DAF Setup and Access
Guidance on setting up donor-advised fund accounts, adding fundholders, and understanding how access works on WellFunded.
Articles in this collection
- Donor-Advised Fund Accounts and Access
A Donor-Advised Fund (DAF) account on WellFunded supports discovery, review, and coordination for charitable giving.This article explains what a DAF account is and how access works for administrators and fundholders.What is a DAF AccountA DAF...
- Add a DAF Fundholder Account
Adding a fundholder account allows additional users to participate in discovery and review through your DAF account.This article explains how fundholder access is added on WellFunded.When Fundholder Accounts Are AddedFundholder accounts may be added...