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

Two types: Gift & Annual

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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%.

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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%.

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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%.

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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%.

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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%.

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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%.

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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.