> ## Documentation Index
> Fetch the complete documentation index at: https://docs.endaoment.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Collaboration Workflow

> Guidelines for advisors suggesting donations and supporting client-initiated donations

**Important**: All donation suggestions require client approval before execution. The advisor serves in a collaborative and advisory capacity.

### Suggesting Donations

1. **Strategy Discussion**: Review client's tax situation, charitable goals, and available assets
2. **Asset Evaluation**: Identify optimal assets for donation based on tax benefits and client needs
3. **Timing Coordination**: Align donation timing with tax planning and market conditions
4. **Client Approval**: Present recommendation and obtain client approval before proceeding

### Supporting Client-Initiated Donations

1. **Notification Receipt**: Receive notification when client initiates donation independently
2. **Process Monitoring**: Track donation progress and provide updates as needed
3. **Tax Documentation**: Assist with any required tax documentation or reporting
4. **Investment Integration**: Coordinate donation proceeds with overall portfolio strategy