Donor Advised Funds
Individuals and Families
Professional Advisors
Financial Institutions
About AEF Donor Advised Funds:
Donor Benefits
Tax Benefits
Grantmaking Basics
Why a Donor Advised Fund
How a Donor Advised Fund Works
What to Give
Investment Options
Socially Responsible Investing
Privacy
Grant-making
Solutions
Strategies
Enhancing Charitable Trusts
Terminating Charitable Trusts
Program Related Investments
Bequests
Success Stories
Philanthropy 101
Private Foundation
Private Foundation Comparison
In the News
About AEF
Independence
In the News
Charity Navigator Letter
Research a Charity
FAQ
Testimonials
Resources
Contact us
|
About AEF
American
Endowment Foundation (AEF) is an IRS-recognized, 501(c)(3) public charity
serving a national constituency.
Our sole
business is Donor Advised Fund administration. This involves compliance
monitoring, state and federal filings, charity review, and grant disbursements
- all in accordance with IRS guidelines.
Our
Founding Principles
Independence
-
AEF
is not affiliated with financial institutions.
-
AEF
accrues no benefit from brokerage services, commissions, finder
fees, or product sales.
-
AEF
does not sell financial products or service.
Flexibility
AEF offers flexible options in the types of assets donors
can contribute, investments donors can recommend, and the range
of charities that donors can support.
|
Phil
Tobin
Chairman |
Efficiency
AEF maximizes funds available for grantmaking by minimizing
fees and expenses.
Charity
Navigator, America’s largest independent charity evaluator,
has awarded AEF its highest rating for the eighth consecutive year.
According to their report, AEF “…demonstrated exceptional
financial management, outperforming most of its peers in its efforts
to allocate and grow its finances in the most responsible way possible.”
Permanence
AEF encourages donor family involvement over successive generations.
Our
Vision
- A
trusted leader: Promoting the highest values, principals, and
practices to ensure accountability, objectivity and effectiveness in
philanthropy.
- A
valued resource: Supporting learning, open dialogue, and information
exchange about Donor Advised Funds and philanthropy.
- A
respectful partner: Collaborating with a network of donors,
professional advisors and other organizations to promote responsible
and effective philanthropy.
AEF
Today
We are pleased to report that AEF celebrated its 20th anniversary
in 2013.
- In
2012, AEF accepted $127 million in new contributions to Donor Advised
Funds.
- Total
assets under administration now exceed $329 million.
- Donors
recommended $44 million in grants in 2012.
AEF's
2012 Audited Financial Statements
AEF's 2012 990
Key
personnel
Call us at
1-888-440-4233 or click here
to email
|
|