Empower your fund holders with the tools they need to unleash their generosity.
(...and you can get started today)
WellFunded empowers Donor Advised Funds to help clients make informed giving decisions for impactful philanthropy. With standardized profiles and exceptional tools, you can equip clients to explore opportunities, compare initiatives, and connect with charities on their own or with your hands-on support.
Available Across North America
The WellFunded Way
Help your clients give with their head and their heart.
Discovering, analyzing, and granting to charities should be as intuitive as using Realtor.com
- Standardized Opportunities:
- Explore and compare quality charities and their projects through comprehensive profiles, enabling quick and informed decision-making.
- Giving Tools:
- Utilize a centralized donor dashboard to launch giving opportunities, receive proposals, follow charities, engage in discussions on a project wall, and store reports seamlessly.
- Expert Support:
- Access third-party subject matter expertise as needed to assess whether a project aligns with your philanthropic goals.
- Client Support:
- Monitor and approve your clients’ pledges while curating a list of vetted charities for clients to follow, ensuring tailored support throughout their giving journey.
Increase their return on generosity.
Whether you give through a foundation, work with a philanthropic advisor, or donate directly from your bank account, we’ve built the tools to make giving joyful again.
- DAF Administrators:
Our admin tools, wishlists and opportunity features significantly reduce your administrative workload, allowing you to service your clients more efficiently.
- Fund Holders:
Maximize your giving with our comprehensive dashboard, search tools and more. Track pledges, organize lists, and streamline due diligence, all in one intuitive platform.
- Philanthropic Advisors:
Discover, evaluate, and introduce your clients to values-aligned, high-impact charities, all in a fraction of the time.
The old way isn’t working.
Your generosity is worth too much to be spent on a cycle of more applications and endless paperwork.
- Is spent on major donor fundraising.
- $70 Billion
- Of all grant dollars go to minority-led organizations.
- 5%
- Fewer high-income earners engaging in charity over the past decade.
- 20%
- Mailed out every single day to Foundations. With AI, this is only going up.
- 150,000 Cold Applications
Discover exceptional charities through standardized portraits.
Whatever you care about most, we make it effective, joyful, and equitable. It’s time for a smarter approach to major giving.