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  • Home
  • Getting Started
    • Quick Start for Charities
  • General
    • Accounts and Access
      • Understanding User Roles
      • Account Access and Permissions
    • Notifications and Data
      • Privacy and Data Use
      • What Data Is Public vs. Private
  • Charities
    • Charity Profile
      • Set Up Your Charity Profile
        • Create or Access Your Charity Profile
        • Update Your Organization Information
        • Upload a Charity Logo
        • Add or Edit Leadership and Board Members
        • Manage Your Contact Information
        • Add or Update Impact Areas and Locations
        • Add Tags to Improve Discovery
        • Information Visible to Donors
      • Improve Your Profile
        • Add Images to Your Charity Profile
        • Upload Supporting Documents
        • How Profile Completeness Affects Visibility
      • Stand Out
        • Add Accreditations to Your Profile
        • Add Organizational Context
    • WellConnect for Charities
      • What is WellConnect
      • Responding to a Giving Opportunity
      • What Happens After Submitting a Giving Opportunity
      • Withdraw or Update a Submission
    • Project Portrait
      • What Are Projects
      • Create a New Project
      • Edit or Update a Project
      • Hide or Remove a Project
      • How Projects Appear in Search
    • WellCheck for Charities
      • What is a WellCheck
      • When a WellCheck is Requested
      • Complete a WellCheck Assessment
      • What Data is Used in a WellCheck
      • How CRA Data is Reflected
      • How to Update Information in a WellCheck
      • Understanding Your WellCheck Summary
  • Donors
    • How Giving Works on WellFunded
      • Overview of the Giving Process
      • What WellFunded Does and Does Not Do
    • WellConnect for Donors
      • What is a Giving Opportunity
      • Create a Giving Opportunity
    • Discover Charities
      • Search for Charities
      • Filter Search Results
      • View a Charity Profile
    • Pledging for Donors
      • What is a Pledge
      • Make a Pledge
      • Edit and Withdraw a Pledge
      • What Happens After You Pledge
    • WellCheck for Donors
      • What is a WellCheck
      • Create a WellCheck
      • What Data is Included in a WellCheck
    • Charity Lists for Donors
      • Create a Charity List
      • Add or Remove Charities from a List
    • Giving Goals for Donors
      • Set a Giving Goal
      • Update or Remove a Giving Goal
  • Donor-Advised Funds
    • DAF Setup and Access
      • Donor-Advised Fund Accounts and Access
      • Add a DAF Fundholder Account
    • DAF Communication Templates
      • DAF Communication Templates Overview
      • Initial Onboarding Emails for DAFs
      • Post-Activation Emails for DAFs
    • Charity Lists for DAFs
      • Create a Charity List
      • Add or Remove Charities from a List
    • Pledging for DAFs
      • What is a Pledge
      • Make a Pledge
      • Edit and Withdraw a Pledge
      • What Happens After You Pledge

Charities

Guidance for charities on setting up and managing profiles, creating projects, responding to opportunities, and understanding tools like WellCheck.

All collections

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    Charity Profile3 collections

    Set up and maintain your organizationโ€™s profile, including core information, leadership details, impact areas, and visibility settings.

  • ๐Ÿ–‡๏ธ
    WellConnect for Charities4 articles

    Respond to Giving Opportunities, submit your profile to donors, and manage what happens after you express interest.

  • โญ๏ธ
    Project Portrait5 articles

    Create and manage projects that clearly explain your programs, funding needs, and impact to donors reviewing and searching on WellFunded.

  • โœ…
    WellCheck for Charities7 articles

    Understand how WellCheck works, what information is used, and how to complete assessments when donors request due diligence.

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