Affiliated with the Community Foundation for Muskegon County, we share long-term investment strategies and proven financial practices to ensure the gifts you give are sustained, grown, and put to use effectively.

The fees charged to our funds help make our work possible, supporting the careful stewardship, oversight, and community impact you expect from the Community Foundation.

We’ve followed a thoughtful and responsible spending policy, historically allocating 4% of the endowment fund’s average balance each year over the past 16 quarters. This balanced approach allowed your gift to provide meaningful support to nonprofit partners while preserving and growing the fund for long-term impact.

Thanks to strong, long-term investment performance, we’re pleased to share that we’ve increased the spending policy for most fund types—allowing your generosity to do even more good in our community.

*The previous spending policy was 4% for all fund types.
**Consideration for campaigns over $5M: For campaigns over $5 million, fee adjustments may be considered.

Fund Fee Schedule updated on January 1, 2020.
Spending Policy updated on January 20, 2026.

The Community Foundation for Mason County operates as an affiliate of the Community Foundation for Muskegon County and falls under the umbrella of its IRS tax status as a nonprofit organization.