Endaoment

Traditional donor-advised funds can drain client contributions with hidden fees and lock assets away. Endaoment changes that. Advisors can manage DAF assets directly through their existing platforms, grow AUM, and help clients give more effectively.

Transparency is arguably more important than ever. ?? Cue our *two* newly completed independent fiscal audits for 2022 and 2023! As a nonprofit, annual audits are both required & serve as a way to maintain donor trust in the reliability of our onchain financial structure. This wasn't our first audit rodeo, but it was our smoothest. After an initially steep learning curve in 2021, it's amazing to see how onchain accounting is becoming clearer—and our auditors found no significant deficiencies. Read our learnings → https://lnkd.in/gCfq9k4Z

"Building a Web3 practice is about positioning yourself at the forefront of financial innovation." Discover how to integrate digital assets into your advisory practice with crowd favorite Brandon "?ova" Santiago?of CryptoCFOs?in this standout session from the Onchain Giving Summit (linked in the comments) Brandon covers: - Practical first steps for advisors new to Web3 - Compliance frameworks for digital asset management - Tools to streamline digital asset integration - How to differentiate your practice with Web3 expertise This session was raved about by attendees— and for good reason. As more clients seek guidance on digital assets, advisors need practical, actionable advice on how to meet this growing demand. Here it is on a platter! We highly encourage you to connect with Brandon or message us here on LinkedIn to learn more about confidently expanding your capacity for complexity. ?? Watch the full session now → link below!

A successful Blockworks?DAS kick-off! Full day at our beautiful booth and a team dinner at the iconic Waverly Inn to decompress. ??? ??Pop by booth K38 today and tomorrow to connect with us. #DAS2025

?? Your $5 Gift Could Be Worth $20! ?? What if a small donation could unlock something even bigger? Every time someone gives through Endaoment—even just $5 or $10—we qualify for matching funds that multiply those gifts into greater impact for parents and families. ?? It’s not about how much—it’s about how many. More donations mean more matching dollars, turning small contributions into thousands in extra funding. If you’ve ever wanted to support Hand in Hand’s work, this is the perfect time. A few dollars today could go even further than you think. ?? Can you make a small gift today? Every donation counts. ?? https://lnkd.in/dxTThcjS P.S. Endaoment works just like any other donation platform (credit card, bank transfer, stock, and more)—but it helps us tap into extra matching funds! #SmallGiftsBigImpact #SupportParents #HandinHandParenting

Schmooze with our C-Suite Squad at?Blockworks' Digital Asset Summit 2025– we're proud to be the Official Giving Partner! Be sure to stop by Booth K38 to say hello to CEO?Robbie Heeger?, COO?Zach Bronstein?, Product Lead?Noah Gallant?, and – all the way from Brazil – CTO?Ricardo Pedroni! We'd love to hear what you're working on and share our exciting new developments in onchain charitable giving. ?? Booth K38 ??? Mar 18-20 See you soon ~

Your podcast review can drive real impact! ?? ? In honor of Women's History Month, for every review left on the Crypto Altruists podcast in March, we'll donate $5—split between two incredible nonprofit orgs - She's the First & Women for Women International—supporting education, mentorship, & opportunities for women worldwide ?? Here's how it works: ??? Leave a review on Apple Podcasts, Spotify, or whichever platform you listen on ?? In honor of Women's History Month, we'll donate $5 for each review, shared between both orgs (capped at $250 in total) We'll be tracking reviews all month & sharing updates. Let's see how much we can raise together! ?? Donations will be made in Glo Dollar via Endaoment at the end of the month. ?? You can easily navigate to our podcast on the platform you listen on here: ?? https://lnkd.in/gdqaSV2z Thank you in advance for your reviews! Reviews are a vital source of feedback for our podcast, and play a big role in helping us grow & reach more listeners! ??

Giving is better together ?? In 2024, we teamed up with industry leaders to speed up donations, simplify tax prep, and integrate giving into everyday financial tools. #EndaomentImpact ?? Tax season, simplified. In February, we partnered with CoinTracker to enable automatic tagging of charitable transactions—helping donors and advisors easily track giving. ?? Onchain giving for everyone. In May, we improved our login and account creation flow with Privy, making it easier than ever for donors to create and manage their DAFs—no technical expertise required ?? Educating financial pros. In June, we partnered with CryptoCFOs to help savvy advisors understand how to integrate digital assets and onchain giving into their clients’ financial strategies. ?? Expanding donation access. In October, we joined forces with the World (formerly Worldcoin) team to enable seamless giving to top nonprofits directly in the newly launched World App. ?? Bringing giving into financial planning. In December, we integrated with Plaid to bring Endaoment DAFs alongside traditional financial accounts in thousands of personal finance and wealth management apps. Check out our full 2024 Impact Report for more– link in the comments!??

AI is reshaping how we work in real-time, and at Endaoment, we’re seeing it firsthand. One of the coolest transformations? Our COO, Zach Bronstein, is now contributing directly to our engineering efforts—thanks to AI! What started as opening tickets for new APIs to be created has turned into him making the APIs he needs himself. No joke. What an incredible time to be alive :) What impact is AI having in your company?

Building out a modern DAF platform has taught me about user's expectations of financial services, and in general, I am of the mind that... The future belongs to flexibility, not walled gardens. Traditional platforms lock advisors into specific custodians, asset types, and rigid systems. However, this model seems increasingly out of touch with how advisors actually serve their clients. Three key shifts I'm seeing in wealth management: 1. Advisors want tools that work WITH their existing stack, not replace it 2. Client demands for digital-first experiences keep accelerating 3. The ability to handle any asset type (traditional or digital) has become table stakes The firms winning right now understand this. They're building bridges instead of moats. The next generation of financial infrastructure will succeed by fitting into advisor workflows, not disrupting them. #WealthManagement #FinancialAdvisors #DonorAdvisedFunds #AUM