*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.
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.