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.
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