Press Release

Rockefeller Capital Management Launches “Rockefeller Charitable Giving Fund,” a New Donor-Advised Fund Program in Partnership with American Endowment Foundation

Rockefeller Capital Management Launches “Rockefeller Charitable Giving Fund,” a New Donor-Advised Fund Program in Partnership with American Endowment Foundation

New York, May 22, 2024

Rockefeller Capital Management, a leading independent financial advisory firm, today announced a new partnership with American Endowment Foundation (AEF), one of the nation’s largest independent donor-advised fund sponsors, for creation of a donor-advised fund (DAF) program exclusively for Rockefeller Global Family Office clients.

The agreement establishes the “Rockefeller Charitable Giving Fund,” administered by AEF.

“At Rockefeller, we view philanthropy as a path to building enduring legacies and we are pleased to be partnering with AEF on this new initiative,” said Christopher Dupuy, President of Rockefeller Global Family Office. “Through the launch of the ‘Rockefeller Charitable Giving Fund,’ we expand our holistic suite of philanthropy solutions and continue to meaningfully serve our clients by creating opportunities for them to lead their lives with passion and purpose.”

“The partnership between Rockefeller Capital Management and AEF marks a significant milestone in our shared commitment to driving positive change and expanding philanthropy throughout the financial services industry,” said AEF CEO Ron Ransom. “Our dedicated team of highly trained professionals, including philanthropic advisors, advance planning specialists, and client experience teams, alongside the exceptional talent at Rockefeller Capital Management, stands ready to create a meaningful impact across numerous communities.”

According to the 2024 National Study on Donor Advised Funds by the DAF Research Collaborative, while DAFs are a relatively young philanthropic vehicle, they continue to grow in popularity allowing donors to give in ways that are most meaningful to them – over 80% of DAFs, according to the study, were opened after 2010 and over one in four were opened after 2020. “Donor-advised funds comprise the fastest growing giving vehicle in the charitable industry, and AEF is a leader in the field,” said Adrienne Hart, Head of Philanthropy at Rockefeller Capital Management. “As one of the most highly respected DAF sponsors in the United States, AEF is an ideal partner for our firm’s advisors and clients.”

Through the Rockefeller Charitable Giving Fund, Rockefeller clients will have access to a DAF managed by their Private Advisor to support their philanthropic goals and create a lasting impact around the causes they care about most. The addition of this offering enhances Rockefeller Capital Management’s distinctive platform of comprehensive solutions for philanthropic giving across all levels of complexity, including philanthropic advisory and private foundation administration through the Rockefeller Giving Gateway.

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. As of March 31, 2024, the Firm was responsible for $133 billion in client assets* across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Strategic Advisory.

About American Endowment Foundation
Established in 1993, American Endowment Foundation (AEF) is one of the nation’s largest independent donor-advised fund sponsors with $7.5 billion in assets under management, as of March 31, 2024. AEF is a mission-motivated organization focused on expanding philanthropy led by a people-driven culture that results in a best-in-class client experience.


Investing involves risk, including risk of loss. Past performance is no guarantee of future results.

Investment decisions should be made based on an investor’s individual objectives and circumstances and in consultation with his or her advisors. This presentation does not purport to be a complete statement of approaches, which may vary due to individual factors and circumstances.

This material should not be construed as accounting, tax or legal advice. Neither Rockefeller Capital Management nor your Advisor provide legal advice. Please consult your legal advisor before making any financial decisions, potential strategy, investment financial plan, estate plan or with respect to their interest in any employee benefit or retirement plan. Rockefeller Capital Management does not provide accounting or tax advice to its clients, unless explicitly agreed upon through a Professional Services or Family Office Services Agreement between the client and Rockefeller Capital Management.

Rockefeller Capital Management is the marketing name of Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware) and Rockefeller Financial LLC, as the case may be. Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC); Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Additional information is available upon request.

*All data as of March 31, 2024. Clients Assets refers to assets under management, brokerage assets, and assets under administration.