Guides, insights, and product updates on Donor Advised Funds and strategic grantmaking in Canada.
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Just enough philanthropy to make you the most thoughtful Canadian in the room.
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Charities told us what actually happens after a donor-advised fund gift lands. Missing contact details, guesswork on anonymous, duplicated work, and a system running on 1998 infrastructure.
Canadian DAF technology explained through two layers: the fund accounting system of record (Foundant, Ren, Salesforce) and the experience layer on top (FlightPath, WellFunded).
Most DAF grants aren't unsolicited. Here's what actually happens before the cheque arrives, and how Canadian charities can get found by donor-advised funds instead of surprised by them.
The rollout kit for a firm's philanthropy practice already exists: branded client sheets, guided profiles, giving plans, search, and due diligence.
Where should clients give, and can they trust the charity? AI charity search across 86,000+ Canadian charities and WellCheck due diligence in moments.
From Philanthropic Profile to Giving Plan: how advisors help clients plan giving by year, impact area, and pledge, and keep spending on track.
Your client said yes to the giving conversation. What wealth advisors do next: one question, a fifteen-minute conversation, a Philanthropic Profile.
One question opens the philanthropy conversation with clients. How wealth advisors start a philanthropy practice without becoming experts.
A void cheque proves an account exists, not that it belongs to the charity. Why charitable disbursement controls are failing, and what actually closes the gap.
How WellFunded's new natural language search helps advisors cut through 86,000 charities to find the right one, and stand behind it.
Families want to pass on values, not just wealth. A few practical ways advisors can start the next-generation giving conversation and keep it going.
The philanthropic conversation is one of the most valuable an advisor can have, and one of the hardest to start. Here is why it feels difficult, and three questions that open the door.
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.
WellAdvised is an AI-powered philanthropic planning tool that helps advisors turn values conversations into professional, shareable Philanthropic Profiles.
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: 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.
WellCheck v2.1 delivers comprehensive charity due diligence powered by AI — analyzing source documents, CRA filings, and peer benchmarks in minutes.
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.
Everything you need to know about DAFs in Canada—how they work, tax benefits, and why they're the fastest-growing giving vehicle.
Just enough philanthropy to make you the most thoughtful Canadian in the room.
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