Introduction
After your charity claim is approved and your organization becomes Active, the next step is to complete your charity profile. This ensures your organization can host projects that receive donations and build trust with supporters.
How Your Charity Profile Works
Your charity profile is the foundation of your organization on Charity Bridge Fund. It brings together the information and tools you need to present your organization, manage projects, receive distributions, and track donations.
You can manage your charity profile from the My Account dashboard by selecting your organization under Your Profile.
Once you're in the editor, your charity profile is organized into four sections:
Share your organization’s mission, contact information, and other details donors can see on your public profile.
Create and manage projects that communicate your funding needs and give donors opportunities to support your work.
Set up the information required to receive donation distributions.
Track contributions, view details, and download reports
Below, we’ll review each of the four panels in more detail so you can understand what information belongs in each section and how to complete your charity profile.
Charity Details
The Charity Details panel contains the core information used to build your organization’s public profile on Charity Bridge Fund. Use this section to tell donors who you are, what your organization does, and how they can connect with you.
Organization Details
Complete the basic information that identifies your organization and appears on your charity profile. This information is displayed publicly on your charity profile:
Organization Name: Your organization’s legal or publicly recognized name.
Website: Your organization’s official website.
Organization Mission/Overview: Describe who you serve, what your organization does, and why your work matters.
City, State, and ZIP Code: Provide your organization’s location.
Contact Information: Add the Contact Email and Contact Phone donors can use to reach your organization.
Logo
Upload a clear, high-quality logo that represents your organization.
Aspect ratio: 1:1 (square)
Recommended size: 160 × 160 px
File size: 200 KB or less
Formats: PNG, JPG, JPEG, WEBP.
Sharing With Funding Partners
The Agree to Share with Funding Partners option allows you to give Charity Bridge Fund permission to share your organization’s information with funding partners for potential funding opportunities. Participation is optional and can be updated from your Charity Details panel.
While completing your charity profile is an important step, donations are made through projects. After completing the Charity Details, you will need to create and publish a project to start receiving support.
Projects
The Projects panel is where you can view and manage the projects associated with your organization.
From this panel, you can see your existing projects, review their current status, edit a project, or select Add Project to create a new one.
Without a published project, your charity will not be able to receive donations, even if your profile is complete.
For detailed instructions on creating and completing a project, see the article below:
Distributions
The Distributions panel contains the information Charity Bridge Fund needs to distribute donations to your organization. Charity Bridge Fund partners with Bill.com to process donation distributions.
Bill.com Payment Network ID (PNI)
Enter your organization’s Bill.com Payment Network ID (PNI). Your PNI is required for Charity Bridge Fund to distribute donations to your organization.
If your Bill.com account is still being set up, select "Need more time for setup?" You can continue completing and publishing your charity profile and return to enter your PNI once it becomes available.
You can publish your charity without a PNI by checking the box, but Charity Bridge Fund cannot distribute donated funds to your organization until a valid PNI is provided.
For instructions on setting up Bill.com, locating your PNI, and understanding the distribution process, see the article below:
Your Nonprofit Representative
Provide the name, email address, and phone number of the representative responsible for processing donations for your organization.
If a distribution is pending and your PNI has not been provided, Charity Bridge Fund will use this contact information to reach out and help complete the distribution process.
Donation History
The Donation History panel provides a record of donations received by your organization.
Use the Year and Month filters to review donation activity for a specific period.
For each donation, you can review details including the donation amount, matching funds, transaction fees, donor information when available, donor messages, and distribution status.
Downloading Donation Records
Select the Year and Month you want to review, then select Download CSV to download the donation information for that period.
Additional Profile Tools and Indicators
Profile Indicators
As you complete your charity profile, you’ll see visual indicators that guide your progress:
Red Circle: This section has missing required fields
Green Circle: This section is complete
Help tooltip (?): Provides additional guidance or clarification about a field when you hover over or select it.
Character bars: A guide that helps you stay within the recommended length for text fields.
These indicators are designed to help you complete your profile accurately and ensure your organization is ready to be published and discovered.
Archiving Your Charity
The Archive Charity option is available at the bottom of the Charity Management page.
Archiving your charity will:
Hide the charity from the public site and search.
Stop the charity from receiving new donations.
Archive all projects associated with the charity.
Preserve past donation history and receipts. Important: Archiving is a one-way action from your account. If you need to restore an archived charity, you must contact Charity Bridge Fund customer support.
Archiving is a one-way action from your account. If you need to restore an archived charity, you must contact Charity Bridge Fund customer support.
FAQ
Can I publish my charity without a Bill.com PNI?
Yes. You can publish your charity while your Bill.com account is being set up. However, Charity Bridge Fund cannot distribute donated funds to your organization until a valid PNI is provided.
Why can’t my organization receive donations yet?
Your organization must have at least one published project before donors can contribute. If your projects are still unpublished, complete and publish a project to activate donation opportunities.
What happens if I don’t reach the recommended character range?
You can still save your information. Character guidance is provided to help you give donors enough context while keeping your content clear and easy to read.
Is my contact information visible to donors?
Yes. The contact email and phone number entered under Charity Details are displayed publicly on your charity profile.
Do I have to agree to share my information with funding partners?
No. Sharing information with funding partners is optional. You can manage this preference from the Charity Details panel.
What happens if I archive my charity?
Your charity will be hidden from the public site and search, will stop receiving new donations, and all associated projects will also be archived. Your past donation history and receipts will remain intact. Restoring an archived charity requires assistance from Charity Bridge Fund customer support.
Completing your charity profile ensures your organization is ready to share its work, publish projects, receive support, and manage donations through Charity Bridge Fund. Keep your information current and return to your Charity Management page whenever you need to update your profile, projects, distribution details, or donation records.