Insights on philanthropy, Donor Advised Funds, and strategic grantmaking in Canada.
WellAdvised is an AI-powered philanthropic planning tool that helps advisors turn values conversations into professional, shareable Philanthropic Profiles.
Giving Plans turns the Philanthropic Profile into a living, year-by-year tracking tool. See what you've committed, what you've given, and where the plan is on track.
A guided walkthrough of the WellAdvised conversation. How a Philanthropic Profile gets built, from intake to AI synthesis, in 15-20 minutes.
$84 trillion is moving. 80% of heirs fire their parents' advisor. The next generation isn't asking whether philanthropic planning gets digitized. They're asking who gets to lead it.
87% of high-net-worth clients want philanthropic planning from their advisor. Only 6% receive it. Here's what that gap costs, and what closing it unlocks.
90% of advisors think their philanthropy conversations are meaningful. Only 13% of clients agree. The gap isn't willingness — it's tooling.
A philanthropic plan turns reactive giving into strategy. Here's what one includes, why most donors don't have one, and why advisors should be leading the conversation.
The shortcuts philanthropy uses to decide which charities deserve funding are broken. Here's what better proxies look like.
Canada's payment infrastructure moves $411B daily. Charitable disbursements still rely on void cheques and manual batch files.
Fraud, stale data, broken trust, and absurd fees — the hidden cost of every organization building its own disbursement process.
What charitable disbursement infrastructure should look like in 2026: verified, shared, zero-fee, and built for major giving.
WellCheck is WellFunded's charity due diligence report — combining CRA filings, source documents, and peer benchmarks into one standardized assessment.
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.
The three approaches Canadian DAF providers are taking today - DIY, enterprise platforms, or a purpose-built Canadian intelligence layer.
A diagnostic framework for Canadian DAF providers evaluating their technology—five questions that reveal where your real gaps are.
A look at the enterprise platforms, fintech players, and national sponsors shaping DAF technology in the US—and what it means for Canada.
How wealth advisors can use DAFs to deepen client relationships, retain assets across generations, and differentiate their practice.
Why sophisticated donors choose DAFs: tax efficiency with securities, accepting complex assets, and seamless wealth management integration.