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How to Make a Grant Recommendation in our Granting Portal

Use our secure online tool to access your donor-advised fund.

A Guided Tour

AEF Granting Portal

Use our secure online tool to access the Granting Portal and:

  • Add or manage grant recommendations
  • View granting history and fund balance
  • Access statements
  • View grant letters

’s Grant Recommendation Verification Process includes six simple steps to support your favorite causes and charities.

Step 1: Submit a Grant Recommendation

The donor or their authorized individual submits an online grant recommendation through the online Granting Portal.

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.

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 advisors designated recipient on file at AEF.

Step 4: Grant Funds are Received

The Financial Advisor transfers the funds via ACH or wire to AEF.

Step 5: Charities Receive the Funds

AEF will issue a grant letter to notify the charity that a grant has been paid to them.

Step 6

Organizations benefit, change occurs, lives are enriched.