Donor-Advised Funds
Support for donor-advised fund users on managing accounts, collaborating internally, using CharityLists, and aligning pledges with grantmaking processes.
All collections
- ⚙️DAF Setup and Access2 articles
Guidance on setting up donor-advised fund accounts, adding fundholders, and understanding how access works on WellFunded.
- 📨DAF Communication Templates3 articles
Ready-to-use email templates and messaging that DAF administrators can copy, customize, and send to fundholders or charities to support onboarding and activatio
- 📋Charity Lists for DAFs2 articles
Use Charity Lists to organize, review, and share charities internally as part of your DAF’s grantmaking and decision-making process.
- 🤝Pledging for DAFs4 articles
Understand how DAFs make, track, and manage pledges on WellFunded in alignment with internal grant processes.