Professional Due Diligence in Minutes, Not Weeks
WellCheck
WellCheck delivers standardized assessments of Canadian charities, helping Donor Advised Funds, Advisors, Foundations and Individuals make confident funding decisions with professional-grade reports.
Donor Confidence Starts with Credible Due Diligence.
Only 8% of Canadians highly trust charity leaders, which is why donors need more than a CRA number before they give. WellCheck provides the standardized assessments that build confidence: governance reviews, financial analysis, and impact verification in one professional report.
How WellCheck Works
Discover & Connect
Find a charity that aligns with your values. When you’re ready to go deeper, request a WellCheck directly from their profile.
Expert-Backed Assessment
The charity completes a 45-question due diligence review—co-designed with legal, financial, and philanthropic experts. No guesswork. No red tape.
AI-Powered Analysis
We combine their responses with CRA filings and governance best practices to generate a fast, fair, and compliance-aligned assessment.
Your WellCheck Report
You and the charity receive a clear, 2-page report—highlighting strengths, surfacing questions, and giving you the confidence to move forward. Once the charity completes this, there’s no duplication in effort to unlock major gifts.
Every WellCheck Report Includes...
Governance & Leadership
- Board composition and oversight practices
- Conflict of interest policies
- Meeting frequency and transparency
- Board diversity and renewal practices
- Leadership capacity assessment
Financial Health & Benchmarking
- 3-year financial trend analysis
- Peer comparison (percentile rankings - coming soon! )
- Revenue diversity and sustainability
- Administrative efficiency ratios
- Financial reserves and runway
- Fundraising efficiency signals
Programs & Impact
- Program effectiveness measurement
- Impact definition and tracking
- Alignment with stated mission
- Long- and short-term strategic goals
- Beneficiary reach and outcomes
- External program reviews
Compliance & Risk Assessment
- CRA filing history and registration status
- Regulatory compliance tracking
- Accreditation status (e.g., Imagine Canada)
- Private notes and feedback tracking
- Due diligence recommendations
Mission & Focus Alignment
- Clarity and specificity of mission
- Stated vs. demonstrated priorities
- Alignment between strategy and delivery
- Use of values-based, non-generic language
- Jargon-free, funder-friendly articulation
Fundraising & Communications
- Donor retention and revenue growth trends
- Reporting frequency and clarity
- Brand tone, storytelling, and values alignment
- Multi-channel engagement (social, web, reports)
- Public trust signals and donor experience quality
View a Sample WellCheck
The WellCheck report provides the insights you need to feel great about giving.
View a Sample WellCheck
View a WellCheck Demo
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Stop Doing Manual Due Diligence.
Start Using WellCheck.
Join DAFs and foundations managing $500+ million in assets who trust WellCheck for professional charity assessments.
WELLFUNDED
Matchmaking for Major Giving.