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Knowledge Base
Learn About the Power of DAFs
DAF Basics
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.
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.
Turning Gifts Into Grants
· Charitable giving should work with the assets people own, the advisors they trust, and the causes they want to support.
Tax and Planning
Donor-Advised Funds: A Strategic Approach for CPAs and Clients This Giving Season
· By: Nik Fahrer, Forvis Mazars and Endaoment As we approach year-end tax planning, CPAs are seeking effective strategies to help clients reach their philanthropic and financial goals. One powerf
Navigating your Crypto Taxes: Key Advice from a Top CPA
· Endaoment’s Head of Partnerships, Alexis Miller, asked some tax season questions to leading crypto CPA, Patrick Camuso of Camuso CPA. We hope this short but rich article enriches your tax season preparation, much like our financial tools can ease your tax worries. Alexis: Taxes are complicated
Welcome to Giving Season!
· This article was originally published on Medium by Robbie Heeger on Nov 4, 2021. !Image(./images/P2Xflt-ZGPk_xor0IcMWl-1-2-3-4-5-6-7.png) A Most Magical Time of Year November is here, the seasons are shifting, the pandem
Answering Your Crypto Donation Tax Questions with TokenTax
· This article was researched and written by Zac McClure, CEO, and Barrett Strickland, Head of Research at TokenTax, and originally published on Medium on Dec 17, 2020. !Image > With year-end 2020 fa
Point of View
Building on Public Infrastructure
· A charitable institution should make it possible to follow the money entrusted to it. We built that expectation into how Endaoment operates.
Our First Nonprofit Audit: Testing Onchain Integrity
· Written by Zach Bronstein. Edited by Bruxa.
Philanthropy's $12 Trillion Shift: Navigating the Wealth Transfer from Boomers to Millennials
· By Alexis Miller. Edited by Bruxa. An unprecedented shift in wealth is grabbing the attention of the philanthropic sector, sparking discussions and making us brace for a transformative change. This development, known as the "great wealth trans
Our Path to Community-Powered Institutions
· This article was originally published on Medium by Robbie Heeger on Jun 2, 2021. > With $2.5m in new fundraising led by Framework Ventures, Endaoment is building the software and organizations necessary to offe