Complete all the following steps before your donor can recommend a grant.
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 DAF Platform 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 the DAF Platform 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.
Download the steps and share with your team.
