True generosity goes beyond mere transactions.
Retain AUM. Make a positive impact.
Expand philanthropy.
Welcome to AEF!
Thank you for choosing us as your donor-advised fund (DAF) sponsor.
This site is intended to support you in your client’s philanthropic journey by making your charitable workload lighter. Feel free to bookmark and share the link with others in your office.
Here, you’ll find downloads and insights—our way of welcoming you to the world of charitable giving through DAFs.
DAFs At-A-Glance Checklist
These steps will help you complete your client’s donor-advised fund and discretionary investment account.
Getting Started Guide
Contributing is just a PDF away. This guide provides details on contributing funds to new or existing DAFs.
Donor Welcome Page
See what your clients see. Get a glimpse into your clients’ process by visiting the Donor Welcome Page.
Have you completed the Investment Account Opening Process?
If yes, continue to learn how to contribute.
If not, go here.
