GiveWise Foundation Canada: Guide To GiveWise
  • Welcome to GiveWise!
  • Donor-Advised Funds (DAFs) Explained
  • About GiveWise
  • Understanding Your Giving Funds
  • 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
    • Create an Account
    • Making a Contribution
      • Instructions & Guidelines for Donation of Cryptocurrency
      • EFT & Wire Instructions for Contributions & Donations
      • Gift of Publicly Traded Securities: Letter of Direction
      • Gift of Publicly Traded Securities Instructions
    • Contribution Options
    • Understanding your Giving Fund
    • Gifting to Charities
    • Share Funds with Others
    • Accessing your Tax Receipts
    • Investment Accounts
    • Donating Cryptocurrency
    • Donating Securities
    • 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
  • Board of Directors
    • Introduction
    • Interested in GiveWise Board
    • Prospective Board of Director's Application Process
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