Custody & Infrastructure for Donor-Advised Funds

Simplify DAF management and compliance while opening access to alternatives

AET supports modern donor-advised fund programs with flexible account structures, institutional-grade custody, and the tools needed to manage both charitable giving and private market investments.

Whether you’re administering your own fund or supporting clients who are, AET helps you streamline operations, meet compliance requirements, and grow your program with confidence.

Why Donor- Advised Funds Work for Clients and Advisors

Access immediate tax benefits when they contribute to their DAF account
Support multiple causes over time, using a single asset contribution

Donate appreciated assets like real estate, private equity, or crypto without triggering capital gains
Stay actively involved by recommending grants and guiding how funds are deployed

Modern DAF Custody, Tailored to Your Needs

AET’s platform and APIs allow DAF sponsors, wealth managers, and charitable organizations to manage charitable assets in a secure, scalable, and fully compliant environment.

What We Support:

All Major Account Structures

Support for individual, family, corporate, and pooled DAF accounts

Private Market Investments

Custody for alternatives such as real estate, funds, venture capital, and credit

Automated Contribution & Grant Tracking

Donor and grant activity tracked with full audit trail and permissions-based access

Integrated Tax & Reporting Tools

1099 generation, contribution statements, and real-time grant history

Flexible Disbursement Workflows

Multi-party authorization, rule-based approval flows, and treasury support

Built for Administrators, Advisors, and Platforms

Whether you’re a community foundation, RIA, or fintech building giving tools, AET supports your role in the charitable capital ecosystem:

Fund Sponsors & Foundations:

Streamline back-office workflows, track activity, and ensure compliance

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Wealth Advisors:

Give clients a high-quality giving experience with full transparency into balances, investments, and grant recommendations

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Platforms & Fintechs:

Use our API to embed DAF creation, account funding, and grantmaking into your app or user experience

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“We needed a qualified custodian that could handle both giving and private investments. AET’s platform gave us the flexibility to support our donors and stay compliant.”
— Executive Director, Charitable Fund Partner

Trust Company Infrastructure for Long-Term Confidence

As a regulated trust company, AET offers:

Nevada-based trust custody

SOC-audited processes and internal controls

KYC, AML, and OFAC-compliant onboarding

Segregated accounts and full asset protections

Ready to Modernize Your DAF Program?

Book a Consultation

Let’s talk about how AET can support your organization’s philanthropic mission while delivering best-in-class financial infrastructure.

Next Step

Schedule a demo.

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