Thought leadership on where Canadian philanthropy is heading, and what it means for the people moving the money.
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Just enough philanthropy to make you the most thoughtful Canadian in the room.
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We mapped every grant Canada's DAF sponsors reported to the CRA. This field guide turns eight findings into practical advice for charities, advisors and DAF programs.
Canada's donor-advised funds grant $2.2 billion a year. We mapped every grant from the CRA filings and made it free to explore. A few of the numbers stopped me.
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.
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.
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.
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.
$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: 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.
Why sophisticated donors choose DAFs: tax efficiency with securities, accepting complex assets, and seamless wealth management integration.
Just enough philanthropy to make you the most thoughtful Canadian in the room.
Unsubscribe anytime.