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.

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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.

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Advisor Involvement by Asset Type

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Digital Assets (Crypto/NFT)

  • Advisor Role: None typically required, unless appraisal is needed for tokens or NFTs
  • Process: Client donates directly via wallet or Endaoment’s platform
  • Notification: Advisor receives confirmation when donation completes

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Public Stock Donations

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

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Cash Donations

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

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Alternative Assets/Private Equity

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

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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.

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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

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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

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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

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Additional Considerations

  • Technology Fees: Additional fees apply for Sell-Over-Time management (contact advisors@endaoment.org for current rates) @zbronstein any more we can say on this fee specifically?
  • Market Risk: Asset value may fluctuate between transfer and liquidation
  • Tax Timing: Initial receipt covers full donation; liquidation timing affects DAF funding schedule

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Digital Asset Donations

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Advisor Involvement

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

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Donation Methods

Atomatic 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

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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

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Collaboration Workflow

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

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Collaborator Donation Proposal

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

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Manager Donation Approval

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