Manage your DAF
Make quick work of next steps. Manage your AEF DAF by using these resources.
Advisors are always checking, double checking and rechecking the steps involved in managing a donor-advised fund. Not to worry, these are the most requested resources to get you up-to-speed on the AEF process.
Change Forms
Must make a change? Not a problem. These forms have you covered when updating information and directives on an AEF DAF.
AEF Change FormsContribute to your Fund
Making a contribution has a few options to choose from. Pick what’s best for you.
Learn MoreMaintaining the Fund
Here are some best practices to ensure efficient DAF management and seamless fund transfers.
Learn MoreRecommend a Grant
Once you know what grant you’d like to recommend, visit the AEF Granting Portal. But first, know the steps you need to take.
Grant RecommendationsAdditional information and downloadable content can be found on our Digital Welcome Kit.