American Endowment Foundation

aka AEF   |   Hudson, OH   |  www.aefonline.org

Mission

Help donors give more in an impactful way and enjoy their philanthropy.

Ruling year info

1994

President

Mr. John Farren

Main address

5700 Darrow Rd Ste 118

Hudson, OH 44236 USA

Show more contact info

EIN

34-1747398

NTEE code info

Public Foundations (T30)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2022, 2021 and 2020.
Register now

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Increase philanthropy in the United States.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Grant-Making

AEF's Donor Advised Fund allows you to manage your charitable giving, simply and efficiently. Because of the unique flexibility and independence of AEF's Donor Advised Fund program, you can tailor your fund to suit your unique needs. The advantages include: Significant Tax Benefits - You will enjoy the highest level of tax advantages available: An immediate income tax deduction on contributions to your Donor Advised Fund (better than that of a private foundation). No capital gains tax on contributions of appreciated assets and no capital gains tax if the appreciated assets are sold by your Fund. Any income or growth on assets with in a Donor Advised Fund is not subject to tax. Donor Advised Fund assets are out of your estate and not subject to estate taxes. Minimize year end giving concerns - You can take advantage of your tax benefits now, then support your favorite charitable causes by making grants in the future, on your own timetable. Speed - Most Donor Advised Funds can be set up in less than a day. Set up process is simple and straightforward. Flexibility - AEF accepts a wide range of asset types, for example: cash, marketable securities, closely held securities, real estate, life insurance policies, and interests in limited partnerships and LLCs. Investment Management - You can recommend the investment manager and how the Donor Advised Fund is invested. Confidentiality - Grants can be made anonymously. Complements existing plans - Your Donor Advised Fund integrates well with other financial planning strategies, for example: as remainderman of a charitable remainder trust, as beneficiary of a charitable lead trust, life insurance, a life estate, IRAs and retirement plans, etc. Stewardship - AEF provides consolidated record keeping and tax reporting. Leave a Legacy - Your Donor Advised Fund can continue over successive generations (in perpetuity). Minimal paperwork - AEF handles all the administrative tasks, thus freeing you and your family to concentrate on the more enjoyable side of family philanthropy.

Population(s) Served

Where we work

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

American Endowment Foundation(AEF) will become the donor advised fund program of choice by donors and their advisors that helps donors enjoy their philanthropic experience, inspire others and improve the world.

We Believe in Philanthropy
We partner with advisors and donors to assist donors with their philanthropic expressions.
Together, we are a powerful force for good.

Quality Service Inspires Us
We listen and ask to understand so we can respond and exceed expectations.
We continually improve the way we provide service to our partners and each other.

We are Caring and Supportive
We value each individual as a person and as a member of the AEF team.
We enjoy working together and celebrate our role in the giving community.

AEF has shown steady growth which has allowed us to expand as necessary. We embrace new technology and implement as needed to continue providing a personal service to our clients. Our goal is to become the donor advised fund program of choice by donors and their advisors that helps donors enjoy their philanthropic experience, inspire others and improve the world.

AEF endeavors to become the preferred national donor advised fund program. We are projecting continued growth and have shown this over the last few years.

Financials

American Endowment Foundation
lock

Unlock financial insights by subscribing to our monthly plan.

Subscribe

Unlock nonprofit financial insights that will help you make more informed decisions. Try our monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights?
Learn more about GuideStar Pro.

Operations

The people, governance practices, and partners that make the organization tick.

lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

American Endowment Foundation

Board of directors
as of 11/26/2019
SOURCE: Self-reported by organization
Board chair

Mr. Carl Zipfel

AEF

Term: 2017 -

Al Strauss

Founder Sales Concepts Inc.

John Farren

AEF

Carl Zipfel

Steve Mullin

Fort Washington Investments

Steve Jones

AEF

Paul Chaffee

Founder Progress Book

Janet Gosche

Avasant Management Consulting

Dave Pratt

Progressive Insurance

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes