Introduction
Projects allow your organization to share specific funding needs with donors and explain the work their support can help sustain. Each project provides information about your initiative, its funding needs, expected impact, and the communities it serves.
Once your project is complete, you can publish it to make it visible to donors and available for donations.
How to Add a Project
Step 1: Access your projects
From My Account, find your organization under Your Charities and open its Charity Management page.
Locate the Projects panel to view your existing projects or create a new one.
Step 2: Add Project
Select Add Project and enter your Project Name.
Under Supporting Documentation, select the option that best describes the funding disruption:
Direct Funding Cuts
Downstream Funding Cuts
Policy Changes
Other
If you select Other, use the Funding Impact Explanation field to briefly explain the project or service and the cause of the funding disruption. If you select one of the listed options, no additional explanation is required.
Your Funding Impact Explanation is used by Charity Bridge Fund as supporting information and is not displayed publicly.
Step 3: Create your project
Once you have entered the required information, "Save" to create the project and continue to the Manage Project page, where you can complete the rest of your project profile.
These sections help clearly communicate your project’s purpose, funding needs, and impact, while improving how it is presented to donors on the platform.
Completing Your Project
After creating your project, you’ll be taken to the Manage Project page. This is the Project Editor, where you can complete and manage the information associated with your project.
The editor is organized into four main panels:
Project Details
Add the core information donors will see about your project, including its overview, photo, contact information, and location.
Impact
Describe the region served by your project and its immediate, short-term, and long-term impact.
Categories
Select up to four category-subcategory combinations that describe the work associated with your project.
Budget
Provide budget and funding need information, along with supporting information about the funding disruption.
Fields marked with a red asterisk (*) are required before the project can be published.
Each panel has its own Save button. Save your changes as you complete each section before moving on to the next panel.
Project Details
The Project Details panel contains the core information displayed to donors on your project profile.
Your project includes one primary photo. Follow the recommended dimensions, file size, and supported file formats displayed in the editor when uploading your image.
Impact
The Impact panel helps donors understand where your project operates and how the funding or operational disruption affects the project and the community it serves.
This panel includes:
Identify the geographic area or service region associated with the project.
Provide a brief statement describing the immediate impact. This summary may appear in different areas of Charity Bridge Fund to help donors quickly understand the project's need and impact.
Describe the more immediate effects on your programs, services, or community.
Explain the longer-term consequences and how they may affect the people or communities your project serves.
Categories
Categories help describe the type of work associated with your project and help donors discover relevant projects. You can select up to four Category and Subcategory combinations.
For each selection, choose a Category from the first dropdown and then select the corresponding Subcategory from the second dropdown. Repeat the process for any additional categories you want to associate with the project, up to the four available selections.
Budget
The Budget panel contains information about your organization's budget, the project's funding need, and the circumstances affecting that funding.
Total Budget and Funding Need are displayed publicly on your project profile.
Supporting Documentation and any Funding Impact Explanation are used by Charity Bridge Fund and are not shared publicly.
Enter your project's total budget for the current year.
Enter the amount of funding that was lost or the amount of the budget affected by the funding disruption. This amount will appear on the project page.
The Supporting Documentation option you selected when creating the project will already be selected here. You can review or change that selection as needed.
Choose the option that best describes the funding disruption:
Direct Funding Cuts
Downstream Funding Cuts
Policy Changes
Other
If you select Other, use the Funding Impact Explanation field to briefly explain the project or service and the cause of the funding disruption.
The Supporting Documentation selection and Funding Impact Explanation are not displayed publicly.
Review and Publish Your Project
Before publishing, review the information in each panel for accuracy and make sure your latest changes have been saved.
Once your project is ready, select Publish Project at the top of the Project Editor.
Publishing makes your project visible to donors and available to receive donations. You can continue editing and updating your project after it has been published.
For more information about publishing and unpublishing projects, see:
Project Editor Tools and Indicators
The Project Editor includes several tools and indicators to help you track your progress, review your project, and manage its status.
The indicators at the top of the editor show the status of Project Details, Impact, Categories, Budget, and Publish Project.
Red outlined circle: The section is incomplete.
Green circle with a check: The section is complete.
A red asterisk (*) identifies fields that are required before your project can be published.
Character bars appear below certain text fields to help you stay within the recommended content range. They provide writing guidance but do not prevent you from saving your content.
Select the Help Tooltip (?) next to a field for additional guidance. Some tooltips also link directly to relevant guidance in the Charity Bridge Fund Help Center.
Select Preview to see how your project will appear to donors before or after publishing.
Use Archive Project when you no longer want a project to remain active on Charity Bridge Fund.
Archiving will:
Hide the project from the public site and search.
Stop the project from receiving new donations.
Keep past donation history and receipts intact.
FAQ
How do I add a project on Charity Bridge Fund?
From My Account, open your organization’s Charity Management page, locate the Projects panel, and select Add Project. Enter the required information, save the project, and complete the Project Details, Impact, Categories, and Budget panels.
Do I need to upload supporting documentation?
No. You do not need to upload a funding document. Select the option that best describes the funding disruption. If you select Other, provide additional information in the Funding Impact Explanation field.
How many categories can I select for a project?
You can select up to four Category and Subcategory combinations for each project.
Why can’t I publish my project?
Check the progress indicators at the top of the Project Editor. A red-outlined circle indicates that a section is incomplete. Complete any required fields marked with a red asterisk and save your changes before publishing.
Can I edit my project after publishing it?
Yes. You can return to the Project Editor to update and save your project information after it has been published.
Can I preview my project before publishing it?
Yes. Select Preview to see how your project will appear to donors.
What happens if I archive my project?
Archiving removes the project from the public site and search results and prevents it from receiving new donations. Past donation history and receipts remain intact.
A complete and published project gives donors a clear understanding of your funding need, the work their support can help sustain, and the impact their contribution can make. Keep your project information current as your needs and impact evolve.