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America’s Independent Donor Advised Fund

A Legacy of Service and Innovation

Now in our 28th 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.

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How We Serve Donors

 

What is a Donor Advised Fund?

 

Latest Articles

 

 

How We Serve Advisors

 

Our Latest Article

Why Clients Decide to Donate Publicly or Anonymously

Editor Note: This article is a complementary viewpoint to a past AEF Insights article on anonymous giving.

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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Blog

Stay up to date with our latest guidance and insights.

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Why Clients Decide to Donate Publicly or Anonymously

Submitted by American Endowment Foundation on January 11th, 2021

Editor Note: This article is a complementary viewpoint to a past AEF Insights article on anonymous giving.

By Ken Nopar, VP-Senior Philanthropic Advisor

  • Read more

Better Than Bequests: Using a Donor Advised Fund

Submitted by American Endowment Foundation on January 4th, 2021

 

By Eric Kinaitis

For many people, the thought of what to give often is synonymous with the concept of bequests. Someone not providing assets to charity until after their death is certainly pragmatic, since those assets would no longer be needed to support the donor’s living expenses.

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Our Top 10 Articles of 2020

Submitted by American Endowment Foundation on December 28th, 2020

By Eric Kinaitis

Every week, we appreciate that thousands of readers take time to open our weekly edition of AEF Insights and take part in learning how a donor advised fund can be a solution for a variety of financial management & tax planning concerns.

Enjoy our 10 most read AEF Insights blog articles from 2020:

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