Fees

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.

Endowed Funds:

 

Donor-Advised and Designated

Up to $1 million  

1.5%

Next $1 million

.5%

Over $2 million

.25%

 

 

 

 

 

 

 

 

Scholarship 

Fee depends on the level and complexity of the scholarship. Contact the Community Foundation for more information.

2-3%

 

 

 

 

 

 

Field of Interest & Community Endowment

Field of Interest & Community Endowment

2%

 

 

 

 

 

Agency and Affiliate

Up to $1 million  

.50%

Next $1 million

.25%

Over $2 million

.10%

 

 

 

 

 

 

 

 

Non-Endowed Funds:

 

Non-Endowed Funds

2% of contributions

 

 

 

 

 

 

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