ADVISOR RESOURCES
Discover new resources
and learn next steps.
AEF has collected commonly requested materials here so that you can have the resources you need for present objectives and future growth.
CONTRIBUTE TO THE FUND
The preferred method of contributing is by cash, stock or checks, but there are other options that also ensure a seamless contribution.
MAKE A GRANT RECOMMENDATION
Donors and advisors with granting privileges can use this form to recommend a grant.
LEARN THE GUIDELINES
Know how AEF vets grants. This is crucial for your donors to know. Use this as a quick reference guide.
Assets and bequest option resources.
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, and real estate.
RETIREMENT ASSETS
It starts with a change of beneficiary form and could end in a charitable donation.
- Get a Change of Beneficiary form from the IRA, 401(k) or 403(b) administrator
- Fill it out and return it to the administrator
- Send a copy to AEF at newdaf@aefonline.org
BEQUESTS
Have your donor contact their attorney to write or amend the will or trust in question. If they need appropriate bequest or beneficiary 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
The Basics of Opening a DAF
Prior to starting a new application in Partner Gateway, use this worksheet to help you collect crucial information from your donor.
Need to Set Up Another DAF?
The Partner Gateway has you covered.
Securely establish DAFs and add to existing assets.
