Skip to main content

Fund Transfer Process | Grant Making  | Getting Started  |  Brochure  |  Forms  | FAQ  |  In The News

  • Phone: 1-888-402-9179
  • Fax: 330-656-2063
  • Access My Fund Login
  • Home
  • About AEF 
    • Vision, Mission & Values
    • Policy Statements
    • Our Staff
    • Careers
    • Board of Directors
    • Council of Advisors
    • Getting Started
  • Donors 
    • What is a Donor Advised Fund?
    • Library for Donors
    • Sign Up for Guidance for Good
    • Understanding the Granting Process for Donors
    • How to Make Grants
  • Trusted Advisors
  • Thought Leadership 
    • Real Estate
    • Retirement Planning
    • Choosing a Donor Advised Fund
    • IRA Charitable Rollover
    • Scholarships
    • Life Insurance
    • Building your Financial Practice
    • Bequests
    • Private Foundations
    • Charitable Planning Conversation
    • Charitable Trusts
    • Closely-Held Shares
    • Tax Savings
    • Roth IRA Conversion
    • Estate Planning
    • Selling a Business?
    • Agriculture
    • Forced Capital Gains
    • Donors: Advice for Giving
  • Videos
  • Access My Fund Login
  • Contact

  1.  

  2.  

  3.  

  4.  

  5.  

America’s Independent Donor Advised Fund

A Legacy of Service and Innovation

Now in our 26th year and with over $2.7 billion in assets, American Endowment Foundation (AEF) is the nation's largest independent sponsor of donor advised funds.

Contact Us

Helping Donors Build Legacies

Powering Your Charitable Wishes

Our primary goal is championing the charitable interests of each individual donor. Whether it's achieving your immediate charitable goals or building a legacy that can span generations, we are here to help.

Learn More

Why Trusted Advisors Choose Us

An Alliance of Charitable Giving & Intelligent Planning

Unlike most other sponsors of donor advised funds, we are wholly independent. We offer a neutral platform for investment flexibility and grant making. Our independence allows advisors to provide management of their clients' charitable assets.

Learn More

Industry Leading Innovation

The Authority on Best Practices & Guidance

We provide strategies and expertise on the numerous ways that donor advised funds can be used as a tax saving and financial planning tool. Signup for our weekly e-newsletter.

Register for AEF Insights

Tax Saving Power

Five Ways to Reduce your Taxes

Regardless of the specific circumstances, a donor advised fund can be a powerful tool for tax reduction.

Learn How to Save

 

Previous

 

Next

How We Serve Donors

 

What is a Donor Advised Fund?

 

Latest Articles

 

 

How We Serve Advisors

 

Our Latest Article

Giving a 2nd Life to Life Insurance

 

By Eric Kinaitis

Read More

Learn About Us

Mission & Values

Learn how our values help serve you and your giving.
Click Here

 

About AEF

We put our independence and integrity to work for you.

More

Our Staff

The experience and skill of our dedicated staff help donors & advisors manage their charitable efforts.

More

Getting Started

Step-by-step instructions on how to open your donor advised fund.

More

Thought

Leadership

Learn from our industry-leading expertise, case studies, Ebooks and more on how donor advised funds can be used.

View Entire Library
 

Agriculture

Use agricultural commodities such as grain and livestock to help donors implement their charitable wishes.

 

Bequests

Learn how bequests can be implemented with a donor advised fund.

 

Building your Financial Practice

Learn how charitable planning and donor advised funds can retain and grow assets.

 

Charitable Planning Conversation

Learn more about who to talk to and what to ask.

 

Charitable Trusts

Donor advised funds and charitable trusts can work together in innovative ways.

 

Choosing a Donor Advised Fund

Learn the 7 questions on how best to determine the right donor advised fund for your interests.

 

Closely-Held Shares

Using S-corp, C-corp, limited partnership and LLC shares can be difficult to use for charitable giving. A donor advised fund can help.

 

Donors: Advice for Giving

At AEF, we want all donors to make the strongest impact they can for the charitable causes that are important to them.

 

Estate Planning

A donor advised fund can play an integral role in the estate planning process.

 

Forced Capital Gains

Mergers & acquisitions can cause a forced capital gains tax bite. A gift to a donor advised fund can solve the tax pain.

 

IRA Charitable Rollover

Learn the two ways that required minimum distributions can be used for charitable giving.

 

Life Insurance

Learn about the four ways that life insurance can be used for charity.

 

Private Foundations

Want to start a private foundation? Learn six issues that need consideration.

 

Real Estate

Use real estate to make a charitable gift. A donor advised fund can help.

 

Retirement Planning

Strategies & ideas on how to “give while you live” in retirement. A donor advised fund can help.

 

Roth IRA Conversion

Learn how a companion donor advised fund can use a Roth IRA conversion for charitable giving.

 

Scholarships

Create a scholarship through a donor advised fund.

 

Selling a Business?

Charitable planning and donor advised funds are an overlooked tool in helping a business owner lessen taxes when selling their business.

 

Tax Savings

Donor advised funds are a powerful tax saving tools.

Want To Learn More?
Do You Have Questions That Need Answers?


Contact Us

Home

Meet Our Team

View All Team Members
 

Executive Team

 
 

Development Team

 
 

Fund Administration

 
 

Grant Administration

 
 

Investments

 
 

Financial Operations

 
 

Donor Services

 

Latest News

Blog

Stay up to date with our latest guidance and insights.

View All Blog Posts

Giving a 2nd Life to Life Insurance

Submitted by American Endowment Foundation on June 17th, 2019

 

By Eric Kinaitis

  • Read more

The Growth of Side-Car DAF Accounts

Submitted by American Endowment Foundation on June 10th, 2019

By Ken Nopar

In recent months and years, there have been many articles about the rapid growth of donor advised funds, or DAFs, in both the mainstream press and publications for professional advisors. Especially since the passage of the new tax law at the end of 2017, advisors have encouraged their clients to “bunch” their charitable donations into DAF accounts.

Tags:
  • donor advised funds
  • private foundations
  • Read more

Roth IRA : Tax-Free Conversions Through a Donor Advised Fund

Submitted by American Endowment Foundation on June 3rd, 2019

 

By Eric Kinaitis

Tags:
  • roth ira
  • Read more

Custom:footer-contact Details

Office Location

5700 Darrow Road Ste. 118,
Hudson, Ohio 44236

Get Directions

Phone: 1-888-402-9179
Fax: 330-656-2063

© 2019 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals