Closing the Credibility Gap

Reimagining PIFS’
Digital Presence

AUGUST 2026

The opportunity isn’t to build a nicer-looking website. It’s to finally reflect the stature & significance of

the institutionbehind it.

I
What we heard

The underlying challenge

PIFS’ current digital presence is creating a credibility gap.

The website undermines PIFS’ stature

Today’s experience feels too basic, too flat, and too unclear for an organization with PIFS’ history, role, and reach.

The target audience raises the bar

Current and prospective sponsors are world-class financial organizations. The site needs to earn confidence.

PIFS’ story is harder to grasp than it should be

Visitors should quickly understand what PIFS does, why it matters, and why its work is uniquely valuable.

The proof is present, but under-leveraged

PIFS’ sponsors, events, and global network should function as evidence of influence, not just information.

II
Recommended trajectory

The required transformation

To close the credibility gap, PIFS needs more than a redesign. It needs a fundamental shift in how it shows up.

FromTo

A basic nonprofit website

A world-class institutional presence

A record of what PIFS does

A clear expression of why PIFS matters

A site that explains

An experience that inspires

An archive of events

A living demonstration of global relevance

A dated digital presence

A modern platform that feels worthy of PIFS’ role

III
Design direction

How PIFS should show up

Guiding attributes
Elevated

Polished and refined to reflect the sophistication of PIFS’ sponsors and institutional peers.

Authoritative

Confident, clear, and grounded in PIFS’ long-standing role in financial education and regulatory dialogue.

Institutional

Serious enough for Harvard, global regulators, and major financial organizations.

Modern

Contemporary and clean, without feeling trendy, flashy, cutting-edge, or startup-like.

Dynamic

Alive and engaging to make PIFS’ events, programs, and impact feel active and current.

IV
Scope of work

Engagement workstreams

A strategy-led website rebuild from vision through launch.

01
Strategy

Define the digital vision

Establish the role the website needs to play, the perception it needs to create, and the experience it needs to deliver.

02
Structure

Refine the site organization

Work within PIFS’ current architecture to improve hierarchy, flow, and priority sections without a full site reorganization.

03
Content

Sharpen priority messaging

Lightly refine key headlines, intro copy, and section language so PIFS is clearer, more compelling, and easier to understand.

04
Design

Enhance the site look & feel

Elevate the design and presentation layer, refining layout, typography, color, and visual content.

05
Development

Build, launch, & hand off

Develop the final site, QA, test it across devices*, push live, and train the PIFS team to manage ongoing updates.

* Includes comprehensive pre-launch and post-launch testing across all major device types, browsers, and operating systems.

V
Approach options

Choosing the path forward

Option 1

Core Engagement

$48,500
~8 weeks

What's needed for a stronger, more credible site:

  • Define the digital vision
  • Refine the site organization
  • Sharpen priority messaging
  • Enhance the site look & feel
  • Build, launch, & hand off
Recommended
Option 2

Elevated Engagement

$59,500
~10 weeks

Everything in the Core Engagement, plus:

  • Full copywriting across all core pages — upgraded from light refinement to full rewrite, including client input and one round of revisions.
  • 30 days of post-launch support, including a second training session once the PIFS team has lived in the new site.
Optional add-on

SEO Foundation & Implementation

$3,900

Establish PIFS’ organic search foundation, including keyword strategy, on-page optimization, technical SEO setup, and analytics configuration.

VI
Monthly support

Ensuring site reliability & performance

Ongoing support package
$950/mo.
ItemCost
Up to 5 hours of business-hours support (M-F, 9am–5pm Eastern)$900/mo.
Hosting$50/mo.
Site analytics & automated reporting$0/mo.

What’s included in support hours

Routine updates, troubleshooting, design/content adjustments, & training.

Response times

  • Urgent issues during business hours: 60-minute target
  • Urgent issues outside business hours will be treated as a priority and addressed as quickly as reasonably possible. While I can’t guarantee a specific response time outside business hours, PIFS will always work directly with me, not a support queue.

Rates beyond included hours

  • Additional business-hours support: $195/hr.
  • After-hours support: $295/hr.
VII
About Leif Holtzman LLC

A different kind of digital partner

This is more than a web design project. It’s a perception strategy opportunity.

We're built to shrink the distance between what an organization is and how it's understood — not just polish the surface. For PIFS, that matters because the challenge isn't simply visual. The site needs to translate PIFS’ credibility, influence, and global role into a sharper digital presence.

A discerning eye for earning institutional trust

Designed around what sophisticated organizations and global financial leaders need to see and feel, not just read.

A defined point of view, activated on every page

Story, structure, and visual experience developed together, not handed off in pieces.

A digital foundation that lasts beyond launch day

A site created to look stronger, communicate more clearly, and stay easy for PIFS to manage long after the project ends.

VIII
Next steps

Getting started

If PIFS chooses to move forward:

  1. 01
    Select preferred engagement option
  2. 02
    Confirm decision-makers & feedback process
  3. 03
    Provide access to current site, assets, & materials
  4. 04
    Schedule kickoff
  5. 05
    Get to work