Thought Leadership
AEF strives to educate and provide relevant content to wealth, legal, and tax advisors to help them in their work with clients. Contact us or call at 1-888-440-4233 and we will be happy to discuss your situation. Every week, get the latest in best practices and strategies on how donor advised funds can solve a variety of tax & financial planning concerns. Sign up for AEF Insights.
Testimonials
" We could not be happier with the pleasant and responsive service we receive from the staff at AEF."
Johnne Syverson, CFP, AEP, CAP, Syverson Strege and Company
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" When you call AEF, you speak with a person that knows you and your client."
Michael A. Tedone, CPA/PFS, Connecticut Wealth Management
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" I’m grateful for the experience and expertise that the AEF group brings to the table."
Mike Handrick, Handrick Planning & Handrick Insurance
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