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 make this upgrade as easy as possible. Bookmark this page so you are just a few clicks away from crucial dates and details.
During the transition period, we will securely transfer two years of historical gifting and granting data to the new platform. We anticipate activation of this new platform by early Q2 of 2026.
Training & Support
Contact Us
Reach out with any questions throughout your experience.
Looking for More?
Click below to learn more about AEF or request additional support.
Grant Recommendations
Grant Recommendations
Grant Recommendations submitted after Friday, March 13, 2026, will be processed, but may experience slight delays.
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.
New Platform FAQs
Welcome to our Q&A section. Questions will updated from now until the new platforms go-live. Be sure to check back regularly for the latest information.
Have a question? Send it to support@aefonline.org.
Q. What led AEF to make the platform switch?
A. We believed we had the opportunity to modernize and streamline your technology experience. It was time to provide enhanced advisor visibility, more seamless grant management, and an improved user-friendly design. This platform addresses those changes, and your feedback will ensure we improve upon it.
Q. What is the new platform?
A. The AEF Technology Platform, powered by Ren, is designed to significantly improve the donor and advisor experience, making charitable giving easier, faster, and more transparent.
The new technology platform is a secure, modern portal that simplifies every aspect of managing charitable giving from application and grant processing to investment oversight and client communication.
Whether you’re an advisor or a donor, the platform delivers a centralized and intuitive experience.
Q. Will I Go Back to Using the Previous Platform (DonorCentral) after this transition?
Q. Will All Granting History be Available to Review on this Platform?
A. Only granting history from the past two (2) years will be reviewable on this platform. Please contact support@aefonline.org if you require additional information.
Q. How Will The New Platform Differ from the Previous AEF Platform?
A. Featuring a fresh, modern design, users will have visibility into account activities such as when grants were paid and received, the ability to view various account roles, and deeper insights into their account performance and history.
Q. How will this new platform benefit advisors?
A. It will benefit advisors in several ways. The platform will offer advisors a unified view of all client accounts and giving activity, simplified workflows for managing grants and donor relationships, real-time visibility into donor impact, and more!
Q: How will this new platform benefit donors?
A. The platform benefits donors similarly to how it benefits advisors. It will provide donors with centralized access to all their charitable giving activity, real-time tracking of contributions and grants, digital onboarding tools, a secure grant disbursement option, and more.
Q. How much of a donor advisor’s account history will be visible?
A. Account history from 01/01/2024 to present will be visible.
Q. Will I still be able to make contributions to the fund during the two week black out period?
A. Yes, contributions made to your Donor Advised Fund will still be received and processed during this period without disruption.
Q. Will I still be able to submit new accounts through Partner Gateway during the two week blackout period?
A. Yes, Partner Gateway will remain open to submit new applications, however, they will remain as pending and be processed after April 6, 2026.