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
DAF Checklist
DAF Application Worksheet
Corporate DAF Application
Program Description
Contribute to the Fund
Summary for Donors
Summary for ¹ú²úÖ÷²¥
How to Transfer Your Existing DAF to AEF
Bequests
AEF Policies & Maintaining Funds
Gift Acceptance Policy
Granting Policy
Investment Policy Statement
Program Description
Granting Guidelines
Maintain Your Fund
Liquidity Account Explanation
DAF Giving Guide
Change Forms
Authorize Granting Change Form
Disposition Plan Information Change Form
Donor Advisor Change Form
Donor-Advisor Contact Information Change Form
Financial Advisor Change Form
Fund Name Change Form
Successor Advisor Donor Change Form
Interested Party Change Form
Existing DAFs
Gift Acceptance Policy
Granting Policy
Investment Policy Statement
Program Description
Good Standing Letter
Liquidity Account Explanation
DAF Giving Guide
Contribute to the Fund
Granting Guidelines
Maintain Your Fund
Bequests
Learning Resources
Private Foundations vs. DAFs
A Guide to Selecting the Right Donor-Advised Fund (DAF)
The Power of Charitable Planning
A Legacy Fund
Guide to Better Giving
5 Tax Savings Tips to Help Your Clients
How-To Videos
Investment Paperwork Process
New Advisor Partnership Registration
Existing Advisor Partnership Registration
The Signature Process
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:
¹ú²úÖ÷²¥ + Fund ID + Fund Name.
Please mail to:
¹ú²úÖ÷²¥,
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: ¹ú²úÖ÷²¥, 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