Two Types of Incentives
Gift Incentives & Annual Incentives
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.