Center for Corporate Philanthropy

Custom Service Level

Center for Corporate Philanthropy Clients

Duke Energy
Wachovia Corporation


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.

The Center for Corporate Philanthropy offers custom services to help you plan, govern and operate your corporate foundation or grantmaking program. We can help you engage your employees with your charitable goals and make the greatest 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 corporate giving plan tailored to your interest areas and giving priorities
  • Assist with the management of your corporate foundation on community affairs program

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
  • Identify local/regional needs
  • Manage grantmaking commitments and pledges
  • Promote the company’s philanthropic initiatives
    • A corporate philanthropic portfolio can highlight past grantmaking initiatives, promote charitable interest areas and outline grantmaking guidelines
    • An internal evaluation report can document grantmaking performance and effectiveness

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 corporation and grantee
  • Research, evaluate and recommend potential grantees; monitor use of funds; review and report grantee effectiveness to committee or board
  • Offer philanthropy workshops to engage employees in the company’s 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 the fund 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 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.

Corporate Foundation Services – Take advantage of our investment, accounting, grantmaking and administrative services.


Click here to download the Center for Corporate Philanthropy information sheet for our custom services.