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
A WellCheck is a standardized due diligence summary that helps donors understand a charity more clearly and consistently.WellCheck brings together public information and charity-provided context into a single, structured view that reflects how...
- When a WellCheck is Requested
A WellCheck is typically requested by a donor as part of their review or due diligence process.This article explains when WellChecks are used and what to expect if one is requested.When WellChecks Are UsedA donor may request a WellCheck...
- Complete a WellCheck Assessment
When a WellCheck is requested, charities are asked to complete a structured assessment that provides important context beyond public data.This article explains what to expect when completing a WellCheck assessment.What the Assessment IncludesThe...
- What Data is Used in a WellCheck
WellCheck uses a combination of public information and charity-provided data to create a comprehensive summary.This article explains what data is included in a WellCheck.Data Sources Used in WellCheckWellCheck may include:Public CRA T3010...
- How CRA Data is Reflected
Public CRA data is one input used in WellCheck summaries.This article explains how CRA information is reflected and what it represents.Use of CRA DataWellCheck uses publicly available CRA T3010 filings to understand:Revenue and expensesProgram...
- How to Update Information in a WellCheck
Charities can update information used in a WellCheck if details change or new data becomes available.Updating Charity-Provided InformationIf you need to update information you provided:Contact the WellFunded teamYour assessment can be moved back...
- Understanding Your WellCheck Summary
A WellCheck summary presents key information about your organization in a clear, structured format.This article explains how to read and interpret your WellCheck summary.What the Summary IncludesA WellCheck summary may include:Organizational...