Testimonial – Johnne Syverson

"Our ensemble financial planning firm has been using AEF to host DAF’s for many of our clients since 1993.

We could not be happier with the pleasant and responsive service that we receive from the staff at AEF, and we hear the same comments about AEF from our clients.   We appreciated AEF’s willingness to work seamlessly with us to service our clients’ DAF accounts for grant making with up to date on-line capabilities.

Many clients have established shell DAFs, which will receive the remainder interest of their CRTs and CGAs at death, thus allowing the next generation to continue on with their parents’ legacy of philanthropy for future generations with sizeable sums to benefit the family’s favorite causes.  If you are an independent advisor seeking a philanthropic partner, you need look no farther than AEF."

Johnne Syverson, CFP, AEP, CAP
Syverson Strege and Company