Fund Fee Policy

Type of Fund

Minimum

Fee to Administer

Named Unrestricted Fund (or Discretionary Fund)

$25,000, or $5,000 per year for a minimum of 5 years

1.5% annually and applied quarterly; $250 minimum

Donor Advised Fund

$50,000 for endowed;
$25,000 for non-endowed

1.5% annually and applied quarterly; $750 minimum for
endowed and $250 minimum for non-endowed

Designated Fund

$50,000 for endowed;
$5,000 for non-endowed
(with $250 minimum to remain active for non-endowed) 

1.5% annually and applied quarterly; $750 minimum for
endowed and $250 minimum for non-endowed

Field of Interest Fund

$50,000 for endowed;
$5,000 for non-endowed 
(with $250 minimum to remain active for non-endowed)

1.5% annually and applied quarterly; $250 minimum

Scholarship (with
administering agency partner
to oversee administration and selection of scholarships)

$50,000

1.5% annually and applied quarterly; $750 minimum

Updated June 2015

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