Fund Collaboration allows you, as a trusted financial advisor, to suggest target allocation changes for your clients’ donor-advised fund (DAF) investments. As a collaborator, you can propose allocation strategies across different portfolios, with changes requiring client approval before implementation.

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Multi-Portfolio Allocation Strategies

While new advisor-managed DAFs are automatically set up with 100% allocation to your Advisor-Managed Portfolio (AMP), you can propose target allocation changes that include additional portfolios to complement your management approach.

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Key Collaboration Permissions

What Collaborators Can Do:
  • Suggest Target Allocation Changes: Propose adjustments to portfolio allocation percentages
  • Stage Allocation Recommendations: Submit allocation changes for client review and approval
  • Manage Advisor-Managed Portfolios (AMP): Full control over assets in your AMP/PWP (Private Wealth Portfolio)
What Requires Client Approval:
  • All target allocation changes across Endaoment-managed portfolios
  • Addition or removal of portfolio types in the allocation mix
  • Percentage adjustments to any non-AMP portfolios
Implementation Process:
  • Weekly Rebalancing: Approved changes implemented during Endaoment’s next ~weekly rebalancing cycle

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Available Portfolio Categories

Traditional Asset Portfolios
  • Index funds, money markets, and fixed income options
  • Minimum investment: $500 per portfolio
  • Variable annual fees (0.50% minimum)
Digital Asset Portfolios
  • Bitcoin, Ethereum, tokens, memecoins, over 1000+ tokens available
  • 1.00% annual fee
  • Maximum 30% of total platform assets per investment policy
Impact Investment Portfolios
  • Values-aligned investments with social/environmental benefits
  • Board-approved options focused on positive societal impact
  • Combines financial returns with charitable values alignment
Your Advisor-Managed Portfolio
  • Assets you manage directly on your existing platform
  • Held in shell accounts at your broker-dealer
  • Full flexibility for alternative investments and private markets

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Target Allocation Suggestion Workflow

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Step 1: Access Fund Allocation

  1. Navigate to your client’s DAF from your Endaoment dashboard
  2. Under the “Add Assets” & “Make Grant” buttons, locate the “Fund Allocation” section
  3. Click “Edit Allocation” to open the allocation editor
[SS: Insert Fund Allocation Nav]

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Step 2: Propose Portfolio Mix Changes

  1. Search & Select: Browse through available portfolio options using the search function
  2. Add Portfolios: Click the ”+” button next to desired portfolios to include them in the target allocation
  3. Set Target Percentages: Adjust the target percentage allocation for each selected portfolio
  4. Verify Total: Ensure all percentages add up to 100%

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Step 3: Submit for Approval

  1. Review your proposed target allocation strategy
  2. Click “Save Changes” to submit your recommendations to the fund manager/donor
  3. Client Approval Required: Your suggestions will be queued for client review and approval when they login

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Step 4: Implementation Timeline

  1. Client Review: Fund manager/donor reviews and approves your suggestions
  2. Implementation: Changes applied during next rebalancing cycle
  3. Notification: You receive confirmation once changes are implemented

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Portfolio Caps and Availability

  • All portfolios have caps - protocol-wide limits that ensure prudent investment standards
  • Portfolio availability depends on current cap utilization
  • You can enter any portfolio below its cap and exit anytime for granting
Understanding Portfolio Caps For detailed information about why portfolio caps exist and how they’re implemented, see: If portfolio caps feel prohibitive for your clients’ allocation strategies, we encourage you to reach out to our team at advisors@endaoment.org to discuss. For more detailed information about individual portfolio options and their characteristics, see Investment Portfolios.

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Important Considerations

  • Risk Management: All portfolios bear some risk as outlined in our Investment Policy
  • Approval Process: All target allocation changes require client approval before implementation, except for Advisor-Managed Portfolios (AMP/PWP) which you manage directly
  • Implementation Timing: Approved changes are implemented during ~weekly rebalancing cycles
  • Fee Transparency: All portfolio fees are displayed during allocation and in transaction summaries

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Working with Endaoment’s Infrastructure Policy

  • Endaoment determines optimal timing and methods for portfolio transitions during rebalancing
  • All trades for Endaoment-managed portfolios are executed by our management team following established guidelines

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How Fund Collaboration Works

For complete details on the fund collaboration process, including step-by-step instructions and video demonstrations, see:

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Empowering Professional Guidance

Fund Collaboration is designed to leverage your expertise as a financial advisor, enabling you to:

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Provide Strategic Oversight

  • Professional Expertise: Apply your investment knowledge to suggest optimal target allocations
  • Risk Management: Recommend allocation strategies that balance growth potential with liquidity needs for grant-making
  • Market Timing: Propose allocation adjustments based on market conditions and client goals

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Support Family Philanthropy

  • Multi-Generational Planning: Help families engage multiple generations in charitable giving strategies
  • Educational Opportunities: Guide family members through investment decision-making processes
  • Legacy Building: Foster a culture of generosity and social responsibility across generations

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Optimize Client Outcomes

  • Integrated Strategy: Align charitable giving investments with overall financial planning
  • Tax Efficiency: Coordinate charitable fund management with broader tax strategies
  • Impact Maximization: Help clients achieve their philanthropic goals through strategic asset allocation