Incentives - PAAF awards donors with additional funds to donate to charity

Two types: Gift & Annual

Regency

Level Thresholds

Gift Incentive 

5%

$25,000 - $100,000

Annual Incentive  

Based on three-year average investment return on September 30 and added to account beginning of each year.  Maximum of 2%; Minimum of .5%.

Founder's

Level Thresholds

Gift Incentive 

5%

$100,000 - $250,000

Annual Incentive  

Based on three-year average investment return on September 30 and added to account beginning of each year.  Maximum of 2%; Minimum of .5%.

Humanitarian

Level Thresholds

Gift Incentive 

5%

$250,000 - $500,000

Annual Incentive  

Based on three-year average investment return on September 30 and added to account beginning of each year.  Maximum of 2%; Minimum of .5%.

Cornerstone

Level Thresholds

Gift Incentive 

5%

$500,000 - $1,000,000

Annual Incentive  

Based on three-year average investment return on September 30 and added to account beginning of each year.  Maximum of 2%; Minimum of .5%.

Legacy

Level Thresholds

Gift Incentive 

5%

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

Annual Incentive  

Based on three-year average investment return on September 30 and added to account beginning of each year.  Maximum of 2%; Minimum of .5%.

Gold Legacy

Level Thresholds

Gift Incentive 

2%

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

Annual Incentive  

Based on three-year average investment return on September 30 and added to account beginning of each year.  Maximum of 2%; Minimum of .5%.

Platinum Legacy

Level Thresholds

Gift Incentive 

1%

$10,000,000 +

Annual Incentive  

Based on three-year average investment return on September 30 and added to account beginning of each year.  Maximum of 2%; Minimum of .5%.

Fees

Low administrative and investment 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.

© 2020.  PAA Foundation. All Rights Reserved.  717-255-8311  1925 N. Front Street Harrisburg PA 17102
    

The official registration and financial information of the Pennsylvania Automotive Association Foundation may be obtained from the Pennsylvania Department of State by calling toll free, within Pennsylvania, 1 (800) 732-0999.  Registration does not imply endorsement.

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