The Community Foundation assesses a monthly service fee on all funds. This fee helps defray the administrative costs associated with managing your fund and providing top quality donor services.
Special Project and Pass-Through Fund Fee Structure

• Assess a one-time start up fee of $250.00 to cover immediate professional legal and accounting fees, reporting and fund set-up costs incurred by the Foundation.
• Interest from the money market account as annual fee.
• Charged for postage incurred by the fund, a per-check charge of $.50 cents per check issue and a $60.00 annual audit-review charge.
• Other fees may be charged for projects that require out-of-the-ordinary staff attention or recordkeeping.

 
Component Funds Fee Structure

Type of Fund                                                                                                                     Fee
Established as Unrestricted Funds                                                                                   1.50% annually
Field of Interest, Designated Funds                                                                                 1.65% annually
Donor Advised, Scholarship Funds                                                                                   1.75% annually
Charitable Gift Annuity                                                                                                  1.50% annually
 
* Minimum annual fees of $300 per year.

Investment Fees
The Community Foundation assesses a 65 basis point investment fee and a 10 basis point custodial fee on all pooled funds. This fee covers the costs of our investment program. Charging an investment fee is standard procedure in community foundations.
 
For assistance, contact Twyla Coblentz, Finance Officer, at Twyla@cfsgc.org or 970-304-9970.