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Center for Nonprofit Sustainability
Custom Service Level
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Center for Nonprofit Sustainability
For a list of nonprofit clients, please contact the Foundation's Philanthropic Advancement Team.
Administrative Fees
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First $2 million
Next $2 million
Next $1 million
Next $5 million
Over $10 million
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1.25%
1.00%
0.85%
0.45%
Negotiated
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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:
The Foundation also offers campaign management services.
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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
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E
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Endowed Gift Funds: permanent asset of the Foundation, principal is preserved, invested for long term; 4.5% annual payout
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Q
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Quasi-endowed Gift Funds: invested for long term, with entire balance available for distribution; 4.5% annual payout
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N
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Non-endowed Gift Funds: entire balance available for distribution, invested for the short term to provide liquidity
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| 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. |
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Supporting Foundations – Simplify your work by accessing committee or board
management, financial and investment support, and help with agency infrastructure. |
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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.
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