This information is provided to help you, the PPF Client, make charitable disbursements from your designated account us. Here you will also find information about our online philanthropy technology tool, DFX (formerly RenWeb).
Note schedule: Processing of charitable disbursements occurs on the 1st and 15th of each month. In order to service your requests on this timeline and provide a high degree of vetting of each request, we ask that you submit all grants via DFX (formerly RenWeb) or vendor payments (with proper proofs/invoices) using the 'Invoice Payment Form' below by 2pm ET on the 12th and 27th of each month. Holidays and weekends may affect this schedule. Checks/ACHs are then mailed/processed within 2-4 business days from the 1st and 15th. If your request needs immediate attention, please click here. PPF requires that the mailing address for a disbursement match the business address on the invoice or the mailing address for the charity. All invoices must be made out to the fund name. All reimbursements for expenses must include proof of payment (zero due invoice or credit card receipt). Proof of a business or charity's bank account information is required for ACHs.
Disbursements: Please use our the 'Invoice Payment Form' below or DFX.
Forms and Policy Documents: (click each to access)
Grant to a Qualified Charity - Please use DFX
Event Summary Form (Updated as of 10/04/17)
Fundraiser or Program Budget TEMPLATE (Updated as of 09/27/18)
Donor Advised Fund Policies (Updated as of 6/2017)
Fiscal Sponsorship Protocols (Updated as of 10/04/17)
DFX by RenPSG
DFX (provided by our vendor partner, RenPSG) allows our clients online account access. DFX is a great resource for our clients to show present day and archival data (balance, grants, vendor payments, donations, statements, tax receipts) from January 1, 2017 going forward. If you wish to see reports prior to this date, please contact the PPF staff to obtain those reports. PPF can also provide various QuickBooks report for client accounts upon request.
Please contact a member of the PPF staff to learn more about possible vendors to assist you with your philanthropy.