release-notes

Another week, another Endaoment release! This one is mostly behind-the-scenes work to make the platform faster, partner-friendlier, and easier to reconcile. Let's get to the goodies: 🤝 Partnerships Streamlined Partner User Provisioning: A new dedicated path for partner platforms to provision donors directly, with stronger guarantees that the right account information is captured up front. Account-Number-Aware Fund Creation: Funds opened through partner platforms can now safely carry t

Another week, another Endaoment release! This week's update is a small but meaningful one — focused on quality-of-life fixes and behind-the-scenes improvements: 🔧 Polish & Reliability Small fixes throughout: A handful of behind-the-scenes improvements to keep things humming. 🛡️ Security Routine dependency upgrades: We pulled in the latest security patches across several internal libraries. 🚀 What's Next These improvements are live now. As always, your feedback helps us improve

Another week, another Endaoment release! Let's get to the goodies: 🤝 Partner Integrations Partner access to public fund portfolio data: Partner platforms can now display the holdings of public Endaoment funds directly on their own surfaces, without requiring their users to sign in. This brings parity with what donors already see on the public fund page. Expanded partner donation intake (cash-settled): A new path for partners that handle cash donations end-to-end — they can record an a

Another week, another Endaoment release! Let's get to the goodies: 🔧 Bug Fixes Partner Integrations Reliable search for integrator partners: Partners building on top of Endaoment can now search organizations and funds through their integration without unexpected access errors. The same anonymous search experience now works consistently whether a request comes from a logged-in donor, an unauthenticated visitor, or a partner integration. ⚡ Behind the Scenes Engineering Velocity F

Another week, another Endaoment release! Let's get to the goodies: 🔧 Operations Global Giving Payouts Streamlined Payouts: Organizations onboarded through Global Giving now receive funds via wire transfer, simplifying their payout process. 🛡️ Reliability Stability Image Processing: Updated core image processing library for improved stability ⚡ Performance Build & Deploy * Faster Builds: CI pipeline rebuilt from the ground up for significantly faster build and test times

Another week, another Endaoment release! Let's get to the goodies: ⚡ Platform Improvements Pricing & Data Upgraded Stock Pricing: We've moved to a faster, more reliable stock pricing provider with automatic fallback, ensuring you always see accurate market data for your portfolio. Nonprofit Data Refresh: Our nonprofit directory now pulls from the latest data source, improving the accuracy and freshness of organization information across the platform. 🤖 AI & Discoverability * AI

Another week, another Endaoment release! Let's get to the goodies: 🔧 Bug Fixes Grant Wizard Execute Suggestion Fix: Fund managers can now correctly execute pending grant suggestions on behalf of donors. Previously, clicking "Execute" on a suggestion would incorrectly show "No funds with grantable balance available" — even when the fund had balance. This is now resolved, and the correct fund loads automatically. General Reliability Improved Stability: Several internal reliability

Another week, another Endaoment release! Let's get to the goodies: ⚡ Workflow Improvements Faster Grant Processing * Streamlined Transfer Approvals: Transfers created during distribution rounds are now automatically approved, reducing processing time. Grants with special instructions continue to receive careful manual review before approval. 🚀 What's Next These improvements are now available in production. We're continuing to streamline operations behind the scenes so your grants and

Another week, another Endaoment release! Let's get to the goodies: ⚙️ Platform Improvements Performance & Reliability Optimized Session Replays: We've fine-tuned our error monitoring to be more efficient, ensuring we capture the important moments while staying within resource limits. Security Enhancements Enhanced Frame Protection: Added additional security headers across our platform to protect against clickjacking and other frame-based attacks. 🔧 Bug Fixes * Gift Wizard S

Here's what's new across the Endaoment platform this week — covering both frontend and backend updates. Let's get to the goodies: 🤝 Partner Integration Support Platform partners can now perform actions on behalf of their managed users, enabling seamless integration for DAF-as-a-Service offerings. This opens the door for partners to build directly on the Endaoment platform without requiring manual user authentication flows. 📊 Overview Page: Date Range Filtering The Overview page now incl