Coastal Bend Community Foundation Fee Schedule*
|Fund Type**||Annual Fee***|
|Designated Funds – up to $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 (less than $50,000)||Investment Earnings|
|Donor-Advised Funds (more than $50,000)||.50%; $500 minimum|
|Charitable Advised Funds (Minimum of $50,000)||Greater of .50 % or $500|
|Agency Endowments – up to $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|
* 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.