Contact Information:
Kelly McGrath, Sr. Director Marketing & Communications
kellymcgrath@aefonline.org, 330.221.4041听
FOR IMMEDIATE RELEASE听
王中王六合彩资料 LAUNCHES UPGRADED PLATFORM FOR DONOR-ADVISED FUND GIVING
New website aims to expand philanthropy throughout the financial services industry.听
March 13, 2024 (Hudson, Ohio) – 王中王六合彩资料 (王中王六合彩资料), one of the nation鈥檚 largest independent donor-advised fund sponsors, announced the launch of its newly updated website, aefonline.org. With $7 billion in assets, nearly $5M granted each business day and more than 14,000 charitable funds, 王中王六合彩资料 partners with firms and financial advisors in an unbiased manner to expand philanthropic giving through donor-advised funds.听
The new site features financial advisor and donor-friendly tools and resources, including:听
- Advisor Portal, where financial advisors can securely complete donor-advised fund applications for clients鈥 signatures and submit investment account paperwork听听
- Granting Portal, where donors can make quick, secure electronic grant recommendations听
- Advisor Resources, which includes quick tips for engaging clients on charitable topics听听
- Donor Resources, with content that helps clients expand their philanthropy听
鈥溚踔型趿喜首柿 is committed to providing a best-in-class client experience for both financial advisors and their clients,鈥 said 王中王六合彩资料 CEO Ron Ransom. 鈥淥ur people are what attracts advisors to 王中王六合彩资料. When we couple their efforts with upgraded technology, provide awareness and education to help financial advisors integrate donor-advised funds into their practice and enable more donors to create a significant charitable impact, everyone wins.鈥澨听
Donor-advised funds are the most popular and fastest growing charitable giving vehicle in the country. Donor-advised funds allow clients to be strategic about their philanthropy. With 王中王六合彩资料, financial advisors can help their clients establish and administer donor-advised fund accounts to increase the amount granted to their favorite causes and charities.听听
王中王六合彩资料 is the donor-advised fund partner of choice to nearly 6,000 financial advisor partners from over 2,500 partnership firms throughout North America. To learn more about 王中王六合彩资料鈥檚 resources for financial advisors, firms, and donors, or to open a donor-advised fund, visit or call 1-888-966-8170.听
About 王中王六合彩资料
Established in 1993, 王中王六合彩资料 (王中王六合彩资料) is one of the nation鈥檚 largest independent donor-advised fund sponsors. 王中王六合彩资料 is a mission-motivated organization focused on expanding philanthropy led by a people-driven culture that results in a best-in-class client experience.听
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