Skip to main contentNew to Endaoment? If you haven’t spoken with our team yet, you won’t have a DocSend data room.
Get started with the advisor onboarding process.
Begin by accessing your DocSend Data Room
You’ll receive a personalized DocSend data room link to manage all documentation. This secure platform allows you to:
- Upload required documents
- Download reference materials
- Track submission status
- Communicate with our onboarding team
- Sign documents electronically & securely
What we’ll need from you:
☐ Send Investment Management Agreement and Brand Assets via DocSend data room
☐ Complete & upload omnibus Investment Policy Statement Sample or use your own template via DocSend data room
☐ Download & Review the Endaoment Diligence Packet also in your DocSend data room
☐ Review our Fees, Governance and Legal documentation online
☐ Send any compliance questions and documentation requests to advisors@endaoment.org
☐ Send an executable version of your Master Service Agreement via DocuSign to admin@endaoment.org using the entity signer info in the DocSend data room
We’ll notify you once onboarding is complete via email, whereby we can begin creating your clients’ donor-advised funds (DAFs).
What’s Next?
Once onboarding is complete, you can begin Step 2: DAF Creation & Client Onboarding to start creating DAFs for your clients.