American Endowment Foundation
Terry Terry is currently the Director of Partnership Firms at American Endowment Foundation. Previously, they held various roles such as Assoc VP of Development and Relationship Manager at the same company, Retirement Specialist at Nationwide Financial, and Regional Vice President at Guardian Life and Nationwide Financial. Terry holds a BS in Marketing & Business Administration from Franklin University.
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American Endowment Foundation
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American Endowment Foundation (AEF) is the nation’s leading independent donor advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, to allow the donor's trusted financial advisor to manage, on their custodial platform, the assets gifted by their clients to AEF. AEF facilitates philanthropic impact through this model. > Experience: Founded in 1993, AEF has approximately $5 billion in charitable assets under management and over 10,000 donor advised funds. > Independence: Advisors custody & manage investments on their custodial platform > Flexibility: AEF accepts, can hold or invest in alternative assets > Attention: Personalized, knowledgeable, responsive, service