With so much to consider, it’s important to approach your charitable giving strategically.
As you explore your philanthropic options, you’re likely reflecting on which causes resonate most with you, which charities would best use your grant, and how you wish to shape your legacy.
This is where a DAF could be a great choice for you.
How a donor-advised fund (DAF) can work for you
- Achieves immediate charitable goals
- Funds future giving
- Simplifies charitable giving and tax reporting
Why Choose a DAF?
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Secure a tax deduction for your DAF contributions this year.
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Manage and consolidate your donations into a single fund.
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Invest DAF assets to potentially grow charitable dollars.
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DAFs accept cash, publicly traded securities, and more sophisticated illiquid and alternative assets.
Philanthropy isn’t one-size-fits-all, which is why a DAF allows flexibility in how to distribute contributions.
Want to learn more about the DAF process?
It takes only 6 steps to make an impact. Here’s how grant recommendations work.
01 Grant Recommended
You submit an online grant recommendation to AEF through DonorCentral—our secure granting portal.
02 Grant Vetted
AEF completes a due-diligence process to vet the grant and qualify the charity.
03 Funds Requested
AEF sends a letter of authorization (LOA) to your designated financial advisor to transfer funds.
04 Funds Received
Your financial advisor completes the LOA.
05 Charities Funded
AEF completes the grant and issues a grant letter to the charity recipient notifying them of the grant.
06 Lives Enriched
Congratulations! A charity or cause has been positively impacted by your charitable giving.
Grant recommendations are typically processed within 5-10 business days. A short time to wait to make a huge impact.
Ready to get started?
