Easy Steps to Starting your Donor Advised Fund

 

Thanks for your interest in the American Endowment Foundation donor advised fund (DAF) program. Below, we have assembled some tools that financial advisors have found most useful in understanding, and explaining to clients how the program works.

This is a list of the major financial institutions with which AEF is affiliated.

 

Download our 1-page InfoSheet
to share with colleagues

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InfoSheet for Advisors 

Download our 1-page InfoSheet
to share with clients

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InfoSheet for Donors

The main document you will want to share with your clients is the Program Description and Applicationlogosmall.png

Procedures for Opening a New Donor Advised Fundlogosmall.png

DonorCentral LogIn Screen & DEMO Site  - Both the donor/client and the financial advisor would get their own login access.

DonorCentral GUIDED TOUR

5 Tax Saving Tips to Help your Clientslogosmall.png

What Makes AEF Unique is a one-page summary of the features that distinguish our DAF program, from those offered by financial institutions and community foundations.logosmall.png

Bernstein Global Wealth Management: Private Foundations and Donor Advised Funds Comparisonlogosmall.png

Here is a table comparing a Private Foundation versus a DAFlogosmall.png

Sample Quarterly Statement logosmall.png

AEF’s Investment Guidelineslogosmall.png

Liquidity Account Explanationlogosmall.png

Co-Founder

Tom Tobin
President/CEO
tomtobin@aefonline.org

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