Start the Donor-Advised Fund Application Process with our Advisor Portal.

We believe that our Advisor Portal is a best-in-class donor-advised fund application system developed specifically for financial advisors. 

To begin working with AEF, click on the link below to register with AEF. Once complete, you can begin a donor-advised fund application and realize the following benefits.

Log into Partner Gateway

An Introduction

Dedicated Advisor Portal Benefits 

Direct access to AEF’s dedicated advisor portal is one of the many benefits financial advisors experience when they partner with AEF to help their clients reach their charitable giving goals and expand philanthropy. 

Our Advisor Portal is designed with you in mind to streamline and improve your fund application process giving you direct oversight into your donor-advised fund. Register now to get started.  

Features and benefits include: 

Advisor Portal Features

Direct 24/7 Access to:

  • The donor-advised fund application, status and notifications
  • To upload/download investment account paperwork (as applicable)
  • To a variety of educational tools and materials

Simplified, User-Friendly Interface

  • Simple tools to streamline your registration with AEF
  •  Streamlined donor-advised fund application process.
  • Archived donor-advised fund applications created in the Partner Gateway for easier record keeping

Real-Time Status Updates

  • Monitor the progress of your donor-advised fund applications and set up notifications so you know when actions are required. 

New Advisor Partnership and Registration

New financial advisors will need to register through the “New Advisors Get Registered” link below.

Visit New Advisors Get Registered 

That link will send you to the “Create an Account” page (view video below for the steps in this process). 

After you have created an account, Advisor Portal will walk you through a few steps to become a trusted partner. Once completed, you’ll be ready to submit a donor-advised fund application.

Existing Advisor Registration

If you are an existing financial advisor who has actively managed a donor-advised fund with AEF prior to June 1, 2022, you are preregistered for our Advisor Portal. 

Access the Advisor Portal through a quick account activation process. 

  • Reset your password
  • Confirm your information in the Partner Gateway

To get started, follow these instructions:

  1. Visit Existing Advisors Account Activation
  2. You will be forwarded to the “Forgot Your Password” page – enter your email address, click “Email My Link”: and an activation email will be sent to your inbox
  3. Click on the link in the email, create a password for your Partner Gateway account, and log in.
  4. Once you have logged in, Partner Gateway will walk you through confirming your information. Once you complete these steps, you’ll be ready to submit a donor-advised fund application within Partner Gateway.

Please note: registration may take up to 24 hours to finalize.)

The Signature Process