Easy Steps

Thank you

Thank you for partnering with American Endowment Foundation (AEF) as your donor-advised fund (DAF) sponsor.

We created resources to help you get started and familiarized with how our program works.

Financial Advisor Resources

AEF Application Worksheet

Summary for Advisors

New DAF Checklist

Investment Policy Statement

View our Advisor Resources for more

Donor Resources

Summary for Donors

Guide to Better Giving

View our Donor Resources for more

Additional Resources

Program Description

What Makes AEF Unique

Liquidity Account Explanation

“We make a living by what we get, but we make a life by what we give.”

– Winston Churchill

Learn about the AEF Advisor Portal

Watch our introduction video to learn about the portal and an overview of the process.

Ready? Start Your Donor-Advised Fund Application Today.

Get Started

EXPANDING PHILANTHROPY

Contact Information

  • Development Team at (888) 440-4233×204 – For assistance with opening a new Donor Advised Fund
  • Donor Experience Team at (888) 440-4233×201 – For assistance with Donor Central
  • Advisor Experience Team at (888) 440-4233×203 – For Financial Advisor/Associate general and service-related questions
  • Investments Team at (888) 440-4233×206 – For investment questions and verbal trade approvals
  • Fund Administration Team (NewDAF@aefonline.org) – For additional forms that require AEF’s signature after account opening.

Reminder

Please Be Aware of Our Minimum Account Size Requirements