Socially Responsibe Investing and Donor Advised Funds

Socially responsible investing assets in the U.S. surged in recent years.

Traditional, social responsible investments have avoided investments like tobacco stocks and weapons makers. Now they are looking for companies that treat employees well or that have good environmental records.

AEF Donor Advised Funds offer donors flexible investment options to help each donor meet his or her unique philanthropic objectives.

Separately Managed Accounts: At AEF, each Fund is segregated and separately managed. AEF does not pool or commingle investments.

Transparency. At AEF, you know which securities are held in your Fund's portfolio.
Customization. You and your advisor can recommend a tailored investment program for your Donor Advised Fund.

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 gives donors the ability to maintain a relationship with an existing financial advisor. The recommended advisor can provide the Fund an investment approach that is balanced and customized.
Custody Flexibility: You or your advisor can recommend where investments are custodied.

For more information contact us at 1-888-440-4233