With Advisor Set Up complete, we will start creating donor-advised funds (DAFs) for your clients. These DAFs will automatically come with their own Advisor-Managed Portfolio (AMP) attached to the DAF, allowing you to manage all new DAF assets inside a shell account in your existing trading workstation. What We’ll Do: • Create DAF accounts based on your specifications • Setup each DAF with its own Advisor-Managed Portfolio (AMP) • Send welcome emails with login details to you and your clients • Set you as a fund collaborator on all DAFs with full management access

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What we’ll need from you:

☐ Share your custom Opt-In Typeform with all Clients via email. We’ll collect their DAF information, preferences, and consent to Terms & Conditions ☐ Follow up and set a deadline for clients to complete typeform ☐ Receive DAF setup confirmation from Endaoment ☐ Trigger shell account creation for each DAF. We will send shell account requests for each new DAF created. ☐ Link client to shell account as an interested party. ☐ Sign-in to Endaoment and check funds for accuracy. Your clients’ DAFs are now set up and visible in your existing trading dashboard and in your Endaoment account when you login at app.endaoment.org. We can now explore how to manage investments, recommend grants, and maximize charitable impact.