Members' Zone
Fees
Community foundations' fees vary throughout the network. Typically they are lower than the costs of setting a private trust.
Donor advised funds and trusts compared >>
These fees enable community foundations to offer clients full service philanthropy through consultation, grant-making expertise, monitoring and reporting services.
When grantmaking is relatively straightforward and doesn't involve much research or outreach (such as for a directed fund) then costs can be kept to a minimum. When the fund involves research, consultation and proactive monitoring and evaluation (such as for a donor advised fund), then costs are higher.
Endowment
Endowed (long-term) funds at community foundations typically require a £25,000 minimum to establish and have an annual fee that includes investment and administrative fees. Fees for endowed funds vary throughout the network but range anywhere from 0.5% to 2% annually. Some community foundations have an additional endowment set-up charge (one-off) which supports the community foundation's administrative endowment.
Flowthrough
Flowthrough (short term) funds at community foundations typically require a £10,000 minimum to establish and are charged fees on a per grant basis - not on total investment. Fees vary throughout the network but range from 5% to 15%. Fees tend to be higher for flowthrough funds as these funds are generally spent down to £0 within 1-2 years and require a high amount of staff time in administration.
Expense on the sale of shares and property
When bankers, agents or others charge fees for liquidating stocks or other assets (such as property) that are made as gifts to a fund, these fees are passed through to the fund.
For more information about how CFN and its members can partner with you to serve your clients, please contact Clare Brooks, Director of Philanthropy or phone +44 20 7713 9326.
Commmunity Foundation Network Registered office: 12 Angel Gate, 320-326 City Road, London, EC1V 2PT Company registration number 2651777, registered in England and Wales. Registered charity number 1004630
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