Announcements
Advisor-Managed DAFs are now live on Altruist
Advisors can now lead their clients' giving alongside everything else they manage, with the DAF as a fully managed investment sleeve.
Announcements
Advisors can now lead their clients' giving alongside everything else they manage, with the DAF as a fully managed investment sleeve.
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Clients already talk with their advisor about taxes, estate plans, and family, and charitable giving should come up in the same conversation.
release-notes
Another week, another Endaoment release! Let's get to the goodies: Giving Charities you can find and support * Group rulings: A charity covered by a group ruling can now be found and granted to even when it does not have its own line on the IRS public charity list,
posts
"The UIP is alone in being the only programmatic solution to idle donor-advised funds that we've seen in production happening at scale. It serves as an important community-powered grant-making vehicle that reflects our value of throughput."
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Advisors can bring up giving, help clients plan their gifts, and take care of the ongoing work. A DAF can make that part of the service.
Release Notes
Another week, another Endaoment release! Let's get to the goodies: π¨ Giving experience * Gift donor form: When you start a gift, the form now fills in the fund's donor of record so you do not have to retype those details. * Donor-focused wording: Fund and gift messages
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Hold an Endaoment donor-advised fund? Back a ResearchHub proposal in checkout. The grant (like magic) goes to the eligible nonprofit behind it thanks to our newest API integration.
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A charitable institution should make it possible to follow the money entrusted to it. We built that expectation into how Endaoment operates.
Release Notes
Another week, another Endaoment release! Let's get to the goodies: π¨ Donor experience Docs and fund pages A few polish items that make everyday use smoother: * Product documentation: Legal-document links now send donors and nonprofits to the right section of each policy page. * Fund pages: Private or missing
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Charitable giving should work with the assets people own, the advisors they trust, and the causes they want to support.
Release Notes
Nouns-backed stream badge on the Universal Impact Pool, with live on-chain funding progress.
Release Notes
Another week, another Endaoment release! Let's get to the goodies: β‘ Performance Activity feeds just got a whole lot snappier: * Faster activity feeds: activity now loads in pages with a βload moreβ control, so feeds open quickly and stay responsive no matter how much history they hold. π‘οΈ Security * Up-