Donor Advised Funds
Individuals and Families
About AEF Donor Advised Funds:
Why a Donor Advised Fund
How a Donor Advised Fund Works
What to Give
Socially Responsible Investing
Enhancing Charitable Trusts
Terminating Charitable Trusts
Program Related Investments
Private Foundation Comparison
In the News
In the News
Charity Navigator Letter
Research a Charity
Endowment Foundation (AEF) is an IRS-recognized, 501(c)(3) public charity
serving a national constituency.
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.
is not affiliated with financial institutions.
accrues no benefit from brokerage services, commissions, finder
fees, or product sales.
does not sell financial products or service.
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.
AEF maximizes funds available for grantmaking by minimizing
fees and expenses.
Navigator, America’s largest independent charity evaluator,
has awarded AEF its highest rating for the eighth 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.”
AEF encourages donor family involvement over successive generations.
trusted leader: Promoting the highest values, principals, and
practices to ensure accountability, objectivity and effectiveness in
valued resource: Supporting learning, open dialogue, and information
exchange about Donor Advised Funds and philanthropy.
respectful partner: Collaborating with a network of donors,
professional advisors and other organizations to promote responsible
and effective philanthropy.
We are pleased to report that AEF celebrated its 20th anniversary
2012, AEF accepted $127 million in new contributions to Donor Advised
assets under administration now exceed $329 million.
recommended $44 million in grants in 2012.
2012 Audited Financial Statements
AEF's 2012 990
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