Skip to main content

Fund Transfer Process | Grant Making  | Getting Started  |  Brochure  |  Forms  | FAQ  |  In The News

  • Phone: 1-888-440-4233
  • Fax: 330-656-2063
  • Access My Fund Login
  • Home
  • About AEF 
    • Vision, Mission & Values
    • Policy Statements
    • Our Staff
    • Careers
    • Board of Directors
    • Council of Advisors
    • Getting Started
  • Donors 
    • What is a Donor Advised Fund?
    • Library for Donors
    • Sign Up for Guidance for Good
    • Understanding the Granting Process for Donors
    • How to Make Grants
  • Trusted Advisors
  • Thought Leadership 
    • Real Estate
    • Retirement Planning
    • Choosing a Donor Advised Fund
    • IRA Charitable Rollover
    • Scholarships
    • Life Insurance
    • Building your Financial Practice
    • Bequests
    • Private Foundations
    • Charitable Planning Conversation
    • Charitable Trusts
    • Closely-Held Shares
    • Tax Savings
    • Roth IRA Conversion
    • Estate Planning
    • Selling a Business?
    • Agriculture
    • Forced Capital Gains
    • Donors: Advice for Giving
  • Videos
  • Access My Fund Login
  • Contact

 

    You are here

  1. Home
  2. Fund Transfer Process for Financial Advisors

Fund Transfer Process for Financial Advisors

The letter of authorization fund transfer process is detailed below. If you have questions about the process or your Liquidity Account, don't hesitate to contact us at 1-888-440-4233.

 

Fund Transfer Process

Custom:footer-contact Details

Office Location

5700 Darrow Road Ste. 118,
Hudson, Ohio 44236

Get Directions

Phone: 1-888-440-4233
Fax: 330-656-2063

© 2019 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals