps to complete set-up. You must complete the GiveButton Verification Form below to ensure your GiveGenius donation tool is live and ready to go.
☐ Copy your Shareable GiveGenius URL from your GiveGenius Dashboard
☐ Add the GiveButton or GiveGenius URL to your website (or update your existing button)
☐ Place it under your Ways to Give page or Donate page
☐ Test the button to ensure it loads correctly and directs donors to your GiveGenius page
☐ Add supportive language from these recommended resources:
☐ so a GiveWise team member can review your installation and verify functionality.
Your Charity Portal is where you will manage donor activity, customize your donation tool, update your organization details, and access real-time reporting. Follow the steps below to get everything set up smoothly.
☐ Upload logo, contact info, and a brief description
☐ Add your social media links
☐ Add team members to manage your GiveGenius account
☐ Enter your banking details for weekly donation disbursements
☐ Create categories for donations (e.g., General Support, Special Projects, Scholarships, etc.)
☐ Review Activity Tabs - Gift, Disbursement, Recurring
☐ Export Activity data for CRM and reporting needs
☐ Customize your donation preferences and choose which donation methods will be available to your donors
☐ Review the resources provided for GiveGenius tips and donor communication insights
☐ Familiarize yourself with where your shareable GiveGenius URL is located.
☐ Use your Shareable URL in email campaigns and social media
☐ Consider creating a QR code for print materials
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.
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"
A Give Page (or Donation Page) is where you direct donors to learn about and choose from the various ways they can support your charity.
GiveWise provides donors with a flexible, secure way to give—especially for donations beyond traditional credit card payments. We’re continuously refining this platform and invite you to explore its potential for expanding your donors' giving options.
✔ Give Securely & Conveniently – Make one-time or recurring donations with ease.
✔ Access More Ways to Give – Donate via bank transfer, donor-advised fund (DAF), securities, cryptocurrency, and other complex assets.
✔ Simplify Tax Receipting – Consolidate tax receipts for all charitable giving.
✔ Maximize Their Impact – Set up a Donor-Advised Fund (DAF) to grow their giving over time.
You have two easy integration options based on how you use GiveWise:
Use this if you’re using GiveWise as your main giving platform or want to encourage donors to explore flexible giving options.
Suggested Button Language:
Looking for more ways to give? Give through GiveWise to donate via bank transfer, securities, cryptocurrency, or a Donor-Advised Fund (DAF)—options that may not be available through other platforms. You’ll also receive your tax receipt instantly! ➡ [Give Now Through GiveWise] (Link GiveGenius URL )
Option 2: Use GiveWise as a Secondary Giving Option
Use this if your primary donation platform handles most transactions, but doesn’t accept all types of donations (e.g. securities, crypto, DAFs). GiveWise becomes your “smart giving” option.
Suggested Section Language:
Want to increase your impact or give in a more tax-efficient way? Through GiveWise, you can donate stocks, bonds, mutual funds, crypto, or give through your donor-advised fund (DAF)—often with added tax benefits like eliminating capital gains tax. ➡ [Make a Smart Gift Through GiveWise] (Link GiveGenius URL )
Option 3: Use GiveWise as a Secondary Giving Option and clarify your preferred method
Here’s some sample wording you could use:
Looking to give another way? If you're interested in donating via bank transfer, donor-advised fund, securities, or cryptocurrency, we partner with GiveWise to make these options simple and secure.
➡ [Give Other Ways] (Link GiveGenius URL )
For credit card donations, please continue to use our standard donation form so we can thank you promptly and track your generous support in our system.
Click on the “GiveGenius” tab in the left-hand menu once you're logged in.
Copy your unique donation URL. It will look like this:
https://fund.givewise.ca/gift/charity/XXXXXXX
You can preview the link to ensure it's working.
Customize Your Donation Link - Under Customize Your Giving Options, simply toggle off the payment methods you don’t want to display.
This allows you to highlight only the donation options you want GiveWise to process while continuing to handle your other giving methods directly.
Choose the page or section on your website where you’d like to add the donation button (e.g. “Ways to Give” page or homepage banner).
If you're using a website builder like Wix, Squarespace, WordPress, or similar:
Go to the editing panel for that page.
Click on the button element you want to update or add.
Paste your GiveGenius link into the “URL” or “Link” field.
Make sure the link is set to open in a new tab (this is usually a toggle setting).
Choose a label that fits your audience. Common options include:
Donate Now
Give Through GiveWise
Other Ways to Give
Make a Strategic Gift
Once you’ve added the link, click Save or Publish to make your changes live.
Please note: If you're looking for inspiration on how to talk about “Ways to Give” on your donation page, this resource might be helpful: Adding GiveWise to Your Donation Page
You can also hyperlink your GiveGenius donation link behind images, banners, or text throughout your site — anywhere hyperlinks are allowed.
Let us know once it’s live — or if you need help getting started.
For charities to share with their donors — ready to copy and paste:
This is a support message charities can copy and share with donors who request help accessing tax receipts through the GiveWise platform. It includes clear instructions and FAQs.
