We transform legacies into generational change

Multiplying the Return on Contribution™ of every philanthropic dollar for exponential, enduring impact

What we do

Introducing the Philanthropic Expansion Fund (PEF)

Innovations guiding how legacies shape the world.

With deep expertise and a repeatable, proven model, Philanthropic Expansion Fund (PEF) bridges the gap between charitable intent and sustainable, real-world change that lasts for generations. We understand both how to work with causes of all types and have intimate, firsthand knowledge of the industry, both philanthropic and organizational sides.

Founded in 2023, PEF is built for today’s era of purposeful giving, an era when impact matters as much as intention. We work with patrons to evaluate their visions and goals. Then, we work with their chosen organizations to help scale them using a process known as capacity building, which ensures the long-term and multiplying value of every gift. We measure progress with a metric named Return on Contribution™, which is calculated by dividing the total funds a tax-exempt organization raises by the amount the patron funded.

13X     

average return on contribution

15.7M 

people impacted

$1B     

raised for over 300 tax-exempt organizations

353   

organizational steps progressed

Our success stories

EmpowerME Academy

Mentoring the next generation of leadership

LA Bulls Soccer Club

A vision takes the field

Sierra Canyon School

Funding the future of arts education