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.

Been waiting to share this for a minute now... Endaoment has joined the Plaid network!!! Donors should get a holistic view of their entire economic impact, including DAFs they advise. Endaoment is making that real by bringing DAF data to thousands of personal finance tools that already support plaid integrations.

What a gift to welcome Endaoment to the Plaid network 🎁 - just in time for the holiday season! A web-based philanthropic service, Endaoment helps users manage charitable giving using emerging technology, making charitable giving more accessible. With this new integration, users can now see their Donor Advised Funds alongside their other financial accounts (checking, investments, portfolios), helping users have a fuller picture of their financial lives, and make strategic decisions about where to give. From Endaoment Founder and CEO, Robbie Heeger, “Through our integration with Plaid, Endaoment DAFs can now appear right alongside your checking accounts, investment portfolios, and retirement funds in thousands of products. By making DAFs visible in the same tools professionals and individuals use to track their complete financial picture, we’re helping donors and advisors make more informed, strategic decisions about what and where to give.” 👉 Learn more about how organizations are using Plaid to build a more networked financial life: https://lnkd.in/erD2FHUw

🔥 "The biggest opportunity in wealth management right now? It's the crypto advisory gap." That's how Taylor Zork, CPA/MBA, cofounder of CryptoCFOs opened his keynote at this year's Onchain Giving Summit. And the data backs him up. Here's what we learned: - High-net-worth individuals aren't just curious about crypto anymore - they're actively seeking guidance - Traditional wealth management firms are scrambling to build crypto competency - The gap between advisor knowledge and client needs is creating massive opportunities - As we close out 2024, market momentum is building in ways we haven't seen since 2021 The real takeaway: Bridging traditional finance and digital assets to deliver comprehensive, client-focused solutions. Watch the full keynote on our YouTube channel now (link in the comments!) #WealthManagement #CFO #OnchainGiving #GivingSeason

Giving shouldn't live on an island. 🏝️ That's why we're bringing Endaoment DAFs into the financial tools you rely on every day. Say hello to our Plaid integration 📊 Through Plaid's infrastructure, your Endaoment DAF balance now appears with your checking accounts, investment portfolios, and retirement funds in thousands of apps, giving you a comprehensive view of your financial life. Your DAF deserves to be visible where you make financial decisions – and now it is. We're grateful to the incredible team at Plaid for their partnership in bringing philanthropic capital into the modern financial stack. Ready to start your onchain giving journey? Open your Endaoment DAF in minutes– link in the comments! 👇

❓Pop Quiz: What’s the smartest way to donate crypto? A) Sell tokens, pay capital gains, donate the rest B) HODL your bags forever C) Donate appreciated tokens directly to Endaoment (No cheating!! 👀) ...If you picked C, you’re correct! 🎉 By donating tokens to a Donor-Advised Fund (DAF), you’ll: ✓ Avoid capital gains taxes ✓ Maximize your donation’s impact ✓ Lock in a major tax deduction Bonus Tip: Not ready to convert all your tokens at once? Use our Sell Over Time option! Donate now, then schedule the sale of your crypto over weeks or months to align with your giving strategy. But the clock’s ticking ⏰ Gifts must be made by 12/31 to count for 2024. #TaxStrategy #CryptoGains #OnchainGiving #DonorAdvisedFund #DAF

At Endaoment, we believe in making Donor-Advised Funds (DAFs) smarter, simpler, cost-effective + more enjoyable. This holiday season, we’re sweetening the deal: Open a DAF and receive 0% donation fees through 12/31. Get started: ➡️ https://lnkd.in/esVe77Cc Because giving back shouldn’t cost you more dough. Wishing you a generous and joyful holiday season from all of us at Endaoment! 🎁✨ #DonorAdvisedFund #CharitableGiving #WealthAdvisors #RIA #CPA

2 weeks. That's all the time you have left to get your 2024 tax strategy in order. Maximize your deductions by opening a donor-advised fund before the clock strikes midnight on December 31st! (Link in the comments)

What sets Endaoment apart from the rest? Our platform offers: • Advisor-managed portfolios without minimums • Competitive expense ratios (50-100 BPS) • High-touch donor relations • Seamless cross-asset allocation All designed to optimize your clients' charitable giving experience. Are you ready for the future of DAFs? #Philanthropy #DAFs #AUM #FinancialAdvisors #WealthManagement

Are donor-advised funds (DAFs) a Wall Street "takeover" of philanthropy? 🤔 Not quite, argues Jack Salmon of Philanthropy Roundtable. In a recent article, Salmon challenges the notion that DAFs are "siphoning off" charitable dollars. Instead, he posits that these giving vehicles are democratizing and transforming philanthropy for the better. 📈 Here's why: 1️⃣ DAFs multiply the potential of charitable giving. At Fidelity Charitable, an additional $22B has been made available for granting, thanks to tax-free investment growth. 💰 2️⃣ Critics lament the "financialization" of altruism, but treating charitable dollars strategically can ensure long-term impact. DAFs enable donors to fund multi-year projects and respond to crises flexibly. 📅 3️⃣ The rise of DAFs has made intentional philanthropy accessible to middle-income Americans, not just billionaires. Modern firms – like Endaoment – have streamlined the process, lowering costs and increasing participation. 🙌 Ultimately, the evolution of giving through DAFs fosters a culture of lifelong, thoughtful philanthropy – benefiting charities, donors, and society alike. 🌍 #StrategicGiving #DonorAdvisedFunds #DAFs #TaxMitigation #ImpactfulAltruism #GivingSeason