Charities: Getting Started
Steps to Get Started
1. Set Up A Charity Portal User
Charity Portal User accounts are currently by invite only. For an invitation or to have your invitation resent, please email charitysupport@givewise.ca. Please make sure to include in the request the charity name and the registered charity number for reference.
Please see the Setting Up A Charity Portal User page for more details.
2. Use the Charity Portal
Do you have a keen donor network? Utilize GenerosityWorks! See here.
3. Leverage Donor-Advised Funds
GiveWise offers Donor-Advised Funds (DAFs) to help donors give strategically. As a charity, you benefit by:
Receiving larger, tax-efficient donations.
Building long-term donor relationships.
For more information on how the DAF program works, please see the Donor-Advised Fund (DAF) Program Guidelines here.
4. Understand the GiveGenius Button
The GiveGenius Button enables you to accept donations directly from your website. It integrates seamlessly with your existing systems and supports:
Recurring gifts.
Wallet integration for logged-in users.
e-transfer, cheques, and Donor-Advised Fund (DAF) transfers.
Ensure you explore our GiveGenius Page for setup and best practices.
Need Help?
Our team is here to support you every step of the way. Reach out to us for:
Technical Assistance: Setting up your profile or GiveGenius Button.
Strategic Advice: Optimizing your fundraising strategies.
Ongoing Support: Resolving issues or answering questions.
Contact us at support@givewise.ca or book a meeting through the link in your account.
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