Using an ACH to set up a DAF?
You’ll need the following information.
Expedite the fund transfer by establishing ACH with the investment accounts.
AEF asks that you use the following information below to complete any necessary forms for an AEF representative to sign in order to establish the ACH connection.
Simply send the form to newdaf@aefonline.org so that your AEF representative can sign and return it to your office to set up with your custodian.
American Endowment Foundation
EIN-34-1747398
5700 Darrow Road
Suite 118
Hudson, OH 44236
PNC Bank 041000124 Acct# 4244305765
Please indicate in the Acct# or Memo field the name of your client’s Donor Advised Fund on your Fund ID.
In the subject line of the email requesting setup, please include the Fund name and Fund ID.