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Center for Personal Philanthropy

Custom Service Level

Center for Personal Philanthropy Clients

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

Administrative Fees

First $2 million
Next $2 million
Next $1 million
Next $5 million
Over $10 million

1.50%
1.00%
0.85%
0.45%
Negotiated

Opening minimum: $2 million

Minimum annual fee: $30.000

Set-up fees: starting at $2,000, dependent on complexity and scope of work

Custom Benefits
The Center for Personal Philanthropy offers custom services to help you plan, govern and operate your grantmaking program or family foundation. We can help you engage the next generation, identify worthy causes and make the greatest possible impact in the communities that you serve.

Our charitable planning experts can help:

Explore and identify the most appropriate philanthropic vehicle to address your needs
Develop a family or individual giving plan tailored to your interest areas and giving priorities
Structure goals that help achieve the vision of the founder(s)

Our financial experts can help:

Tailor investment options and reporting for one or more gift funds
Consult regarding financial strategy including investment returns and review

Our governance and administrative experts can help:

Plan, facilitate and document committee or board meetings
Manage grantmaking commitments and pledges
Promote your philanthropic initiatives to draw interest in your causes
Develop a plan for succession to the next generation or criteria for new leadership
Orient new board members

Our grantmaking experts can help:

Facilitate grantmaking requests and field grantmaking inquiries
Prepare and present critical needs reports; solicit proposals; serve as a liaison between you and grantees/prospects
Research, evaluate and recommend potential grantees; monitor use of funds; review and report grantee effectiveness to committee or board
Offer philanthropy workshops to engage your family in your charitable mission
Organize nonprofit site visits to promote participation

Options for Giving

E	Endowed Gift Funds: permanent asset of the Foundation, principal is preserved, invested for long term; 4.5% annual payout
Q	Quasi-endowed Gift Funds: invested for long term, with entire balance available for distribution; 4.5% 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 Philanthropy information sheet for our custom services.