OPTION 03

Asset & Bequest
Options

Complex Assets

A percentage of AEF’s total portfolio consists of complex assets. Contact AEF at 888-440-4233 for details about gifting:

·   Life insurance
·   Closely held stock
·   Limited partnerships
·   LLC units
·   Real estate
·   Cryptocurrency

Send an ACH

It starts with a form and could end in a generous charitable donation.

  1. Get a Change of Beneficiary form from the IRA, 401(k) or 403(b) administrator
  2. Fill it out and return it to the administrator
  3. Send a copy to AEF at newdaf@aefonline.org

Bequests & Trust Beneficiaries

Have your donor contact their attorney to write or amend the will or trust in question. If they need appropriate bequest language, you can direct them here.
 
Once the will or trust is updated, contact AEF so we can expect the gift.
·   Call: 888-440-4233
·   Email: funding@aefonline.org

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