James R. Mathis, CFWC (Family Wealth Counselors of Texas, Waco, Texas)

When Pat and I established our Donor Advised Fund with AEF in 1998, our purpose was to make current gifts to the charities we support and to create an entity that would be the future recipient of our charitable remainder trust, as well as the vehicle to receive our “social capital” under our estate plan. We were impressed with the benefits and flexibility of working with AEF. We can be the advisors to the Mathis Family Charitable Fund for our lifetime and have the option to appoint successor advisors in the future.


Tom Tobin

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