Giving Season 2026

Zoom Out & Give

See the bigger picture, together.

Plan your end-of-year giving with the ones you trust most, whether that's your family or your advisor.

In about 30 minutes, reflect, choose your causes, and be ready to give before December 31, with a head start on 2027.

Start the worksheetClaim your hats
Download the PDF

How it works

Simple as sitting down

  1. 1

    Gather your people

    Family, a partner, your advisor, or just you and a cup of tea. Pull up a chair and make some time to talk about what matters.

  2. 2

    Move through the worksheet

    Print or fill out below. Reflect, pick your causes, and watch your plan take shape. Then email it to everyone at the table.

  3. 3

    Claim your hats

    Tell us how it went by December 18, and we'll send a hat for everyone at the table, up to four, while supplies last.

Advisor? Run this with your clients.

One page and about 30 minutes opens a conversation about what matters to them. Fill it out together, or send them this page.

Zoom Out & Give 2026See the forest through the trees.

It's been a big year. Grab a tea and anyone you'd give with. Use this to synthesize your collective vision and make a plan.

About 30 minutes.
There are no wrong answers.

The forest

About 10 minutes

The trees

About 10 minutes
Which causes move you? *

Which nonprofits are already working on it?

Name one for each cause. If others are at the table, everyone picks one, kids too. Look them up at app.endaoment.org/explore. Search by name or EIN.

WhoCauseNonprofit

Know a nonprofit whose page needs an update? Tell us at hello@endaoment.org.

Your plan

About 10 minutes
This year

This year

By midnight, December 31, 2026

Giving stock? It can take 1 to 2 weeks to arrive, so start early.

Open a donor-advised fund at app.endaoment.org

Later

When you have time, or after it's funded:

Funding it in a hurry? That's fine. Once it's funded, the rest can wait.

Make it real

A donor-advised fund is something you come back to. The money is already set aside for giving, so there's time to get to know the nonprofits, bring others in, and give with a plan. Same time next year?

Almost there

Email your plan

Keep a copy, and share it with anyone at the table.

It comes from Endaoment, and we don't keep a copy.

Your answers save on this device as you type.

Finished? Claim your hats

Zoom Out & Give 2026

Finished? Claim your hats!

One for everyone at the table, up to four, while supplies last. Claim yours by December 18.

1.Did you sit down with the Zoom Out & Give worksheet?

Endaoment does not provide financial or tax advice. Please consult your own tax or financial professional.