about : AiP Donor Advised Fund

Type of Gift

Instructions

Checks

Make check payable to: American Endowment Foundation / AiP01.
Mail to:
American Endowment Foundation
P.O. Box 911
Hudson, OH 44236-5911

Wire transfer of cash

Provide these wire instructions to your financial institution:
Mellon Bank, Pittsburgh, PA
ABA Routing #043000261
For credit to Merrill Lynch Service Center Account No. 101-1730
Further credit to American Endowment Foundation, Account #61B-04090
Notify AEF to expect wire transfer. In order process properly, AEF will need to know the wire amount, name of the wiring institution, and name of your Donor Advised Fund (AiP01).

Stock or Mutual Funds - electronic transfer

If transfer is to an existing investment account that is linked to your Donor Advised Fund, send letter of instruction to your financial advisor. This letter may need to be signature guaranteed. Notify AEF to expect transfer.

Stock - physical certificates

Contact AEF for details.

Life insurance policies

Contact agent or insurance company for procedure. AEF should be listed as sole owner and beneficiary of policy. Notify AEF to expect gift.

Closely-held stock, limited partnerships, or LLC units

Contact AEF for details.

Real estate

Contact AEF for details.

Retirement assets

Ask your IRA, 401k or 403B administrator for a change of beneficiary form. Fill out and return, sending a copy to AEF.

Bequest

Contact your attorney to write or amend your will.