The AEF Difference
AEF has expanded philanthropy for over 30 years by partnering with firms and financial advisors in the financial services industry. This has enabled more donors to create a significant charitable impact.
Why AEF?
Our approach centers on flexibility, for both our financial advisors and donors. This offers financial advisors broad investment options and donors flexible grant recommendations to align with diverse charitable giving strategies.
As leaders in the industry, we provide awareness and education related to donor-advised funds. Together, we enable donors to make a meaningful impact.
Here’s what you can expect with AEF.
Financial Advisor Centric
We realize the importance of client relationships. That is why our partnership with you and our donors is the focus of everything we do.
AEF looks to you, the financial advisor, to determine where our gifted assets are custodied and how they are managed. Financial advisors manage assets at all giving levels.
Let’s make a significant impact together.
Philanthropic Partner
As your trusted partner, AEF meets our firms, financial advisors and donors where they are to guide them on their philanthropic journey.
We prioritize a best-in-class experience through technology, innovation, and a people-driven culture to enhance your charitable giving.
Industry Thought Leaders
Our team of seasoned industry professionals provide awareness and education related to donor-advised funds as a giving vehicle.
AEF also curates and shares the latest ideas and concepts to ensure we are helping to expand philanthropy.
Investment Flexibility
AEF’s Investment Policy Statement provides flexibility for financial advisors to administer fund assets, allowing financial advisors to complement donors’ charitable giving strategies.
Grant Flexibility
AEF is an unbiased administrator and does not prohibit grants based on geographic, religious, or other categories. AEF’s donors can recommend grants to IRS-qualified public charities.
Focused on Impact
Donor-advised funds are the most popular and fastest growing charitable giving vehicle in the country. They allow financial advisors and donors to be strategic about philanthropy by donating and recommending investments and grants to create a significant charitable impact.
At AEF, we are committed to providing a best-in-class experience. AEF solely focuses on the administration of donor-advised funds.
Our independence allows us to be free from:
- Accruing any benefit from brokerage services or product sales
- Charging commissions or finder fees
- Selling proprietary financial products or services
- Providing financial, tax or legal advice
- Recommending or limiting donors’ grant to specific charities
Ready to get started with donor-advised funds?
Click below to read donor-advised fund FAQs and an overview of the process.