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You can grow philanthropic capital over time and increase the amount you’re able to grant out to 501(c)(3)s. With Endaoment, you can enjoy the broadest range of portfolio options available. Enter any portfolio that is below its cap at any time, and exit whenever you are ready to grant out funds.
A cap is the protocol-wide limit for the amount of assets (measured in dollars) that can be deployed in a particular portfolio. Caps are used to ensure that Endaoment remains compliant with prudent investment standards and board-approved risk levels.
All portfolio options go through a rigorous vetting process and must be board-approved before being made available to Endaoment users, it’s important to remember that all portfolios bear some risk. Please make sure to consider all relevant risks before deploying fund capital, as Endaoment is not responsible for the performance of any portfolio or underlying asset. In order to safeguard overall platform assets, Endaoment retains the right to force exit any portfolio position at any time, as described in the Crisis Response & Emergency Action section of Endaoment’s Investment Policy.

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Investment Portfolio Fees

Once funds enter a DAF, all funds are allocated according to the target allocation. The default target allocation takes advantage of onchain stablecoin yield opportunities. Target allocations can be updated at any time. Fund positions are rebalanced regularly and automatically by the Endaoment platform. All Endaoment portfolios fall into one of two categories: crypto assets and traditional assets. Below is the breakdown of fees, unique to each category of portfolio. In each case, DAFs are charged a nominal annual fee that covers the cost of maintaining the onchain and offchain infrastructure as we grow the philanthropic capital. All capital is charged a minimum of 0.50% (50 basis points) annually. All fees are displayed on each portfolio’s page and inside all transaction summaries, ensuring full transparency when making allocation decisions. You can also add an Advisor Managed Portfolio to your fund to manage your portfolio positions on your own platform. See Advisor Managed Portfolios for more information.

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Crypto Asset Portfolios

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1.00% Annual Fee

There is a 1.00% annual fee (100 basis points) on assets deployed in crypto-native portfolios. While growing philanthropically contributed capital, DAFs are charged this fee on Assets in Protocol (AiP), the total value of assets deployed into crypto portfolios.

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Traditional Asset Portfolios

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$500 Minimum

When entering a traditional asset portfolio, there is a $500 minimum investment size.

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Variable Annual Fees

While growing philanthropically contributed capital, DAFs are charged a minimum of 0.50% (50 basis points) per year on Assets in Protocol (AiP), the total value of assets deployed into portfolios. The annual fees are different for each traditional asset offered in a portfolio based on different expense ratios from our brokerage partners. All fees charged are displayed on each portfolio’s page and inside transaction summaries to provide you transparency and assistance when making decisions about allocations. These fees are presented as an all-in expense ratio, with no hidden fees, and are shown during the portfolio flow as well as in-app.

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0.00% Exit Fee

There is no exit fee in portfolios. To encourage the movement of philanthropic capital off the Endaoment platform and into the hands of other 501(c)(3)s, we’re committed to maintaining fee-less exits from all portfolios.
If you’re looking for information on donation and grant fees, check our fee schedule.