Initial Onboarding Emails for DAFs

Hi [Fund Holder First Name],

We're excited to announce that [DAF Name] has partnered with WellFunded to give you access to Canada's most comprehensive charity intelligence platform.

Why This Partnership?

We're often asked for charity recommendations, for due diligence support, or if our fund holders can accept grant proposals like foundations can. Up until now there was no cost-effective, scalable solution.

WellFunded changes that. They're a Canadian organization that has built the infrastructure that makes strategic giving accessible, and we've partnered with them so you can give with confidence.

What WellFunded Gives You:

• Discover: Search all 85,000+ Canadian registered charities in one place, filtered by cause, geography, and size

• Decide: Run AI-powered due diligence reports (WellCheck) that would normally cost thousands and take weeks — now at your fingertips

• Deliver: Connect directly with charities doing the work you care about, or launch giving opportunities to receive grant proposals

Whether you're exploring new causes or validating charities you already support, WellFunded makes strategic giving easier.

→ Get Started: [Insert Landing Page URL]

The landing page has everything you need to create your account and start exploring. If you have questions, we're here to help.

Best,
[Your Name]
[Your Title], [DAF Name]

P.S. Visit [Insert Landing Page URL] for helpful resources and FAQs, or email support@wellfunded.io for platform assistance.

Hi [Fund Holder First Name],

A few days ago, we shared that [DAF Name] has partnered with WellFunded to give you access to Canada's charity intelligence platform. Your access is ready — you just need to create your account.

Why We Chose WellFunded:

We wanted to give you more than a list of charities. WellFunded is a Canadian organization built by people who understand philanthropy — their team has deep roots in the charitable sector. They've created the tools that help fund holders like you discover Canadian charities, validate choices with real data, and even receive grant proposals from organizations doing work you care about.

What's Waiting for You:

• Search 85,000+ Canadian registered charities by cause, geography, and size

• Generate WellCheck due diligence reports in minutes (what used to take weeks and cost thousands)

• Launch giving opportunities and receive grant proposals directly from charities

• Discover organizations you never knew existed doing work you care deeply about

This access is included with your [DAF Name] fund at no additional cost.

→ Activate Your Account: [Insert Landing Page URL]

Best,
[Your Name]
[Your Title], [DAF Name]

P.S. Visit [Insert Landing Page URL] for helpful resources and FAQs, or email support@wellfunded.io for platform assistance.

Hi [Fund Holder First Name],

Many of our fund holders have already activated their WellFunded accounts and are discovering Canadian charities they never would have found on their own.

Here's What They're Doing:

• Running WellCheck due diligence reports on charities they've supported for years — and learning things they didn't know

• Discovering high-impact Canadian organizations working in causes they care about

• Launching giving opportunities and receiving grant proposals directly from charities

• Making more confident giving decisions backed by real data

Why This Matters:

Research shows that donors who give strategically — with access to good information and validation tools — give more effectively. WellFunded provides that infrastructure. It's why [DAF Name] partnered with this Canadian organization, and it's why your peers are using it.

The platform is free as part of your [DAF Name] account. All you need to do is create your login.

→ Join Your Peers: [Insert Landing Page URL]

If you have any questions about getting started, I'm happy to walk you through it.

Best,
[Your Name]
[Your Title], [DAF Name]

P.S. Visit [Insert Landing Page URL] for helpful resources and FAQs, or email support@wellfunded.io for platform assistance.