Forms
Program Description - Download Here
After you have reviewed our program, you may complete your fund application online.
IRS Determination Letter for AEF (PDF)
ACH Setup Instructions
Procedures for Opening a New Donor Advised Fund
How to Make a Contribution to your Fund
AEF Donor Statement Sample
DonorCentral GUIDED TOUR
How to Transfer an Existing DAF to AEF
AEF Investment Policy Statement
Liquidity Account Explanation
Change Form
Fee Schedule
Articles of Incorporation
Letter of Good Standing
Noncash Assets Calculator
Tax Identification Number
Minimum Account Size Requirements
Grant Recommendation Form Access
Contact Change Form
