For good. For ever.®

Administrative Fee Schedule for Funds

Endowed Funds           1.0%

Donor-Advised Funds  1.0%

Scholarship Funds        2.0%

Pass-through Funds      2.5%


Investment Management Fees

Currently all funds are invested with Morgan Stanley Wealth Management. In addition, investment fees are deducted quarterly from each fund. In 2017 they average less than 1% of asset value, decreasing as the amount in the total investment fund increases.

© 2015-2018 Star Data Solutions