American Endowment Foundation
Karli Morisak has a Bachelor's of Business Administration in Financial Planning and Services from The University of Akron. They have work experience in various roles, including Senior Associate I at American Endowment Foundation, Middle School Head Coach at Coventry Local Schools, and Supervisor at Pav's Creamery. Karli also worked as a Junior Partner at North Pointe Financial Group and as a Marketing Intern at Brunswick Companies.
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