Thanks for your interest in the American Endowment Foundation donor advised fund (DAF) program. Below, we have assembled some tools that financial advisors have found most useful in understanding, and explaining to clients how the program works.

Download our 1-page summary
to share with colleagues

Summary for Advisors

Download our 1-page summary
to share with clients

Summary for Donors

The main document you will want to share with your clients is the Program Description and Sample Application

After you review our program and example application, you can complete your fund application online.

Procedures for Opening a New Donor Advised Fund

5 Tax Saving Tips to Help your Clients

What Makes AEF Unique is a one-page summary of the features that distinguish our DAF program, from those offered by financial institutions and community foundations.

Here is a table comparing a Private Foundation versus a DAF

Sample Quarterly Statement

AEF Investment Policy Statement

Liquidity Account Explanation