Advisors: How PAAF Can Help You
Helping your clients reach their philanthropic objectives is an important service you can offer whether they’re engaged in retirement, estate, or tax planning.
Working with PAAF offers your client real tax advantages, as well as the chance to make the greatest charitable impact. Your client supplies the passion and ideas, while we supply the expertise and infrastructure.
PAAF Offers A Great Partnership with Your Client
Customized Approach
PAAF provides a customized approach, working together as a philanthropic partner and resource for professional advisors, providing support, information and expertise related to charitable giving options.
Charitable Planning
You act as the primary point of contact with your client as the client explores philanthropic giving. We act as your partner in matters of charitable planning, assisting you in maximizing tax advantages associated with charitable giving and in tailoring giving plans to meet your individual client’s needs and goals.
Streamline Charitable Giving
We help you and your clients streamline their charitable giving through our funds, through which donors can establish a legacy that lasts in perpetuity.
Wide Range of Assets
PAAF accepts many different asset types as gifts.
Foster Family Relationships
We assist you in fostering family philanthropy while you are able to build family relationships across generations. We facilitate mission, vision and goal discussions.
Donor Stewardship
We assist in ways such as researching potential grantees, matching donor’s charitable interests to potential grantees, and coordinating site visits.
Investment Management
We provide financial stewardship for the fund. PAAF performs continued oversight of investment management and provides full and transparent reporting.
Administrative Services
PAAF provides record-keeping, gift acknowledgements, and full record-keeping services.
Fund Marketing
PAAF provides fund marketing and press announcements where applicable.