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Opt-In to Share Your Charity Information with Funding Partners

Policies & Requirements

Opt-In to Share Your Charity Information with Funding Partners

This article explains what the Opt-In checkbox is, where to find it, and how it affects sharing your charity information with potential funding partners.

Last updated on 05 Oct, 2026

Introduction

The Opt-In checkbox in your Charity Profile gives you control over whether Charity Bridge Fund may share information about your organization and projects with selected funding partners.

Opting in can help Charity Bridge Fund showcase your work for potential support, evaluation, and due diligence. You can review or change this preference at any time.

Manage Your Opt-In Preference

The Opt-In checkbox appears at the bottom of the Charity Details section of your Charity Profile.

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Agree to Share with Funding Partners
1
Open Your Charity Profile

Log in to Charity Bridge Fund and open your Charity Management Dashboard.

2
Find the Opt-In Checkbox

Open the Charity Details section. The Opt-In checkbox appears near the bottom of this panel

3
Choose Your Sharing Preference

Check the box if you allow Charity Bridge Fund to share your information with funding partners. Leave it unchecked if you do not want this information shared.

4
Change or Withdraw Your Consent

You can return to your Charity Profile and update this preference at any time. Unchecking the box stops future sharing based on your updated preference.

Unchecking the box stops future sharing based on your updated preference. Information already shared with a funding partner may not be able to be withdrawn.

How Information Sharing Works

Funding Partners

Funding partners are organizations or institutions that may review or support nonprofits through Charity Bridge Fund. These may include donor-advised funds (DAFs), philanthropic organizations, and other funding partners.

Information That May Be Shared

Depending on the opportunity, Charity Bridge Fund may share information such as:

  • Charity Profile information

  • Project details and funding needs

  • Organizational information

  • Supporting information relevant to evaluation or due diligence

How the Information May Be Used

Funding partners may use this information to better understand your organization, complete due diligence, evaluate potential support, or facilitate a funding opportunity.

Choosing not to opt in does not prevent you from using Charity Bridge Fund, but some opportunities may require information sharing with a funding partner.

How Your Information Is Protected

Charity Bridge Fund shares information only for the purposes covered by your Opt-In, such as evaluation, due diligence, or funding consideration.

Charity Bridge Fund does not sell your information. Information shared through the Opt-In is used for purposes such as evaluation, due diligence, and funding consideration. Information already shared with a funding partner may remain subject to that partner’s own legal or contractual obligations.

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Consent Language

When you opt in, you are agreeing to the following:

I agree that Charity Bridge Fund may collect, use, and share the information I provide with third parties including donor-advised funds (DAFs) and other funding partners, for purposes such as evaluation, due diligence, and facilitating funding opportunities. I understand that Charity Bridge Fund will take reasonable steps to ensure such partners handle my information appropriately. I understand that I may withdraw my consent at any time, subject to legal or contractual obligations.

FAQ

How do I opt in?

Check the Opt-In box in the Charity Details section of your Charity Profile.

What information may be shared?

Charity Bridge Fund may share relevant charity, project, organizational, and supporting information with selected funding partners.

Can I change my preference later?

Yes. You can update the Opt-In checkbox at any time from your Charity Profile.

What happens if I do not opt in?

You can still use Charity Bridge Fund, but some funding opportunities may require information sharing with a funding partner.

The Opt-In gives your organization control over whether Charity Bridge Fund may share relevant information with selected funding partners. You can review or update your preference at any time from your Charity Profile.

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