Donor Advised Fund Service Fees
The Community Foundation makes giving simple and personally fulfilling by managing the investment of your charitable fund and providing fundholders with an array of top-tier philanthropic services. The Community Foundation assesses a sliding-scale service fee on all Donor Advised Funds. This fee helps defray the administrative costs of managing your fund and providing top-tier donor services.
The sliding-scale fee is adjusted at least quarterly for fund balances that have changed.
Fund Balance Fee Rate
For the first $100,000 1.75%
For the next $400,000 1.30%
For the next $500,000 1.20%
For the next $1 million 1.10%
For the next $3 million 0.85%
For the next $15 million 0.55%
More than $20 million 0.35%
Scholarship Fund Service Fees
The Community Foundation assesses a 2% service fee to cover the costs associated with managing a Scholarship Fund, which includes coordinating selection committees, providing professional advice and offering other donor services (minimum fee is $250 per year).
Download our Service Fee Schedule