|Additional contribution minimum||$1,000|
Our program offers the most competitive administrative fees in the industry. We assess fees quarterly based on the account’s value at the beginning of the quarter ($150 per quarter minimum). These fees cover the expense of operating a donor advised fund, such as online donor services, phone support, grant due diligence, administration, tax filings and annual account summaries.
|First $500,000 ($0 – $.5M)||45.00 bps|
|Next $500,000 ($.5M – $1M)||22.50 bps|
|Next $1,500,000 ($1M – $2.5M)||15.00 bps|
|Next $2,500,000 ($2.5M – $5M)||11.25 bps|
|Next $10,000,000 ($5M – $15M)||9.375 bps|
|Over $15,000,000 ($15M and up)||7.50 bps|
|Minumum Fee:||$150.00 per quarter|
Investment Management Fees
Accounts can include a variety of investments whose fee structures and operating expenses will vary.