Start the DAF Process

An application process built with advisors in mind.
Secured for donor peace-of-mind.

Start the donor-advised fund application through our advisor portal.

Advisors are always checking, double checking and rechecking the steps involved in managing a donor-advised fund. Not to worry, these are the most requested resources to get you up-to-speed on the AEF process.

Developed to make things easier for advisors like you. Features you’d expect from your DAF sponsor.

Partner Gateway has features, articles, and crucial documents to help you throughout the DAF application process.

24/7 Access

Access DAF application, status, and notifications. Upload and download investment account paperwork.

Real-Time Updates

Monitor the progress of applications and set up real-time notifications.

User-Friendly Experience

Streamlined registration and application process, as well as archived applications for easy record keeping.

New to AEF?

Watch these steps, then let’s get you registered. After you have created an account, Partner Gateway will walk you through a few steps to become a trusted partner. Once completed, you’ll be ready to submit a DAF application.

new advisor registration

Already a registered advisor?

You may already be registered to Partner Gateway. 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. Here’s a refresher since some platforms have evolved.

Access the Advisor Portal through a quick account activation process. 

Reset your password and 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 is key to a successful DAF.

Partner Gateway will walk you through the process to make sure you have accurate information and proper documentation before signing off on the account.