The Community Foundation Support Fee. All Funds are charged a fee to help defray The Community Foundation’s direct and indirect expenses attributable to the administration of Component Funds as well as to further the mission of The Community Foundation. The current fee schedule is shown in the Annual Fee table below. Fee percentages vary by type of fund and are specified in the body of each agreement. Any Fund at The Community Foundation can be endowed, and the current fee schedule for endowed funds is shown below.
The Community Foundation Support Fee. All Funds are charged a fee to help defray The Community Foundation’s direct and indirect expenses attributable to the administration of Component Funds as well as to further the mission of The Community Foundation. The current fee structure is shown in the Annual Fee table below. Fee percentages vary by type of fund and are specified in the body of each agreement. Any Fund at The Community Foundation can be endowed, and the current fee schedule for endowed funds is shown below. Non-Endowed Funds Endowed Funds Annual Fee (ladder) First $1,000,000 1.5% First $1,000,000 1.1% $1,000,000 to $2,500,000 1.25% $1,000,000 to $3,000,000 0.80% $2,500,000 and over 0.50% $3,000,000 to $5,000,000 0.60% $5,000,000 and over 0.35% If the Fund Advisor would like to use the Fund for fundraising or high-activity purposes such as multiple grants to individuals or to nonprofits, and/or to receive expanded philanthropic services beyond those outlined in the initial Fund Agreement, customized fees may be assessed for the services as agreed upon by The Community Foundation and the donor prior to service execution and described in the Customized Fee Arrangement box below. If this box is empty, the standard administrative fee schedule will apply. Customized Fee Arrangement
