release-notes

Release Notes - October 2nd, 2026

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, as long as it is still a public charity.

Portfolios

Advisor-managed portfolios: New advisor-managed portfolios use a generic logo instead of the Ethic mark. Portfolios you already have keep their current logo.

What's Next

These improvements are now available. We encourage you to look up a charity that sits under a group ruling and confirm it shows up when you want to recommend a grant.

As always, your feedback helps us improve Endaoment for donors, orgs and institutions!

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.

Giving Belongs in the Meetings You Already Have

Clients already talk with their advisor about taxes, estate plans, and family, and charitable giving should come up in the same conversation.

Three Years of the Universal Impact Pool

"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."

Good Financial Plans Should Make Room for Giving

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.