What are the fees for a donor advised fund?

There are no transaction fees to establish your fund, make additional contributions, recommend a change in
investment strategy or recommend grant distributions to charities from your fund.

Each fund pays its prorata share of investment management fees for the investment strategy in which it is invested.

A nominal administrative fee (minimum $250 annually) is charged to each fund in 12 monthly installments. All fees are charged automatically to the fund and do not require additional payment.