Endaoment Open a donor-advised fund
Zoom Out & Give 2026

See the forest through the trees.

Take a moment to gather with your people and plan your giving. Start with one page, then claim your Endaoment hat.

Start the worksheet Claim your hat
About 30 minutes. There are no wrong answers.
Why do it

It's been a big year. Give it a plan.

Grab a pen and anyone you'd give with. In about 30 minutes you'll know what you want your giving to do, and what to get done before December 31.

A plan for your giving

Get ahead of your giving with a strategy for this tax year and beyond, made with the people you give with.

A very sweet Endaoment hat

Finish the worksheet, tell us your favorite takeaway, and we'll mail you one.

How it works

Three steps, one page.

  1. 1

    Gather your people

    Family, a partner, your advisor, or just you. Everyone at the table gets a say.

  2. 2

    Fill out the worksheet

    Print it or fill it out right here. Zoom out, pick your causes, and make a plan.

  3. 3

    Claim your hat

    Share your favorite takeaway and where to send it. Then put the plan in motion.

The worksheet

Zoom out, then plan.

Fill it out below, or print the PDF and do it on paper. Your answers stay on this device and are never sent to us.

Download the PDF

Zoom Out & Give 2026See the forest through the trees.

It's been a big year. Grab a pen and anyone you'd give with. Use this to synthesize your collective vision and make a plan.

About 30 minutes.
There are no wrong answers.

The forest

About 10 minutes

What are you proud of? What gift, of money or time, meant the most to you?

What could you give without changing how you live?

The trees

About 10 minutes

Which causes move you?

Which nonprofits are already working on it?

Name one for each cause. If others are at the table, everyone picks one, kids too. Look them up at app.endaoment.org/explore. Search by name or EIN.

WhoCauseNonprofit

Know a nonprofit whose page needs an update? Tell us at hello@endaoment.org.

Your plan

About 10 minutes

Little grants to many, or a lot to a few? Once, or annually?

This year

By midnight, December 31, 2026

Giving stock? It can take 1 to 2 weeks to arrive, so start early.

When you have time, or after it's funded:

Funding it in a hurry? That's fine. Once it's funded, the rest can wait.

Make it real

Before December 31

A donor-advised fund is something you come back to. The money is already set aside for giving, so there's time to get to know the nonprofits, bring others in, and give with a plan. Same time next year?

For advisors: Send to clients before year-end meetings to start the conversation. Open a donor-advised fund at app.endaoment.org. Endaoment does not provide financial or tax advice. Consult your CPA.

Your answers save on this device as you type.
I'm done. Claim my hat
Claim your hat

You zoomed out. Here's your hat.

Tell us your favorite takeaway and where to send it. One hat per household.

Your worksheet
Finish the worksheet first, then check this box.
Share one takeaway, even a short one.
Put the plan in motion Optional

Your plan starts with a donor-advised fund. Open one in minutes, or add to the one you have.

Open a DAF Fund my DAF
Where should we send it?

We ship to addresses in the United States.

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