Fund Fee Policy

 

Named Unrestricted Fund (or Discretionary Fund)

Minimum: $25,000, or $5,000 per year for a minimum of 5 years
Fee to Administer: 1.5% annually and applied quarterly; $250 minimum

 

Donor Advised Fund

Minimum: $50,000 for endowed; $25,000 for non-endowed
Fee to Administer: 1.5% annually and applied quarterly; $750 minimum for endowed and $250 minimum for non-endowed

 

Designated Fund

Minimum: $50,000 for endowed; $5,000 for non-endowed (with $250 minimum to remain active for non-endowed) 
Fee to Administer: 1.5% annually and applied quarterly; $750 minimum for endowed and $250 minimum for non-endowed

 

Field of Interest Fund

Minimum: $50,000 for endowed; $5,000 for non-endowed (with $250 minimum to remain active for non-endowed)
Fee to Administer: 1.5% annually and applied quarterly; $250 minimum

 

Scholarship (with administering agency partner
to oversee administration and selection of scholarships)

Minimum: $50,000
Fee to Administer: 1.5% annually and applied quarterly; $750 minimum