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Two Types of Incentives

Gift Incentives & Annual Incentives

Regency

Level Thresholds

Gift Incentive %

Max Gift Incentive

$5,000 Cumulative

5%

$25,000 - $100,000

Annual Incentives - based on three-year average investment return on September 30 and added to account January 1 each year.

3 Year Average Return          Annual Incentive

Greater than or equal to 9%              2%

Between 7% and 9%                           1.5%

Between 5% and 7%                           1.0%

Up to 5%                                                .5%

Founder's

Level Thresholds

Gift Incentive %

Max Gift Incentive

$12,500 Cumulative

5%

$100,000 - $250,000

Annual Incentives - based on three-year average investment return on September 30 and added to account January 1 each year.

3 Year Average Return          Annual Incentive

Greater than or equal to 9%              2%

Between 7% and 9%                           1.5%

Between 5% and 7%                           1.0%

Up to 5%                                                .5%

Humanitarian

Level Thresholds

Gift Incentive %

Max Gift Incentive

$25,000 Cumulative

5%

$250,000 - $500,000

Annual Incentives - based on three-year average investment return on September 30 and added to account January 1 each year.

3 Year Average Return          Annual Incentive

Greater than or equal to 9%              2%

Between 7% and 9%                           1.5%

Between 5% and 7%                           1.0%

Up to 5%                                                .5%

Cornerstone

Level Thresholds

Gift Incentive %

Max Gift Incentive

$50,000 Cumulative

5%

$500,000 - $1,000,000

Annual Incentives - based on three-year average investment return on September 30 and added to account January 1 each year.

3 Year Average Return          Annual Incentive

Greater than or equal to 9%              2%

Between 7% and 9%                           1.5%

Between 5% and 7%                           1.0%

Up to 5%                                                .5%

Legacy

Level Thresholds

Gift Incentive %

Max Gift Incentive

$250,000 Cumulative

5%

$1,000,000 - $5,000,000

Annual Incentives - based on three-year average investment return on September 30 and added to account January 1 each year.

3 Year Average Return          Annual Incentive

Greater than or equal to 9%              2%

Between 7% and 9%                           1.5%

Between 5% and 7%                           1.0%

Up to 5%                                                .5%

Gold Legacy

Level Thresholds

Gift Incentive %

Max Gift Incentive

$350,000 Cumulative

2%

$5,000,000 - $10,000,000

Annual Incentives - based on three-year average investment return on September 30 and added to account January 1 each year.

3 Year Average Return          Annual Incentive

Greater than or equal to 9%              2%

Between 7% and 9%                           1.5%

Between 5% and 7%                           1.0%

Up to 5%                                                .5%

Platinum Legacy

Level Thresholds

Gift Incentive %

Max Gift Incentive

Unlimited

1%

$10,000,000 +

Annual Incentives - based on three-year average investment return on September 30 and added to account January 1 each year.

3 Year Average Return          Annual Incentive

Greater than or equal to 9%              2%

Between 7% and 9%                           1.5%

Between 5% and 7%                           1.0%

Up to 5%                                                .5%

Fees

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 investment management fee of 0.45% is assessed to all donor advised accounts.