What is a WellCheck

A WellCheck is a comprehensive due diligence report generated by WellFunded's analysis engine. It combines public data, charity-provided information, and source document analysis to give donors a clear, structured picture of your organization.

WellCheck is not a rating or a score. It's a research tool designed to provide context — helping donors understand your governance, finances, programs, and impact so they can give with confidence.

When WellChecks Are Used

A donor or advisor may request a WellCheck when:

  • Considering a significant gift to your organization

  • Comparing multiple charities within an impact area

  • Completing internal due diligence or approval processes

  • Supporting fund holder decision-making through a donor-advised fund

WellChecks are used to support clarity and confidence, not to delay or gate access to funding.

What a WellCheck Covers

A WellCheck report analyzes your organization across several dimensions:

  • Governance & Board — board structure, term limits, meeting frequency, conflict of interest policies, strategic planning

  • Financial Health & Sustainability — revenue trends, program spending ratios, reserves, funding stability, and peer benchmarking against similar charities in your impact area and revenue bracket

  • Impact & Program Approach — theory of change, measurement practices, constituent feedback, strategic alignment

  • Leadership & Operations — leadership credibility, staffing, stability, succession planning, organizational capacity

  • Communications & Transparency — donor communications quality, messaging clarity, impact reporting

  • Accreditations — third-party certifications and what they signal about your organization's credibility

What Data Is Used

WellCheck draws on multiple sources to build a complete picture:

  • CRA T3010 filings — multiple years of publicly available filings including financials, directors, staffing, and received gifts from other charities

  • Your WellCheck assessment — 17 structured questions covering governance, programs, leadership, finances, and communications

  • Source documents you upload — theory of change, strategic plan, annual reports, audited financial statements, and project reports

  • Peer benchmarks — statistical comparisons against charities of similar size and sector

CRA data reflects the most recent filings published at the time of generation. When new filings are published, your WellCheck can be refreshed.

How Donors Use Your WellCheck

Donors and advisors use WellCheck reports to:

  • Review key information about your organization efficiently

  • Compare organizations using a consistent, standardized framework

  • Support internal discussions, board decisions, and grant approvals

  • Complement — not replace — direct conversations with your team

What If Something Looks Incorrect?

If you notice missing or outdated information in your WellCheck, contact the WellFunded team at support@wellfunded.io. We can move your assessment back to draft so you can revise and resubmit, or help resolve any data questions.

For step-by-step guidance on completing your assessment, see How to Complete Your WellCheck.

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