Making a Pledge on WellFunded

Making a Pledge

When you’re ready to give, you don’t donate directly through WellFunded. Instead, you make a pledge from your fund. This pledge acts as a signal that you intend to give to a specific charity.

Once submitted, the pledge notifies your donor-advised fund (DAF) administrator or foundation contact. They will then follow your usual process— whether that means reaching out for an agreement or disbursing funds by cheque or direct deposit.

Your pledge also appears in your fund dashboard, helping you stay organized and aligned with your giving goals.

What Happens After You Pledge

Pledges are not transactions. After submitting a pledge…

• Your DAF admin is alerted to your intent
• They carry out the gift using your fund’s normal procedures
• The charity marks it complete once received

This system keeps things clear and centralized while minimizing back-and-forth.

Why Pledge?

Using pledges on WellFunded helps you:

• Track progress toward your annual giving goal
• Signal intent clearly to your fund administrator
• Avoid confusion over past or planned gifts

You stay in control of your giving decisions, while your admin takes care of the disbursement.

What’s Next?

Want to explore more tools for organizing your giving?

• Getting Started with Your Donor-Advised Fund
• Organize Your Giving with CharityLists and Projects

Still have questions? Book a call or reach out to our team for support. We’re here to support your giving journey, every step of the way.

‍