Donor Advised Funds

 


Donor Advised Funds

Individuals and Families
Professional Advisors
Financial Institutions

About AEF Donor Advised Funds:
Donor Benefits
Tax Benefits

Grantmaking Basics
Why a Donor Advised Fund
How a Donor Advised Fund Works
What to Give
Investment Options
Socially Responsible Investing
Privacy
Grant-making
Solutions

Strategies
Enhancing Charitable Trusts
Terminating Charitable Trusts

Program Related Investments
Bequests
Success Stories
Philanthropy 101
Private Foundation
Private Foundation Comparison

In the News
About AEF
Independence
In the News
Charity Navigator Letter
Research a Charity
FAQ
Testimonials
Resources
Contact us



 

 

 


 

Sharia Compliant Donor Advised Fund

American Endowment Foundation enables investments in a Fund that are compliant with Islamic principles, or sharia. Generally, these principles require that investors avoid interest (riba) and investments in businesses such as liquor, pornography, gambling, and banks. A Fund can avoid bonds and other fixed-income securities, as well.

AEF Donor Advised Funds offer donors flexible investment options to help each donor meet his or her unique philanthropic objectives.

  • Separately Managed Accounts: At AEF, each Fund is segregated and separately managed. AEF does not pool or commingle investments.
    • Transparency. At AEF, you know which securities are held in your Fund's portfolio.
    • Customization. You and your advisor can recommend a tailored investment program for your Donor Advised Fund.
  • Investments: Your Fund may invest in a broad range of securities, including stocks, bonds, and mutual funds. Contributed assets can also be held in-kind.
  • Investment Management: AEF gives donors the ability to maintain a relationship with an existing financial advisor. The recommended advisor can provide the Fund an investment approach that is balanced and customized.
  • Custody Flexibility: You or your advisor can recommend where investments are custodied.

 

For more information contact us at 1-888-440-4233

 

Testimonial

“My first step was to find the right strategic partner and charitable platform. With their unique structure and flexibility, they helped us design a program that works with Sharia Compliant investments here at Amana Funds. AEF consulted with me throughout the planning process, and their expertise and personal service was truly exceptional.”

Monem Salam
Saturna Capital

 

 



 

Copyright AEF all rights reserved | Privacy | Site Map | Donor Advised Funds