Fee Schedule 2024
Donor Advised Fund (Individual/Family)
Annual Fees
- 1% | Up to $500,000 ($500/minimum fee)
- 0.6% | $500,000 – $1,000,000
- 0.3% | Over $1,000,000
Fund Balance Minimums (Pooled Funds)
- Initial Investment: $50,000
- Balance to Maintain: $1,000
Fund Balance Minimums (Externally-Managed Funds)
- Initial Investment: $250,000
- Balance to Maintain: $50,000
Corporate Giving Fund
Annual Fees
- 1% ($1,000/minimum fee)
Add-On Services
Fund Balance Minimums
- Initial Investment: $50,000
- Balance to Maintain: $5,000
Field of Interest Fund (with Community Foundation grantmaking)
Annual Fees
- Spendable | 5% on gift amount
- Endowed | 1.25% on assets
Fund Balance Minimums
- Initial Investment: $50,000
Agency/Designated Fund (Spendable)
Annual Fees
- 0.75% | Up to $500,000 ($500 minimum fee)
- 0.6% | $500,000 – $1,000,000
- 0.3% | Over $1,000,000
Fund Balance Minimums (Pooled Funds)
- Initial Investment: $75,000
- Balance to Maintain: $25,000
Fund Balance Minimums (Externally-Managed Funds)
- Initial Investment: $250,000
- Balance to Maintain: $50,000
Agency/Designated Fund (Endowed)
Annual Fees
- 0.25%
Fund Balance Minimums (Pooled Funds)
- Initial Investment: $50,000
- Minimum to Maintain: $50,000
Fund Balance Minimums (Externally-Managed Funds)
- Initial Investment: $250,000
Scholarship Fund
Annual Fees
- 1.5% ($1,000/minimum fee)
Fund Balance Minimums (Pooled Funds)
- Initial Investment: $50,000
- Balance to Maintain: $25,000
Fund Balance Minimums (Externally-Managed Funds)
- Initial Investment: $250,000
- Balance to Maintain: $50,000
Investment Management Fees
Annual Fees
- Pooled Investments: 0.25%
- Externally-Managed Funds: $600 ($50/month)
