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
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Investment Options
At AEF, we
offer uniquely flexible investment options to help each donor meet his or her unique
philanthropic objectives.
- Investments:
Your Fund may invest in a broad range of securities, including stocks,
bonds, and mutual funds. Contributed assets can also be held in-kind.
-
Investment Management:
AEF permits donors to recommend a financial advisor for their account.
The recommended advisor can provide the Fund an investment approach
that is balanced and customized.
- Separately
Managed Accounts:
At AEF, each Fund is segregated and separately managed. AEF does not
pool or commingle investments.
- Customization.
You and your advisor can recommend a tailored investment program
for your Donor Advised Fund.
- Transparency.
At AEF, you know which securities are held in your Fund's portfolio.
- Custody
Flexibility: You or your advisor can recommend where investments
are custodied.
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