Giving & Philanthropy

Charitable Tax Receipts in Canada: What Donors Need to Know

A simple guide to how charitable tax receipts work in Canada — when they’re issued, what donations qualify, and how to keep your records organized for tax season.

What Actually Qualifies for a Charitable Tax Receipt in Canada

Financial advisors are often asked what qualifies for a charitable tax receipt in Canada. This guide outlines CRA rules, securities donations, timing considerations, and common tax-season questions.

Thinking About Your Giving Strategy This Year?

Why charitable giving should be part of your financial plan — and how thoughtful generosity supports both impact and long-term goals.

2025 in One Word: Postcards from the Year of Generosity

As 2025 comes to a close, the GiveWise team reflects on the year through a simple lens: one word. Shared as postcard-style reflections, these stories capture moments of generosity, growth, presence, and connection that shaped the year.

A Simple Year-End Giving Checklist for Canadians

Feeling the year-end giving pressure?

This simple checklist helps Canadians give thoughtfully and confidently — from choosing how to give, to understanding timing and tax receipts, to setting funds aside now and deciding where to give later.

Donation Checklist for Year-End: Is Your Org Ready for Giving Season

Donors are ready to give — the question is, are you ready to receive? This year-end checklist helps charities strengthen their giving page, prepare for non-cash gifts, and reduce frustration for supporters during the busiest giving season of the year.

Giving Tuesday 2025: A Simple Way for Canadians to Give Back

Giving Tuesday is a global day dedicated to generosity — and Canadians play a leading role. This post highlights why it matters in Canada, how families can participate, and simple ways to support registered Canadian charities through your GiveWise Giving Fund.

Year-End Giving: A Strategic Conversation Advisors Shouldn’t Miss

Year-end giving isn’t just generous — it’s strategic. This post equips advisors to raise the conversation and introduces GiveWise as a simple, tax-efficient solution.Year-end giving isn’t just generous — it’s strategic. This post equips advisors to raise the conversation and introduces GiveWise as a simple, tax-efficient solution.

5 Questions to Deepen Year-End Conversations with Clients

Year-end is the perfect time to deepen client conversations. These 5 questions help advisors go beyond the numbers — uncovering purpose, generosity, and legacy.

Getting in the DAF Game: Why It Matters and How to Start

Think DAFs are just for big donors or major gifts? Jessica Rayne shares what she’s hearing from charities in the field — and how a few small changes can open big doors for donor engagement.

5 Myths Charities Believe About Donor-Advised Funds (DAFs)

Think DAFs are only for big institutions or too complex to bother with?

You’re not alone—and it’s costing charities missed opportunities. We’re clearing up the top 5 myths smart fundraisers keep running into.

3 Reasons Your Charity Should Partner with GiveWise (And How to Get Started)

If you’re leading a charity today, you’re probably feeling the weight of too many roles. Fundraising. Admin. Reporting. Donor communication. It’s a lot. And when things get busy, it’s easy to overlook tools that could actually make your job easier and open up new opportunities for generosity.