For AdvisorsPhilanthropy.
Philanthropy.
As a service.
Turn exploratory conversations into actionable plans—without becoming a charity research team.
The Philanthropy Gap
Your clients want philanthropy advice. Are you delivering?
The wealth management industry has a philanthropy problem—and it's costing you clients.
90%
Of advisors think they offer philanthropy services
13%
Of clients find those services useful
80%
Of next-gen heirs will fire advisors lacking philanthropy tools
2x
More likely younger HNW clients want philanthropy integrated into wealth plans
The Opportunity
Philanthropy unlocks deeper client relationships
Charitable giving conversations reveal what matters most to your clients—their values, their legacy, their family dynamics. These are the conversations that create lifelong relationships.
Deepen Client Relationships
- Engage clients in meaningful values-based conversations
- Connect with multiple generations of the family
- Become a trusted advisor beyond investments
- Increase client retention and referrals
Grow Your Business
- Unlock appreciated securities and other assets
- Differentiate your practice from competitors
- Facilitate liquidity events with charitable planning
- Attract high-net-worth clients who value philanthropy
Advisor Platform
Tools built for wealth professionals
Everything you need to offer world-class philanthropy services to your clients—without the complexity.
AI-powered charity verification and governance analysis—give your clients confidence in every recommendation.
Zero-fee EFT processing with charity-validated banking data—streamline grant execution for all your clients.
Help clients launch giving opportunities, review applications, and track impact—all in one workflow.
Analytics & Insights
Client-level analytics, engagement metrics, and charity peer benchmarking to inform strategic conversations.
White-Label & Branding
Fully branded to your firm or co-branded with WellFunded—make philanthropy services your own.
Well Advised (AI Advisor)
AI-powered giving recommendations that help clients discover aligned charities and develop strategic giving plans—coming soon.
The custom-sounding detail you were able to get. There was real back-and-forth work done. This wasn't just somebody who Googled it.
Steve Leduc
Family Advisor
Your clients expect exceptional philanthropy service. Let's make you the advisor who delivers.
Join the growing network of advisors who are using WellFunded to deepen client relationships and grow their business.