Every year, funders ask the same questions in slightly different ways. Charities rewrite their answers over and over again, formatting PDFs and jumping through hoops just to prove that they’re trustworthy to people who often already believe in their work.

It’s exhausting. And it’s not working.

As funders, we waste time reviewing documents that are difficult to compare. As charities, we spend hours guessing what each funder wants to hear. What’s worse? Most of that data goes nowhere. It can’t be reused, shared, or analyzed for learning.

We think it’s time for a smarter approach.

How Custom Forms Create Chaos

Due diligence is necessary. Customization is not.

When every foundation or donor-advised fund (DAF) builds its own application form, its own evaluation logic, and its own grant tracking process, the result isn’t better giving, it’s more friction. And with AI-generated grant proposals flooding inboxes, that friction is only going to grow.

We believe good giving shouldn’t require guessing games.

A Smarter Way to Give

That’s why we created Canada’s Common Grant Application. It’s a shared, structured standard charity profile that covers the essentials:

• Mission and program strategy
• Leadership and organizational capacity
• Governance practices and board oversight
• Financial health and transparency

Donors can search, screen, and assess alignment in minutes, not months. They can add and reuse custom screening questions, invite charities to apply, and when paired with WellConnect, our smart matching tool, still ask a few questions unique to their interests. They can also request a WellCheck for deeper validation. Everything connects, and nothing gets lost in translation.

Why It Works

Shared standards create shared benefits:

• Faster Reviews: Standardized profiles let you compare charities side by side
• Better Data: Inputs are consistent, enabling pattern recognition and learning
• Less Redundancy: Funders save time, charities avoid rework
• More Trust: When everyone sees the same data, credibility increases

Foundations and DAFs representing nearly $1 billion in assets have already adopted WellFunded as part of their diligence process. Now, we’re inviting more charities to help shape what comes next.

Sharing is Caring

If you’re a foundation, advisor, or DAF administrator, 

1. Talk to us about how we can work together: We’ve built the foundation of the Common Grant Application for foundations, fund holders, and individual donors. Now we’d love your input to help shape the next layer with WellConnect.
2. Share your grant and charity data with us: You’ve likely been in the grantmaking space for years and hold invaluable insights on charities doing great work. We want to gather that information, then centralize and standardize it. This allows us to share it with our community of donors, bringing more clarity, efficiency, and funding to the sector.

Together, we’ll build a smarter, faster, more trusted way to give to what matters. One that offers more clarity to donors, less burden on charities, and more transparency for the sector.

Connect with jeff@wellfunded.io or book a quick call. We’d love to hear your approach due diligence and how we can help.