AEF is transitioning to a new donor-advised fund Platform. For dates and details, click here.

AEF Insights Blog

Where Advisors Can Stay Informed

Every week, get the latest in best practices and strategies on how donor advised funds can solve a variety of tax & financial planning concerns.

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Tax Savings

Tax Time Tips: Advisors Should Remind Accountants That They Can Establish DAF Accounts for Clients
Tax Savings

Tax Savings
Tax Savings

Income Tax Deductions Through Donor-Advised Funds
Estate Planning, Tax Savings

Avoid Estate Taxes
Tax Savings

Avoid the Double Tax Receipt
Tax Savings

5 Primary Tax Benefits to Donors
Charitable Planning, Tax Savings

Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund
Tax Savings

Reduce Capital Gains Tax
Tax Savings

The Importance of the Right Paperwork at the Right Time