Accepted Assets

At Endaoment, we accept a diverse range of assets - from cash, stock, to complex assets and just about every token imaginable. We handle all currency conversions, as donating assets in their original form is typically the most efficient means of receiving a larger tax deduction*. Here’s a breakdown of the assets we accept and how each process works:

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Gifted Asset: Cryptocurrency

Cryptocurrency donations can potentially lead to outsized tax deductions, as you may be able to deduct the Fair-Market Value (FMV)* of the gifted asset if you’ve held that asset for longer than one year. Crypto transfers are near-instantaneous, settling instantly if on an EVM-compatible chain, and within 1 business day if on a non-EVM-compatible chain. What to Expect:

• If donating EVM-compatible cryptocurrency, we’ll programmatically generate a tax receipt for you and send it via email if requested. You can view all receipts on Etherscan via your dashboard.
• If donating non-EVM-compatible cryptocurrency or making an OTC gift, the transaction receipt will be sent as the asset is liquidated, within 1 business day after it’s been received.

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Exchanges

Direct exchange donations let you fund your Endaoment DAF directly from your Coinbase or Robinhood account—no wallet required, no copied addresses, and no blockchain expertise needed. How It Works:

1. During the donation flow, select your preferred exchange
2. Choose either Coinbase or Robinhood and securely authenticate using industry-standard OAuth 2.0
3. Select the crypto asset and amount you want to donate (approximately 90% of assets on these platforms are supported)
4. Confirm your donation—the entire process takes less than 60 seconds

What Happens Next: Once confirmed, we receive the crypto from your exchange, convert it to USDC stablecoins through our auto-liquidation logic, and distribute the proceeds to your DAF smart contract address on Base, Ethereum, or Optimism. You’ll receive instant confirmation and tax receipting, with the same tax benefits as any other crypto donation. Security & Privacy: We use the same secure OAuth flow trusted by financial applications everywhere. We maintain read-only access to view your balances and never store your credentials or make unauthorized transactions. Exchange-grade encryption protects the entire flow. See below for a video demonstration of the entire donation process for crypto donations from exchanges.

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Wallets

See below for a video demonstration of the entire donation process for crypto donations from wallets.

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Gifted Asset: Stock

You can send shares from a brokerage account, including a personal Schwab account. Start in the app. Open the fund or organization you want to support and choose Stock. That pledge ties the shares to the fund or nonprofit and produces your receipt. A transfer that starts only in the brokerage portal, with no pledge, arrives as a gift to Endaoment. The portal has no field for a fund or nonprofit, so those shares stay unattributed. If you have held the shares for longer than one year, you may be able to deduct the fair market value of the gift*. A stock gift usually takes 1 to 2 weeks. After the pledge, we email your broker the transfer instructions, including the shares and lots you chose. That email does not replace your brokerage’s own form. Find your brokerage below to see what it needs. You or your advisor can also reach out to confirm the details. We do not log in to your account.

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What to enter on the form

Use these details on the brokerage’s securities donation form. Every stock gift uses this one receiving account. The pledge is what attributes it.

• Registration: Endaoment
• Receiving firm: Charles Schwab & Co.
• Account number: 28914751
• DTC: 0164
• Code: 40, if the form asks for it
• Bank address: P.O. Box 982600, El Paso, TX 79998-2600
• Endaoment address: 40 Bernal Heights, San Francisco, CA 94110

The steps below follow the same order as the brokerage list in the stock flow. Each one uses the receiving details above.

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Ameriprise

Complete Ameriprise’s Gifting of Securities form. Mark it as a charitable gift, enter the receiving details above, and return it the way the form says.

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Charles Schwab

Your account and ours are both at Charles Schwab, so the move may be an internal transfer. Complete Schwab’s Move Assets from My Schwab Brokerage Account form. Send the signed form through Secure Message on Schwab.com. If the shares are in Schwab Equity Award Center, move them into a linked Schwab brokerage account first, then complete that same form.

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E-Trade

Complete E*TRADE’s Charitable Donation form. You can submit it online while you are signed in, or download the PDF, sign it, and upload it.

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Fidelity Investments

A gift out of Fidelity has to be in writing. Complete the Transfer Shares as a Gift (Nonretirement) form and send the whole signed form the way the form tells you to.

