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Getting Started
You've raised the charitable giving question with your clients and are ready
to proceed. Now what?
1. Where to start?
When your clients are ready to set up a charitable fund, contact Cheryl Elliott (President & CEO) or Jennie
Balch Hale (Donor Services) at (734) 663-0401 to discuss the many
types of funds we offer and to review the
types of assets that AAACF accepts.
Most of our fund types are geared to specific charitable giving objectives. Non-endowed funds (including donor
advised funds) typically are used for current giving; donors can 'spend down' the fund balances. Those
interested in permanent charitable giving will look to our endowed gift funds; spending is limited to a
percentage of the funds' balance (usually 5 percent) in accordance with our
Investment and Spending Policy.
AAACF staff are ready to assist you to in helping your clients understand their choices and clarifying their
philanthropic intentions.
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