Endaoment

Endaoment

金融服务

San Francisco,California 1,292 位关注者

Grow AUM and strengthen client relationships with a modern donor-advised fund that puts more money toward impact.

关于我们

Watching assets walk out the door? Traditional DAFs are costing you control—and clients. Right now, outdated DAF platforms are locking you out. High fees, limited options, and clunky tools are driving clients into systems you can’t control. Every charitable dollar leaving your oversight lessens your ability to provide full-service guidance and capture growth opportunities. It doesn’t have to be this way. Take back control, keep assets under your management, and turn philanthropy into a pillar of your practice. Picture this: Donated assets stay under your guidance, managed seamlessly alongside the rest of your clients’ portfolios. Your clients rave about a delightful, modern giving experience. Your AUM grows, your value to clients deepens, and giving becomes a growth opportunity — not a gamble. Finally, a DAF provider that just works – for you, your clients, and the causes they care about. Advisors across the country are choosing Endaoment to stay competitive in a fast-changing landscape. Book a quick demo today and experience the difference for yourself.

网站
https://endaoment.org
所属行业
金融服务
规模
11-50 人
总部
San Francisco,California
类型
非营利机构
创立
2020
领域
Cryptocurrency、Donor-Advised Funds、DeFi、Decentralized Finance、Philanthropic Giving 、Community Foundation、Ethereum、Smart Contracts、Charitable Giving、DAO 、Blockchain、NFTs、NFT Giving、Crypto Philanthropy、Crypto Donations、NFT Donations、Nonprofit、Private Equity、Stock Donations、DAFs、DAF、Nonprofit、Philanthropy和Grantmaking

地点

  • 主要

    40 Bernal Heights Blvd

    US,California,San Francisco,94110

    获取路线

Endaoment员工

动态

  • 查看Endaoment的公司主页,图片

    1,292 位关注者

    Invite your friends & family to try a better giving experience! Anyone who opens or transfers a DAF using your link gets 0% donation fees through year-end. With $100+ donated to funds created via your link, you’ll get 0% donation fees on your own Q4 contributions.

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  • 查看Endaoment的公司主页,图片

    1,292 位关注者

    ?? The season of giving is here! Now's the perfect time to talk to your clients about upgrading their charitable giving with a donor-advised fund at Endaoment. Our next-gen platform makes it simple to support their favorite causes.

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  • 查看Endaoment的公司主页,图片

    1,292 位关注者

    ?? Giving is better together! Invite friends & family to join you in making a difference this holiday season. 1. Grab your unique referral link from your Endaoment dashboard. 2. Share it with your network and encourage them to open a DAF. No fees for them through 2024! 3. After $100+ is donated to funds created via your link, you'll be eligible for 0% fees on your own Q4 giving. Maximize your impact, minimize fees, and inspire generosity in your circle. That's something we can all be grateful for! ?? Happy Thanksgiving from the Endaoment family. Let's grow the good together. Sign in to get your link & get started →

    Endaoment - Welcome!

    Endaoment - Welcome!

    app.endaoment.org

  • 查看Endaoment的公司主页,图片

    1,292 位关注者

    ?? Help your clients make the most of their year-end giving. Our platform simplifies complex donations, from cash to crypto to privately held assets. Streamline their charitable contributions and boost your AUM with a next-gen DAF that grows with your firm.

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  • 查看Endaoment的公司主页,图片

    1,292 位关注者

    ?? Why are wealth managers across the country recommending Endaoment to charitably-minded clients? It’s the perfect way to help them make a difference while continuing to manage their investments. With donor-advised funds, your clients can support the causes they love, and you keep control over their assets. Empower them to leave a meaningful legacy without losing sight of their financial goals. #Philanthropy #InvestmentManagement #DonorAdvisedFunds #GivingSeason

  • 查看Endaoment的公司主页,图片

    1,292 位关注者

    Advisors, it's giving season—the perfect time to rethink donor-advised funds. Why stick with traditional DAFs when Endaoment offers: ? Diverse asset acceptance from Bitcoin to NFTs ? Custom Advisor-Managed Portfolios ? Intuitive digital-first experience ? Real-time collaboration Strengthen client relationships and retain AUM with next-gen solutions. #FinancialAdvisors #DAFs #AUM #WealthManagement #Philanthropy

  • 查看Endaoment的公司主页,图片

    1,292 位关注者

    Dig into the details on donor-advised fund (DAF) legislation with Ali Bedford?from Integer?. In this exclusive video from our Onchain Giving Summit, we unpack the critical questions shaping philanthropic giving: ? The rising popularity of DAFs ? Navigating new IRS proposed rule changes ? Effective advocacy strategies for wealth managers and nonprofits Learn how innovative policy insights are transforming charitable giving. Link in the comments!

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  • 查看Endaoment的公司主页,图片

    1,292 位关注者

    ?? Strategize Your Donations for Maximum Impact! Creating a smart plan for your 2024 donations can amplify your contribution. Consider setting up a liquidation schedule to optimize your charitable giving. Why Choose a Liquidation Schedule? - Tax Efficiency: Begin by donating assets like stocks or crypto to benefit from potential tax deductions. - Market Growth: By scheduling sales over time, you allow your donation to potentially increase in value. - Flexibility: Customize your schedule to align with your financial goals and philanthropic aspirations. Simply fill out a quick form when making your next donation, and we'll take it from there. Link in the comments ??

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