Easy Steps
to Start Your Donor-Advised Fund with AEF & Pershing Advisor Solutions
Thank you
Thank you for partnering with American Endowment Foundation (AEF) as your donor-advised fund (DAF) sponsor with Pershing Advisor Solutions.
We created resources to help you get started and familiarized with how our program works.
Financial Advisor Resources
Donor Resources
Additional Resources
“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.
Learn about The AEF Signature Process
Watch this video to learn more about the application and signature processes.
EXPANDING PHILANTHROPY
Contact Information
Experience Team at (888) 440-4233×201 – For assistance with Donor Central
Development 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