Onboarding
The DAF Lifecycle
Understanding ongoing donor-advised fund management and advisor responsibilities
When you move your clients’ DAFs to Endaoment, you unlock simpler, smarter ways to give. Our platform brings together traditional DAF management with blockchain technology that makes everything more efficient and transparent.
The Four-Step Cycle
1. Add Assets
Get a tax receipt for appreciated assets the moment you give. Donated assets automatically deploy to your set fund allocation strategy.2. Invest
Grow your impact across traditional, alternative and impact options. As your DAF balance grows, make select grant recommendations to favorite nonprofits.3. Collaborate
Work with advisors, family members, or other stakeholders to make strategic giving decisions and maximize charitable impact.4. Make Grants
Grant at will to any* US nonprofit or thousands of NGOs globally. *Organization must maintain a 501(c)(3) status or equivalentCreate Continuous Growth
Repeat! Add new assets or migrate a DAF by granting to Endaoment. The cycle continues as your clients build their charitable impact over time.What’s Next?
Now that you understand the DAF lifecycle, explore the specific areas:- Donating to DAFs - Help clients fund their DAFs and utilize unique features like Sell-Over-Time
- Investing DAF Assets - Manage portfolio allocations and AMPs
- Granting to Nonprofits - Assist with charitable giving and impact