How to Make a Grant Recommendation in our Granting Portal

Use our secure online tool to access your donor-advised fund.  

Granting Portal Login

A Guided Tour

AEF Granting Portal 

Use our secure online tool to access the Granting Portal and:

  • Add or manage grant recommendations 
  • View granting history and fund balance 
  • Access statements 
  • View grant letters 

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Need More Help?  

Your satisfaction is important to us. If you need assistance or have questions, please contact our Client Experience Team members Monday through Friday between 9 a.m. and 5 p.m. EST at888-440-4233. 

AEF’s Grant Recommendation Verification Process includes six simple steps to support your favorite causes and charities.  

You can expect this process to be complete in five to 10 business days, charity dependent.

Step 1: Submit a Grant Recommendation

The donor or their authorized individual submits an online grant recommendation through the online Granting Portal. 

Step 2: Due-Diligence

Once the grant recommendation is received, AEF completes a due-diligence process, which includes qualifying the charity and validating the purpose of the grant. 

Step 3: Grant Funds are Requested

Upon completion of the due-diligence process, AEF sends a letter of authorization (LOA) to transfer funds to the financial advisors designated recipient on file at AEF. 

Step 4: Grant Funds are Received

The Financial Advisor transfers the funds via ACH or wire to AEF. 

Step 5: Charities Receive the Funds

AEF will issue a grant letter to notify the charity that a grant has been paid to them.  

Step 6

Organizations benefit, change occurs, lives are enriched.