Help Center
Most questions are answered in our help docs. If not, we're here.
Visit the Help Docs
Step-by-step guides, video walkthroughs, and answers to common questions.
Go to Help DocsI'm a fund holder or donor
Check the help docs first. If you're still stuck, email us and we'll get back to you quickly.
support@wellfunded.ioI represent a charity
Our help docs cover profiles, visibility, and common questions. We also run periodic webinars.
View Charity GuidesExperiencing a technical issue?
support@wellfunded.ioFrequently Asked Questions
The Essentials
Most philanthropy is slowed down by fragmented charity data, inconsistent evaluation, and repetitive grant applications. WellFunded centralizes intelligence across 85,000 Canadian charities so funders can focus on better decisions — not admin.
We're a charity intelligence and due diligence platform used by foundations, donor-advised funds, advisors, and philanthropists to discover, evaluate, and support charities with confidence.
WellFunded is built for:
- Foundations and grantmakers
- Donor-Advised Funds (DAFs)
- Advisors supporting philanthropic clients
- Philanthropists managing complex giving
If you're a charity, WellFunded is free to use — you can create your profile and access support resources without booking a demo.
No. WellFunded is not a DAF.
We don't hold assets, issue tax receipts, or move money. Instead, we work alongside DAFs and foundations to improve discovery, due diligence, and decision-making.
Think of WellFunded as the intelligence and infrastructure layer that supports modern philanthropy.
WellFunded is trusted by DAF providers and foundations managing over $1.3B in charitable assets across Canada. Our clients include wealth management firms, community foundations, and private family foundations.
Product & Capabilities
Most funders face the same challenges: too many charity options, no scalable way to evaluate them, and repetitive paperwork that slows everything down.
WellFunded helps by:
- Standardizing charity profiles and impact information
- Reducing duplication for both charities and funders
- Providing AI-powered due diligence at a fraction of traditional costs
- Supporting faster, more confident funding decisions
WellFunded includes all 85,000 registered Canadian charities, with CRA financial data.
We've also created deep profiles for over 1,000 organizations and continue expanding enhanced coverage — while keeping the full sector searchable.
Charity profiles may include:
- Mission and programs
- Financials (pulled directly from CRA filings)
- Governance and leadership
- Impact metrics and outcomes
- Funding needs and priorities
Charities control how much additional information they share beyond public data.
No.
WellFunded is a discovery, intelligence, and connection platform. We don't take transaction fees or sit between funders and charities financially.
For Foundations, DAFs & Advisors
Yes.
Foundations and DAFs can create custom grant opportunities while still benefiting from standardized charity profiles.
Charities reuse core information and then answer your specific questions — giving you consistency and flexibility.
In some cases, yes.
WellFunded can replace certain systems or complement existing tools by handling charity intelligence, due diligence, and standardized profiles.
Custom integrations are available for enterprise clients.
Most grant systems are designed for internal workflows — not for reducing friction across the ecosystem.
WellFunded helps by standardizing discovery and due diligence before grants are made, reducing duplication for charities and improving decision quality for funders.
Security & Privacy
Yes. WellFunded is built with enterprise-grade security, including encrypted databases, multi-layer firewalls, and strict access controls. We don't share client data with third parties.
For more details, visit our Security page.
Pricing & Getting Started
Pricing depends on your use case and program size.
- Foundations, DAFs, advisors, and philanthropists are on paid plans
- Charities use WellFunded for free
The easiest way to get accurate pricing is to book a short demo.
Book a demo and we'll:
- Walk through the platform
- Understand your current process
- Recommend the right setup
- Outline next steps
Most organizations are up and running quickly.
For Charities
Yes.
Charities can create a profile, showcase their work, and be discoverable by funders — at no cost.
You're welcome to, but you don't need to.
The fastest way to get started is to create your free profile or visit our Help Docs for guidance and support.
Still have questions?
If you're a funder, advisor, or DAF — booking a demo is the fastest way to see whether WellFunded is a fit.