For Financial Advisors
Free your clients from dated DAF providers
Optimize donations, retain AUM, and strengthen relationships
Get in touch. We'd love to chat.![Private Wealth Example Card](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fpwp.ff4f138e.png&w=640&q=75)
![Stock Donation Modal](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fstock-donation.5990ab7f.png&w=640&q=75)
![Donation Wizard](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fdonation-options.b6481d7f.png&w=640&q=75)
![Register icon](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fregister.6844b63e.png&w=640&q=75)
Holistic incentives for you and your clients
Manage DAF assets in-house with your existing private wealth investing infrastructure
![Laptop icon](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Flaptop.f4e2aa29.png&w=640&q=75)
Next generation client interface
Serve the next wave of donors with superior asset acceptance and digital experience
![Hands icon](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fhands.9cb8df9b.png&w=640&q=75)
VIP donor relationships for everyone
We provide responsible and timely customer service for you and your clients to have the most enjoyable experience
![Portfolio Pie Icon](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fpie.7b58ef60.png&w=640&q=75)
Powerful portfolio control
Allocate positions or set target percentages for a wide-range of stocks, money markets, and crypto
Align Incentives Between Advisors & Clients
Private Wealth Portfolios
Seamlessly manage your clients' charitable and investment strategies in-house. Maintain AUM while enhancing their philanthropic impact with our industry-low $50k minimum.
![Private Wealth Example Card](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fpwp.ff4f138e.png&w=1080&q=75)
Collaborate in real time
Recommend donations, grants and portfolios allocations on behalf of your clients.
![Stock Donation Modal](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fstock-donation.5990ab7f.png&w=1080&q=75)
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.
![Donation Options Modal](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fdonation-options.b6481d7f.png&w=828&q=75)
Fees and minimums ethically aligned with everyone's goals
Industry-best minimums
- $0 account, donation, and grant minimums
- $50k minimum for custom private wealth portfolios
Unique one-time admin fees
- 1.5% lifetime fee (0.5% donation, 1% granting)
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
![Friend One](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fone.69c9c479.png&w=828&q=75)
![Friend Two](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Ftwo.0558ecb9.png&w=1080&q=75)
![Screenshot of Portfolios Page](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Fportfolios-page.72b4e60a.png&w=828&q=75)
![Screenshot of Fund Page](/_next/image?url=%2F_next%2Fstatic%2Fmedia%2Ffund-page.d556ef77.png&w=828&q=75)