Forms

  Program Description and Sample Application - Download Here

After you have reviewed our program and the example application, 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