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Top 12 Questions: When to Consider An AEF Donor Advised Fund
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aef program description
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donor advised fund Summary for Advisors
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This is a popup dialog that overlays the main content of the page. The popup includes a search form to help you find the information you are seeking. Pressing the close button or using the escape key will close the popup. Search Search for: Search CloseGranting Portal Login To submit grants via DonorCentral Advisor Portal Login To access Partner Gateway Get In Touch Back to home Menu The AEF Difference Why AEF Because we believe a donor-advised fund is more than just an account; it’s an experience. The AEF Difference About Independent. Experienced. People-driven. Executive Team Board of Directors Council of Advisors News + Press Articles What is a Donor-Advised Fund? Learn about one of the fastest-growing charitable giving vehicles in the country. Careers Our people make AEF a great place to work. Come join us. Donors Make a Grant Recommendation Here’s how you make your money work for the charities of your choice. For Donors Grant Recommendation Guidelines How we make sure you do the most good the right way. Granting Policy Gift Acceptance Policy Investment Policy Program Description Donor Resources Explore ways to expand your philanthropy Change Forms Donor Newsletter Sign Up Advisors Start the Donor-Advised Fund Process Ready to get started? We make it easy. DAF Application Worksheet DAF Checklist For Advisors Manage Your Donor-Advised Fund Quick access to key donor-advised fund resources Granting Policy Gift Acceptance Policy Investment Policy Program Description Advisor Resources Be prepared to give your clients the answers they deserve. The ABC’s of a DAF The Power of Charitable Planning Summary for Advisors Summary for Donors News + Insights Explore AEF Content Financial Advisor Insights Help your clients make the best decisions. Donor Insights Expert guidance to do the most good. News + Press Articles AEF keeps the field moving forward. Search for: Search The AEF Difference Expand Sub Links Collapse Sub Links What is a Donor-Advised Fund? About Expand Sub Links Collapse Sub Links Executive Team Board of Directors Council of Advisors News + Press Articles Careers Donors Expand Sub Links Collapse Sub Links Donor Resources Expand Sub Links Collapse Sub Links Change Forms Donor Newsletter Sign Up Make a Grant Recommendation Grant Recommendation Guidelines Expand Sub Links Collapse Sub Links Granting Policy Gift Acceptance Policy Investment Policy Program Description Advisors Expand Sub Links Collapse Sub Links Advisor Resources Expand Sub Links Collapse Sub Links The ABC’s of a DAF The Power of Charitable Planning Summary for Advisors Summary for Donors Start the Donor-Advised Fund Process Expand Sub Links Collapse Sub Links DAF Application Worksheet DAF Checklist Manage Your Donor-Advised Fund Expand Sub Links Collapse Sub Links Granting Policy Gift Acceptance Policy Investment Policy Program Description News + Insights Expand Sub Links Collapse Sub Links Donor Insights Financial Advisor Insights News + Press Articles Granting Portal Login To submit grants via DonorCentral Advisor Portal Login To access Partner Gateway Get In TouchPause slideshow One of the nation’s largest independent donor-advised fund sponsors. Independent. Experienced. People-driven. For Donors For Advisors Experience the AEF Difference AEF expands philanthropy by partnering with firms and financial advisors in the financial services industry. This enables more donors to create a significant charitable impact. Here’s what you can expect with AEF. AEF partners with firms and financial advisors in an unbiased manner to expand philanthropic giving through donor-advised funds. We work with advisors and their clients to establish and administer AEF donor-advised fund accounts to increase the amount granted to our donors’ causes and charities. This approach affords us the ability to be laser-focused on what we do best: deliver a best-in-class experience. Learn More About Donor-Advised Funds Independent Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors . AEF exclusively works with financial advisors and their donors, whose generosity enables us to be entrusted with nearly $7B in assets and grant nearly $5M each business day. Experienced Our dedicated team of highly trained professionals provide a best-in-class experience . Coupled with our deeply knowledgeable team including our in-house philanthropic advisor, advance planning, client experience or advisor partnership teams, we are here to help you. AEF provides awareness and education related to donor-advised funds as the fastest growing giving vehicle in the charitable industry so you can achieve your goals. People-Driven At AEF, we understand that philanthropy is deeply personal . We are a mission-motivated organization, led by a people-driven culture making AEF a great place to work. This is why we aim to meet you where you are and guide you along your philanthropic journey. Let’s make an impact together. Let’s make an impact together Want additional information? Select a resource below or contact us directly. Articles & Resources Donor Resources Articles & Resources Advisor Resources Want to learn more? Get in Touch Ready to get started with donor-advised funds? Click below to read donor-advised fund FAQs and an overview of the process. Get Started Back to home Notice: JavaScript is required for this content. The AEF Difference Expand Sub Links Collapse Sub Links What is a Donor-Advised Fund? About Careers Donors Expand Sub Links Collapse Sub Links Donor Resources Guidance for Good Newsletter Sign Up Start the Grant Making Process Grant Making Guidelines Advisors Expand Sub Links Collapse Sub Links Advisor Resources Financial Advisor Newsletter Sign Up Start the DAF Process Investment Policy Resources Expand Sub Links Collapse Sub Links for Donors for Advisors News + Press Articles Download our 990 AEF Good Standing Letter 5700 Darrow Road, Ste. 118, Hudson, OH 44236 • 888.440.4233 2024 American Endowment Foundation Sitemap Accessibility Statement Privacy Policy LinkedIn Facebook X...

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