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America’s Independent Donor Advised Fund

A Legacy of Service and Innovation

Now in our 25th year and with over $2 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 Address
5700 Darrow Road, Ste. 118 
Hudson, OH 44236

Our Latest Article

Business Sales Are Booming ... is Legacy Building Next?

By Eric Kinaitis

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Important Dates

2018 Deadlines

Mark your calendar
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About AEF

We put our independence and integrity to work for you.

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Our Staff

The experience and skill of our dedicated staff 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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Business Sales Are Booming ... is Legacy Building Next?

Submitted by American Endowment Foundation on November 19th, 2018

By Eric Kinaitis

Tags:
  • legacy
  • Read more

IRA Charitable Rollover : Putting an IRA Required Minimum Distribution to Good Use

Submitted by American Endowment Foundation on November 12th, 2018

By Eric Kinaitis

An IRA charitable rollover (also known as a Qualified Charitable Distribution {QCD}) is a means by which a gift to charity can be made from a traditional IRA. That gift does not count as taxable income to the IRA holder( provided they made the gift in the same year) and does count toward their annual Required Minimum Distribution (RMD.)

Tags:
  • ira charitable rollover
  • qcd
  • qualified charitable distribution
  • required minimum distribution
  • rmd
  • Read more

The Voice of the Advisor: 2018 & Year-End Charitable Giving

Submitted by American Endowment Foundation on November 5th, 2018

By Ken Nopar

Tags:
  • charitable giving
  • Read more

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