Hi [Donor Name], Thank you so much for your donation and your support of the work we do. Your generosity makes a real difference in the lives we serve. If you have donated through our GiveWise Giving Platform, your official tax receipts are available anytime through your personal GiveWise account. These are self-serve — designed to give you secure, 24/7 access whenever you need them. Here’s how to access your receipts: 1. Visit: https://www.givewise.ca 2. Click “Log In” (top right corner) 3. Once logged in, go to “My Account” → “Receipts” 4. You can download or print any of your official donation receipts from there. 💡 Forgot your login? Click “Forgot Password” on the login page to reset your credentials. Still need help? Contact the GiveWise support team directly at [email protected] and they’ll be happy to assist you. Thanks again for being part of our mission! Warmly, [Your Name / Charity Name]
Need Your Tax Receipt? If you gave through GiveWise (third-party Gift Processing Partner), simply log in at www.givewise.ca Click “Log In” → “My Account” → “Receipts” For support, email [email protected]
GiveWise, is committed to making giving simple, secure, and compliant with CRA (Canada Revenue Agency) rules.
To receive a tax receipt for your donation, made through GiveWise, you’ll be prompted to create a free Giving Fund account. It only takes a moment, and it allows us to:
Accurately record your gift
Provide you with an official, CRA-compliant receipt
Give you 24/7 access to all your past giving activity and receipts
We know setting up an account may feel like an extra step, but it’s part of how we protect your gift and ensure everything is handled responsibly.
You’re still welcome to give without creating an account — just note that GiveWise won’t be able to issue a tax receipt unless your donation is tied to a verified Giving Fund.
Q: I don’t remember which email I used — what should I do?
A: No worries! Just email [email protected] and the GiveWise team will help you locate your account.
Q: Can I get a paper copy mailed to me?
A: Receipts are self-serve and digital for ease and security. You’re welcome to print a copy anytime from your account.
Q: I gave through another method — not through GiveWise. Will it still show here?
A: Only donations processed through GiveWise will appear in your account. For other gifts, please contact us directly for assistance.
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.
From your GiveWise Charity Portal you’ll export you Gifts Activity Data as a CSV file:
Once downloaded open and you will need the information from the columns below:
Donor Name
Email Address
Purpose of Gift
Sent Date
Gift ID
Amount
These fields will then be mapped to DonorPerfect’s import requirements using a CSV format.
Log in to your GiveWise Charity Portal.
Navigate to the Gifts tab.
Use the filters to select only gifts where the State = Sent.
These are gifts that have already been processed and are ready for import.
Ensure your CSV includes:
Donor Name
Email Address
Purpose of Gift
Sent Date
⚠️ Important: Only gifts marked as “Sent” should be imported into DonorPerfect. These represent completed transactions that have been disbursed to your charity.
You’ll now reformat the data to match DonorPerfect’s field structure.
⚠️ Important: DonorPerfect requires a Donor ID. You must first create donor records in DonorPerfect and assign them IDs if they don’t already exist.
Here’s the required CSV structure:
You can create this file using Excel, Google Sheets, or another spreadsheet tool. Be sure to save it as CSV (UTF-8) before uploading.
Log in to your DonorPerfect account.
Go to Tools > Import/Export > Gift Import.
Upload your formatted CSV file.
Map each column to its matching DonorPerfect field.
Encoding: Save CSV files in UTF-8 format.
Currency: Remove $ symbols and commas from amounts.
Date Format: Confirm it matches your DonorPerfect settings.
Consent:
Here is what your table should look like. Below are instructions for easy duplication.
You can quickly prepare your import file by copying the table below into Excel or Google Sheets, updating the donor information, and exporting as a CSV.
Copy the entire table below.
Paste it into a blank Excel or Google Sheet.
Update the donor and gift details for your organization.
Ensure all gifts have a DonorID and the GiftType is set to GiveWise.
⚠️ Only include gifts marked as "Sent" in your GiveWise export. These are donations that have already been processed and disbursed to your charity.
Click Export CSV.
Save the file (e.g., givewise_sent_gifts.csv).
Amount
Solicitation / GLCode
Use this to populate both required fields
Gift ID
GiftID
Optional, but recommended for tracking
(new field)
GiftType
Manually enter “GiveWise” to identify the donation source
(new field)
DonorID
Must be created in DonorPerfect if donor doesn’t already exist
Run the import preview and check for any issues.
Finalize the import.
Reconciliation: Double-check total donation amounts between systems.
Security: Delete files from your computer after import unless secure storage is required.
GiveWise
Annual Campaign
Annual Campaign
GW-00123
Export the file as CSV (UTF-8) for uploading to DonorPerfect.
GiveWise Field
DonorPerfect Field
Details
Donor Name
DonorFirst / DonorLast
Must be split into separate columns
Email Address
EmailAddress
No changes needed
Amount
Gift
“Gift” is DonorPerfect’s donation amount field
Sent Date
GiftDate
Format: YYYY-MM-DD or MM/DD/YYYY
12345
Jane
Doe
2025-06-24
Purpose of Gift
150.00
CopyEditDonorID,DonorFirst,DonorLast,EmailAddress,GiftDate,Gift,GiftType,Solicitation,GLCode,GiftIDcssCopyEdit12345,Jane,Doe,[email protected],2025-06-24,150.00,GiveWise,Annual Campaign,Annual Campaign,GW-00123markdownCopyEdit| DonorID | DonorFirst | DonorLast | EmailAddress | GiftDate | Gift | GiftType | Solicitation | GLCode | GiftID |
|--------:|:-----------|:----------|:----------------------|:-----------|:-------|:---------|:------------------|:------------------|:----------|
| 12345 | Jane | Doe | [email protected] | 2025-06-24 | 150.00 | GiveWise | Annual Campaign | Annual Campaign | GW-00123 |