The Community Foundation manages investments for other charitable organizations, allowing them to invest alongside The Community Foundation's own assets. The goal is to provide access to economies of scale and other investment benefits. The Community Foundation selects and monitors third-party asset managers. The assets of the charities are combined into a single investment pool.
Assets Under Management$560M
Clients1
Advisors2
Avg. per Client$560M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
The Community Foundation may waive or reduce its management fee with respect to the account of any Client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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