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Center for Personal and Family PhilanthropyValue, Select and Comprehensive Service Levels
Center for Personal and Family Philanthropy Clients For a list of donors, please contact the Foundation's client services team. Administrative Fees First $100,000
Next $400,000
Next $500,000
Next $2 million
Next $2 million
Over $5 million | 1.50%
1.25%
1.00%
0.85%
0.65%
0.40% |
Opening minimum: $10,000 Minimum annual fee: $250 |
The Foundation offers several distinct service levels based on average annual gift fund balance. With any Foundation gift fund, you can: - Name your gift fund to identify your family or honor a loved one
- Provide current or permanent support of your favorite charities
- Access your gift fund online to check fund balance and make grant requests
- Receive prompt gift acknowledgement and grant processing
- Obtain timely grant research and due diligence
- Choose recognition or anonymity
- Obtain spendable income calculations and distribution (for endowed gift funds)
Value Benefits
Value $10,000+ Recommend unlimited grant distributions of $250 or more
Choose from two investment options (for endowed gift funds)
Receive annual financial statement
Value Plus $25,000+ Earn premium money market rates on fund balance
Recommend multiple advisors to your gift fund
Receive quarterly financial statements
Select Benefits $100,000+ - Receive personalized service from client services team
- Choose from expanded investment options
- Learn about philanthropy via informative seminars and workshops
- Participate in group site visits to local and regional charities
- Attend special networking events with other Foundation supporters
Comprehensive Benefits $500,000+ - Work with dedicated client service representative
- Choose from a wide array of investment options
- Receive annual gift planning and/or gift fund management consultation
- Recommend your financial advisor to invest gift fund ($1 million fund minimum)
- Take advantage of specialized research on topics of interest
- Make targeted site visits to local and regional charities
- Receive comprehensive review of your giving and grant strategies
Custom products and services are available with $2 million fund minimum. Click here for details on the Center for Personal and Family Philanthropy custom services.
Options for Giving
E | Endowed Gift Funds: permanent asset of the Foundation, principal is preserved, invested for long term; 5% annual payout | Q | Quasi-endowed Gift Funds: invested for long term, with entire balance available for distribution; 5% annual payout | N | Non-endowed Gift Funds: entire balance available for distribution, invested for the short term to provide liquidity |
| E Q N | Donor Advised Funds – Remain involved in recommending uses for your gift at times most convenient for you. | | E Q N | Designated Funds – Support the good work of virtually any nonprofit organization. | | E Q N | Field of Interest Funds – Target your gift to address needs in an important area of community life. | | E Q N | Planned Gifts – Tailor your giving to achieve your specific objectives. | | E Q | Scholarship Funds – Invest in your community’s future and show students you care. | | E | Unrestricted Funds – Address a broad range of local needs for years to come. |
| Supporting Foundations – An excellent alternative to a private foundation—with only a fraction of the administrative responsibilities. |
| Charitable Trusts – Distribute income and assets to beneficiaries and charities. |
| Private Foundation Services – Take advantage of our investment, accounting, grantmaking and administrative services. |
Click here to download the Center for Personal and Family Philanthropy information sheet for our value, select and comprehensive services.
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