Recommendations
Create a stock pledge recommendation (V2)
Quickstart
Endpoints
- Organizations
- Transfers
- Recommendations
- GETGet recommendations created by the current user
- GETGet recommendations for the current user
- GETGet recommendations for a specific fund
- GETGet recommendation details by ID
- POSTCreate a crypto donation recommendation
- POSTCreate a crypto donation recommendation
- POSTCreate a portfolio trade recommendation
- POSTCreate a crypto pledge recommendation
- POSTCreate a stock pledge recommendation (V2)
- PUTDismiss a recommendation
- GET
- Activity
- Funds
- Donation Pledges
Transactions
Subgraph Documentation
Recommendations
Create a stock pledge recommendation (V2)
Creates a recommendation for donating stock.
POST
/
v2
/
recommendations
/
pledge-stock
curl --request POST \
--url https://api.endaoment.org/v2/recommendations/pledge-stock \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '{
"updateIdentity": true,
"shareMyEmail": false,
"stockPledgeData": {
"shares": 100,
"ticker": "AAPL",
"donorData": {
"addressLine1": "123 Main St",
"addressLine2": "Apt 4B",
"city": "San Francisco",
"country": "USA",
"firstName": "John",
"lastName": "Doe",
"phoneNumber": "+1 (555) 123-4567",
"receiptEmail": "john.doe@example.com",
"state": "CA",
"zipcode": "94105"
},
"brokerData": {
"brokerContactName": "Jane Smith",
"brokerEmail": "jane.smith@brokerage.com",
"brokerName": "Fidelity",
"brokerPhone": "+1 (555) 987-6543",
"brokerageAccountNumber": "123456789",
"customBrokerName": "Local Investment Partners LLC"
},
"signature": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...",
"lots": [
{
"numberOfShares": 50,
"purchasePrice": 150.75,
"purchaseDate": "2023-01-15T00:00:00.000Z",
"employeeStockPlan": "RSU",
"lotId": "LOT123"
}
]
},
"receivingEntityType": "fund",
"receivingEntityId": "123e4567-e89b-12d3-a456-426614174000",
"isRebalanceRequested": false,
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
}'
{
"id": "123e4567-e89b-12d3-a456-426614174000"
}
Authorizations
Bearer authentication header of the form Bearer <token>
, where <token>
is your auth token.
Body
application/json
Response
200
application/json
Stock pledge recommendation successfully created
The response is of type object
.
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curl --request POST \
--url https://api.endaoment.org/v2/recommendations/pledge-stock \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '{
"updateIdentity": true,
"shareMyEmail": false,
"stockPledgeData": {
"shares": 100,
"ticker": "AAPL",
"donorData": {
"addressLine1": "123 Main St",
"addressLine2": "Apt 4B",
"city": "San Francisco",
"country": "USA",
"firstName": "John",
"lastName": "Doe",
"phoneNumber": "+1 (555) 123-4567",
"receiptEmail": "john.doe@example.com",
"state": "CA",
"zipcode": "94105"
},
"brokerData": {
"brokerContactName": "Jane Smith",
"brokerEmail": "jane.smith@brokerage.com",
"brokerName": "Fidelity",
"brokerPhone": "+1 (555) 987-6543",
"brokerageAccountNumber": "123456789",
"customBrokerName": "Local Investment Partners LLC"
},
"signature": "data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAA...",
"lots": [
{
"numberOfShares": 50,
"purchasePrice": 150.75,
"purchaseDate": "2023-01-15T00:00:00.000Z",
"employeeStockPlan": "RSU",
"lotId": "LOT123"
}
]
},
"receivingEntityType": "fund",
"receivingEntityId": "123e4567-e89b-12d3-a456-426614174000",
"isRebalanceRequested": false,
"uuid": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
}'
{
"id": "123e4567-e89b-12d3-a456-426614174000"
}