MinimumsDonor-Advised Fund
Account minimum$5,000
Additional contribution minimum$1,000
Grant minimum$100

Annual Administrative Fees

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. 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.

TiersNew
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:$600.00

Investment Management Fees

Accounts can include a variety of investments whose fee structures and operating expenses will vary.