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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

General

Answers to common questions about using WellFunded, including account access, notifications, privacy, data use, and getting help.

All collections

  • 👥
    Accounts and Access2 articles

    Learn how accounts work on WellFunded, including how access is managed and how multiple users can work within the same organization or account.

  • 🔔
    Notifications and Data2 articles

    Understand how notifications work on WellFunded, how your data is used, and what information is public versus private.

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