FEES

Administrative Fees
The Community Foundation of Shelby County provides the administrative structure enabling charitable funds to support needs, opportunities and causes in our community.  Administrative fees range from one-half percent to one percent, based upon a charitable fund’s asset size and fund type. Project and Campaign Funds are assessed per gift and follow a separate fee schedule. There is a $250 minimum fee. Gift Accounts are not assessed a fee, but earnings generated by the account’s balance are retained by the foundation.

Investment Fees
Charitable funds residing within the Conservative, Balanced and Aggressive investment pools are assessed a .75 percent fee annually.  Those funds held within our Money Market and Stable pools are not assessed an investment fee.

Please contact the Community Foundation of Shelby County office to request a fee schedule.