What Is a GiveWise Giving Fund?
A Canadian Donor Advised Fund (DAF)
Donor
Donate:
Cash / Securities / Complex Assets
Receive: Tax Receipt
Designate:
To any registered Canadian charity
Local, national & global impact
Charities
A Giving Fund can consist of:
Financial Advisor
Talk to your Advisor to maximize your giving & tax saving benefits
Investment Account
Maximize your giving with an investment account. Talk to your financial advisor to create a plan that's right for you
Do-It
Yourself
Anyone can open an account & start donating to their favourite charities today!
Giving Wallet
Hold your funds until you are ready to designate the funds to the charity of your choice. Set up recurring grants & contributions as well.
Giving Made Simple
Once you have signed up for a GiveWise Giving Fund, giving is as easy as 1, 2, 3!
Step 1: Add To Your Giving Fund
You can add funds to your Giving Fund online by using credit card or bank transfer. You can also send a cheque, wire transfer, or securities to GiveWise for processing. You can also schedule recurring contributions!
Your contribution is an irrevocable donation to GiveWise Foundation Canada, and once accepted, you will receive a tax receipt.
Step 2: Designate The Funds
Time to have fun! Find what inspires you and give. Once you have contributed to your Giving Fund, you can choose to gift funds right away, or wait until later when you have more time to find the right fit. Gift funds to any registered Canadian charity: you choose when, where and whether it's a one-time or a recurring gift from your GiveWise Giving Fund.
Have Kids? Make It A Family Affair
Take part together as a family! Getting children involved in choosing where the funds go is a fantastic way for them to take ownership and experience the power of giving. Your children can create their own Giving Funds and you can use our Shared Funds feature to transfer to them, allowing you to experience the impact of your giving together.
Step 3: Track Your Giving
Track all of your contributions and gifts in one place through your GiveWise dashboard. You can see all your historical giving data which helps you meet your giving goals