Giving Tools for Every Portfolio
Technology and services for turning investments into impact.
Working With
Endaoment powers Altruist's Advisor-Managed DAFs program
See MoreEndaoment is the DAF of choice for technology-forward advisors at BNY
See MoreEthic works with Endaoment to bring values-aligned investing to DAFs
See MoreEndaoment and Silver Oak collaborate to make DAFs a seamless offering for advisors and their clients
See MoreCore Planning advisors use Endaoment DAFs to deepen their relationship with their clients
See MoreEndaoment is the conduit between Ripple Impact and their network of nonprofit grantees
See MoreEndaoment facilitates ResearchHub's ongoing system of decentralized research grants
See More
“In my 20+ years as a financial planner… no other platform makes it as simple and intuitive to create, manage and give with a DAF. Endaoment helps me deliver an elegant and user-friendly experience.”
“Here comes the donor-advised fund… I think it’s the smart person’s charitable foundation. Endaoment has a great one. We’ve used Endaoment for our clients in the past. We will use them in the future.”
“Your API is solving our exact problem. Your team has been crazy flexible with telling us how we should interact with the code and docs.”
Financial Advisors
You manage the assets,
but why not the DAF?
Advisor-Managed DAFs live as a separate account with your existing custodian, and the whole DAF shows up in your reporting.
Advisor-Managed Portfolios
Keep using the strategies you already run. Retain the AUM.
Test the DAF first
Open one yourself, then for all your clients.
Team management
Authorize your team to open and manage on a client’s behalf.
Supported custodians
- and more…
New to DAFs? Learn what a DAF is, and why advisors and donors use one.
Knowledge BaseAdvisors & Donors
Donate anything.Keep assets as they are.
Donate cash, bonds, stocks, crypto, alts and more. Set custom selling schedules or allocate to separately managed accounts with ease.
Donation
Select an asset type
Still curious?
“Do donated assets stay with my advisor?”
Yes. Your gift moves into its own account, and your advisor keeps managing it right where it is.
For Advisors“What does it cost?”
Nothing to open a fund, and no minimums. Pay a small fee when money moves in or out, or a yearly rate on the assets under a partner agreement.
Compare Fees“Who handles compliance?”
We do. Endaoment is the 501(c)(3) behind every fund, so the screening, receipts and filings are on us.
About Endaoment“How do I get started?”
Open a fund in minutes, on your own or with your team. Everyone you invite works from the same fund.
How it works
Give now. Or build it in.
Just Give
Get set up as a donor or advisor in minutes.
Open a DAFBuild Giving In
Offer DAFs to clients natively in your platform.
Embed DAFs
New to DAFs? Learn what a DAF is, and why advisors and donors use one.
Knowledge Base
