Donor Advised, Designated, Field of Interest and Unrestricted Funds
(Minimum initial donation: $15,000)
(Minimum initial donation: $25,000)
Endowment or long-term funds for public charities, religious institutions and governmental divisions (Minimum initial donation: $25,000; Minimum annual fee $250)
(Minimum initial donation: $1,000; Minimum annual fee $500) |
Fee is 5% of total deposits.
Fiscal Sponsorship Funds
Fees and minimums vary and are determined based on the approved project.
Agreements are typically valid for one year; extensions may be available.
No fee; Agreement is for a 6-month term.
For organizations that have applied for and are awaiting public charity status from the IRS.
Fee is $1,000 for up to 10 deposits; Agreement is for a 12-month term.
These fees are charged to the fund monthly and do not include investment fees. The total annual fee for funds with tiered fee structures is a blended rate based on the fee charged for the balance in each tier.
Last revision: 5/26/2023