Skip to main content

Fund Transfer Process | Grant Making  | Getting Started  |  Brochure  |  Forms  | FAQ  |  In The News

 

  • Phone: 1-888-402-9179
  • Fax: 330-656-2063
  • Access My Fund Login

  • Home
  • About AEF 
    • Vision, Mission & Values
    • Policy Statements
    • Our Team
    • Careers
    • Board of Directors
    • Council of Advisors
    • Getting Started
  • Donors 
    • What is a Donor Advised Fund?
    • Library for Donors
    • Sign Up for Guidance for Good
    • Understanding the Granting Process for Donors
    • How to Make Grants
  • Trusted Advisors 
    • Investments
  • Thought Leadership 
    • Choosing a Donor Advised Fund
    • Real Estate
    • Charitable Trusts
    • IRA Charitable Rollover
    • Retirement Planning
    • Life Insurance
    • Scholarships
    • Charitable Planning Conversation
    • Private Foundations
    • Tax Savings
    • Bequests
    • Building your Financial Practice
    • Estate Planning
    • Roth IRA Conversion
    • Closely-Held Shares
    • Agriculture
    • Forced Capital Gains
    • Selling a Business?
    • Donors: Advice for Giving
  • Videos
  • Access My Fund Login
  • Contact
  • Forms

 

    You are here

  1. Home
  2. Videos

Videos

What is a Donor Advised Fund?

DonorCentral Tour

Recorded Webinar: " DonorCentral 101 Video Tour: How to Make Grant Recommendations Online & More"

Recorded Webinar: " Building Blocks to Successful Estate & Gift Planning"

Roth IRA Conversion

IRA Charitable Rollover

Charitable Remainder Trusts

Charitable Lead Trusts

Recorded Webinar: " A Matter of Trust: Blending Donor Advised Funds with Charitable Trusts"

Tax Savings

Recorded Webinar: "Charitable Impact of the Tax Cuts and Jobs Act (TCJA) and IRS Notice 2017-73"

Recorded Webinar: " Top Charitable Planning Strategies with Donor Advised Funds"

Recorded Webinar: " Unique Traits of World Class Advisors - Build AUM Thru Community & Philanthropy"

Understanding the Fund Application

How Financial Advisors Can Implement a Donor Advised Fund

Custom:footer-contact Details

Office Location

5700 Darrow Road Ste. 118,
Hudson, Ohio 44236

Get Directions

Phone: 1-888-402-9179
Fax: 330-656-2063

© 2021 American Endowment Foundation. All rights reserved.

Website Design For Financial Services Professionals