Learn about who we are and how our mission to expand philanthropy is impacting charitable giving.
Visit our Forms, Docs, Preferences page for all your documentation downloads.
Visit our DAF Insights & Resources page for thought-leadership articles and current industry topics.
AEF also has a podcast. Let’s Talk DAFs will get you up to speed on the trends and topics impacting charitable giving.
Advisor Support Team
(888) 440-4233×203
AdvisorSupport@aefonline.org
For Financial Advisor/Associate general and service-related questions.
Development Team
(888) 440-4233×204
For assistance with opening a new Donor-Advised Fund.
Donor Support Team
(888) 440-4233×201
For assistance with Donor Central.
Investments Team
(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.
This upgrade will modernize and simplify advisor experiences to make charitable giving easier than ever before.
We anticipate a data transfer and activation of this new platform in early Q2. For dates and details, click below.