> For the complete documentation index, see [llms.txt](https://guide.givewise.ca/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started/financial-advisors-helpful-information-for-onboarding-givewise-foundation-as-a-client.md). # Financial Advisors: Helpful Information for Onboarding GiveWise Foundation as a Client Helpful Information for Onboarding GiveWise Foundation as a Client Hello: GiveWise is thankful to be opening an Account with yourself and your firm, to serve as a Giving Fund DAF sponsor for your client’s charitable giving! Please email to request documents that will assist and inform you in the onboarding process of bringing GiveWise on as a client: * Financials * Articles of Incorporation * Register of Board Directors * IDs for Signatories For the account opening signatories, our Foundation Guidelines require one Director from our Board, and one of either Dan Kyte or Tammy Kyte. We will provide IDs for both Tammy and myself to be on the account, in case I am not available. I have also included for our Board Chair, Mark Brandsma, as the Director. Once the account is open, any money movements, trades, or other transactions will only need one of us to sign, and I will be the point person. If I am not available, then Tammy next, and last would be Mark. Full Name for the account: GiveWise Foundation Canada Main Point Person who is a signatory: Dan Kyte, , 604.615.2141 Administrative contact to be copied on emails concerning documentation, statements, banking transfers, etc., but is not a signatory: Cristie Moews, . Address: 3251 Boxwood Court, Abbotsford B.C. V3G 0A6 The way that this has worked with other Financial Firms we work with is once this first account is opened, if there are other clients that come along, sub-accounts are opened with notional reference to the clients by having their name(s) appended to the account name after “GiveWise Foundation”. Please do not hesitate to reach out with any further questions! With Gratitude, Dan Kyte Director of Finance and Investments --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://guide.givewise.ca/for-financial-professionals/for-financial-advisors-getting-started/financial-advisors-helpful-information-for-onboarding-givewise-foundation-as-a-client.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.