What Is a GiveWise Giving Fund?

A Canadian Donor Advised Fund (DAF)

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Donor

Donate:
Cash / Securities / Complex Assets

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Receive: Tax Receipt

money going into blue Giving Fund box

Designate:
To any registered Canadian charity

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Local, national & global impact

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Charities

A Giving Fund can consist of:

Financial Advisor

Talk to your Advisor to maximize your giving & tax saving benefits

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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!

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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!
 

Contributing to your Giving Fund on the GiveClear platform

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.

View of the charities search on the GiveClear platform

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. 

Tracking your giving through the GiveClear platform

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