Please watch the videos below for guidance and explanation before you start your donor advised fund application:
How to Complete the Donor Advised Fund Application
AEF Online Application Process Step-by-Step Tour
Additional details are available here concerning the Fund Application Process.
If you are a Financial Professional starting the application for your client, please click the button below-
If you are a Donor looking to create an application without a Financial Professional, please contact us at 1-888-503-3674.