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      • Understanding User Roles
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      • 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
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        • Manage Your Contact Information
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        • 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)
  • 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

WellCheck for Charities

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

Articles in this collection

  • What is a WellCheck

    WellCheck is WellFunded's charity due diligence report — combining CRA filings, source document analysis, and peer benchmarks to give donors a clear picture of

  • How to Complete Your WellCheck

    A step-by-step guide for charities: upload your documents, answer 17 questions, and submit your WellCheck assessment in under 20 minutes."

  • How to Update Your WellCheck to v2.1

    Already completed a WellCheck? Upgrade to v2.1 in under 10 minutes. Your previous answers are pre-filled. Just upload a few documents, confirm 17 questions!

  • Understanding Your WellCheck

    How your WellCheck report is generated, what the findings mean, and what to do if something doesn't look right.

  • What Happens When a Donor Requests a WellCheck on Your Organization

    Understanding the outreach process, your window to participate, and what happens if we don't hear back when trying to complete a WellCheck

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