Fund Fee Schedule

Fund Type Fee
Unrestricted Funds 1.75%
Field of Interest Funds 1.75%
Committee Advised Funds 1.75%
Donor Advised Funds 1.75%
Designated Funds 1.25%
Agency/Organization Endowments 1%
Scholarships 2%
Community Projects 2% of receipts with a $500 minimum annually, for campaigns up to $5M *

*Consideration for campaigns over $5M: For campaigns over $5 million, fee adjustments may be considered.

Fund Fee Schedule updated on January 1, 2020.

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