For Financial Advisors
Manage DAF Assets In-House
Optimize donations, retain AUM, and strengthen relationships
Holistic incentives for you and your clients
Manage DAF assets in-house with your existing private wealth investing infrastructure
Next generation client interface
Serve the next wave of donors with superior asset acceptance and digital experience
VIP donor relationships for everyone
We provide responsible and timely customer service for you and your clients to have the most enjoyable experience
Powerful portfolio control
Allocate positions or set target percentages for a wide-range of stocks, money markets, and crypto
Align Incentives Between Advisors & Clients
Advisor-Managed Portfolios
Seamlessly manage your clients' charitable and investment strategies in-house. Maintain AUM while enhancing their philanthropic impact with our industry-low $0 minimum.
Collaborate in real time
Recommend donations, grants and portfolios allocations on behalf of your clients.
Wide-range asset acceptance
Full range of modern assets accepted in-app. Otherwise, if there's a liquid market for the gift, we'll do everything we can to say YES to a donation.
Fees and minimums ethically aligned with everyone's goals
Industry-best minimums
- $0 account, donation, and grant minimums
- $0 minimum for custom private wealth portfolios
Unique one-time admin fees
- 1.5% maximum fee (0.5% or less inbound, 1% outbound)
Incentive-aligned and ethical
- Services and fees designed for donors, advisors, and nonprofits collectively
Average Insitutional DAF
Exclusive minimums
- Up to $100k account minimum, $50 to $500 minimum grants, up to $5k minimum donations
- $100k to $5m minimum for custom private wealth portfolios
Recurring fees
- Compounding annual administrative fees, regardless of fund activity or usage
Institution-aligned
- Fee and account structure designed from institutional investment and banking norms
Why clients love Endaoment
Built for the next-gen donor to enable an enhanced and intuitive giving experience
