Release Notes — November 5th, 2026
· 1 min read · Endaoment
This release improves fund collaboration, donor information choices, and the experience of giving on smaller screens.
🎨 UI Enhancements
- Smoother giving forms: Updated drawers keep form fields and controls reachable on shorter screens, with clearer steps throughout the giving process.
- Donor information choices: Email sharing starts checked for gifts to organizations and can be turned off. Giving links can also require donors to provide their information, and those requirements stay consistent when switching gift methods.
🔧 Bug Fixes
- Fund collaboration: Fund viewing, editing, and nonprofit suggestions now apply consistent permissions for advisors and collaborators.
- More reliable pages: Fund and portfolio pages can recover from temporary loading failures instead of leaving visitors on an error page.
📊 Reporting
- Nonprofit eligibility: IRS eligibility checks now run daily to keep organization records current.
- Timely portfolio reporting: Reporting tools can access morning portfolio values for more timely financial insights.
🚀 What's Next
These improvements are now available. Explore the updated giving forms and fund collaboration tools, and keep sharing feedback to help us improve Endaoment for donors, organizations, and institutions.