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donor advised funds


Forms

The various forms and documents you need to establish and administer the American Endowment Foundation's Donor Advised Fund are available online for your convenience.

You must have Adobe Acrobat Reader to view the information. Please note that the forms cannot be filled out online. You will need to print the form, then follow the mailing or fax instructions indicated on the form. Please contact us at 1-888-440-4233 or by e-mail at donorsupport@AEFonline.org if you need additional assistance, or would like the print version of any of these documents mailed to you.

Instructions for Viewing, Downloading and Printing a PDF Document

To view, download, or print a PDF document, you must have Adobe Acrobat Reader version 3.01 or later installed on your computer. To print a PDF document, you need a printer with graphics capabilities. Instructions for obtaining the free Acrobat Reader software are available on the Adobe Acrobat Reader site.

How to use Adobe Acrobat Reader

To view a PDF file in your web browser’s window, click on the links to the PDF file above. Depending on how your browser is configured, you may not be able to view the PDF file right away when you click on the link. If you get a dialog box:

  • Click on the "Save" option.
  • Designate where on your hard drive you want to save the PDF file and note the file name.
  • To open the file after you’ve saved it, locate the PDF file in your computer’s directory and double-click on it.

To save a PDF file to your computer:

  • Click on the link to the PDF file using your right mouse button (for Windows systems) or click and hold (for Macintosh systems).
  • Choose the "Save As," "Save Target As," or "Save Link As" menu item from the drop-down menu.
  • Designate where on your hard drive you want to save the PDF file and note the file name.
    To open the file after you’ve saved it, locate the PDF file in your computer’s directory and double-click on it.
  • To print a PDF file, click on the Printer icon on the Acrobat Reader toolbar while the file is open.


 

 

 

donor advised funds

 

Home | Privacy Statement | Copyright AEF 2007 |All rights reserved

 

American Endowment Foundation
A National, Independent, Donor Advised Fund Program

1521 Georgetown Road, Suite 104
P.O. Box 911
Hudson, OH 44236-5911
1-330-655-7552 | 1-888-440-4233

 

Charity navigator

Charity Navigator, America’s largest independent charity evaluator, has awarded AEF its highest rating for the fifth consecutive year. According to their report, AEF “…demonstrated exceptional financial management, outperforming most of its peers in its efforts to allocate and grow its finances in the most responsible way possible.”