Donor Advised Funds: Empower your fund holders to give with clarity and confidence.

WellFunded gives your clients the tools to explore, compare, and connect with charities—on their own or with your guidance.Standardized profiles, WellCheck, and easy-to-use granting tools equip them for thoughtful, inspired, and effortless generosity.

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Help your clients give with their head and their heart.

Discovering, analyzing, and granting to charities should be as intuitive as using Realtor.com

Empower Fundholders to Give with Confidence

Help your clients make informed, inspired decisions—without decision fatigue. With standardized profiles and WellCheck, they get the clarity they need to fund what matters.

Enhance Your Offering, Not Your Workload

Equip your advisors with tools that simplify giving—without adding new platforms or extra admin.Fundholders get a great experience. Your team stays focused.

Protect Your DAF with WellCheck

You don’t have to guess if a charity is ready for funding—we’ve already asked the right questions.WellCheck provides a clear, consistent review process that helps protect your DAF and gives your clients peace of mind.

Increase your return on generosity

Powerful Search, Meaningful Results.

From local initiatives to global missions, empower clients to search by cause, region, size, or structure—whatever matters most to them.

WellMatched Grants.

With WellMatched, your clients can share their passions and launch a grant in minutes.They’ll receive aligned proposals and have tools to review, decline, or connect directly with charities—just like they should expect in 2025.

WellCheck: Due Diligence, Done Right.

WellCheck asks the right questions—so your team doesn’t have to. Our verification process delivers clear, consistent charity insights that reduce your risk and give clients confidence in every grant they make.

Flexible for Clients. Accountable for You.

Let clients explore and engage at their own pace—without losing visibility. WellFunded supports collaborative giving journeys where fundholders act independently, while advisors maintain transparency and alignment with internal processes.

Built to Integrate, Not Interrupt.

WellFunded can work to integrate into your current giving infrastructure.

Connect Without Losing Control.

WellFunded helps clients discover and pledge to causes—but the actual gift happens through your DAF’s established process. No interference. No transaction fees. Just cleaner connections and full control over how funds flow.

Frequently Asked Questions

Do you take a percentage of the transaction?

There is no financial exchange that occurs between a Philanthropist and a Charity on WellFunded, and we certainly do not take a percentage of any gift. WellFunded is a marketplace for connecting donors and charities.

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 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 I need to provide to get started?

To open a Philanthropist account, the information required is minimal. Name, phone number and email address are all that is required to get up and running!

It’s time for a better benevolence

Your generosity is worth too much to be spent on a cycle of more applications and endless paperwork.

$70 Billion

Is spent on major donor fundraising

4%

Of all grant dollars go to minority-led organizations

20%

Fewer major donors engaging in charity over the past decade.

$500 Billion

Is given to charity with no central marketplace for impact.

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.