Professional philanthropy tools
for modern DAFs.
Your fund holders need intelligent discovery tools, comprehensive due diligence, grant workflows, and disbursement infrastructure—all in one connected platform.
Trusted by Canada's leading DAFs
In assets under administration
Accounts
Customer retention
Transaction fees
Everything you need to run a modern DAF program
Complete Charity Intelligence
- Search across 86,000+ Canadian charities with advanced filters
- AI-powered WellCheck due diligence reports in days, not weeks
- Standardized charity profiles with financials and impact data
- Fund holders validate charities before giving
Full-Service Dashboards
- Real-time fund balance and giving history
- Self-service grant requests with approval workflows
- Personal impact story and giving portfolio tracking
- White-label or co-branded options
Giving Opportunities for Fund Holders
- Fund holders launch mini-grants for causes they care about
- Smart matching notifies relevant charities automatically
- Standardized applications with built-in due diligence
- Track applications and awards in one place
Automated Disbursement Processing
- Zero transaction fees from WellFunded
- Charity-validated banking data (they update it, not you)
- Process hundreds of grants in minutes via EFT
- Complete audit trail and real-time status tracking
Built for DAF operations
WellCheck Due Diligence
AI-powered charity verification and governance analysis available to all fund holders
Disbursement Hub
Zero-fee EFT processing with charity-validated banking data
Grant Management (WellConnect)
Fund holders launch opportunities, charities apply, admins approve—all in one workflow
Analytics & Insights
DAF-level analytics, fund holder engagement metrics, and charity peer benchmarking
White-Label & Branding
Fully branded to your organization or co-branded with WellFunded
API & Integrations
Connect with wealth management platforms, CRMs, and existing advisor tools
It's time to go beyond dashboards.
Give your fund holders the professional tools they expect. Built by the team behind Canada's largest online DAF.