New to Endaoment? If you haven’t spoken with our team yet, you won’t have a DocSend data room. To get started with the advisor onboarding process, contact advisors@endaoment.org with:
- Your firm name and contact information
- Number of clients interested in DAFs
- Brief overview of your advisory practice
- Requested timeline for implementation
Support During Onboarding
- Primary Contact: advisors@endaoment.org
- Response Time: Within 24 hours during business days
- Additional Support: Endaoment is dedicated to high-touch client support. Consult with our team for any questions or concerns.