Referral Partner Program
EndowCast™
If you work with foundation and endowment investment professionals, we'd welcome the introduction. We recognize referrals with a straightforward referral fee and three months of full platform access.
Who this is for
The program is designed for people who are already embedded in the foundation and endowment investment community and whose network would benefit from better portfolio analytics.
Former OCIO and investment consulting professionals
Foundation and endowment investment staff
Financial advisors serving family foundations and nonprofits
Nonprofit finance consultants and accountants
Conference speakers and thought leaders in endowment management
How it works
Three steps from application to your first introduction.
STEP 01
Apply
Submit your application below. Approved partners receive a unique referral code and three months of Foundation license access.
STEP 02
Introduce
Share your referral link with foundation or endowment contacts who would benefit from institutional portfolio analysis.
STEP 03
Get Recognized
When a referred organization becomes a paying customer, we pay a $1,000 referral fee for a Foundation conversion or $500 for Analyst — within 90 days of the referred customer's first payment clearing. Prefer to give back? We'll donate your referral fee to a 501(c)(3) of your choice instead.
Partner benefits
Approved partners receive full platform access, direct support from the founder, and a straightforward referral fee when introductions convert.
Three months of Foundation access
Use the same analytics your referred organizations will use — multi-portfolio simulation, stress testing, and full report generation. Partner access includes 50 simulations per month for the duration of the three-month period.
Unique referral code and attribution tracking
A personal link and code tied to your account. We track conversions for 90 days from the first click.
Optional 20-minute onboarding call
A direct session with the EndowCast founder to walk through the platform and answer questions.
$1,000 per Foundation or $500 per Analyst conversion
Paid within 90 days of the referred customer's first payment clearing. Prefer to give back? We'll donate your referral fee to a 501(c)(3) of your choice instead.
What you’ll be introducing
EndowCast is a web-based Monte Carlo simulation platform built specifically for endowment and foundation investment offices. Investment directors use it to model portfolio allocations, compare spending policies, stress-test against historical market scenarios, and generate board-ready reports — all in under 60 seconds. It was built by a practicing institutional investment professional for the organizations your network serves.
Program terms
A plain summary of the rules that apply to all referral partners.
Approved partners will receive a short referral agreement to sign before their referral code and Foundation access are issued.
Partners may elect to donate their referral fee to a 501(c)(3) organization of their choice in lieu of direct payment. Donation elections must be made before the referral fee is processed. EndowCast will make the donation directly and provide confirmation.
Referral fees are paid within 90 days of the referred customer's first payment clearing.
Attribution window is 90 days from referral link click to conversion.
Referral fees are paid via ACH bank transfer.
Referrers receiving $600 or more in referral fees in a calendar year will receive a 1099-NEC.
Program is open to US-based individuals.
EndowCast reserves the right to modify or discontinue the program with 30 days notice to active partners.
Apply
Tell us about your background and your connection to the foundation and endowment investment community. We review every application personally within 3 business days.