Recommend Grants

​

What’s a Grant Recommendation?

A Grant Recommendation is an exercise of your advisory privileges to transfer funds from your DAF to a compliant nonprofit.

​

Step 1: Search for an Organization

Once connected, navigate to the fund you want to make a grant from and click Make a Grant on the right side of the page.

Search for the organization of your choice by typing in its name or EIN. If you need assistance identifying an organization that meets your personal interests, please reach out to us for help. We are happy to recommend impactful nonprofits based on your areas of interest.

Note that you can also search for an organization on the Explore page using advanced filters, and click Donate Now and then Donor Advised Fund to make a grant from your fund.

​

Step 2: Input Grant Information

Next, determine the size of the grant - all amounts here are shown in USD.

You will also have the option of indicating a grant purpose. You can either leave this as “General Purpose” or select “Restrcited Grant” and input a specfic restriction. This means that your funds can only be used for specific projects or departments at the recipient organization. Organizations always prefer unrestricted grants!

Finally click Recommend Grant. Follow the on-screen prompts to complete the grant recommendation process.

This grant recommendation does not represent the payment of any pledge or other financial obligation. I/we will not accept any benefits or privileges offered in connection with these grants, including good and services (such as auction items), admission to charitable events, dues, or membership, other than a religious institution. This grant is not intended to be combined with my/our personal check to support my/our attendance, or that of others, at a charity’s event. I agree the following donation is irrevocable and for the charitable, educational, or religious purposes under the sole discretion of Endaoment

After you have submitted your recommendation, the Endaoment team will review the grant and perform any required due diligence on the recipient organization. Typically, grants are processed in a matter of a few hours to a few days.

When a grant is liquidated, we liquidate assets from your Fund’s portfolio as described in our Policies and Procedures and charge a 1.0% granting fee to the fund. This fee covers administrative costs of processing the grant to the receiving organization. Read more about the liquidation process in our Policies and Procedures.