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
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Contact us
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Professional Advisors
The professional advisor plays a singularly important role in helping the client create and realize a personal philanthropic vision.
Watch a 3 minute video overview Click Here!
AEF has investment accounts with over a hundred institutions throughout the country, including:
- American Funds
- Ameriprise
- Bank of America
- Bernstein Global Wealth Management
- Cambridge Investment Research
- Commerce Trust Co.
- Commonwealth Financial Network
- Dimensional Funds Advisors
- Edward Jones
- Fidelity Investments
- Goldman Sachs
- Financial Network Investment Corp
- The Hartford Mutual Funds
- Lincoln Financial Advisors
- Lockwood
- LPL Financial Services
- Manning & Napier
- Merrill Lynch
- Morgan Keegan & Co.
- Morgan Stanley Smith Barney
- National Advisors Trust
- Pershing LLC
- Raymond James
- RBC Wealth Management
- Regions Morgan Keegan Trust
- Schwab
- Scottrade
- Shareholders Service Group
- SEI Investments
- TD Ameritrade
- Thomas Weisel Partners
- UBS Wealth Management
- Vanguard
- Waddell & Reed
- Wells Fargo Investments
- William Blair & Co.
Whether you have an experienced philanthropic component to your practice or you want to begin offering services, AEF can fulfill your needs. Advisors and donors work directly with AEF principals.
AEF provides the capability for professional advisors to customize philanthropic solutions:
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An ability to involve the financial advisor in charitable asset management.
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An independent platform for greater investment flexibility - for donors who might want or need more sophisticated investment options.
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An independent conflict-free environment that does not market directly to your clients.
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An ability to accept a wide array of illiquid assets, for example; restricted stock, closely held stock, real estate, etc.
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An ability to customize a philanthropic solution to meet the needs of high-net-worth individuals and families.
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An established reputation for quality service and integrity in all aspects of our service. |
Questions? Need help?
Give us a call. If we don’t know the answer to your question, we can probably point you in the right direction. Contact us at 1-888-440-4233
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