Mission Support Fees

Minimum fee: $500

Find out more about Traditional Donor Advised Funds.
 

Minimum fee: $0; no administrative fees and no banking fees!*

Find out more about Fee-based Donor Advised Funds.

*Beginning July 1, 2022, No Fee Donor-Advised fund holders will be required to maintain an average annual balance of $10,000. In the event the minimum balance is not maintained, the minimum account fee will be assessed, as described above.

Minimum fee: $500

Find out more about Endowments.
 

Minimum fee $500
 

Minimum fee $500

All funds are assessed a 1.25% fee

Minimum fee: $500
 

*Only available to Catholic Organizations – for investment options available, see the Investment Pools page.

Minimum Fee $500

Yearly fee assessed 1.00%

Account balance: $800,000



*Blended fee on a $800,000 fund balance = 1.56% ($12,490 / $800,000)
**Targeted earnings on a $800,000 fund balance invested in the "growth pool" = $64,000, resulting in a targeted net return of $51,210 in the above example.
+Investment fee – Select from the various pools and refer to the ‘expense ratio’ to derive this fee