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
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Charity Navigator Letter
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Financial Institutions
The largest transfer of wealth in U.S. history is expected
to create significant challenges for your clients as assets will be
freed up from the sale highly appreciated investments, transfer of family
businesses, and real estate. If not properly advised, many will feel
the bite of taxes and loss of influence of these meaningful assets.
Your clients may be seeking ways to lower their tax liability, give
more to charity, and increase their philanthropic funds for future grant-making.
There are 75 million aging babyboomers, the oldest of
which are just entering their retirement and prime giving years. Americans
donate hundreds of billions of dollars to charities every year. Offering
a Donor Advised Fund solution can help retain assets that might otherwise
be liquidated due to tax and estate planning decisions, or that might
go to another donor advised fund program.
American Endowment Foundation provides financial institutions
with a complete, and flexible donor advised fund solution.
What makes AEF unique?
AEF was designed from the beginning as the independent choice. We believe
that true independence improves the reliability and enhances the flexibility
of the Donor Advised Fund program, thereby contributing to its usefulness
and objectivity.
- AEF
is not affiliated with financial institutions, for-profit company,
or charity.
- AEF
accrues no benefit from brokerage services, commissions, finder fees,
or product sales.
- AEF
does not sell financial products or services.
- AEF
does not provide financial, tax, or legal advice.
AEF delivers administrative, operational,
grant management, legal and technological expertise to help your financial
institution provide donor advised fund solutions to your clients.
AEF does not charge for this service. Fund management fees are charged
directly to each respective Fund.
Key advantages of the AEF solution:
Benefits
- Appeal to higher-net-worth clients
Attract and retain clients seeking philanthropic and wealth management
services.
- Retain assets
Retain assets that might otherwise be liquidated due to tax
and estate planning decisions, or might go to another donor advised
fund program.
- Acquire new clients and assets
Attract new assets from your client base and other institutions.
- Convert assets
Convert highly appreciated illiquid assets (closely held stock, real
estate, etc. ) to managed assets.
- Long
term custody
Build a long-term, potentially multi-generational, relationships with
clients and their family.
Independence gives the flexibility your clients
are looking for
We provide donors and advisors uniquely flexible ways to manage
their charitable giving:
- Investment management:
Donors may recommend an independent investment advisor to manage the
assets in their Donor Advised Funds on a brokerage or managed account
basis.
- Contributions:
AEF can accept and hold a wide array of assets.
- Investments:
AEF's unique independence provides greater flexibility in investment
options. AEF can be used from your
preferred investment platforms.
- National:
Your donors can expand their grant recommendations to help
charities throughout the country, in addition to their local communities.
Administrative expertise
AEF takes care of all the administrative burdens enabling you to provide
new and existing clients with a flexible vehicle for charitable giving,
and tax and estate planning:
- Transaction processing and disbursement of
contributions and grants.
- Complete accounting and reconcilement procedures
for all Funds.
- Preparation and filing of federal and state
regulatory documents.
- Toll-free customer
service support and access to philanthropic experts.
Secure, State-of-the-Art Technology
AEF systems are proven and scalable.
View account balances, transactions, investment allocation and grants.
- Access to an online database of more than 1
million charities.
- Schedule recurring grants and determine level
of recognition for each grant.
- Manage and update
succession planning.
Learn More
Find out how AEF can provide a complete turnkey solution for
your firm. To schedule an appointment, conference call, or to receive
more information on our donor advised fund services, please contact
John Tobin, Executive Vice President, toll-free at 888-440-4233 or johntobin(at)aefonline.org.
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