To support the management of donated charitable assets, we charge administrative fees based on the fair market value of funds being managed. The fees are assessed and collected on an annual basis.
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Product or Service |
Description |
Fee per year |
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Donor Advised Fund |
Charitable gift account allowing an advisor (donor or designee) to remain actively involved in suggesting uses for the grants. |
.5% up to 2% |
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Support Organizations |
Separate legal nonprofit entity working under the umbrella of a public charity often an alternative to a Private Foundation. |
.5% to 1% |
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Scholarships |
Funds designated for individual scholarship awards to either individuals or specific schools; fully administered through impartial committee. |
1% to 2% of asset value |
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Agency Endowment and Designated Funds |
Simple and efficient way to build an income for a nonprofit organization. |
0.75% (minimum $150 annual fee) |
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Unrestricted |
A Fund that is available to meet ever-changing community needs, most pressing needs of the community and/or general support at any level including administration and programs. |
5% to 2% |
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Field of Interest |
A fund that is targeting towards an area versus a specific organization |
.5% up to 2% |
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Grantmaking |
A grantmaking process that identifies nonprofits, manages fund distribution and monitors progress and outcomes. Matches donors’ interests with community needs. |
Free service |
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Community Initiatives |
Providing guidance and expertise on community issues as a convener and facilitator, e.g. literacy initiative. |
Free service |
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Administrative Support |
Services provided for accounting, investment, marketing, grantmaking, planned giving |
Negotiable depending on level of service |
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Center for Planned Giving |
An impartial philanthropic resource for nonprofits, professional advisors and donors encouraging planned and major gifts; promotion and use of life income agreements, assets |
Free service |
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Affiliates |
Provide leadership, TA and admin services to build their capacity to identify local issues and local assets which can combine with other resources to solve community problems. |
$50,000 annually |
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Special Projects |
Facilitation and admin services to support projects |
Per project |
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Pass Thru |
Facilitate gifts for NPO’s |
2% annually plus 5% transactional fee |
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