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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

Recipients must claim their organization profile to verify ownership and set payout preferences before grants can be processed. Claiming takes under 5 minutes for the organization to complete. Any grants made to unclaimed organizations will be held until the organization is claimed, but will not affect the donor’s ability to receive a tax receipt.

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Disbursement Methods

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Payout Options

Organizations can choose to receive grants as:

• USD via ACH (most common preference)
• USDC via wallet transfer (for crypto-native organizations)

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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 Claiming Process

1. Verification: Confirm organization eligibility
2. Direct Guidance: Send organization to claiming process
3. Information Collection: Organization provides EIN, contact info, payment preferences
4. Setup Options: Bank wire or USDC payment methods
5. Campaign Creation: Optional fundraising campaign setup

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Advisor Role

• Help clients identify missing nonprofits
• Guide organizations through claiming process
• Facilitate communication between client and nonprofit
• Ensure smooth grant processing once organization is onboarded

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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 [email protected].