Before reaching out to your clients about Endaoment DAFs, we’ll need to establish a working relationship between your firm and Endaoment. This onboarding process ensures regulatory compliance while allowing you to seamlessly custody and manage DAF assets for your clients.
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
We’ll schedule an introductory call and provide your personalized data room link to begin the onboarding process.
Everything you’ll need to send us will be managed through your personalized DocSend data room, which streamlines document collection and maintains security throughout the process.

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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.

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Ready to Get Started?

Contact advisors@endaoment.org to receive your personalized DocSend data room link.