Fund Management Fees

CBCF 9 Professional Advisors 9 Fund Management Fees

COASTAL BEND COMMUNITY FOUNDATION
ADMINISTRATIVE FEE SCHEDULE
(This schedule applies to funds opened on or after February 18, 2026)
 
 

Fund TypeAnnual Fee*
Designated Funds.5 %
Field of Interest Funds.5 %
Scholarship Funds1.25%
Donor Advised Funds.5%
Agency Endowments1%
Temporary Project Funds2%
Fiscal Sponsorships2%

A minimum administrative fee of $500 applies to each fund.

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 are based on the average daily balance of the fund, and do not include investment related fees or expenses.

Coastal Bend Community Foundation may revise the schedule from time to time, and the updated fees will be applied to existing funds.