Because we believe a donor-advised fund is more than just an account; it’s an experience.
The AEF Difference
For Donors
For Advisors
Use the following AEF Change Forms to update information and directives for donor-advised funds at AEF
Change Form: Fund Name
Change Form: Donor Advisor
Change Form: Financial Advisor
Change Form: Successor Advisor
Change Form: Authorized Granting
Change Form: Disposition Plan Information
Change Form: Donor Advisor Contact Information