Blog

Insights on philanthropy, Donor Advised Funds, and strategic grantmaking in Canada.

Circuit board representing the technology behind WellCheck's AI-powered due diligence
Updates·6 min read

Introducing WellCheck v2.1: Due Diligence, Reimagined

WellCheck v2.1 delivers comprehensive charity due diligence powered by AI — analyzing source documents, CRA filings, and peer benchmarks in minutes.

By Jeff Golby·CEO & Co-Founder, WellFunded

All Posts

Clasped hands representing trust and partnership in philanthropy
Insights·7 min read

What Is a WellCheck?

WellCheck is WellFunded's charity due diligence report — combining CRA filings, source documents, and peer benchmarks into one standardized assessment.

By Jeff Golby
Padlocks symbolizing trust and security in charitable giving
Insights·8 min read

What Is Charity Due Diligence in Canada?

Charity due diligence helps Canadian donors, advisors, and organizations verify that charitable gifts go where they're intended. Here's what it involves and why it matters.

By Jeff Golby
Map visualization of DAF software platforms across North America
Guides·5 min read

DAF Software: What the US Market Looks Like

A look at the enterprise platforms, fintech players, and national sponsors shaping DAF technology in the US—and what it means for Canada.

By Jeff Golby
Donor-advised funds for wealth advisors
Guides·6 min read

Donor-Advised Funds for Wealth Advisors

How wealth advisors can use DAFs to deepen client relationships, retain assets across generations, and differentiate their practice.

By Jeff Golby
Strategic advantages of donor advised funds
Insights·7 min read

Strategic Advantages of Donor Advised Funds

Why sophisticated donors choose DAFs: tax efficiency with securities, accepting complex assets, and seamless wealth management integration.

By Jeff Golby