The Community Foundation’s fee for administering funds is based on the market value of the fund. Assessed quarterly, the current annual fees are listed below for endowed and non-endowed funds.

Endowed and Quasi-Endowed Funds

Donor-Advised and Designated Funds

Up to $1 million: 1.50%
Next $2 million: 0.50%
Next $2 million: 0.25%
Over $5 million: 0.125%

$150 minimum
Family Fees Apply

Scholarship Funds

Fee depends on fund size.

1.5 to 2%

Field of Interest & Greater Good Funds

Field of Interest & Greater Good Funds

2%

Nonprofit and Affiliate Funds

Up to $1 million: 0.50%
Next $1 million: 0.25%
Over $2 million: 0.10%

$125 minimum
Family Fees Apply

Other Fees



Non-Endowed Funds

2% of contributions

The Board of Directors periodically reviews fees and has the authority to make changes when appropriate.

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