Donor Advised Fund
Benefits
The AEF Donor
Advised Fund program was designed to enhance your options. Benefits include:
Immediate
and maximum tax benefits
Because
AEF is a public charity, contributions immediately qualify for maximum
tax benefits. (see
Tax Benefits) You can then recommend grants to charities across
the nation on your own flexible timetable.
Tax
free growth (which means more dollars for charitable purposes)
Investments
in your Donor Advised Fund grow tax free to support more giving in the
future. The AEF Donor Advised Fund lets you structure your giving over
time, enabling you to leverage the impact of your grants to worthwhile
causes.
Privacy
Charitable
giving can be quite personal. You may want buffer between yourself and
grant-seekers. AEF enables you to select recognition or privacy as desired,
(i.e., privacy in contributing assets, privacy in grant-making, and
even anonymous grant-making.)
Simple
and effective Fund management
With an
AEF Donor Advised Fund, you can eliminate the year end pressures, such
as scrambling for a place to make a tax-deductible donation or hunting
through files for charitable donation receipts. You can research charities
online, recommend grants online, track giving over time, and consolidate
your tax reporting.
Creation
of a lasting legacy of giving
You can
start small and build over time or maximize your initial contribution.
Currently, AEF has Funds that range from $10,000 to $10 million. Donors
typically establish an AEF Donor Advised Fund to act as a multigenerational
family fund for their charitable giving. For example: you can personalize
the account with a family name (e.g., “The Smith Family Fund”),
involve family members in recommending grants, and name successor advisors.
Multiple
ways to work with us
Online,
by phone, in person, by mail, by fax or through your advisor. You and
your professional advisors work directly with AEF principals.
Call Phil
Tobin, president, for more information 1-888-440-4233
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