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.
We are thankful that your Financial Advisor has wisely (pun intended) guided you to us, so we can serve you in your giving journey!
GiveWise Foundation Canada is a Public Foundation that operates an online donations platform, technically called a Donor-Advised Fund (DAF). GiveWise is very easy to use, with the aim of simplifying and streamlining charitable giving for donors of any financial means, and serving the charities these donors choose to give to.
A donor such as yourself can set up a Giving Fund with GiveWise in minutes online, without any paperwork or cumbersome application forms.
Because you have come to us through your Financial Advisor, we assume you may want to donate some of your investment portfolio into your Giving Fund and perhaps have a portion of your Giving Fund invested through your FA. GiveWise welcomes working with FAs, and we will work together to make this all very efficient and effective for you.
Go to http://www.givewise.ca and sign up for a GiveWise Giving Fund. You have the option to sign up as an individual or as a business. See further instructions here.
Follow the instructions, ensuring the First Name and Last Name or Corporate Name matches the name on the source of funds as this is what populates on the tax receipt.
Find the confirmation email that is sent to confirm your Giving Fund, and sign in.
Locate your Giving Fund Number (displayed under the name of your Giving Fund). Note this down and provide it to your FA team, if you have one, for their future reference so they can attach it to the charitable investments portfolio established by GiveWise on your behalf.
From within your Giving Fund, you can also:
Access your tax receipt.
Share funds with others.
Add more funds using various methods.
Perform all of your charitable activities through this centralized platform.
For more information about how to use your account please refer to "Getting Started With GiveWise For Donors"
Contributions into your GiveWise Giving Fund are irrevocable charitable donations.
The donated assets become the property of GiveWise Foundation but remain under your advisory as a donor.
Your advisory privileges include:
Investment Recommendations.
Granting Recommendations to registered Canadian charities.
Sharing Recommendations to direct funds to charities of your choice.
Dan Kyte, GiveWise Director of Finance and Investments, would welcome any questions or comments:
Email: dan.kyte@givewise.ca
Phone: 1.604.615.2141
We look forward to supporting you in your generosity journey!