AEF has transitioned to a new donor-advised fund platform. To learn more, click here.

Advisor Resources

Other Giving Vehicles Compared to a Donor-Advised Fund

Private Foundations

Charitable Trusts

Practice Management

Choosing a Donor-Advised Fund

Charitable Planning Conversation

Application Worksheet

Tax Considerations Compared to a Donor-Advised Fund

Tax Savings

Estate Planning with Donor-Advised Funds

Bequests

Estate Planning

Advanced Planning with Donor-Advised Funds

Real Estate

Life Insurance

Selling a Business

Roth IRA Conversion

Closely Held Shares