Center for Personal and Family Philanthropy

Value, Select and Comprehensive Service Levels

Center for Personal and Family Philanthropy Clients

For a list of donors, please contact the Foundation's Philanthropic Advancement 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.