This information is provided to help you make charitable disbursements (grants or vendor payments) from your designated account with us.
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 or vendor payments (with proper proofs/invoices) using the 'Invoice Payment Form' or ‘Grant Request Form’ below by 2pm ET on the 12th and 27th of each month. Holidays and weekends may impact this schedule. Checks/ACHs are then mailed/processed promptly on 1st and 15th. If your request needs immediate attention or expedited processing, 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 designated 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. Grant requests require the EIN for the charity.
Disbursements: Please use our 'Invoice Payment Form' or ‘Grant Request Form’ below.
Client Forms and Policy Documents: (click each to access)
Event Budget Summary Form (Updated as of 5/1/19)
Fundraiser or Program Budget TEMPLATE (Updated as of 5/1/19)
Donor Advised Fund Policies (Updated as of 6/2017)
Fiscal Sponsorship Protocols (Updated 5/1/19)
STATE CHARITY REGISTRATION
PPF registers itself and on behalf of its clients in states where collectively we are conducting our mission-driven programs and fundraising. To see an updated list of states where PPF is registered click here.
Please contact a member of the PPF staff to learn more about possible vendors to assist you with your philanthropy.