Fee Structure
NCCF charges its administrative fee monthly on donor-advised funds and charitable gift annuities as follows:
Fund Value | Annualized Administrative Fee |
---|---|
First $1 million | 1.00% of assets or $500 (whichever is greater) |
Next $1 – $2 million | .90% of assets |
Next $2 – $5 million | .60% of assets |
Over $5 million | .50% of assets |
(Fees charged by investment managers not included)