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 |
1.50% |
|
Next $1 million |
.50% |
|
Over $3 million |
.25% |
|
Over $5 million |
.125% |
|
$150 minimum |
|
|
Family Fees Apply |
|
Scholarship |
|
|---|---|
|
Fee depends on the level and complexity of the scholarship. Contact the Community Foundation for more information. |
2 to 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% |
|
$125 minimum |
|
|
Family Fees Apply |
|
Non-Endowed Funds:
Non-Endowed Funds |
|---|
|
2% of contributions |
The Board of Directors periodically reviews fees and has the authority to make changes when appropriate.
