Advisor Fee Schedule
Endaoment uses simple, one-time fees instead of ongoing asset-based charges that traditional DAF providers use. This means more of your clients’ charitable dollars reach nonprofits.Our Fee Structure
Donation Fees (One-Time)
Fees decrease as donation volume increases:| Donation Amount | Fee Rate |
|---|---|
| 100,000 | 0.50% |
| 500,000 | 0.35% |
| 1,000,000 | 0.25% |
| 5,000,000 | 0.15% |
| $5,000,001+ | 0.05% |
Grant Fees
1.0% on all grant disbursements to nonprofitsInvestment Fees
- Endaoment Portfolios: 0.25% - 1.00% annually depending on portfolio type
- Your Advisor-Managed Portfolios: You set and keep your own management fees
Additional Services
- Sell-Over-Time Donations: Variable technology fees apply
- Alternative Assets: Custom pricing based on complexity
- Custom Portfolios: Setup fees may apply for complex strategies