Policies and Fees

The following are the annual administrative services fees for our donor-advised funds:

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0.60% on first $500,000 of market value

0.30% on the next $500,000

0.20% on the next $1,500,000

0.15% on the next $2,500,000

0.13% on the next $5,000,000

0.12% on the next $10,000,000

0.10% on amounts in excess of $20,000,000

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Fees are prorated and billed quarterly. If the account has a positive balance at any time during the quarter, it will be subject to a minimum quarterly fee of $250.

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There are additional fees for investment management services that vary based on the financial advisory firm that is selected and the underlying investments utilized. 

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This fee schedule is for our standard donor-advised fund program. There is a separate schedule for custom donor-advised funds.

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For information on Fiduciary Trust Charitable' s Policy Guidelines, please click here.