Grant Making Guidelines

Grant guidelines to know, so your philanthropy can grow.

Use these guidelines to you can know how a donor-advised fund (DAF) can be used.

And remember, AEF is an unbiased administrator and does not prohibit grants based on geographic, religious, or other categories. Plus, AEF’s donors can recommend grants to IRS-qualified public charities.

AEF created the following specific grant guidelines, based on IRS regulations, that will assist you in making grant recommendations.

For full details, visit AEF’s Granting Policy.

Downloads for your records or to discuss with your advisor.