AEF TECHNOLOGY UPGRADE
Welcome to the
AEF Platform Upgrade Hub
Let’s make charitable giving easier than ever before.
This site provides you with the information you need to understand the new AEF DAF Platform. Whether you’re an advisor or donor, we have resources that help introduce you to this comprehensive new technology.
This site also provides you with trainings, forms, and other valuable contents that makes expanding philanthropy easier than ever before.
Training & Support
Guides, session recordings, and resources to help you every step of the way.
Learn how our upgraded technology provides a more modern, simplified way to give, grant, and review donor-advised fund activity.
Our live sessions are available to give you an introduction into the most commonly used ways you’ll interact with the platform. Visit our Training & Support page to watch.
Looking for More?
Click below to learn more about AEF or request additional support.
Contact Us
Reach out with any questions throughout your experience.
Grant Recommendations
Recurring recommendations
Recurring Recommendations will carry over to the new platform. No action is needed.
However, any recurring recommendations scheduled between March 23 and April 6 will be processed but may experience delays.
Key Features
Advisor Dashboard
Full visibility across all donor funds, including contributions, grants, and activity summaries.
Integrated Grant Management
Submit, track, and process grants entirely within the platform.
Document & Comms Hub
Access donor forms, statements, correspondences, and other materials in one place.
Streamlined User Experience
Designed for ease of use, with intuitive navigation and real-time data updates.