How Charities Use WellFunded to Get Discovered and Funded Faster

If you’ve just joined WellFunded, welcome. This quick guide walks you through how to get set up, complete your profile, and make your work easier to discover by donor-advised funds, foundations, and major donors.

WellFunded helps charities like yours focus on impact, not paperwork. With one transparent profile, you can share your mission, funding needs, and readiness— all without rewriting proposals.

Prefer a walkthrough? Watch our video tour of the WellFunded platform for a visual guide to searching, exploring, and organizing your giving.

Step 1: Complete Your Profile

Every organization on WellFunded has a profile funders can browse. Think of it as your universal funding application.

Your profile includes:

• Mission and program overview
• CRA-imported financials (plus optional uploads)
• Leadership bios and contact details
• Tags and impact areas
• Optional: videos, reports, or photos

Step 2: Add Your Logo and Team

Visuals help funders connect with your organization quickly and trust what they see.

• Upload a high-quality logo for your profile
• Add headshots, names, and roles for your leadership team

Walkthrough: Uploading a logo and team biosInsert GIF or step-by-step: drag-and-drop logo, adding leadership photos

Step 3: Add Projects or Opportunities

You can post specific projects or funding needs so funders can understand where their support could go.

Each project includes:

• A summary and problem statement
• Timeline and amount
• SDG alignment and impact goals

Walkthrough: Creating a new projectInsert GIF: adding a project title, summary, and funding request

Projects appear directly on your profile and are matched to funders using our smart discovery system.

Step 4: Add Tags

Funders search using tags and filters based on what they want to support, like cause area, geography, or leadership type.

To improve your visibility:

• Use accurate, specific tags
• Keep your contact and profile information up to date

What Happens When a Funder is Interested?

Funders make a pledge, which is a signal of intent to give. You’ll be notified and can follow up directly to coordinate funding. You stay in control while giving happens through your usual process.

What’s Next?

You're already doing the work— WellFunded helps you get seen.

Have questions about completing your profile or project? Reach out to our team or join a weekly webinar.