Business Navigators M&A Forum [VIRTUAL]

So, you have made this money from selling your business. Now how do you set up a philanthropic fund?

Bryce Johnson, Vice President (Development) of the American Endowment Foundation can answer that question for you. In his role, Bryce helps donors, financial advisors and institutions create new opportunities for the use of donor-advised funds with AEF.

Bryce has a multi-decade career in the financial services industry. He started his career at Fidelity Investments where he created the foundational base of their corporate training. His career continued across varied roles at SunAmerica, Nationwide, American Express, and Security Benefit. He is also a past entrepreneur, starting a business that focused on philanthropic planning.

Founded in 1993, AEF is an IRS-recognized public charity. AEF is the largest independent Donor Advised fund in the country. AEF was founded to provide personalized solutions and donor-focused service. A donor-advised fund is an account sponsored by AEF into which a donor is able to make an irrevocable gift of various assets, both liquid and illiquid. The donor recommends grants to qualified charities and nonprofit organizations that the donor desires to support.