AEF is transitioning to a new donor-advised fund Platform. For dates and details, click here.

Donor-Advised Fund Insights & Resources

Expanding Philanthropy

AEF is your source for insights on donor-advised funds (DAFs). Here, you’ll find a variety of content to help guide you as you expand philanthropy. Check out some of our articles, and when you’re ready, let’s talk DAFs.

How to Engage Family

How Advisors Can Engage the Next Generation Through a DAF
Charitable Planning Conversation/Benefits of DAFs, General

The Keys To Creating A Company Giving Program
Charitable Planning Conversation/Benefits of DAFs, Choosing a DAF, Thought Leadership

When to Open Donor-Advised Funds vs. Private Foundations
Charitable Planning Conversation/Benefits of DAFs

When Clients Consider Leaving a Charitable Legacy
Charitable Planning, General

Transferring Donor-Advised Funds to AEF
Charitable Planning, Estate Planning, How to Engage Family, Thought Leadership

Create a Lasting Legacy: Fund Your Client’s Future Giving with a Legacy Fund
Charitable Planning, Estate Planning

Two Reasons Why It’s a Critical Time to Discuss Charitable Planning
General, Thought Leadership

New Study Reveals Insights into Donor-Advised Funds
Charitable Planning, General, Support & How To's

Why Some Advisors Establish Donor-Advised Funds Now and Fund Later
General, Support & How To's

5 Benefits of Charitable Lead Trusts
General, Support & How To's

6 Ways Donors Without Children Use Donor-Advised Funds
Charitable Planning, General, Support & How To's

5 Steps for Incorporating Charitable Planning Into Your Practice
Charitable Planning Conversation/Benefits of DAFs, Thought Leadership

10 Tips for Engaging Seniors in Charitable Planning
Charitable Planning, Support & How To's

10 Tips for Engaging Non-charitable Clients
Charitable Planning, General, Support & How To's

10 Tips for Empowering Corporate Philanthropy
General, Support & How To's

5 Rationales for Financial Advisor Management of Donor-Advised Fund Assets
Charitable Planning, General

10 Benefits of Having Charitable Planning Conversations With Clients
Thought Leadership

The American Endowment Foundation Announces Ron Ransom as New CEO