For DAF Providers

One platform to run your entire donor advised fund.

Your fund holders expect the experience they get everywhere else in their digital lives. Give it to them: portals, administration, advisor tools, and verified EFT disbursement in one Canadian system, built with Canada's leading Donor Advised Funds, Charities and Advisors.

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WellFunded fund holder dashboard with balance, impact story, and upcoming grants

Trusted by Canada's leading DAFs

$2.3B+

In charitable assets under administration

86,000+

Canadian charities indexed

100%

Customer retention

Zero

Transaction fees on disbursements

Fund Holders

Your fund holders get a giving experience worth logging into

Balance and giving history are table stakes. Your donors see the difference they're making: dollars granted, causes supported, and a giving story that builds year over year. Grant recommendations take minutes, with trust signals on every charity and recognition controls donors set themselves.
Grant recommendations with per-grant disclosure choices and approval flags
Advisors

Your advisors can act, not just observe

Advisors get their full book of client funds in one view, recommend grants and contributions on the client's behalf with the right approvals, and handle succession properly: named successors, letters of wishes, bequests and fund documents on file.
Advisor client view with family details, giving profile, and WellAdvised sessions
Administration

Your team stops reconciling spreadsheets

Every fund, every approval, every disbursement quota in one place, with exceptions flagged before they become problems. CRA advantage attestation built into every grant. Segregation of duties throughout: no single role both recommends and disburses. Fees post automatically and reconcile to your accounting system.
Fund account admin view with disbursement quota flag, quarterly fee, and account ledger
Disbursements

Your grants go out verified, every batch

Charity bank accounts verified at the source and matched to CRA registration. The platform builds the payment file; your custodian pays charities directly, bank to bank. Funds never pass through us, and no one on your team stores banking data. Zero transaction fees, ever.

See how disbursement works
Platform Features

Built for DAF operations

WellCheck Due Diligence

Reports on any Canadian charity in minutes: governance, financials, and impact, available to every fund holder.

Disbursement Hub

Verified charity banking and automated payment files with a full audit trail.

Grant Management (WellConnect)

Fund holders launch opportunities, charities apply, admins approve, in one workflow.

WellAdvised

Philanthropy planning your advisors deliver under your brand.

Your Brand Throughout

Fund holder portal, statements, and reports carry your identity, not ours.

Reports & Analytics

Co-branded statements, custom reports, and export to your BI stack.

Give your fund holders the DAF experience they expect.

Built in B.C. by the team behind one of Canada's first online DAFs. A group of Canada's leading donor advised funds are shaping the platform with us as founding partners, and there's room at that table.

Explore the DAF PlatformBook a Demo