Fee Schedules

GiveWell Community Foundation applies a separate investment management fee and administrative fee to each fund. The investment management fee is charged quarterly on the fair market value of the assets of the fund based upon its invested pool(s). An administrative fee is charged monthly on the fair market value of the fund asset based on the type of fund and total assets.

Investment Management Fees

Conservative Pool

  • 0.50%

Long Term Pool

  • 0.66%

Administrative Fees

Donor-Advised Funds

  • 1.50% for assets up to $250,000
  • 1.25% for assets $250,000 – $2,000,000
  • 1.00% for assets $2,000,000 – $5,000,000
  • 0.75% for assets $5,000,000 – $7,000,000
  • 0.50% for assets $7,000,000 – $10,000,000
  • 0.25% for assets $10,000,000 – $85,000,000
  • 0.10% or assets over $85,000,000

Designated, Field of Interest, and Scholarship Funds

  • 1.25% for assets up to $250,000
  • 1.00% for assets $250,000 – $2,000,000
  • 0.75% for assets $2,000,000 – $5,000,000
  • 0.50% for assets $5,000,000 – $7,000,000
  • 0.25% for assets over $7,000,000

Agency and Community Funds

  • 0.50%

All funds require a minimum of $10,000. Fees are subject to change by action of the board of directors.

Ready to Get Started?

 

Our philanthropic experts are here to work with you to develop your personal, strategic charitable giving plan. Contact us today for a confidential consultation about a giving program to fit your needs.

Terry Simmers

Terry Simmers

President/CEO
863-683-3131
tsimmers@givecf.org

Lori Martini

Lori Martini

Chief Philanthropic Officer
863-683-3131
lmartini@givecf.org