With a donor-advised fund, costs are minimal. Starting a donor-advised fund is free. You make your charitable donation to establish the fund, and the administrator charges a nominal annual fee, typically about 2%, to cover administration and investment fees – but only after you have received your full tax deduction for gifts to the fund.
For those who may not have the $5,000 minimum donation to give upfront, we also offer donor-advised starter funds. This flexible option allows you to streamline your charitable giving while building up your fund over time.