Fees & Incentives

    

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PAAF offers two types of incentives:


1.  Gift Incentives
- for new or additional funds contributed to the account.

Donor Levels Level Thresholds                 Gift Incentive %           

Max. Gift Incentive per Level
Regency
$25,000 - $100,000

10%

$10,000 Cumulative
Founders $100,000 - $250,000

10%

$25,000 Cumulative
Humanitarian $250,000 - $500,000

10%

$50,000 Cumulative
Cornerstone $500,000 - $1,000,000

10%

$100,000 Cumulative
Legacy $1,000,000 - $5,000,000

5%

$300,000 Cumulative
Gold Legacy $5,000,000 - $10,000,000

2%

$400,000 Cumulative
Platinum  Legacy $10,000,000 +

1%

Unlimited

  
2.  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%



   
   
Fee Structure
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.