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Granting as a Collaborator

Collaborators can suggest grants and execute them for client funds, providing you with the ability to recommend and process charitable grants on behalf of your clients.

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Collaborator Grant Proposal

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

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Manager Grant Approval

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

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Grant Processing & Timelines

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Processing Speed

  • Existing Recipients: Grants typically processed within 48 hours for organizations we’ve paid before
  • New Organizations: Up to 2 weeks for first-time recipient organizations
  • General Purpose Gifts: Maximum 45 days from month-end when donation was received

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Nonprofit Organization Setup Requirements

Organizations do not need to claim a profile or complete Endaoment payout setup before grants can be processed. Grants to organizations pay out via Chariot, Endaoment’s distribution partner. First-time recipient organizations can still require up to two weeks to complete processing (see timelines above). Donor tax receipts are unaffected.

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Disbursement Methods

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Payout Method

Organizations receive grants as USD via Chariot.

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Grant Requirements

  • Minimum Payout: $25 for established recipients
  • Due Diligence: All grant recommendations undergo due diligence to ensure grants go to qualified charitable organizations
  • IRS Verification: Organizations must maintain 501(c)(3) status or equivalent

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AMP Grant Coordination

When grants require raising cash from Advisor-Managed Portfolios, Endaoment coordinates with advisors to determine optimal withdrawal strategy considering:
  • User allocations and fund goals
  • Current liquidity needs
  • Market conditions
  • Tax implications
Advisors receive notification upon successful portfolio movements with transparent trade details.

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Failed Grant Handling

If a grant payment fails or is returned:
  • Active DAFs: Funds are re-credited to the originating DAF
  • Closed DAFs: Funds held in suspense with 60-day donor contact period
  • Unresponsive: After contact period, funds become unrestricted per Board discretion

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Organization Funding Policy

All grants must align with Endaoment’s Mission & Values and charitable purpose. Grants may be declined if inconsistent with these standards.

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Nonprofit Onboarding Assistance

With over 1.8 million nonprofits on our platform, clients can support virtually any cause. When their preferred nonprofit isn’t listed, you can help guide them through our onboarding process.

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Organizations We Support

  • US-based 501(c)(3) nonprofits
  • International organizations (through GlobalGiving partnership)

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Nonprofit Delivery

  1. Verification: Confirm organization eligibility (US 501(c)(3) or supported international path)
  2. Delivery: Grants pay out via Chariot.

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Advisor Role

  • Help clients identify missing nonprofits
  • Facilitate communication between client and nonprofit

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House View Strategies - Coming Soon

For select foundations, Endaoment can establish:
  • Pre-vetted nonprofit portfolios
  • Recurring giving schedules
  • Strategic giving frameworks
  • Impact measurement and reporting
Note: This is an Endaoment service, not an advisor responsibility. Advisors can refer clients who want philanthropic guidance to our team. For questions about grant processing or specific organizational requirements, contact advisors@endaoment.org.