Donor Advised Funds


Donor Advised Funds

Individuals and Families
Professional Advisors
Financial Institutions

About AEF Donor Advised Funds:
Donor Benefits
Tax Benefits

Grantmaking Basics
Why a Donor Advised Fund
How a Donor Advised Fund Works
What to Give
Investment Options
Socially Responsible Investing

Enhancing Charitable Trusts
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Program Related Investments
Success Stories
Philanthropy 101
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Private Foundation Comparison

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Individuals and Families

At AEF, we provide thoughtful and creative philanthropic management services for our Donors: corporate executives, entrepreneurs, business owners, and inheritors of wealth. These donors come from a broad geography, have interest in many charities, families are often geographically dispersed, and span generations, but they share these goals – a desire to manage their philanthropy free of any conflicts of interest or agenda, geographic, social, religious, investment, succession, etc.

We have designed AEF from the beginning to be wholly independent and flexible, with special attention to personalized service and transparency.

Our donors value this independent approach; we take the time to get to know our donors and their objectives and concerns. This allows us to build philanthropic management strategies that align with your plans now and how they change in the future.


Contact us to learn more about AEF 1-888-440-4233



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