The Verification Gap: Why DAF Disbursements Are Exposed
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.
By Jeff Golby
Insights
Thought leadership on where Canadian philanthropy is heading — and what it means for the people moving the money.
The sector moves fast. Don't miss what matters.
Engaging the Next Generation in Philanthropy
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.
By Jeff Golby
Starting the Philanthropic Conversation
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.
By Jeff Golby
The Two Reactions Every Advisor Has When They See What's Coming
$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.
By Jeff Golby
The 87/6 Problem: Why Your Wealthiest Clients Aren't Getting What They Actually Want
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.
By Jeff Golby
The Philanthropy Conversation Most Advisors Aren't Having
90% of advisors think their philanthropy conversations are meaningful. Only 13% of clients agree. The gap isn't willingness — it's tooling.
By Jeff Golby
What Is a Philanthropic Plan?
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.
By Jeff Golby
Proxies for Trust: Rethinking How We Evaluate Charities
The shortcuts philanthropy uses to decide which charities deserve funding are broken. Here's what better proxies look like.
By Jeff Golby
How Charitable Dollars Actually Reach Charities
Canada's payment infrastructure moves $411B daily. Charitable disbursements still rely on void cheques and manual batch files.
By Jeff Golby
The Real Cost of DIY Charitable Disbursements
Fraud, stale data, broken trust, and absurd fees — the hidden cost of every organization building its own disbursement process.
By Jeff Golby
Shared Infrastructure for Charitable Disbursements
What charitable disbursement infrastructure should look like in 2026: verified, shared, zero-fee, and built for major giving.
By Jeff Golby
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
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
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
The sector moves fast. Don't miss what matters.
Practical writing on DAFs, due diligence, and thoughtful giving in Canada. No spam, unsubscribe anytime.