Everything Your Advisors Need Is Already Built
The rollout kit for a firm's philanthropy practice already exists: branded client sheets, guided profiles, giving plans, search, and due diligence.
By Jeff Golby
For Wealth Advisors
How to bring philanthropy into your practice — from the first client conversation to a working giving plan.
The sector moves fast. Don't miss what matters.
How to Initiate the Philanthropy Conversation [Part Four]
Where should clients give, and can they trust the charity? AI charity search across 86,000+ Canadian charities and WellCheck due diligence in moments.
By Jeff Golby
How to Initiate the Philanthropy Conversation [Part Three]
From Philanthropic Profile to Giving Plan: how advisors help clients plan giving by year, impact area, and pledge, and keep spending on track.
By Jeff Golby
How to Initiate the Philanthropy Conversation [Part Two]
Your client said yes to the giving conversation. What wealth advisors do next: one question, a fifteen-minute conversation, a Philanthropic Profile.
By Jeff Golby
How to Initiate the Philanthropy Conversation [Part One]
One question opens the philanthropy conversation with clients. How wealth advisors start a philanthropy practice without becoming experts.
By Jeff Golby
The Verification Gap: Why DAF Disbursements Are Exposed
A void cheque proves an account exists, not that it belongs to the charity. Why charitable disbursement controls are failing, and what actually closes the gap.
By Jeff Golby
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
Engaging the Next Generation in Philanthropy
Families want to pass on values, not just wealth. A few practical ways advisors can start the next-generation giving conversation and keep it going.
By Jeff Golby
Starting the Philanthropic Conversation
The philanthropic conversation is one of the most valuable an advisor can have, and one of the hardest to start. Here is why it feels difficult, and three questions that open the door.
By Jeff Golby
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
The Two Reactions Every Advisor Has When They See What's Coming
$84 trillion is moving. 80% of heirs fire their parents' advisor. The next generation isn't asking whether philanthropic planning gets digitized. They're asking who gets to lead it.
By Jeff Golby
The 87/6 Problem: Why Your Wealthiest Clients Aren't Getting What They Actually Want
87% of high-net-worth clients want philanthropic planning from their advisor. Only 6% receive it. Here's what that gap costs, and what closing it unlocks.
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
The Philanthropy Conversation Most Advisors Aren't Having
90% of advisors think their philanthropy conversations are meaningful. Only 13% of clients agree. The gap isn't willingness — it's tooling.
By Jeff Golby
What Is a Philanthropic Plan?
A philanthropic plan turns reactive giving into strategy. Here's what one includes, why most donors don't have one, and why advisors should be leading the conversation.
By Jeff Golby
Proxies for Trust: Rethinking How We Evaluate Charities
The shortcuts philanthropy uses to decide which charities deserve funding are broken. Here's what better proxies look like.
By Jeff Golby
How Charitable Dollars Actually Reach Charities
Canada's payment infrastructure moves $411B daily. Charitable disbursements still rely on void cheques and manual batch files.
By Jeff Golby
The Real Cost of DIY Charitable Disbursements
Fraud, stale data, broken trust, and absurd fees — the hidden cost of every organization building its own disbursement process.
By Jeff Golby
Shared Infrastructure for Charitable Disbursements
What charitable disbursement infrastructure should look like in 2026: verified, shared, zero-fee, and built for major giving.
By Jeff Golby
What Is a WellCheck?
WellCheck is WellFunded's charity due diligence report — combining CRA filings, source documents, and peer benchmarks into one standardized assessment.
By Jeff Golby
What Is Charity Due Diligence in Canada?
Charity due diligence helps Canadian donors, advisors, and organizations verify that charitable gifts go where they're intended. Here's what it involves and why it matters.
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
DAF Software in Canada: What Are Your Options?
The three approaches Canadian DAF providers are taking today - DIY, enterprise platforms, or a purpose-built Canadian intelligence layer.
By Jeff Golby
Five Questions to Ask Before Choosing DAF Software
A diagnostic framework for Canadian DAF providers evaluating their technology—five questions that reveal where your real gaps are.
By Jeff Golby
DAF Software: What the US Market Looks Like
A look at the enterprise platforms, fintech players, and national sponsors shaping DAF technology in the US—and what it means for Canada.
By Jeff Golby
Donor-Advised Funds for Wealth Advisors
How wealth advisors can use DAFs to deepen client relationships, retain assets across generations, and differentiate their practice.
By Jeff Golby
Strategic Advantages of Donor Advised Funds
Why sophisticated donors choose DAFs: tax efficiency with securities, accepting complex assets, and seamless wealth management integration.
By Jeff Golby
What Is a Donor Advised Fund? Your Complete Guide
Everything you need to know about DAFs in Canada—how they work, tax benefits, and why they're the fastest-growing giving vehicle.
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.