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America’s Independent Donor Advised Fund

A Legacy of Service and Innovation

Now in our 27th year and with over $3.4 billion in assets, American Endowment Foundation (AEF) is the nation's largest independent sponsor of donor advised funds.

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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.

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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.

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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.

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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

 

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How We Serve Donors

 

What is a Donor Advised Fund?

 

Latest Articles

 

 

How We Serve Advisors

 

Our Latest Article

Capital Gains Tax: How to Trim the Tax Bite

 

By Eric Kinaitis

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Year-End Deadlines

2020 Deadlines for Fund Applications & Grants

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About AEF

We put our independence and integrity to work for you.

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Our Team

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

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Getting Started

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

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Thought

Leadership

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

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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.

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Blog

Stay up to date with our latest guidance and insights.

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Capital Gains Tax: How to Trim the Tax Bite

Submitted by American Endowment Foundation on September 28th, 2020

 

By Eric Kinaitis

Tags:
  • capital gains tax
  • Read more

Helping Build Someone Else's Future: Creating your Own Scholarship Program

Submitted by American Endowment Foundation on September 21st, 2020

By Eric Kinaitis   

  • Read more

Alternative Minimum Tax & Donor Advised Funds

Submitted by American Endowment Foundation on September 14th, 2020

 

By Eric Kinaitis

Tags:
  • amt
  • Read more

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