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 Account
A DAF account allows organizations and fundholders to:
Discover and review charities and projects
Organize and track giving activity
Coordinate internally or with advisors
Use tools such as CharityLists, Giving Opportunities, and WellCheck
DAF accounts are designed to support visibility and decision-making, not transactions.
Who Uses a DAF Account
There are two primary user types within a DAF account:
Administrators, who manage the account and user access
Fundholders, who participate in discovery, review, and giving activity
These roles reflect how DAFs typically operate outside the platform.
What Administrators Can Do
Administrators may:
Add or manage fundholder access
Support internal review and coordination
Oversee use of platform tools across the DAF account
Administrators do not process grants through WellFunded.
What Fundholders Can Do
Fundholders may:
Search for charities and projects
Create and manage CharityLists
Participate in Giving Opportunities
Review WellChecks and submissions
Make pledges or track giving goals
Access is designed to support review and coordination.
What to Know About Access
WellFunded keeps access simple.
There are no complex permission tiers or required workflows. DAF accounts are flexible and meant to fit your existing processes.
If you are unsure about your role or access, contact your DAF administrator.
Learn More
For step by step guidance on specific features, browse or search this Help Centre.
If you are unable to find what you need, you can contact support at support@wellfunded.io.