How to Make a Grant Recommendation in our Granting Portal
Use our secure online tool to access your donor-advised fund.ÌýÌý
A Guided Tour
AEF Granting PortalÌý
Use our secure online tool to access the Granting Portal and:
- Add or manage grant recommendationsÌý
- View granting history and fund balanceÌý
- Access statementsÌý
- View grant lettersÌý
´¡·¡¹ó’s Grant Recommendation Verification Process includes six simple steps to support your favorite causes and charities.ÌýÌý
Step 1: Submit a Grant Recommendation
The donor or their authorized individual submits an online grant recommendation through the online Granting Portal.Ìý
Step 2: Due-Diligence
Once the grant recommendation is received, AEF completes a due-diligence process, which includes qualifying the charity and validating the purpose of the grant.Ìý
Step 3: Grant Funds are Requested
Upon completion of the due-diligence process, AEF sends a letter of authorization (LOA) to transfer funds to the financial advisor’s designated recipient on file at AEF.Ìý
Step 4: Grant Funds are Received
The Financial Advisor transfers the funds via ACH or wire to AEF.Ìý
Step 5: Charities Receive the Funds
AEF will issue a grant letter to notify the charity that a grant has been paid to them.ÌýÌý
Step 6
Organizations benefit, change occurs, lives are enriched.