Forms, Docs, Preferences
To expand philanthropy, it takes some paperwork and some double checking. Check here for DAF-related materials: the most commonly used documents and forms that may be needed for gifting, granting, and everything in between.
New DAFs
Change Forms
Existing DAFs
Learning Resources
How-To Videos
When it comes to fund contribution, we prefer the following.
Preferred Funding Methods
Most advisors prefer to fund directly into the investment account. This can be done in two ways.
Cash or Stock
Transfer/journal stock or cash to the investment account. When you make the transfer, please notify us (AEF) of the transfer.
Call: 888-440-4233
Email: funding@aefonline.org
Investment Account Deposit
You can also deposit checks directly to the investment account.
Fund by ACH, Wire, or Check
Checks to AEF
Checks should be made payable in the following way:
American Endowment Foundation + Fund ID + Fund Name.
Please mail to:
American Endowment Foundation, 5700 Darrow Road, Suite 118 Hudson, OH 44236
Send an ACH
Routing #: 041000124
Account #: 4244305765
Your ACH must include the Fund’s name, Fund ID or account number in the memo field.
Wire Transfer
Provide these instructions to your financial institution:
PNC Bank, ABA Routing #041000124 For credit to: American Endowment Foundation, Account #4244305765 Include Fund ID and Fund Name in the instructions.
Notify AEF of the wire amount, name of the wiring institution and the Fund ID or Fund Name at 888-440-4233 or funding@aefonline.org.
Asset & Bequest Options
Complex Assets
A percentage of AEF’s total portfolio consists of complex assets. Contact AEF at 888-440-4233 for details about gifting:
- Life insurance
- Closely held stock
- Limited partnerships
- LLC units
- Real estate
- Cryptocurrency
Send an ACH
It starts with a form and could end in a generous charitable donation.
Bequests & Trust Beneficiaries
Have your donor contact their attorney to write or amend the will or trust in question. If they need appropriate bequest language, you can direct them here.
Once the will or trust is updated, contact AEF so we can expect the gift.
- Call: 888-440-4233
- Email: funding@aefonline.org