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Standard Donations

From crypto to stock, Endaoment makes it easy for your clients to turn any asset into meaningful impact as “over-the-counter”, instant donations.

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How to Make a Standard Donation:

  1. Sign in to Endaoment
  2. Find Your Nonprofit:
    • Use our search filters or Explore to discover organizations that match your interests - best results by EIN number
    • Click on the nonprofit’s profile to learn more
  3. Start Your Donation:
    • Click “Donate Now” on their page
    • Choose your asset type (crypto, stocks, or cash)
    • Enter your donation amount (there’s no minimum)
  4. Complete Your Gift:
    • For ERC-20 tokens, you’ll need to approve access first
    • Follow the prompts to confirm and send your donation
    • Watch for your confirmation email – you’re all set!
Best Practices for Stock Donations:
  • Timing: Consider market conditions and client tax situation
  • Coordination: Align with client’s portfolio rebalancing needs
  • Documentation: Ensure proper valuation records for tax purposes
  • Communication: Keep client informed of transfer and liquidation status

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Sell-Over-Time Donation Schedules

Sell-Over-Time (SOT) donations allow clients to transfer assets to Endaoment immediately while scheduling their liquidation over time. This strategy helps manage market timing risk and provides tax benefits upfront.

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How SOT Works

  1. Immediate Transfer: Assets transfer to Endaoment immediately upon completion
  2. Tax Benefit: Client receives full tax deduction based on asset value at transfer
  3. Scheduled Liquidation: Assets sold according to predetermined schedule
  4. Market Protection: Reduces timing risk through systematic liquidation

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Setting Up SOT Schedules

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In-App Process

  1. Asset Selection: Client selects “Sell Over Time” when completing donation
  2. Schedule Options: Choose from preset liquidation schedules (weekly, monthly, quarterly)
  3. Custom Timing: Request custom schedule through advisor communication
  4. Agreement Execution: Final schedule formalized through platform agreement

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Advisor-Coordinated Process

  1. Strategy Discussion: Client and advisor discuss optimal liquidation strategy
  2. Contact Admin: Advisor contacts admin@endaoment.org with schedule requirements
  3. Custom Agreement: Endaoment creates time-based liquidation schedule
  4. Documentation: Final agreement outlines timing, frequency, and methods
  5. Implementation: Schedule executed automatically by Endaoment

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SOT Benefits

  • Immediate Tax Deduction: Full deduction in year of transfer
  • Market Timing Risk Reduction: Systematic liquidation reduces volatility impact
  • Professional Management: Endaoment handles all execution and timing
  • Flexibility: Schedules can be customized to client needs and market conditions

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DAF Migrations

Many clients have existing DAFs at other providers and want to consolidate their charitable giving through Endaoment. For detailed information on the migration process, see our comprehensive DAF Migration Guide. Ready to Move? Here’s How:
  1. Start with our DAF Migration wizard on the homepage
  2. Follow the guided steps to gather key information
  3. Share your transfer recommendation with your current provider
  4. We’ll handle the rest!
Migrate a DAF Our team is here to help every step of the way – whether you’re moving one DAF or many. We make sure nothing falls through the cracks so your clients can continue their charitable giving without skipping a beat. Once we receive the grant award from the existing DAF provider, we’ll credit the cash to the receiving DAF and send you and the donor confirmation emails!

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Common Migration Scenarios

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From Traditional Providers (Fidelity, Schwab, Vanguard)

  • Timeline: 2-4 weeks typical processing
  • Challenges: Limited customization and higher fees at current provider
  • Benefits: Enhanced investment options and advisor integration at Endaoment

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From Community Foundations

  • Timeline: 3-6 weeks due to additional documentation
  • Challenges: Geographic restrictions and limited investment choices
  • Benefits: National scope and professional investment management

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From Religious or Specialty DAF Providers

  • Timeline: 2-3 weeks with coordination
  • Challenges: Specialized giving restrictions or investment limitations
  • Benefits: Broader charitable scope and enhanced technology platform
For additional donation types and detailed asset information, see About Accepted Assets and Taxability Guidelines.