SERVICES

FEE

Gifts of Marketable Securities (Appreciated Assts):

PC will assist your donors, evaluate these opportunities, and facilitate the transaction through a charitable foundation, or directly with client, if client can directly accept such gifts.

$300 at completion of the gift.

Major Gifts:

PC will assist donors in conjunction with their financial advisors to evaluate.

$2,500 to $10,000 invoiced at completion of gift. No invoice if services do not result in gift to client.

Gift Annuities:

PC to evaluate the appropriateness of these gifts with donors, in evaluating their particular circumstances. If CGA is appropriate, PC to provide illustrations of particular gift annuities and assist donor until annuity is funded through appropriate foundation.

Annuities under $30,000 and under

$500 total fee, invoiced at completion of gift.

Annuities exceeding $30,000 but less than $100,000

$1,000 total fee, invoiced at completion of gift.

Annuities $100,000 and over

$1,500 total fee, invoiced at completion of gift.

Client to receive 5% of annuity amount immediately from foundation issuing gift annuity, and balance of gift annuity proceeds at termination of gift annuity. PC no net cost invoices for gift annuity fees above may never exceed the proceeds (5% of annuity amount) that client receives upon funding of gift annuity.