Streamline Your Grantmaking with WellConnect

What Is WellConnect?

WellConnect lets you post opportunities tailored to your focus areas and funding goals—complete with your own screening questions—while offering the efficiency and clarity of a standardized marketplace.

It’s like creating a job posting on LinkedIn, where you control applicant criteria and review structured profiles, but designed for philanthropy.

Step-by-Step: How It Works for Donors

1. Define Your Giving Goals

Beyond the standard charity information, you can refine your Giving Opportunity by setting specific focus areas, locations, gift size ranges, and eligibility filters. Narrow the pool by revenue, organization size, leadership diversity, and more.

2. Add Reusable Screening Questions

Create a Question Set by selecting from existing questions or creating new questions.

You can start by writing your questions first, then grouping them into a reusable set or build your set and add questions as you go.

Question Sets help you gather the insights that matter without back-and-forth emails. Choose from a variety of formats such as text, multiple choice, file uploads, ranked priorities, and more.

Creating questions:

Adding questions to a question set:

3. Control Visibility

You can make your grant public or invite-only.

Public opportunities are visible to all eligible charities that meet your criteria.

Invite-only opportunities will not appear in public listings and can only be viewed and accessed by invited charities. Instead, search for organizations that match your funding interests and send them direct invitations. This approach gives you greater control, minimizes irrelevant applications, and helps you focus on the most aligned candidates.

4. Receive Tailored Applications

Matched charities apply with ease. You get structured responses, project details, and past data — all in one place.

5. Review and Award

Track applicant status, add internal notes, and either award grants directly on-platform or send them back if more information is needed. Charities are notified instantly and can accept terms without paperwork.

Before you begin awarding, set up your Donor Settings. These defaults will auto-fill each time, saving you time rewriting messaging for every decision.

Why WellConnect Works

WellConnect makes the grant process faster, clearer, and more human.

Instead of sorting through dozens of cold proposals, you receive tailored applications from charities that match your values and criteria. It unlocks billions in time spent on wasted applications. 

You see their best work up front, not buried in attachments or lengthy documents. With auto-filled answers and structured profiles, you can review and give with confidence.

Ready to try it? Log in to create your first Giving Opportunity.

Have questions? Reach out to our team for support. We’re here to support your giving journey, every step of the way.