Coastal Bend Community Foundation Fee Schedule*

Fund Type** Annual Fee***
Designated Funds – less than $1 million .50 %
Designated Funds – more than $1 million .25 %
Field-of-Interest Funds .50 %
Scholarship Funds Greater of 1 % or $100
Donor-Advised Funds Investment Earnings
Charitable Advised Funds (Minimum of $50,000) Greater of .50 % or $500
Agency Endowments – less than $1 million .50 %
Agency Endowments – more than $1 million .25 %
Temporary Project Funds Greater of 1% or $100
Fiscal Sponsorships Greater of 1% or $100

Notes:
* Fees shown are for funds with typical levels of activity. Where unusual or special circumstances exist, additional charges may apply, as determined by the President/CEO and disclosed to the donor prior to signing the fund agreement. These fees do not include investment related fees or expenses.

** Unless stated otherwise, the minimum to establish a permanent fund is $10,000.

*** To be charged monthly, based on average daily balance.