New 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.

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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

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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).

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What’s Next?

Once onboarding is complete, you can begin Step 2: DAF Creation & Client Onboarding to start creating DAFs for your clients.