Grow Your AUM with These Business Building Tools
Submitted by American Endowment Foundation on April 11th, 2022By Eric Kinaitis, Editor
Every year, thousands of financial advisors and other related professions such as attorneys, accountants, estate planners and many more rely on the expertise of American Endowment Foundation (AEF) to learn how donor advised funds and charitable planning can intersect in helping their clients solve a variety of tax & estate planning concerns.
With our nearly 30 years of experience and $7 billion in charitable AUM, we provide a depth of expertise designed to help advisors serve their clients with the following resources:
Thought Leadership Libraries
AEF has a variety of web pages & downloadable materials that provide a deep dive on specific topics, such as real estate, IRA charitable rollovers, charitable trusts, estate planning and much more. You can access our main Thought Leadership web page to start your journey.
InfoSheets
Much of our expertise exists in easy-to-understand one-page resources we refer to as InfoSheets. These items provide quick insights into specific topics and can easily be shared as PDFs with colleagues and clients. Some of our most popular ones include The Charitable Planning Discussion, 5 Tax Savings Tips to Help your Clients, and Summary for Donors. There are many more available throughout our Thought Leadership libraries.
Ebooks
Our Ebooks are multi-page resources that provide a deeper dive in specific topics and business building efforts. Some of our most-read titles include Client Retention & Business Growth, The ABCs of DAFs, Making Complex Assets Easy, and The Power of Charitable Planning.
Videos
We provide easy-to-watch videos on many of our main areas of expertise, such as How Advisors Use a DAF at AEF and The Tax Saving Power of Donor Advised Funds. Our video library provides a variety of videos and recorded webinars to review.
Donor Library
We have a library geared toward current and potential donors covering a wide array of charitable giving topics. This has proven to be an excellent resource to share with clients who desire to know more about better giving.
FAQs
We have a wide variety of Frequently Asked Questions geared toward both financial advisors and donors.
Forms
The Forms section of our website provides specific practical guidance on our AEF donor advised fund program and details on how to open a fund, how to set-up an ACH, minimum account size requirements and much more.
Newsletter Sign Up
You can share the weekly AEF Insights e-newsletter with your colleagues by encouraging them to sign-up for their own free subscription. We also provide access to our semi-monthly e-newsletter AEF Guidance for Good, which provides topics on better charitable giving to current & potential donors.
Online Calculators
We have two online calculators available. One provides insight on how non-cash assets can be calculated, and another provides an estimation of our administrative fees.
However, the greatest resource that AEF offers is the expertise and attention of our dedicated team. They are only a click or phone call away. Don’t hesitate to call us at 1-888-966-8170 for assistance.