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Privacy

Although most donors opt for full recognition, you may want a greater degree of privacy in your charitable giving. Charitable giving can be quite personal.

Points to consider:

Contribution privacy: donors sometimes want a higher degree of privacy in contributing assets.

For example - an active member in a community may want greater privacy in his/her contributions than can be provided by a community foundation run by his/her peers.

Investment privacy: donors may want privacy in the investments in their Fund.

Grant-making privacy:

• Donors may be concerned about being inundated with unsolicited grant requests.
• Donors may want to avoid future grantmaking pressures or hurt feelings.
• Donors may not want to be "lobbied" for pet projects.
• Donors may want absolute anonymity to protect a child from special attention.

Privacy on your own terms
At AEF, we consider customer privacy to be a fundamental priority of our client relationships. We are committed to maintaining the confidentiality, integrity, and security of our donor's personal information. Donor's can opt for full recognition, partial recognition (Fund name only or Fund Name and contact info), or full anonymity. Donors can choose to maintain a level of privacy or change this on a case-by-case basis.

Our promise to you
For donors that have unique philanthropic needs, AEF's independence provides a neutral platform free of outside influences. AEF has no hidden or unspoken agenda. (Programmatic, social, religious, investment, geographical, or succession)

Link to a comparison in Private Foundation

Note: In contrast, private foundations provide little confidentiality and no anonymity. With the advent of the Internet, information is more available than ever. Today, anyone with a computer can access Guidestar (www.guidestar.org) to gain information on any private foundation. Since all of the information is pulled from a foundation’s 990-PF (or in some instances the actual scanned 990-PF is available), anyone can see the asset balance, the directors, contact information, administrative fees paid, every grant that is made (organization name and amount), and investment management fees (holdings are sometimes included).