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Ph: 1.604.302.1760
Email: info@givewise.ca

3251 Boxwood Crt
Abbotsford BC
V3G 0A6

Charity Registration No: 701032526 RR0001

Guide to GiveWise – FAQs, policies, instructions, and more

Who is GiveWise For?

  • For Financial Advisors
  • For Individuals
     

Blog

Resources

  • FAQs
  • Fees
  • Succession Instructions
  • Financial Statements

Policies & Documents

  • Investment Policy Statement (PDF)
  • Gift Acceptance & Valuation Policy (PDF)
  • Gift of Publicly Traded Securities - Letter of Direction (PDF)
  • DAF Program Guidelines (PDF)
  • Donations of Cryptocurrency (PDF)
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