For Financial Advisors

Free your clients from dated DAF providers

Optimize donations, retain AUM, and strengthen relationships

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Stock Donation Modal
Donation Wizard
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Holistic incentives for you and your clients

Manage DAF assets in-house with your existing private wealth investing infrastructure

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Next generation client interface

Serve the next wave of donors with superior asset acceptance and digital experience

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VIP donor relationships for everyone

We provide responsible and timely customer service for you and your clients to have the most enjoyable experience

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Powerful portfolio control

Allocate positions or set target percentages for a wide-range of stocks, money markets, and crypto

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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.

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Collaborate in real time

Recommend donations, grants and portfolios allocations on behalf of your clients.

Stock Donation Modal

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

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

  • Fee and account structure designed from institutional investment and banking norms
Summary of services and average of fees and minimums among Fidelity Charitable, Schwab Charitable, and Vanguard Charitable
For Donors

Why clients love Endaoment

Built for the next-gen donor to enable an enhanced and intuitive giving experience

Wide-range asset acceptanceVerifiable, onchain receiptsDelightful interface Traditional + onchain portfolios1.8 million global + U.S. nonprofits
Endaoment For Donors
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Curious? Get in touch or request a demo!
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