Grant Management

Grantmaking without
the grind.

Launch strategic giving opportunities in minutes, connect with the right charities, and manage approvals—all with built-in due diligence. Modern granting for major givers, without the complexity.

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WellConnect grant management dashboard showing opportunity details, application pipeline, and charity applications
The Difference

Granting that actually works for both sides

Traditional Grant Management

  • Requires grant management systems and foundation infrastructure
  • Email inboxes flooded with cold proposals
  • Hours reviewing irrelevant applications
  • Separate due diligence for every applicant
  • Costs the charity sector billions in grant applications
  • Prioritizes fundraising skill over impact, with only 4% of all grant dollars going to minority orgs

WellConnect

  • Launch opportunities as a fundholder or wealth advisor in minutes, not months
  • Only organizations that fit your criteria can apply
  • Standardized profiles you can compare side-by-side
  • Built-in WellCheck reports—no separate research
  • Allows organizations to create one standard profile to apply to all funders
  • Enables donors to seek out minority led or small organizations doing high impact work
How It Works

Four steps to strategic grantmaking

Step 1

Define Your Opportunity

Set cause area, geography, budget range, and custom criteria in minutes. Make it as broad or specific as you need.

Step 2

Choose Your Approach

Invite specific charities directly, or launch open opportunities where organizations that fit your criteria can apply.

Step 3

Review Applications

Compare standardized Charity Portraits and Project Portraits side-by-side—with WellCheck reports automatically attached.

Step 4

Award & Track

Manage approvals, track decisions, and close the loop—all in one place with complete visibility.

What's Included

Every WellConnect opportunity includes...

Smart Matching & Filtering

Only organizations that match your criteria can apply—no irrelevant applications cluttering your inbox.

Standardized Profiles

Charity Portrait (org profile) + Project Portrait (specific request) in consistent format for easy comparison.

Built-in Due Diligence

WellCheck reports automatically included for every applicant—no separate research or consultants required.

Custom Questions

Add your own questions, require audited financials, or request cover letters as needed.

Flexible Visibility

Invite-only for curated lists, or open opportunities where organizations that fit your criteria can apply.

Launch in Minutes

No months of setup or enterprise complexity. Fundholders and advisors can launch opportunities immediately.

"We went from months setting up grant cycles to launching opportunities in minutes. Game changer for our fundholders."

DAF Administrator

DAF Administrator

Managing 200+ Fund Holders

Launch opportunities in minutes. Award grants with confidence.

Join fundholders, DAF administrators, and wealth managers representing $1.3B+ in assets who've moved from complex grant systems to agile, strategic giving.

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