Incentives - PAAF awards donors with additional funds to donate to charity
Two types: Gift & Annual
Regency
Level Thresholds
$25,000 - $100,000
Gift Incentive
5%
Annual Incentive
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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
$100,000 - $250,000
Gift Incentive
5%
Annual Incentive
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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
$250,000 - $500,000
Gift Incentive
5%
Annual Incentive
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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
$500,000 - $1,000,000
Gift Incentive
5%
Annual Incentive
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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
$1,000,000 - $5,000,000
Gift Incentive
5%
Annual Incentive
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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
$5,000,000 - $10,000,000
Gift Incentive
2%
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
$10,000,000 +
Gift Incentive
1%
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.