Center for Nonprofit Sustainability

Custom Service Level

Center for Nonprofit Sustainability

For a list of nonprofit clients, 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


1.25%
1.00%
0.85%
0.45%
Negotiated


Opening minimum: $2 million

Minimum annual fee: $25,000

Consultation Services
The Foundation’s nonprofit and philanthropic experts are available to consult with your organization.

Consulting fees are determined by the scope of need in the following areas:

  • Finance and investment
  • Fundraising and gift planning
  • Communications
  • Board and volunteer orientation
  • Infrastructure and staffing

The Foundation also offers campaign management services.

Custom Benefits
The Center for Nonprofit Sustainability offers custom services to help your nonprofit with organizational and financial management, professional development, fundraising and grantmaking. Our charitable planning experts can help:

  • Develop a comprehensive work plan
  • Help secure nonprofit 501(c)(3) status
  • Explore and identify the most appropriate philanthropic vehicle to address your organization’s needs

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:

  • Support board and committee meetings: scheduling, planning and providing materials, recording minutes
  • Develop standard criteria for new leadership
  • Orient new board members
  • Provide budget and financial management training
  • Manage and report on assets and investments
  • Process gifts, pledges and expenses

Our philanthropic experts can help:

  • Research and prepare presentations exploring the organization’s area of focus
  • Evaluate grantee organizations
  • Field requests and award grants
  • Monitor grantmaking effectiveness



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 Designated Funds – Support the good work of virtually any nonprofit organization.
E Q N Planned Gifts for Donors – Using anything from a simple bequest to a complex
trust, your donors can achieve specific objectives, making a significant impact
on the future through your organization.
E Q Scholarship Funds – Help your donors invest in your community’s future and show students you care.

Supporting Foundations – Simplify your work by accessing committee or board
management, financial and investment support, and help with agency infrastructure.

Charitable Trusts for Donors – Your donors can distribute income and assets to beneficiaries and your organization.




Click here to download the Center for Nonprofit Sustainability information sheet for our custom services.