aefonline.orgDonor Advised Funds at American Endowment Foundation
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Title:Donor Advised Funds at American Endowment Foundation
Description:We are the leading independent donor advised fund in the US. We work closely with a donor's financial advisor to help donors achieve their charitable legacy.
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'); } ); Skip to main content Fund Transfer Process | Grant Making | Getting Started | Brochure | Forms | FAQ | In The News Help Fight COVID-19 Phone: 1-888-402-9179 Fax: 330-656-2063 Access My Fund Login Search this site: Home About AEF Vision, Mission & Values Policy Statements Our Staff Careers Board of Directors Council of Advisors Getting Started Donors What is a Donor Advised Fund? Library for Donors Sign Up for Guidance for Good Understanding the Granting Process for Donors How to Make Grants Trusted Advisors Investments Thought Leadership Choosing a Donor Advised Fund Real Estate Retirement Planning IRA Charitable Rollover Life Insurance Scholarships Building your Financial Practice Bequests Charitable Planning Conversation Private Foundations Tax Savings Estate Planning Charitable Trusts Closely-Held Shares Roth IRA Conversion Selling a Business? Agriculture Forced Capital Gains Donors: Advice for Giving Videos Access My Fund Login Contact AEF Has Transitioned to a Fully Remote Workforce Due to the COVID-19 Pandemic On Monday, March 23rd, our AEF team will continue to serve you to as a remote workforce AEF is here with you during this time. Learn More Here Helping Donors Build Legacies Powering Your Charitable Wishes Our primary goal is championing the charitable interests of each individual donor. Whether it's achieving your immediate charitable goals or building a legacy that can span generations, we are here to help. Learn More Why Trusted Advisors Choose Us An Alliance of Charitable Giving & Intelligent Planning Unlike most other sponsors of donor advised funds, we are wholly independent. We offer a neutral platform for investment flexibility and grant making. Our independence allows advisors to provide management of their clients' charitable assets. Learn More Industry Leading Innovation The Authority on Best Practices & Guidance We provide strategies and expertise on the numerous ways that donor advised funds can be used as a tax saving and financial planning tool. Signup for our weekly e-newsletter. Register for AEF Insights Tax Saving Power Five Ways to Reduce your Taxes Regardless of the specific circumstances, a donor advised fund can be a powerful tool for tax reduction. Learn How to Save Previous Next How We Serve Donors What is a Donor Advised Fund? Latest Articles How We Serve Advisors Our Latest Article COVID-19 and the CARES Act: Challenges and Opportunities for Giving AEF donors are always generous in their support of their favorite charities. It is therefore not surprising that they are continuing to make grants at this unprecedented time despite the turmoil in the financial markets. While donors are looking for ways to make a difference in fighting the battle against COVID-19, many of the organizations they typically support need funding. Read More Important Message Our AEF Team Will Continue to Serve You Effective March 23 rd , AEF has transitioned to a fully remote workforce. Click here for details About AEF We put our independence and integrity to work for you. More Our Staff The experience and skill of our dedicated staff help donors & advisors manage their charitable efforts. More Getting Started Step-by-step instructions on how to open your donor advised fund. More Thought Leadership Learn from our industry-leading expertise, case studies, Ebooks and more on how donor advised funds can be used. View Entire Library Agriculture Use agricultural commodities such as grain and livestock to help donors implement their charitable wishes. Bequests Learn how bequests can be implemented with a donor advised fund. Building your Financial Practice Learn how charitable planning and donor advised funds can retain and grow assets. Charitable Planning Conversation Learn more about who to talk to and what to ask. Charitable Trusts Donor advised funds and charitable trusts can work together in innovative ways. Choosing a Donor Advised Fund Learn the 7 questions on how best to determine the right donor advised fund for your interests. Closely-Held Shares Using S-corp, C-corp, limited partnership and LLC shares can be difficult to use for charitable giving. A donor advised fund can help. Donors: Advice for Giving At AEF, we want all donors to make the strongest impact they can for the charitable causes that are important to them. Estate Planning A donor advised fund can play an integral role in the estate planning process. Forced Capital Gains Mergers & acquisitions can cause a forced capital gains tax bite. A gift to a donor advised fund can solve the tax pain. IRA Charitable Rollover Learn the two ways that required minimum distributions can be used for charitable giving. Life Insurance Learn about the four ways that life insurance can be used for charity. Private Foundations Want to start a private foundation? Learn six issues that need consideration. Real Estate Use real estate to make a charitable gift. A donor advised fund can help. Retirement Planning Strategies & ideas on how to “give while you live” in retirement. A donor advised fund can help. Roth IRA Conversion Learn how a companion donor advised fund can use a Roth IRA conversion for charitable giving. Scholarships Create a scholarship through a donor advised fund. Selling a Business? Charitable planning and donor advised funds are an overlooked tool in helping a business owner lessen taxes when selling their business. Tax Savings Donor advised funds are a powerful tax saving tools. Want To Learn More? Do You Have Questions That Need Answers? Contact Us Home Meet Our Team View All Team Members Executive Team Development Team Fund Administration Grant Administration Investment Oversight Financial Operations Experience Team Latest News Blog Stay up to date with our latest guidance and insights . View All Blog Posts COVID-19 and the CARES Act: Challenges and Opportunities for Giving Submitted by American Endowment Foundation on April 1st, 2020 AEF donors are always generous in their support of their favorite charities. It is therefore not surprising that they are continuing to make grants at this unprecedented time despite the turmoil in the financial markets. While donors are looking for ways to make a difference in fighting the battle against COVID-19, many of the organizations they typically support need funding. Read more Bad Markets, Recessions & Donor Advised Funds Submitted by American Endowment Foundation on March 30th, 2020 By Ken Nopar, Senior Philanthropic Advisor Tags: bad market down market recession Read more What Does Your Client Want to Do in Retirement? Submitted by American Endowment Foundation on March 23rd, 2020 By Eric Kinaitis As a trusted advisor to your clients, you are likely heavily involved in helping them think and plan about the financial matters that will provide them with a nest egg to support them in their retirement years. Tags: retirement planning Read more Custom:footer-contact Details Office Location 5700 Darrow Road Ste. 118, Hudson, Ohio 44236 Get Directions Phone: 1-888-402-9179 Fax: 330-656-2063 © 2020 American Endowment Foundation. All rights reserved....
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