Our Fees
Administrative fees support our ability to carry out our mission on behalf of all donors for the benefit of our community.
Administrative Fees
Our administrative fees support the overall mission of the Community Foundation. This comprises staff time involved in managing charitable funds, assisting with grant requests, and researching community needs and causes that are important to donors, the publication of an annual report, preparation of an annual independent audit, oversight of investment performance and other functions to ensure the Community Foundation’s ability to carry out its broader purpose. Board members serve without compensation.
Annual Fees – Endowment & Spend-Down Funds
Donor Advised Fund
Without a Competitive Granting Program:
1.0% for first $1 million
0.8% for next $1 million
0.6% for next $1 million
0.3% on balance over $3 million
*.50% is the floor for donor advised funds
Donor Advised Fund
With a Competitive Granting Program:
Assets up to $2 million: 1.25%
Assets over $2 million:
1.0% for first $1 million
0.6% for next $1 million
0.3% on balance over $3 million
Field of Interest Fund
1.0% for low activity funds
1.25% for high activity funds
Scholarship Fund
1.0% for low activity funds
1.25% for moderate activity funds
2.0% for high activity funds
Unrestricted Fund
1.25%
Designated Fund
0.6%
Agency Fund
0.6% for first $500,000
0.45% for next $1 million
0.3% for next $3.5 million
0.15% on balance over $5 million
Administrative fees are calculated using the average daily fund balance from the prior month. Spend-down funds with an average balance less than $10,000 for the previous fiscal year ending December 31 are assessed an additional $100 in September. Spend-down funds with an average balance of $10,000 or more are exempt from the additional yearly fee.
Future Funds
No administrative fees are assessed until the fund balance reaches the minimum endowment level of $10,000 ($15,000 minimum for a scholarship endowment).
Updated 03/2022
Office Phone
Address
4455 W. Lawrence St
Appleton, WI 54914
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Office Hours
8:00am - 4:00pm
and by appointment
Confirmed in compliance with national standards for U.S. community foundations.