THANK YOU FOR ENTRUSTING AEF WITH YOUR CHARITABLE GIVING

True generosity goes
beyond mere transactions.

Welcome

WE RECOMMEND BOOKMARKING THIS PAGE FOR REFERENCE

To support you in your client’s philanthropic journey, we have created the following site to make your charitable workload lighter and the steps toward contributing to the donor-advised fund (DAF) easier.

Feel free to also share a link to this site with others in the office so they can use it as a resource to charitable giving.

Now, let’s make an impact together!

Before you begin, have you completed the Investment Account Opening Process?

Have you completed the Investment Account
Opening Process? If so, you can contribute.
If not, please follow these steps.

01 complete forms
Contact your back office for the list of documents required to open an investment account for a Non-Profit Corporate Entity and complete the required information on the forms.
02 request signatures
Request a signature from AEF’s authorized signers using one of the following methods:
 
  • E-Signature (preferred method)
    • Bundle documents as an e-signature request and send to the
      authorized signers using the information listed on our Investment
      Profile. This can be found on the AEF Partner Gateway once you have
      submitted the DAF Application on the Documentation screen. Look for the document titled AEF Investment Profile.
    • To process more efficiently, please enter the Fund ID in the subject line
      of the DocuSign and ensure that all two-factor authentication codes
      are sent as a text message ONLY.
  • WET signature
    • Upload documents in AEF’s Partner Gateway on the Investment
      Account screen of the DAF application. Our Fund Administration
      team will obtain signatures and return documents.
All signed investment paperwork is returned to the financial advisor on file via email within 10 business days. This email will include specific instructions on how to establish AEF’s client-level online account access.
03 submit signatures
Once the signatures are received, submit them to your back office.
04 Confirm account online access & data feeds
Reach out to the Fund Administration Team at newdaf@aefonline.org so AEF can confirm we have the account #, online access to the account, and aggregation data feed (Black Diamond & Clearwater).
05 fund the account
Congrats! You may now fund the account. Reach out to the Fund Administration Team at newdaf@aefonline.org so AEF can confirm we have the account #, visibility to the account online and the account is aggregating.

NOTE: All steps need to be completed before your donor can grant.

DOWNLOAD PROCESS

Now let's continue to enable your donor to create a significant charitable impact.

CONTRIBUTE

See what your donor sees.

Your donor has a similar welcome at AEF. You can get a glimpse into their process by seeing their new customer journey.

VISIT DONOR SITE

Follow your
progress.

Use this checklist as your guide towards finishing the set up for DAFs and investment accounts. Check the box on the first two steps, and you’re already on your way!

DOWNLOAD CHECKLIST

Get Started

Countless unique charities can accept grants from AEF. Seamless contributions start here.

GET STARTED