Whitepapers & Information for Advisors

5 Tax Savings Tips for your Clientslogosmall.png

InfoSheet: A Summary on Donor Advised Fundslogosmall.png 

A Comparison of Private Foundations vs. a Donor Advised Fundlogosmall.png

Bernstein Analysis: Private Foundations and Donor Advised Funds Comparisonlogosmall.png

Enhancing Charitable Trusts with Donor Advised Funds

Trapped Wealth: Unlocking the Value of Closely Held Wealth for Charitable Good Through Donor Advised Funds logosmall.png


Whitepapers & Information for Donors

A Donor's Guide to Givinglogosmall.png

InfoSheet: A Summary on Donor Advised Fundslogosmall.png

What Makes AEF Unique for Donorslogosmall.png

The ABCs of a DAF: A Guide to Choosing the Right Donor Advised Fund for Youlogosmall.png


Articles & Interviews

" Building a Charitable Legacy Through a Business Sale" - Article in Crain's Cleveland Business, Jan. 18, 2016logosmall.png

Video interview with Pershing Advisor Solutions CEO Mark Tibergien speaking about the value of charitable planning - InvestmentNews, June 4, 2015

" How to Select the Most Appropriate Donor-Advised Fund: Eight Factors to Consider" - Article on, Feb. 13, 2015

" The Power of Charity in Succession Planning"- Article in Crain's Cleveland Business, Jan. 19-25, 2015 logosmall.png

"Donor Advised Funds Top Choice for Charitable Giving" - Article on, Nov. 25, 2014

" Bringing Fluidity to Illiquid Assets"- Article in Private Asset Management, AUG 2014, Page 15logosmall.png

" A Symbiotic Relationship: Balancing the Use of Private Foundations with Donor Advised Funds"- Article in Trusts & Estates, APRIL 2011logosmall.png

" Establishing a Family Philanthropy Program" - Article on, Oct. 8, 2014

"6 Reasons Advisors Can’t Afford to Ignore Clients’ Philanthropy" - Article on, Sept. 15, 2014

"Noncash Donations? How to Help Clients" - Article on, Sept. 19, 2014

"Give to Charity Like Bill Gates . . . But Without Being Bill Gates" - Article in TIME, Oct. 14, 2014

"Does Your Client Need a Private Foundation?" - Article on, Nov.11, 2014


Press Releases

Veteran Financial Advisor Joins American Endowment Foundation

Largest Independent Donor Advised Fund Sets Record Growth in 2014

The Top Causes that People Love: A Snapshot of Charitable Giving in the USA



Brochure: AEF Program Description & Applicationlogosmall.png

Grant Recommendation Formlogosmall.png

IRS Determination Letterlogosmall.png

Procedures for Opening a New Donor Advised Fundlogosmall.png

AEF Investment Guidelineslogosmall.png

Liquidity Account Explanationlogosmall.png

AEF 2014 Audited Financialslogosmall.png

AEF 2014 Form 990 Public Inspection Copylogosmall.png



A Recorded Webinar: " Building Blocks to Successful Estate Planning"youtube small.png

A Recorded Webinar: " Program Related Investments: Turning Charitable Investments into Social Impact Through Donor Advised Funds "youtube small.png

A Recorded Webinar: " Bringing Fluidity to Illiquid Assets "youtube small.png


Radio Interview

 Interview of Phil Tobin of AEF ( by Moe Ansari of Market Wrap with Moe (

Interview of Phil Tobin of AEF ( by Chris Boyd of "Something More", WXTK 95FM)





Tom Tobin

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