Thanks for your interest in the American Endowment Foundation donor advised fund (DAF) program. Below, we have assembled some tools that financial advisors have found most useful in understanding, and explaining to clients how the program works.
The main document you will want to share with your clients is the Program Description and Sample Application
After you review our program and example application, you can complete your fund application online.
Procedures for Opening a New Donor Advised Fund
5 Tax Saving Tips to Help your Clients
Here is a table comparing a Private Foundation versus a DAF