PEF’s value to estate planners & wealth managers
Expanded offerings & streamlined client giving
Whether you’re an estate-planning attorney, wealth manager, or another advisor, it’s essential to offer solutions that match the sophistication of the rest of your advisory services.
PEF complements traditional philanthropic options like check-writing, generic donor-advised funds (DAFs), or private foundations, elevating your practice and seamlessly integrating next-level philanthropy into your existing model.
Partnering with us provides you with
Our clients receive a structured pathway for high-impact philanthropy, enhancing your advisory capacity with a more sophisticated suite of services.
TRUST & SPECIALIZATION
SIMPLICITY
We know your time is best spent advising your clients, not vetting tax-exempt organizations. We’ll handle the complexities of identifying vision-aligned organizations and managing the capacity-building processes. You gain an expanded philanthropic offering without the operational burden.
ALIGNMENT
Every philanthropic journey should reflect the client’s unique vision. We work diligently to align with that vision and ensure contributions build the enduring legacy conceived by your clients.
PROVEN IMPACT & RELIABILITY
Your clients expect results; we deliver them. Our approach is rooted in decades of organizational development expertise, which ensures contributions are used effectively for long-term, scalable success. We call this our Return on Contribution™. We provide as much transparency as desired throughout.
DEEPER CLIENT TRUST
PEF offers an enhanced giving option for clients with philanthropic intent, which gives you the opportunity to deepen trust by expanding their legacies’ influence and expanding your scope to include these services. This more meaningful, values-aligned planning is a differentiator that lets you provide a novel advantage to your clients.
PEF & the broader landscape
PEF isn’t a community foundation or DAF provider. We’re a service provider that actively partners with tax-exempt organizations to build their capacity for long-term sustainable success, all fueled by client donations.
Client contributions go to producing outcomes for organizations instead of fees and operating costs.
