What Is My Legacy?

You have been fortunate. You’ve enjoyed a share of success and have managed your assets well. You feel strongly that those resources, built carefully over a lifetime, could be used for a worthy purpose.

After meeting the needs of your family, you give generously to support the organizations and causes you truly believe in. But now you find yourself in a position to do something more – something of significance. You would like the satisfaction of making a lasting impact on the world. You hope to inspire successive generations to carry on your family values by continuing your legacy of giving and making a real difference in the world.

But how do you do this?

Here at AEF we have a simple, tax-smart, and meaningful way to create such an enduring legacy. An ingenious instrument, the donor advised fund, provides you with an effective means of leaving an indelible mark on your world…a way to ensure that you and your family will always be remembered.

Our experienced staff is ready to answer your questions and provide you with more detailed information about AEF’s Donor Advised Fund Program.

Let us help you achieve your charitable dreams. Call us at 1-888-440-4233 or use our contact form to learn more.


Tom Tobin

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