Your clients want philanthropy advice.
You don't have the time or tools to become a charity expert.

Your clients expect strategic guidance on their giving—across climate, education, healthcare, poverty, and a dozen other causes. But staying current on thousands of organizations, verifying their legitimacy, and providing confident recommendations? That's impossible without the right infrastructure.

You can't know 85,000 charities.
But you can have the intelligence infrastructure that does.

Book a Demo

"I only wish I had known about you sooner."

— Steve Legler, Family Enterprise Adviser

Your clients have diverse interests.
You can't possibly research them all

Your Clients Have Diverse Interests.
‍From climate to education to healthcare—every client expects you to know which charities are trustworthy. Without tools, you're Googling on the fly or staying surface-level.
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‍We've been there. So we built the tech to solve it.

‍WellFunded gives you instant charity research, professional due diligence, and strategic frameworks.

Research at Your Fingertips, Answer Questions in Seconds, Not Days

Client mentions a charity you've never heard of. You promise to look into it and get back to them. They wait. You scramble.

‍Now: Pull up comprehensive profiles in seconds. Search 85,000 charities with AI-categorized impact areas, financials, and programs—right when you need them.

‍How advisors use it: Some use WellFunded as their personal research tool during client calls. Others give clients self-service access to reduce research requests. Many do both.

‍Result: "Let me look that up right now" instead of "I'll get back to you next week."

Professional Due Diligence in Minutes Without the $10K Fee

Professional DD costs $5K-15K per charity and takes weeks. You can't do that for every distribution request.

‍Now: WellCheck assessments deliver governance reviews, financial benchmarking, and risk analysis instantly. Reusable across all fund holders.

‍How advisors use it: Some review internally before approving distributions. Others share reports with clients. Many charities complete WellChecks proactively, so DD is done before fund holders even ask.

‍Result: Scalable due diligence that protects your reputation without hiring consultants.

Deliver Strategic Advice Without Becoming a Full-Time Researcher

Sophisticated fund holders want portfolio guidance: "How should I diversify?" "Which organizations align with my values?" Great questions—but research-intensive answers.

‍Now: Portfolio tools, curated lists, and giving trend analysis help fund holders see their strategy at a glance and make informed decisions.

‍How advisors use it: Some advisors build curated recommendations. Others give clients tools to strategize independently with guidance. Many do both collaboratively.

‍Result: You deliver the strategic philanthropy guidance that deepens client relationships and keeps next-gen engaged—what 91% of advisors want to provide, but only 13% do well.

The Intelligence Infrastructure Advisors Need

You're advising clients on strategic philanthropy—but without the right infrastructure, those conversations stay surface-level. Here's how advisors are deepening client relationships and differentiating from competitors.

Find the Right Charities in Seconds, Not Hours

Search 85,000 Canadian charities with smart categories. Filter by cause, geography, mission, or size. Pull up detailed profiles with financials and programs instantly. It's Canada's most comprehensive charity intelligence.

Standardized Applications That Actually Work

Let your philanthropists launch giving opportunities and get innovative proposals. WellConnect creates reusable profiles that work across all funders. Better applications. Less administrative burden. Charities focus on impact, not paperwork. You get comparable, complete information every time.

Professional DD in Minutes—Reusable Across All Fund Holders

WellCheck delivers governance reviews, financial benchmarking, and risk analysis for any Canadian charity. One assessment benefits your entire organization. When the next client asks about the same charity, the due diligence is already done. Scalable. Professional. Protective.

AI Powered Recommendations (Beta)

Input client priorities, personalities and giving style and get curated charity recommendations with strategic fit scores in a beautiful report. We're building this with leading advisors and want you to join our cohort to shape the future of AI powered philanthropy [join the waitlist]

Works With Your Existing Systems.

WellFunded integrates into your advisory workflow. Use it during wealth planning meetings, family governance discussions, or annual giving strategy sessions. Share reports with clients. Build curated recommendations. Track client giving over time. It works however you work—just better.

The Network Gets Smarter With Every Use

When one advisor requests a WellCheck assessment, every other advisor in the network benefits. Due diligence compounds across the entire platform. Charities with completed WellChecks become instantly more discoverable and trustworthy. First-mover advantage is real—and advisors who adopt early position themselves as leaders in strategic philanthropy.

Frequently Asked Questions

Can we customize the grant application questions?

Yes! WellConnect allows you to create fully custom grant opportunities with your specific questions while still receiving standardized charity profiles. Think of it like LinkedIn for grants - charities provide their standard information, then answer your unique questions. You get consistency and customization without losing what makes your foundation unique.

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Do you transact with charities on WellFunded?

No, there are plenty of other transaction platforms. We do not charge a transaction fee or get in the middle of you and the charity. We are a connection platform where philanthropists and charities can discover, discern and connect.

How many Canadian charities are in the database?

WellFunded includes all 85,000 registered Canadian charities with complete CRA financial data. We've also processed thousands of annual reports to extract impact information and created detailed profiles for 1,000+ organizations. Furthermore, we have charities creating profiles to continue to flesh out the data. We're continuously expanding our deep-profile coverage while maintaining searchability across the entire charitable sector.

How much does WellFunded for Philanthropists Cost?

We’re offering an introductory rate of just $5 a month following a free 60-day trial for all products except our Donor Advised Product.This allows you to prepare your WellFunded profile and start connecting with philanthropists while we continue building the marketplace and demonstrating our value to you. After consulting with our community, future pricing will be determined to ensure fair rates that reflect the value for everyone.

I give with my Donor-Advised Fund like CharityVest, Fidelity DAF, CanadaGives, Charitable Impact (Chimp), GiftFunds or Abundance. Can I use your product?

These are great tools for tax-efficient giving, but they don’t always standardize the grant process or provide insight into a charity’s leadership, needs, and long-term plans. Our tool complements—and in some cases integrates with—Donor Advised Funds, allowing you to continue using your DAF while gaining deeper insights, support, and assistance by adding a WellFunded account to your giving strategy.

What does your Donor Advised Fund Product cost?

We have a base rate per month and a per-seat rate for each fund holder, depending on the needs of your Donor-Advised Fund. Contact us to learn more.

What information do charities need to provide?

Charities create one comprehensive profile on WellFunded including their mission, programs, financials, governance structure, and impact metrics. This profile is reusable across all funders - charities build it once, then apply to multiple grant opportunities by answering each foundation's custom questions. We pull financial data directly from CRA filings to reduce their administrative burden. We list all 85,000 charities on WellFunded.

Give your clients the experience they expect from a modern advisory practice.

Professional Validation - WellCheck reports show your clients you've done thorough due diligence.
AI- Assisted Strategy - WellAdvised enables you to build and execute on a charitable strategy with your clients.
Effortless execution - WellConnect gives you granting without duplicating paperwork and processes.
Streamlined Searching - enables you to find the perfect charity for your high networth clients.

"Unless they have a really good process for helping the family process the whole thousands of potential charities, I don't know why they would not avail themselves to leaning on your platform as a resource.""
- Steve Legler, FEA
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8%

of Canadians highly trust charity leaders, while audits and revocations rise. Professional Due Diligence isn't optional.

13%

of clients find philanthropy conversations meaningful, despite 90% of advisors believing they have these meaningful conversations.

90%

Up to 90% of the next generation plans to fire their parents family advisor. Primarily over a lack of digital tools.

$144 Billion

25% of all charitable donations go to fundraising costs.The fundraising treadmill is only speeding up.

Your clients need strategic guidance at scale. Let's talk about how we can help.

If your clients are asking for philanthropy guidance and you don't have the tools to deliver it confidently, lets talk about building the future of philanthropy together.