Each of our fund types has its own minimum initial investments, as well as its own fee. Please refer to the following schedule.

FUND TYPE MINIMUM INITIAL INVESTMENT ADMINISTRATION FEES
Named Unrestricted Fund
  • $10,000 for endowed
  • 1.5% annually and applied quarterly
  • $750 minimum for endowed
Endowed Discretionary Fund
  • $10,000 for endowed
  • 1.5% annually and applied quarterly
  • $750 minimum for endowed
Donor-Advised Fund
  • $10,000 for endowed
  • $5,000 for non-endowed
  • 1.5% annually and applied quarterly
  • $750 minimum for endowed
  • $250 minimum for non-endowed
Designated Fund
  • $10,000 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
  • $250 minimum for non-endowed
Field of Interest Fund
  • $10,000 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
  • $250 minimum for non-endowed
Scholarship
(with administering agency partner to oversee administration and selection of scholarships)
  • $50,000 for endowed
  • $25,000 for non-endowed
  • 1.5% annually and applied quarterly
  • $750 minimum for endowed
  • $250 minimum for non-endowed
Agency Fund
  • $25,000 for endowed
  • 1.5% annually and applied quarterly
  • $375 minimum