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.
You can't scale yourself. But you can scale intelligence.
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?
Without intelligence infrastructure, you're both flying blind.
Without intelligence infrastructure, you're both flying blind.
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.
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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.
Your Fund Holders Get Their Own Dashboard. You Stay in Control.
Each fund holder receives secure access to: search, run due diligence, build and track their own giving portfolio and make grant requests right from their own account.
The result? Higher engagement, larger distributions, and dramatically fewer "Can you research this charity for me?" requests.
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.
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?
No pitch. No pressure. Just a conversation about how we can build a better benevolence.
📞 Call Jeff directly: 604.765.3001 📧 Email: jeff@wellfunded.io
WELLFUNDED
Matchmaking for Major Giving.