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Independent Solutions
  
in Donor Advised Funds  
   
More than ever, clients are turning to their advisors for guidance in their philanthropic giving. Like their financial and estate plans, they expect their philanthropic plans to be insightful, integrated, flexible, and customized. Advisors that provide this capability of philanthropic planning have a considerable competitive advantage. We have designed the Professional Advisor Info Portal to assist advisors in learning more about Donor Advised Funds.

 

Professional Advisor Info Portal Log In
(scroll down for first time log in)
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User Name*

For example, Bob Smith
User name and password are case sensitive

* Professional Advisors only
Financial Advisors, Estate Planners, CPA's, Attorneys, etc.
Password* Case sensitive
Forgot your password?

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Registration: First time visitors, register here
Privacy Statement - note: We NEVER give or sell your personal info to any other company - EVER!
That User Name is already in use. Please choose another.
Name First & Last
(This will be your User Name)		 ">
For example, Bob Smith
User name and password are case sensitive
Password
Retype Password
Email Address " size="50">
Company

Phone Number
(Optional)


 

 
 

 
Home | Privacy Statement | Copyright AEF 2006 |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

info@aefonline.org
 

Charity Navigator, America’s largest independent charity evaluator, has awarded AEF its highest rating for the third 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.”