Endaoment for Advisors - Endaoment

Endaoment offers a suite of tools to help you manage your clients’ charitable giving and DAF allocations.

One Home for All Clients’ Giving

Enable your team to manage donations based around what’s right for the client’s tax needs, while allowing clients to make grant recommendations to nonprofits of their choice. Learn more about DAFs.

Collaborate with Advisors and Families

Work with a trusted advisor or a family member to manage your fund. Once established, Collaborators can make recommendations for approval or execute actions directly. This includes making donations, making grant recommendations, and managing portfolio positions.

Retain Charitable Assets Under Management

Advisor managed portfolios allow you to manage your clients’ portfolio positions on your own platform. No minimum balance required. See Advisor Managed Portfolios for more information.

Integrate DAFs Into Existing Infrastructure

Endaoment DAFs are accessible through our API and are FDX-compliant, available to be integrated with your existing dashboard or platform. Reach out to us to discuss your integration needs.

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