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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. For questions about grant processing or specific organizational requirements, contact advisors@endaoment.org.