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J.P. Morgan

Complete the Outgoing Depository Trust Company (DTC) Request. It authorizes a transfer of shares to another firm. Enter the receiving details above, then log in and upload the signed form.

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LPL Financial

LPL does not publish a form for this gift. Ask your advisor for LPL’s outgoing gifting form, and give them the receiving details above.

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Merrill Lynch

Complete Merrill’s Outgoing Partial Asset/Gifting Transfer Authorization Letter. Mark the transfer as a gift, enter the receiving details above, and return the signed form by DocuSign in MyMerrill, the Merrill app, mail, or fax. A transfer over $50,000 needs a Medallion signature guarantee. A Merrill Edge account is a different path.

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Morgan Stanley

Morgan Stanley does not publish a form for a gift from a brokerage account. Ask your advisor to send the shares, and give them the receiving details above. StockPlan Connect is a different product. Use those screens only if that is where the shares are held.

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TD Ameritrade

TD Ameritrade accounts are at Charles Schwab now. Follow the Charles Schwab steps above.

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TIAA Brokerage

Complete TIAA’s Authorization to Gift Securities form. Enter the receiving details above. You can sign it digitally, upload it in the TIAA app or on TIAA.org, or fax or mail it using the address on the form.

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T. Rowe Price

Complete T. Rowe Price’s Brokerage Gift form and enter the receiving details above. Every account owner must sign with a Medallion signature guarantee, which most banks can provide. Mail it to the address on the form.

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Wells Fargo

Complete the Wells Fargo Advisors Letter of Authorization to send the shares to an outside brokerage, and enter the receiving details above. Send the signed form by secure email or mail, the way the form says. If you work with a Wells Fargo advisor, you can ask them to send the gift instead.

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UBS

UBS does not publish a form for this gift. Ask your advisor to make a charitable transfer of the shares, and give them the receiving details above. UBS OneSource is a different product. Use those screens only if that is where the shares are held. A UBS account can take longer to process than the other brokerages in the list.

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Other

Tell the broker this is a charitable transfer of shares, and give them the receiving details above. A brokerage that is not in the list can take longer to process. What to expect: When we receive the shares, we sell them. We email a tax receipt if you asked for one.

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Sell-Over-Time: Custom Donation Scheduling and Liquidation

Donors can leverage “Sell-Over-Time” to customize a donation liquidation schedule to align with optimal market conditions. This feature is specific to donations of cryptocurrency, stock, or bespoke assets where strategic timing can maximize impact. Reach out to explore custom liquidation options for your donation to admin@endaoment.org. We will work together to determine a final agreement that outlines the terms and conditions of the liquidation process, including the timing, frequency, and method(s) of liquidation. After signature, we will then manage the liquidation accordingly and can provide regular updates upon request. See below for a video demonstration of the entire donation process with a custom liquidation schedule.

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Limitations on Custom Liquidation

While we strive to accommodate your preferred liquidation schedule, based on the overall size of the donation, the asset liquidity, and the feasibility of the proposed schedule, we may need to request alterations to the proposed schedule in order to ensure that the liquidation process is efficient and effective.

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Gifted Asset: Cash

Cash donations are simple, straightforward, and take between 24-48 hours to complete based on the type of transfer. We accept cash transfers through either your credit card, payment app, or bank account:

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Credit Card Donations

• Donations via credit card are processed through Stripe.
• All major credit card providers are accepted:
  • Visa
  • MasterCard
  • American Express
  • Discover

See below for a video demonstration of the entire donation process for cash donations.

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Payment Application Donations

• Donations via payment applications are processed through Stripe.
• Most major apps are supported:
  • Apple Pay
  • Google Pay
  • Cash App Pay
  • WeChat Pay

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Bank Account Donations

• Direct bank transfers are processed via Stripe.
• Be aware that processing times may vary depending on the transfer method, which is left up to the sending bank.

Cash: What to Expect:

• Endaoment charges a 0.50% (50 basis points) donation fee on all contributions, reduced for larger gifts. Payment processing fees vary depending on the method of donation chosen; international transactions or transactions involving currency conversion cost extra.
• As we receive the donated cash, we’ll programmatically generate a tax receipt for you and send it via email if requested.

*Endaoment does not offer tax advice. All mentions of potential deductibility are for informational purposes only. For tax-related concerns, please consult with a licensed tax professional to understand the potential impact charitable gifts made to Endaoment.