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What is Endaoment for Advisors?

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

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Fund Collaboration

Fund collaboration allows you to work with a trusted advisor or a family member to manage your fund. There is no minimum balance required in your DAF to use this feature. Once established, Collaborators have read-only acces, and can make recommendations for your approval. This includes making donations, making grant recommendations, and managing portfolio positions.

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Advisor Managed Portfolios

Advisor managed portfolios allow you to manage your clients’ portfolio positions on your own platform. See Advisor Managed Portfolios for more information.

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Integration with Endaoment

Endaoment DAFs are FDX-compliant, and can likely be integrated with your existing platform. Reach out to us to discuss your integration needs.