How it Works

- Donate a minimum of $25,000 to open a Donor Advised Account;

- Donations may be personal or corporate;

- Receive an immediate tax deduction;

- The PAAF establishes a fund in your name, your family’s name or your dealership name;

- Request grants to your favorite organizations;

- Receive tax acknowledgements and regular statements of fund activity;

- Review your fund activity and make grant requests online.

What are Donor Advised Accounts?

A donor advised fund is a charitable giving vehicle administered by the PAA Foundation and created for the purpose of managing charitable donations on behalf of businesses, families or individuals. It offers the opportunity to consolidate all your charitable giving in one fund and let the Foundation manage the administrative services, at a minimal fee. It is an efficient, effective alternative to direct giving or creating a private foundation. Donors enjoy convenience, cost savings and tax advantages by conducting their grant making through a PAAF fund.

How is my fund managed?

PAAF's investment manager is Bryn Mawr Trust Wealth Management Group. With over 100 years of experience managing wealth for individuals, families, business and institutions, Bryn Marwr Trust honors the guiding principles of customer service, integrity, honesty and responsibility.

More information is available at http://www.bmtc.com/home/index.html

What Makes PAAF Different?

Gift Incentives
For new or additional
funds contributed.

Annual Incentives
Each year, receive an annual incentive
on account balance, up to 2%.

Low Fees
Administrative and
investment fees minimum.