Guiding wealth to impact
Entering a new phase of wealth, whether through a successful company exit or a significant financial windfall, can be an overwhelming experience.
Recognizing the complexities involved during this period, wealth advisors, CPAs, and estate attorneys often recommend establishing a donor advised fund as a strategic move towards philanthropy.
While this advice typically holds merit from a tax perspective, it can inadvertently burden you for years with the responsibility of managing your giving independently, potentially diluting its impact.
If you are someone who instead would value professional support to navigate this exciting journey of giving, there’s a better choice.
Welcome to PEF.
At the core of our mission is to provide individuals considering donor advised funds with comprehensive, tailored, and full-service solutions.
How it Works
Think of PEF as your dedicated philanthropic advisor, offering a seamless experience for your DAF akin to what you've come to expect from your wealth manager. Below is an overview of the PEF client experience.
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We embark on your philanthropic journey with a personalized consultation, where we listen attentively to your aspirations and preferences, ensuring your goals are at the forefront of our tailored approach.
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We craft a bespoke giving plan that not only reflects your values and objectives, but also builds upon the insights gained during our personalized consultation, ensuring every aspect resonates deeply with your philanthropic vision.
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We collaborate closely with your financial team to ensure the smooth establishment of your DAF account, aligning every decision precisely with your predetermined plan and individual preferences.
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Entrust us with the day-to-day management of your philanthropic endeavors, allowing you to focus on what matters most while we ensure seamless operation and impactful outcomes.
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Stay informed through periodic meetings where we provide updates on the impact and outcomes we have generated, offering a wealth management-style experience tailored to your preferred frequency.
Benefits of PEF
Streamlined Process
We offer a seamless and efficient process, from initial consultation to ongoing management, making philanthropy hassle-free.
Personalized Approach
Our tailored solutions are designed to align with your unique values, goals, and preferences.
Maximized Impact
We optimize your philanthropic efforts to ensure they make a meaningful difference.
Reduced Administrative Burden
We handle the day-to-day management of your philanthropy, freeing you from administrative tasks.
Expert Guidance
With our wealth management-style approach, you receive expert guidance throughout your philanthropic journey.
No Additional Cost
PEF operates as a nonprofit organization, meaning all payments for services are covered from within the donor advised fund. This ensures comprehensive philanthropic management without any extra financial burden to you.
Ready to get Started?
Please provide your information to schedule a free consultation.