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  • Home
  • Getting Started
    • Quick Start for Charities
  • General
    • Accounts and Access
      • Understanding User Roles
      • Account Access and Permissions
    • Notifications and Data
      • Privacy and Data Use
      • What Data Is Public vs. Private
  • Charities
    • Charity Profile
      • Set Up Your Charity Profile
        • Create or Access Your Charity Profile
        • Update Your Organization Information
        • Upload a Charity Logo
        • Add or Edit Leadership and Board Members
        • Manage Your Contact Information
        • Add or Update Impact Areas and Locations
        • Add Tags to Improve Discovery
        • Information Visible to Donors
      • Improve Your Profile
        • Add Images to Your Charity Profile
        • Upload Supporting Documents
        • How Profile Completeness Affects Visibility
      • Stand Out
        • Add Accreditations to Your Profile
        • Add Organizational Context
    • WellConnect for Charities
      • What is WellConnect
      • Responding to a Giving Opportunity
      • What Happens After Submitting a Giving Opportunity
      • Withdraw or Update a Submission
    • Project Portrait
      • What Are Projects
      • Create a New Project
      • Edit or Update a Project
      • Hide or Remove a Project
      • How Projects Appear in Search
    • WellCheck for Charities
      • What is a WellCheck
      • When a WellCheck is Requested
      • Complete a WellCheck Assessment
      • What Data is Used in a WellCheck
      • How CRA Data is Reflected
      • How to Update Information in a WellCheck
      • Understanding Your WellCheck Summary
  • Donors
    • How Giving Works on WellFunded
      • Overview of the Giving Process
      • What WellFunded Does and Does Not Do
    • WellConnect for Donors
      • What is a Giving Opportunity
      • Create a Giving Opportunity
    • Discover Charities
      • Search for Charities
      • Filter Search Results
      • View a Charity Profile
    • Pledging for Donors
      • What is a Pledge
      • Make a Pledge
      • Edit and Withdraw a Pledge
      • What Happens After You Pledge
    • WellCheck for Donors
      • What is a WellCheck
      • Create a WellCheck
      • What Data is Included in a WellCheck
    • Charity Lists for Donors
      • Create a Charity List
      • Add or Remove Charities from a List
    • Giving Goals for Donors
      • Set a Giving Goal
      • Update or Remove a Giving Goal
  • Donor-Advised Funds
    • DAF Setup and Access
      • Donor-Advised Fund Accounts and Access
      • Add a DAF Fundholder Account
    • DAF Communication Templates
      • DAF Communication Templates Overview
      • Initial Onboarding Emails for DAFs
      • Post-Activation Emails for DAFs
    • Charity Lists for DAFs
      • Create a Charity List
      • Add or Remove Charities from a List
    • Pledging for DAFs
      • What is a Pledge
      • Make a Pledge
      • Edit and Withdraw a Pledge
      • What Happens After You Pledge

Donors

Resources for donors to search for charities, review information, organize giving, create opportunities, and track pledges and goals.

All collections

  • ❓
    How Giving Works on WellFunded2 articles

    An overview of how giving works on WellFunded, including what the platform does, what it does not do, and what to expect as you engage with charities.

  • πŸ’¬
    WellConnect for Donors2 articles

    How to create and manage Giving Opportunities, review charity submissions, and move forward with aligned organizations.

  • πŸ”
    Discover Charities3 articles

    Guidance on finding, filtering, and reviewing charities on WellFunded to explore organizations aligned with your giving priorities.

  • πŸ“Œ
    Pledging for Donors4 articles

    An explanation of what pledges are, how to make or withdraw a pledge, and what happens after you signal intent to give.

  • βœ…
    WellCheck for Donors3 articles

    Learn how WellCheck helps donors understand charity information through structured due diligence and how to read and share WellCheck summaries.

  • πŸ“‹
    Charity Lists for Donors2 articles

    Tools for organizing, comparing, and sharing charities using Charity Lists to support thoughtful and efficient giving decisions.

  • 🎯
    Giving Goals for Donors2 articles

    How to set, track, and update giving goals to help guide and reflect on your philanthropic activity over time.

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