What is the PEF?
The PEF is a 501c3 public charity fund that offers donors a unique opportunity to support the greatest and most efficient area of nonprofit impact - capacity building.
MISSION
To offer donors a more meaningful and engaging donor experience.
Who Can Use The PEF
Individuals
Wealth AdvisorS
AttorneyS
How it works
1. You determine which sector(s) you want your donation to impact and whether you want to donate to the Group Fund or establish a Personal Fund.
2. You make a tax-deductible donation via the Group Fund or a Personal Fund to PEF, either by check, credit card, or securities transfer (stocks, etc).
Your donation then fuels PEF resources to deliver capacity building services to PEF 501c3s in your desired allocation.
3. The PEF’s capacity building resources create more sustainable 501c3 organizations and unlocks on average 18x more fundraising dollars received to benefiting 501c3s after 3 years of service.
Depending on which fund you donate to, you receive various levels of updates, benefits, and access to a donation specialist to keep you apprised of the impact of your contribution.
COMPARE IMPACT
This table illustrates the historical 1 and 3 year returns of two popular ESG/sustainability funds (equity investments) vs the ROC achieved by the Philanthropic Expansion Fund. PEF is not an equity investment; however, the three funds are comparable in terms of their ability to generate ESG/social impact dollars.
In the outlined scenario, a $10,000 investment in either equity investment achieves less than a 10% return; however, a risk-free donation of $10,000 to PEF results in a $10,000 tax deduction and historically generates $180,000 of real, quantifiable impact over the same time period.
*Investment figures are as of 07/31/2021; PEF figures are generated from historical data and a viewpoint of working with PEF 501c3s for 3 years. PEF results may vary, and past performance does not guarantee future PEF results.
