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ANNOUNCEMENTS: Our office will be closed May 29 for Memorial Day.
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Our Fees

Administrative fees support our ability to carry out our mission on behalf of all donors for the benefit of our community.

Fees for Service

These administrative fees support the Community Foundation’s ability to carry out our mission on behalf of current and future donors, and for the benefit of our community. Administrative fees are calculated using the average daily fund balance from the prior month.

Endowment & Non-Endowed Funds

Donor Advised fund

1% for first $1 million
.8% for next $1 million
.6% for next $1 million
.3% on balance over $3 million

(Slightly higher for funds with competitive grants processes.)

Field of Interest Fund

1.00% for low-activity funds
1.25% for high-activity funds

Scholarship Fund

1% for low-activity funds
1.25% for moderate-activity funds
2% for high-activity funds

Unrestricted Fund

1.25%

Designated Fund

.6%

Agency Fund

.6% for first $500,000
.45% for next $1 million
.30% for next $3.5 million
.15% on balance over $5 million

Each non-endowed fund is assessed $100 each September in addition to the standard asset-based fee for its fund type (above).

Future Funds

No administrative fees are assessed until the fund balance reaches the minimum endowment level of $10,000 ($15,000 minimum for scholarship endowment).

Capital Campaign Funds

These funds, which are designed to remain in existence for a short period of time, are assessed a 2.5% administrative fee on all pledges and contributions received. All contributions will be deposited into an interest-bearing account and the interest earned will be credited to the fund.