Johnne Syverson, CFP (Syverson Strege & Company, Des Moines, Iowa)

It becomes important for financial advisors to have available an independent outlet for donor advised funds - one that our clients can use to direct their investments in the fund and one in which the financial advisor can stay involved. One of the very few donor advised fund sponsors we have found that is truly independent as a public charity and is not in the investment sales business is American Endowment Foundation.


Tom Tobin

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