Agency Endowment Funds
Charitable organizations establish Agency Endowment Funds to help them meet both their current and future needs. The Foundation invests the endowment into a pool designed and managed for long-term charitable purposes, leaving the organization free to concentrate on its good works.
Fee schedule: Up to One Million is 75 basis points, One Million to Five Million is 50 basis points, Five Million and Above is 35 basis points. Management and/or custody fees also apply. Minimum Fee is $200.