From Small Talk to Strategy.
Most philanthropy conversations end with good intentions. WellAdvised turns them into giving strategies your clients will actually use.
Philanthropy advice that delivers
The Typical Conversation
- PDF worksheets, generic surveys, and one-size-fits-all questionnaires
- Conversations stall after “what causes do you care about?”
- No framework to move from values to action
- Research burden falls entirely on the advisor or the client gives up
- No professional deliverable to share with family or co-trustees
WellAdvised
- Guided, AI-powered discovery that uncovers authentic values and motivations
- Structured journey from identity to focus areas to giving strategy
- Produces a professional Philanthropic Profile clients are proud to share
- AI-powered charity recommendations backed by real Canadian data
- Modular: faith, family, and crisis response modules activate when relevant
- White-label ready: your brand, your client relationship
From first question to finished plan
Client Completes Discovery
Guided, conversational questions that adapt based on responses. Self-serve or advisor-facilitated. Takes 15–20 minutes. Feels like a conversation, not a form.
AI Builds the Profile
Responses are synthesized into a professional Philanthropic Profile with giving identity, focus areas, generosity statement, and strategy framework. Integrated with WellFunded's database of 85,000+ Canadian charities.
Review and Refine
Advisor and client review the profile together. Update anytime as priorities evolve. A living document, not a one-time exercise.
Modular by design, personal by default
Values Discovery
Identity, motivations, North Star statement, focus areas, and giving strategy preferences. 12 guided questions that do the work of a 3-hour facilitated session.
Faith Module
For donors whose faith shapes their giving. Explores stewardship theology, faith-based organization preferences, and how spiritual life informs generosity.
Next Generation
Involves children (age 10+) in the family's giving story. Captures each child's generosity instincts and builds a family alignment framework.
Crisis Response
Builds a giving framework for emergencies and disasters before they happen. Crisis types, geography, timing, and trusted partners.
A professional Philanthropic Profile
Giving Identity
A narrative portrait of who you are as givers, drawn from your answers and giving history
North Star Statement
A simple, revisitable statement about where you want your giving to go right now
Generosity Statement
Guiding principles for every giving decision. Say yes with joy, say no with peace.
Focus Areas
Prioritized cause areas (Primary, Secondary, Supporting) with rationale
Giving Boundaries
A clear framework so you're not agonizing over every ask
Giving Framework
Budget allocation across giving buckets with recommended organizations
Family Alignment
Where family members' values overlap and where the next generation adds something new
Faith Integration
How faith shapes generosity and organization preferences
Crisis Giving Framework
Pre-built response plan for emergencies and disasters
of advisors say they discuss philanthropy with clients
of clients find those conversations meaningful
of high-net-worth clients want their advisor to discuss philanthropy
more likely to deepen the relationship when philanthropy is part of the conversation
Source: CAGP / KCI Philanthropic Trends Study
WellAdvised gave us the framework to have a real conversation about giving for the first time. My clients walked away with something they were proud to share with their family.
Wealth Advisor
Canadian Advisory Firm
From small talk to strategy.
Make every philanthropy conversation count. See a sample Philanthropic Profile or book a 15-minute walkthrough.