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  • General FAQ
    • 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
      • How to Complete Your WellCheck
      • How to Update Your WellCheck to v2.1
      • Understanding Your WellCheck
      • What Happens When a Donor Requests a WellCheck on Your Organization
    • Quick Start for Charities
    • What is WellFunded & Should I Sign Up?
    • How WellFunded Works for Charities (Think: LinkedIn)
    • How Charities Can Connect With WellFunded
  • 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
      • How WellFunded Works With Charities to Build Your Report
    • 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
  • Advisors
    • Sample Client Data
      • The Friesen Family
      • Michael Chen
      • Robert and Margaret Thompson

Sample Client Data

Want to start trying out WellAdvised but don't know how to begin? We've got sample client data here for you to use to get you started.

Articles in this collection

  • The Friesen Family

    A Christian family in the Fraser Valley. Comfortable, not wealthy. Faith is the centre of how they give, and they want their teenagers to grow into it.SetupFirst name: David Last name: Friesen Partner / Spouse — Partner's name: Sarah Friesen...

  • Michael Chen

    Sold his manufacturing business eight months ago. For the first time he has real capacity and no idea how to give well. Wants to apply the rigour he brought to business. Secular, no modules.Step 1 — IntakePartner's name: Lisa Chen Do you have...

  • Robert and Margaret Thompson

    Long-established wealth in Toronto. Generous and steady for decades. What is missing now is the next generation, and they worry their values will not carry forward.Step 1 — Intake Partner's name: Margaret Thompson Do you have children? Yes → Andrew...

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