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 find attached 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. I have included 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, [e-mail], 604.615.2141

Administrative contact to be copied on emails concerning documentation, statements, banking transfers, etc., but is not a signatory: Cristie Moews, [e-mail].

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

604.615.2141