Fund Fee Schedule

Fund Type Fee
Unrestricted Funds 1.75%
FOI Funds 1.75%
Committee Advised Funds 1.75%
Donor Advised Funds 1.75%
Designated Funds 1.25%
Agency/Organizational Endowments 1%
Scholarships 2%
Community Projects $500 or 2% whichever is more, for campaigns up to $5M*

*Consideration for campaigns over $5M: New campaign project fund agreements must include a defined term of years, and can begin with the initial gift of $500.

Fund Fee Schedule updated on January 1, 2020.

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