Finding the Signal: Smart Search and Recommendations
How WellFunded's new natural language search helps advisors cut through 86,000 charities to find the right one, and stand behind it.
By Jeff Golby
Product Updates
What is new in WellFunded — WellCheck, WellAdvised, WellPay — and how to get more out of the platform.
The sector moves fast. Don't miss what matters.
From Plan to Practice: Introducing Giving Plans
Giving Plans turns the Philanthropic Profile into a living, year-by-year tracking tool. See what you've committed, what you've given, and where the plan is on track.
By Jeff Golby
How a Philanthropic Profile Gets Built
A guided walkthrough of the WellAdvised conversation. How a Philanthropic Profile gets built, from intake to AI synthesis, in 15-20 minutes.
By Jeff Golby
Introducing WellAdvised: From Small Talk to Strategy
WellAdvised is an AI-powered philanthropic planning tool that helps advisors turn values conversations into professional, shareable Philanthropic Profiles.
By Jeff Golby
Introducing WellCheck v2.1: Due Diligence, Reimagined
WellCheck v2.1 delivers comprehensive charity due diligence powered by AI — analyzing source documents, CRA filings, and peer benchmarks in minutes.
By Jeff Golby
The sector moves fast. Don't miss what matters.
Practical writing on DAFs, due diligence, and thoughtful giving in Canada. No spam, unsubscribe anytime.