Charity Bridge Fund's Knowledge Base

Get help with donations, nonprofit accounts, projects, verification, and platform features on Charity Bridge Fund. Guides for donors, nonprofits, and users.

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Setting up your Charity

Learn how to complete each section of your charity profile, use input fields effectively, and follow best practices to present your organization clearly to donors.

Last updated on 07 May, 2026

After claiming and activating your charity, 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. This is where you provide key information about your nonprofit before creating projects.

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Overview page of the Charity Bridge Fund Profile Editor

Your profile is made up of four sections:

1
Overview

Share your organization’s mission, impact, and basic details to give donors context

2
Distributions

Set up how your organization will receive donations

3
Projects

Create and manage initiatives where you tell your story and activate donation opportunities

4
Donations

Track contributions, view details, and download reports

While completing your charity profile is an important step, donations are made through projects. After setting up your profile, you will need to create and publish a project to start receiving support.

Understanding Profile Indicators

As you complete your charity profile, you’ll see visual indicators that guide your progress:

  • Red mark: This section has missing required fields

  • Green mark: This section is complete

  • Asterisks (*): Required fields needed to publish your charity

  • Character bars: Help you stay within the recommended length for text fields

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Visual Indicators

These indicators are designed to help you complete your profile accurately and ensure your organization is ready to be published and discovered.

Accessing Your Charity Profile

To begin setting up your charity:

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1
Log in

Log in to your My Account dashboard.

2
Choose your charity

Select the active nonprofit organization you want to edit from the "Your Charities" section.

3
Start completing details

Navigate through each section and fill in the required information.

Overview Page

The Overview page contains your organization’s core public information. This is one of the most visible sections for donors.

Organization Details

  • Organization Name: Enter your legal or publicly recognized name

  • Website: Add your official website URL

  • Regional Impact: Select your geographic scope (local, regional, national)

Image Requirements

Upload a clear, high-quality logo that represents your organization.

  • Aspect ratio: 1:1 (square)

  • Recommended size: 160 × 160 px

  • File size: 200KB or less

  • Formats: PNG, JPG, JPEG, WEBP

For more guidance on image sizing, formats, and upload tips, see:

Contact Information

Provide contact details that donors can use to reach your organization. This information will be publicly visible.

Mission and Overview

This section combines your mission and summary into one field. Clearly explain:

  • Who you serve

  • What your organization does

  • Why your work matters

Distributions Page

This section is required to enable your organization to receive donations.

The Bill.com Requirement for Distributions

Charity Bridge Fund partners with Bill.com to distribute donations.

To activate donations:

  • You must have a Bill.com account

  • You must enter your PNI (Payment Network ID)

If this step is incomplete, we will not be able to distribute donations made to your organization. For help with the distribution setup and your Payment Network ID, see

Distribution Contact

Enter the details of the person responsible for managing distributions. This contact can be different from your main contact, will not be publicly visible, and will be used for notifications or if we need to reach out regarding fund distribution arrangements.

Projects Page

The Projects section is where your organization brings its work to life. This is the most important part of your setup, as donations are made through projects, not your main charity profile.

Projects allow you to present specific programs, campaigns, or funding needs, helping donors clearly understand what they are supporting.

From the Projects page, you can:

  • Create new projects to highlight specific initiatives

  • Manage and update existing projects

  • Share detailed stories, goals, and funding needs

  • Activate donation capabilities by publishing a project

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Without a published project, your charity will not be able to receive donations, even if your profile is complete.

Donations Page

The Donations page provides a full record of contributions made to your charity. From here, you can:

  • View all donations received

  • Filter by month

  • Access transaction details (amount, fees, donor info, status)

  • Track distribution status (pending or processed)

  • Download a CSV report

Final Tips

Completing your charity profile thoroughly improves visibility and credibility on Charity Bridge Fund.

  • Use clear, concise language

  • Upload high-quality images

  • Complete distribution details

  • Create a project

If you need help at any stage, contact our support team at nonprofits@charitybridgefund.org.

FAQ

What happens if I don’t reach the recommended character range?

You can still save your profile, but shorter descriptions may give donors less context about your organization. Use the character guidance to make your profile clear, complete, and easy to understand.

What happens if I leave required fields blank?

Some fields are required to publish your charity or enable donations. If required information is missing, your profile may remain incomplete or unavailable for public visibility until those fields are completed.

What if I upload an image that doesn’t meet the requirements?

Images may appear distorted or fail to upload if they don’t meet size or format guidelines.

Where do I choose categories?

Categories are selected when creating or editing a project, not during charity profile setup. This helps each project reflect its specific purpose.

Why can’t I receive donations yet?

Donations are made through published projects, not the main charity profile. To receive donations, your charity profile must be complete, your distribution details must be set up, and at least one project must be published.

What if I upload an image that doesn’t meet the requirements?

Images may appear distorted, blurry, cropped incorrectly, or fail to upload if they do not meet the recommended size, format, or quality guidelines.

Completing your charity profile is an important first step in building trust with donors and preparing your organization to receive support. Once your profile details, distribution information, and public-facing content are complete, the next step is to create and publish a project so donors can understand your funding needs and contribute through Charity Bridge Fund.

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