American Endowment Foundation (AEF)

American Endowment Foundation (AEF)
DAFScore™ : 4.00
Rank : 4.00

AUM

$6.2B

Number of Accounts

14,054

Minimum Balance

$10,000

Initial Contribution Minimum

$25,000

Grant Minimum Amount

$250

Grant Timing

1 - 2 Weeks

Investment Options

More than 10

Administrative Fee

0.6 - 0.9%

Since its founding in 1993, AEF's donors & their advisors have appreciated its independence from any sponsoring financial services firm or charity. AEF's true independence allows them to singularly focus on delivering highly personalized service and administration, free of any agendas and special interests.

DAF Details

Sponsor Donation Recommendations

International Granting

Accepts Illiquid Contributions

Ability of 3rd Party Advisors

Political or Religious Affiliation

Sell Their Own Financial Products

Tax Requirements

Minimum Grant Frequency Requirement

Provides Anonymity if Requested

Transferability to Another Sponsor

No History of Security Breaches

Customer Service Resources & Quality of Service

Great

Online Access and Ease of Use

Good

More Information

Sponsor Organization

aefonline.org

Sponsor Donation Recommendations

None

International Granting

Donors at AEF who desire to make direct donations to a foreign charity have many paths available to them: 1.) If there is a US intermediary, AEF will make the grant to the intermediary for the purpose of funding the intended project. 2.) If there is no US intermediary found then AEF will enlist the services of its partnerships with CAF America or GlobalGiving. 3.)If the foreign charity is determined to be an equivalent of a US public charity, then AEF can directly process the grant.

Accepts Illiquid Contributions

AEF is very flexible in accepting and holding a wide variety of assets, from cash and publicly traded securities to complex assets including privately-held C-corp and S-corp stock, real estate, life insurance, interests in LLCs and LPs, etc.

3rd Party Advisors

Each AEF DAF must name at least one Donor-Advisor serving as initial donor of the fund. Additional advisors can also be named at the start of the fund. Advisors have equal & joint privileges over the recommendations of the fund.

Political or Religious Affiliation

AEF is independent of any religious or political organizations.

Sell Their Own Financial Products

None

Tax Requirements

There is no tax code requirement for DAF donors to meet a minimum payout requirement.

Minimum Grant Frequency

A grant must be made at least every 3 years.

Overall Grant Restrictions

Individuals, private non‐operating foundations, and non‐functionally integrated Type III supporting organizations are not eligible to receive grants from AEF.

Provides Anonymity

During the grant recommendation process, the donor will select how they would like to be acknowledged by the charity. Options include by fund name, donor name(s) and address, both fund name and donor name(s) and address, or to remain anonymous.

Investment Options

AEF is unique among many DAF sponsors in that they do not offer investments you must choose from. Instead, AEF offers a neutral platform for investment flexibility. Because AEF is not the charitable arm of a financial firm, they allow donors and their financial advisors to manage the assets as they wish, following AEF’s Investment Policy Guidelines when recommending investments.

Transferability to Another Sponsor

Assets can be transfered to another DAF sponsor that is also a 501(c)(3) charitiy.

History of Security Breaches

None

Administrative Fees

0.70% on the first $500,000; 0.35% on the next $500,000; 0.25% on the next $1.5 million; 0.15% on the next $12.5 million; 0.10% on the next $15 million

Customer Service

Dedicated team for support. • 1-888-503-3674 •AEF has a commitment to concierge service & does not use a call center. Advisors and their clients will work directly with designated individuals at AEF. Donors are assigned a dedicated grants administrator.

Online Access & Ease of Use

Online Platform

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