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EOY Grant Recommendations

December 21, 2022

Wednesday, December 21, is the last day to make a grant recommendation.

New DAFs with Investment Accounts

December 16, 2022

Friday, December 16, is the last day to open a DAF with an investment account. After this time, AEF can still accept cash gifts.

Gifts of Alternative Assets — Please call 1-888-440-4233

 

2022 submission deadline information

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America’s Independent Donor Advised Fund

A Legacy of Service and Innovation

Now in our 29th year and with nearly $7 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?

 

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How We Serve Advisors

 

Our Latest Article

Charitable Planning Discussions

by Ken Nopar, VP-Senior Philanthropic Advisor

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Ebook

Giving While Living

Learn more about the crossroads of retirement planning and charitable giving.
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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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Stay up to date with our latest guidance and insights.

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20 Charitable Planning Questions Clients Can Ask Over the Holidays in 2022

Submitted by American Endowment Foundation on November 14th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

This column originally appeared in ThinkAdvisor.

Tags:
  • charitable planning
  • Read more

Giving Info That Advisors Can Share with their Clients

Submitted by American Endowment Foundation on November 7th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

  • Read more

How to Have the Charitable Conversation With Clients Who Are Not Philanthropic

Submitted by American Endowment Foundation on October 24th, 2022

By Ken Nopar, VP-Senior Philanthropic Advisor

Tags:
  • client relations
  • HNW
  • Read more

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Phone: 1-888-440-4233
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