Contributing to a DAF comes with options.
Preferred Funding Methods
Most advisors prefer to fund directly into the investment account. This can be done in two ways.
Cash or Stock
Transfer/journal stock or cash to the investment account.
When you make the transfer, please notify us (AEF) of the transfer.
Call: 888-440-4233
Email: funding@aefonline.org
When you make the transfer, please notify us (AEF) of the transfer.
Call: 888-440-4233
Email: funding@aefonline.org
Investment Account Deposit
You can also deposit checks directly to the investment account.
Resources
Find our most-requested forms, documents, and policies on the Forms page of AEFonline.org.
Common documents to help you contribute:
Recommend a Grant →
Granting Guidelines →
Maintain the Fund →
Getting Started Guide →
Download All Docs →
The AEF Advisor Portal—Partner Gateway—streamlines the fund application.
Watch an overview of the system before you contribute to the fund.
