Give your fund holders the DAF experience they expect.
One Canadian platform: fund holder portals, administration, and verified EFT disbursement. Your donors see their impact in real time. Your advisors lead better conversations. Your team stops drowning in manual work.
Built with Canada's leading Donor Advised Funds, Charities and Advisors.
A giving experience worth logging into
Balance, allocation, and giving history are table stakes. What your donors actually want to see is the difference they're making. Every fund holder gets a real-time view of their impact: dollars granted, causes supported, and a giving story that builds year over year.
- Fund balance, investment allocation, and statements in one clean view
- Impact story: giving by cause, charities supported, dollars at work
- Grant recommendations in minutes, with trust signals on every charity
- Recognition and privacy controls donors set themselves, from anonymous to public
Advisors who can act, not just observe
Most DAF platforms treat the advisor as a name in the corner of the account. WellFunded gives advisors a real seat: their full book of client funds in one view, actions they can take on behalf of clients, and the succession work that keeps the family relationship past the first generation.
- A complete book view: every client fund, balance, granting pace, and what needs attention
- Recommend grants and contributions on the client's behalf, with the right approvals built in
- Succession handled properly: named successors, letters of wishes, bequests and fund documents on file
- WellAdvised and WellCheck built in, so the values conversation and the due diligence live where the fund lives
Administration that runs itself (almost)
Your admin team should be stewarding relationships, not reconciling spreadsheets. Every fund, every approval, every disbursement quota in one place, with exceptions surfaced before they become problems.
- All fund accounts with balances, activity, disbursement progress and relationship managers at a glance
- CRA advantage attestation and charity verification built into every grant
- Roles, approvals, and a full audit trail, with segregation of duties built in: no single role both recommends and disburses
- Fees configured to your schedule, posted automatically, reconciled to your accounting system
Verified EFT, every batch
A void cheque proves someone has a chequebook. It doesn't prove the account belongs to the charity. With WellFunded, charities submit banking details once and every account is verified against the bank itself. Your platform builds the payment file automatically and delivers it securely to your custodian, who disburses directly to charities.
- Account ownership verified at the bank, not claimed on paper
- Payment files generated automatically to the Canadian EFT standard, no manual entry
- You approve. Your custodian pays charities directly, bank to bank. Funds never pass through us.
- Zero transaction fees, ever
Grow your DAF. Shrink your costs.
A modern platform is how you win the next generation of fund holders and referrals, without adding headcount. A group of Canada's leading donor advised funds are shaping the platform with us as founding partners, and there's room at that table.