Fees and Minimums

//Fees and Minimums
Fees and Minimums 2019-07-15T19:04:16+00:00

Minimums

  • Account minimum
  • Additional contribution minimum
  • Grant minimum

Donor-Advised Fund

  • $5,000
  • $1,000
  • $100

Administrative Fees

iGiftFund assesses an administrative fee quarterly, based on the account’s value at the beginning of the quarter ($150 per quarter minimum). Our program offers the most competitive administrative fees in the industry and covers the expenses of operating a donor advised fund, such as online donor services, phone support, grant due diligence and administration, tax filings, annual account summaries, and communications.

Tiers

  • First $500,000 ($0 – $.5M)
  • Next $500,000 ($.5M – $1M)
  • Next $1,500,000 ($1M – $2.5M)
  • Next $2,500,000 ($2.5M – $5M)
  • Next $10,000,000 ($5M – $15M)
  • Over $15,000,000 ($15M and up)
  • Minumum Fee:

NEW

  • 45.00 bps
  • 22.50 bps
  • 15.00 bps
  • 11.25 bps
  • 9.375 bps
  • 7.50 bps
  • $150.00 per quarter

Investment Management Fees

You can recommend a trusted investment manager for your donor-advised fund.  Accounts can include a variety of investments whose fee structures and operating expenses will vary.