Fund Management Fees

CBCF 9 Professional Advisors 9 Fund Management Fees

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 FundsGreater of 1 % or $100
Donor-Advised FundsInvestment 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 FundsGreater of 1% or $100
Fiscal SponsorshipsGreater 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.