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About AEF
American
Endowment Foundation (AEF) is an IRS-recognized, 501(c)(3) public charity
serving a national constituency.
Our sole
business is Donor Advised Fund administration. This involves compliance
monitoring, state and federal filings, charity review, and grant disbursements
- all in accordance with IRS guidelines.
Our
Founding Principles
Independence
-
AEF
is not affiliated with financial institutions.
-
AEF
accrues no benefit from brokerage services, commissions, finder
fees, or product sales.
-
AEF
does not sell financial products or service.
Flexibility
AEF offers flexible options in the types of assets donors
can contribute, investments donors can recommend, and the range
of charities that donors can support.
|
Phil
Tobin
President |
Efficiency
AEF maximizes funds available for grantmaking by minimizing
fees and expenses.
Charity
Navigator, America’s largest independent charity evaluator,
has awarded AEF its highest rating for the fourth consecutive year.
According to their report, AEF “…demonstrated exceptional
financial management, outperforming most of its peers in its efforts
to allocate and grow its finances in the most responsible way possible.”
Permanence
AEF encourages donor family involvement over successive generations.
Our
Vision
- A
trusted leader: Promoting the highest values, principals, and
practices to ensure accountability, objectivity and effectiveness in
philanthropy.
- A
valued resource: Supporting learning, open dialogue, and information
exchange about Donor Advised Funds and philanthropy.
- A
respectful partner: Collaborating with a network of donors,
professional advisors and other organizations to promote responsible
and effective philanthropy.
AEF
Today
We are pleased to report that AEF celebrated its 15th anniversary
in 2008.
- In 2007,
AEF accepted $43 million in new contributions to Donor Advised Funds.
- Total
assets in AEF Donor Advised Funds now exceed $155 million.
- Donors
recommended $20 million in grants in 2007 .
Board
of Directors
Questions?
Need Help?
Call us at
1-888-440-4233 or click here
to email
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