How Do You Provide the "Advice" Part of Donor-Advised Funds in an AI-Driven World?

Your fund holders expect strategic guidance. Regulators expect due diligence. Next-gen donors expect modern tools. The public wants more payouts. And you're supposed to deliver all of it, with the same staff and resources you had five years ago.

You can't scale yourself. But you can scale intelligence.

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It's Impossible to Be the Expert on 85,000 Charities. Until Now.

Your fund holders are asking questions you can't possibly answer at scale—and the demands are only increasing. Which charities are trustworthy? Where should I give? How do I build a strategic portfolio? How do I find organizations accepting new proposals?
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Without intelligence infrastructure, you're both flying blind.

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

Fund holders call asking about charities. You promise to research and follow up. 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 DAFs use it: Some give advisors direct access for instant research. Others give fund holders self-service to reduce call volume. 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, Not Weeks - Without the $15K 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 DAFs use it: Some review internally before approving distributions. Others share reports with fund holders. 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 DAFs use it: Some advisors build curated recommendations. Others give fund holders tools to strategize independently with guidance. Many do both collaboratively.

‍Result: You deliver on the "advice" part of DAFs without burning out your team.

The Intelligence Infrastructure Your DAF Is Missing

You're not just administering funds- you're advising on strategic philanthropy in an increasingly complex landscape. Here's how leading DAFs are scaling that advice without scaling their teams.

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 search.

Standardized Applications That Actually Work

Give your fund holders the tools to create their own grants. WellConnect creates reusable profiles that work across all funders. Better applications. Less administrative burden. Charities focus on impact, not paperwork. Fund holders 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 fund holder asks about the same charity, the due diligence is already done. Scalable. Professional. Protective.

You Choose How Fund Holders Access Intelligence

Some DAFs give advisors direct access to research charities during client calls. Others give fund holders self-service portals to reduce call volume. Many do both—fund holders explore independently while advisors maintain visibility and provide strategic guidance. You stay in control.

Works With Your Existing Systems.

WellFunded complements your DAF administration platform (SS&C, Foundation Source, or custom systems). You handle operations and compliance. We handle charity intelligence. White-labeled under your brand. No rip-and-replace required.

The Network Gets Smarter With Every Use

When one fund holder requests a WellCheck assessment, every other fund holder in the network benefits. Due diligence compounds across your entire organization. Early adopters build the intelligence moat for your DAF. First-mover advantage is real.

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.

Your Fund Holders Will Get These Tools. The Question Is: From You, or From Your Competitors?

Next-gen donors expect AI-powered charity research, professional due diligence, and strategic portfolio tools. Some DAFs are already delivering this. Others are still relying on manual processes and hoping fund holders don't notice the gap.The donors of tomorrow are more equipped and more informed. They'll make better giving decisions—the only question is whether they do it through your DAF, or someone else's.

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 Fund Holders Need Better Tools. Let's Talk About How We Can Help.

If your fund holders are asking questions you can't answer at scale—or if competitors are offering tools you don't have—it's time for a conversation.WellFunded gives you the charity intelligence infrastructure to confidently guide fund holders without adding headcount. The question is simple: does this solve a problem you're facing?