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AEF Has Transitioned to a Fully Remote Workforce Due to the COVID-19 Pandemic

On Monday, March 23rd, our AEF team will continue to serve you to as a remote workforce

AEF is here with you during this time. 

Learn More Here

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

Bad Markets, Recessions & Donor Advised Funds

By Ken Nopar, Senior Philanthropic Advisor

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Important Message

Our AEF Team Will Continue to Serve You

Effective March 23rd,  AEF has transitioned to a fully remote workforce.
Click here for details

 

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.

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.

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Bad Markets, Recessions & Donor Advised Funds

Submitted by American Endowment Foundation on March 30th, 2020

By Ken Nopar, Senior Philanthropic Advisor

Tags:
  • bad market
  • down market
  • recession
  • Read more

What Does Your Client Want to Do in Retirement?

Submitted by American Endowment Foundation on March 23rd, 2020

 

By Eric Kinaitis

As a trusted advisor to your clients, you are likely heavily involved in helping them think and plan about the financial matters that will provide them with a nest egg to support them in their retirement years.

Tags:
  • retirement planning
  • Read more

What Does Independence Mean?

Submitted by American Endowment Foundation on March 16th, 2020

At American Endowment Foundation, we take pride in our independence. However, we realize that there are other donor advised fund (DAF) administrators who make similar claims.

What does independence mean? For those who see such claims of independence, we encourage the following items to consider regarding how independent the DAF provider is:

Tags:
  • independence
  • Read more

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