Fees & Incentives

    

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PAAF offers two types of incentives:

  
1.  Gift Incentives - for new or additional funds contributed to the account.
  
2.  Annual Incentives - calculated as 2% of the balance of the account on December 31 of each year and added January 1 of each year.
   
Gift Incentive Levels and Percentages:
    
Donor Levels  Level Thresholds  Gift Incentive   
        % 
Max. Gift Incentive
Available at Each Level
 
 Regency
  $25,000 - $100,000  

10%

 $10,000 Cumulative
 Founders   $100,000 - $250,000  

10% 

 $25,000 Cumulative
 Humanitarian     $250,000 - $500,000 

10% 

 $50,000 Cumulative
 Cornerstone   $500,000 - $1,000,000  

10% 

 $100,000 Cumulative 
 Legacy  $1,000,000 - $5,000,000

5% 

 $300,000 Cumulative 
 Gold Legacy  $5,000,000 - $10,000,000        

2% 

 $400,000 Cumulative
 Platinum Legacy            $10,000,000 +

1%

 Unlimited
   
   
Fee Structure
PAAF fees are assessed quarterly based on the account's balance on the last day of each quarter and charged on a quarterly pro rata basis in the following calendar quarter.
   
Account Administrative Fee
Minimum of $200; or
0.9% of assets of $25,000 up to $100,000
0.8% of assets of $100,000 up to $500,000
0.7% of assets of $500,000 up to $999,999
0.5% of assets of $1M up to $3M
0.4% of assets $3M and over
  
  
Investment Management Fee
The Bryn Mawr Trust Company manages all PAAF funds at an annual cost of 0.45%.  This fee is passed through to all donor advised accounts.