Skip to main content
As a collaborator, you can suggest donations for a client’s fund, but all donation suggestions require client approval before execution. Your role varies by asset type - while some donations benefit from advisor coordination, many can be handled directly by the client.

​
Asset Types Overview

Endaoment accepts a comprehensive range of donation assets. For detailed information about donation processes, timelines, and tax implications, see our Accepted Assets documentation.

​
Advisor Involvement by Asset Type

​
Digital Assets (Crypto/NFT)

  • Advisor Role: None typically required, unless client needs assistance with appraisal for donations $5,000+ when claiming tax deductions
  • Process: Client donates directly via wallet or Endaoment’s platform
  • Notification: Advisor receives confirmation when donation completes
  • Tax Note: Appraisals for digital assets $5,000+ are required only if claiming a deduction, and needed at tax filing time (see Taxability Explainer)

​
Public Stock Donations

  • Advisor Role: May assist with transfer logistics and liaising
  • Timeline: 1-2 weeks via brokerage transfer
  • Coordination: Endaoment handles liquidation at Fidelity

​
Cash Donations

  • Advisor Role: None required
  • Process: Direct via Stripe (credit card/bank/payment apps)
  • Timeline: 24-48 hours

​
Alternative Assets/Private Equity

  • Advisor Role: Case-by-case coordination required
  • Process: Individual handling for each asset type
  • Timeline: Varies significantly

​
Sell-Over-Time Donation Schedules

If your clients want to have assets held in their original form rather than selling immediately, they can request “Sell Over Time” schedules for their donations. For comprehensive SOT information, see:

​
How the Process Works

  1. Asset Transfer: Client’s assets (e.g., Bitcoin, stocks) transfer to Endaoment immediately
  2. Initial Receipt: Tax receipt issued reflecting the asset received (no USD amount initially).
  3. Scheduled Liquidation: Assets sold according to predetermined schedule
  4. Gradual Funding: Proceeds gradually moved into the DAF as liquidations occur
  5. Ongoing Notifications: Email updates sent to donor and advisor as each liquidation completes
Example: Client donates $5,000 in Bitcoin
  • Bitcoin transfers to Endaoment custody immediately
  • Tax receipt issued for “Bitcoin donation”
  • $1,000 worth sold each month per schedule
  • Client receives email confirmation as each monthly sale completes
  • DAF balance increases incrementally with each liquidation

​
Setting Up SOT Schedules

  1. In-App: Client selects “Sell Over Time” when completing donation
  2. Advisor Contact: You contact admin@endaoment.org to discuss desired schedule
  3. Custom Agreement: Endaoment creates time-based liquidation schedule
  4. Documentation: Final agreement outlines timing, frequency, and methods

​
Schedule Flexibility

  • Custom timing based on client preferences
  • Monthly, quarterly, or annual liquidation options
  • Market-responsive adjustments available
  • Can modify schedule based on changing circumstances

​
Additional Considerations

  • Technology Fees: Additional fees apply for Sell-Over-Time management (see Fee Schedule for details or contact advisors@endaoment.org for current rates)
  • Market Risk: Asset value may fluctuate between transfer and liquidation
  • Tax Timing: Initial receipt covers full donation; liquidation timing affects DAF funding schedule

​
Digital Asset Donations

​
Advisor Involvement

Important: Digital asset donations typically require no advisor involvement. The process is handled directly between the client and Endaoment.

​
Donation Methods

Automatic Donations
  • Clients use their wallets to make direct donations through the app
  • Immediate, on-chain transactions
  • Real-time processing and confirmation
Cold Storage Flow
  • For non-EVM assets (e.g., Bitcoin)
  • Secure transfer process for large amounts
  • Endaoment provides specific wallet addresses

​
Standard Process

  1. Receive: Digital asset received in Endaoment custody
  2. Liquidate: Asset converted to USD according to client preferences
  3. Fund DAF: USD converted to USDC and deposited in client’s DAF
  4. Notify: Confirmation sent to client and advisor

​
Collaboration Workflow

Important: All donation suggestions require client approval before execution. The videos below demonstrate the complete proposal and approval process.

​
Collaborator Donation Proposal

See the video below for a demonstration of how to make a donation proposal as a collaborator.

​
Manager Donation Approval

See the video below for a demonstration of how to approve a donation proposal as a manager.