AEF Welcome Hub

Thank you for selecting American Endowment Foundation (AEF) as your charitable partner. We are dedicated to providing you with a best-in-class onboarding experience.

At AEF, we believe that true generosity goes beyond mere transactions. To support you in your philanthropic journey, we have created the following resources to guide and assist you:

Donor-Advised Fund Resources

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Fact Sheet

Discover the AEF Difference and learn how we can help you enhance your philanthropic efforts.

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Fee Schedule

View our administrative fee schedule to get started with your philanthropic endeavors.

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DAF Checklist

Use this checklist to set up your client’s donor-advised fund and investment account efficiently.

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Application Worksheet

Use this worksheet to help you gather the necessary information to open a new donor-advised fund through AEF’s Advsor Portal, Partner Gateway.

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Contribute to the Fund

Refer to this instruction guide for a streamlined approach to charitable giving and ensure seamless contributions to the donor-advised fund.

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Granting Guidelines

Consult this guide to understand how grants from a donor-advised fund can be utilized.

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Recommend a Grant

Complete this grant form to recommend a grant.

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Maintain the Fund

Use this guide and FAQ to manage your liquidity account effectively.

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Next Steps

Follow this guide to open your donor-advised fund with AEF.