Understand Giving Better with WellCheck

Making a major gift should feel good— not risky. That’s why we built WellCheck, a simple tool for donors to better understand the charities they’re considering supporting.

WellCheck creates a clear, confident snapshot of a charity’s governance, financials, leadership, and compliance. It helps funders give thoughtfully, without burdening charities with unnecessary paperwork or multiple requests.

What Is a WellCheck?

WellCheck is a comprehensive report generated by WellFunded. It brings together:

• CRA financial data (3 years’ worth)
• Around 45 self-reported charity questions
• Additional info from the charity’s Portrait and Project Profiles

All of this is run through a large language model (LLM) trained on best practices from sources like Imagine Canada and Bridgespan.

The result? A report that gives donors an easy-to-understand summary while saving time for everyone involved.

How It Works

1. Request a WellCheck

Search your charity of choice and click “Request a WellCheck” on a charity’s profile.

2. The Charity Completes the Questions

The organization receives your request and fills out a standardized set of questions on leadership, financial controls, programs, and more.

3. We Generate the Report

Our platform pulls everything together into a readable, data-rich WellCheck report.

4. Donors Are Notified

If you’re the original requester, or someone who joins afterward, you’ll get notified once the report is live.

What You’ll See in the Report

Each WellCheck includes:

• Accreditation & governance overview
• Financial graphs and summaries
• Leadership background and strategy
• Communication and compliance notes
• A confidence score and suggested giving range
• Contextual questions to help you reflect or follow up

Here’s a quick preview of where to find a charity’s WellCheck:

Why It Matters

WellCheck reduces friction in the giving process. It builds trust and transparency between donors and charities while minimizing repetitive asks or confusion.

Once completed, the report lives on the charity’s profile for six months. Other donors can request updates later, but the system keeps things efficient.

We believe in giving that’s thoughtful, collaborative, and informed.

Still have questions? Book a call or reach out to our team, we’re always here to help.