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
Testimonials
“At our firm and as a CPA, it’s essential to provide efficient, tax-smart solutions, and Endaoment enables the creation of DAFs and management of contributions with transparency and ease.
The platform empowers our clients to make impactful donations of digital assets and enjoy the associated tax benefits, all while doing so **onchain.”
“Endaoment made it possible for me and the WIF community to link up with animal shelters and nonprofits when all other doors were seemingly closed.
In our mission to help them all and save them all, they were a compass in uncharted normie waters and gave us a clear path to helping those who matter most to us as a community.”
“Using my Endaoment DAF has made charitable giving fun! I have been able to connect with many charities that have never received such a gift and they are thrilled to learn about how it works.
They have also been very responsive to time-sensitive disaster related gifts. Overall, Endaoment has expanded the scope of my giving by making it so easy.”
“Here comes the donor-advised fund. It’s sometimes derided as the poor man’s charitable foundation. I think it’s the smart person’s charitable foundation because they’re brilliant.
Endaoment has a great one. We’ve used Endaoment for our clients in the past. We will use them in the future. Especially when our clients are looking to gift crypto.”
“My Endaoment DAF has been empowering. I’ve found the platform easy to use, and to be a reliable, consistent bridge between the web3 and traditional nonprofit ecosystems. I also appreciate the wide array of portfolios for managing my DAF’s assets, including crypto and traditional assets.
Overall, Endaoment has empowered me in supporting causes I care about, both in protecting natural ecosystems like rainforests and coral reefs, and at home with social causes in Seattle. Thank you, Endaoment!”
“As a crypto tax CPA and educator, I have seen firsthand the challenges crypto investors face when trying to incorporate charitable giving into their financial strategies.
Endaoment has revolutionized this process by making it incredibly easy to set up a donor-advised fund—literally in just three clicks. Their platform is intuitive and efficient, filling a crucial gap as one of the few options available specifically for crypto donors.”
Why clients love Endaoment
Built for the next-gen donor to enable an enhanced and intuitive giving experience
