Testimonials
"We had several goals in mind when the Solomon Family Foundation was established at AEF. First, we wanted to share our unusual good fortune in business and life with worthwhile charitable endeavors- yet, we did not have specific organizations in mind at the time to actually distribute the funds directly to them. Second, we wanted to instill a sense of philanthropy in our children. With their advice, we’ve managed to award more than $800,000 to worthwhile causes in the past eight years. Third we wanted to limit the amount of our estate distributed to our children to a level which would help care for their needs, but not distort their lifestyle. Fourth, we wanted to create a source of funds for them to distribute to worthwhile charitable endeavors so that they could share our joy of helping others. Fifth, we wanted to grow our funds for future grant making by recommending our trusted investment advisor. Our judgment is that we have achieved success in all of those goals."
The Solomons
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"After
considerable research, I started using AEF for my clients in 1999. My
clients and I appreciate AEF’s convenience, efficiency, independence,
flexibility, and friendly personal service that one just cannot get with
the big (and often non-independent) funds. As both an investment advisor
and as a donor with my own family fund at AEF, I know from first hand
experience that AEF makes it easy for us to do business with them."
Ron Kelemen, CFP
The H Group
Salem, Oregon
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"It
becomes important for financial advisors to have available an independent
outlet for donor advised funds - one that our clients can use to direct
their investments in the fund and one in which the financial advisor can
stay involved. One of the very few donor advised fund sponsors we have found that
is truly independent as a public charity and is not in the investment
sales business is American Endowment Foundation."
Johnne
Syverson. CFP
Syverson Strege & Company
Des Moines, Iowa
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"AEF
has worked well for us in making our charitable distributions. Our distributions
are more organized and done in a timely fashion. I have recommended AEF
to several of my clients and our friends."
Mike Shinn, CFP
Financial Network Investment Corp.
Shaker Heights, Ohio
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"AEF
provides my clients with the grantmaking flexibility of a private foundation
without the administrative burdens. AEF has enabled my clients to experience
the grantmaking process of a private foundation without significant financial
commitments."
Rob O’Dell, CFP
LVM Capital Management, Chicago, Illinois
________________________________________________________________
"AEF
is competent, flexible, and cost effective. After working with several
foundations over several decades, AEF is my favorite. They know their
business and have fun doing it."
John Krueger
Financial Advisor
Krueger Financial Services
Phoenix, Arizona
________________________________________________________________
"AEF
has been great to work with. They are flexible, accommodating, and helpful.
AEF truly is a positive force for increasing charitable living. This is
even true for clients who wait until the last day of the year to make
their gift. There is no organization that is as patient and helpful as
AEF."
Mr. James C. Thomas III
Attorney
Husch & Eppenberger, LLC
Kansas City, Missouri
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"My children are learning family philanthropy through the use of
a donor advised fund at AEF. It is a simple, effective and vivid way to
develop young people’s interest in social responsibility. AEF has
been supporting and responsive about our family’s goals."
Katherine A. Griffin
Donor, Mother and Parent Educator: “Inoculating Affluenza: raising
responsible children in an affluent environment”
Potomac, Maryland
________________________________________________________________
"When
Pat and I established our Donor Advised Fund with AEF in 1998, our purpose
was to make current gifts to the charities we support and to create an
entity that would be the future recipient of our charitable remainder
trust, as well as the vehicle to receive our “social capital”
under our estate plan. We were impressed with the benefits and flexibility
of working with AEF. We can be the advisors to the Mathis Family Charitable
Fund for our lifetime and have the option to appoint successor advisors
in the future."
James R. Mathis, CFWC
Family Wealth Counselors of Texas
Waco, Texas
Call for
more testimonials 1-888-440-4233
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