Fees and Minimums

//Fees and Minimums
Fees and Minimums 2018-07-12T19:58:11+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 ($75 per quarter minimum). The program offers competitive administrative fees that cover 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
  • Next $500,000
  • Next $1,500,000
  • Next $2,500,000
  • Balances of $5 million or more

Donor-Advised Fund

  • 0.60% of assets or $300, whichever is greater
  • 0.30% of assets
  • 0.20% of assets
  • 0.15% of assets
  • Please contact us at 800.810.0366

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.