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Types of Funds

Unrestricted Funds

Unrestricted Funds remain in perpetuity to address needs within our community as they change over time. A community-based committee reviews and approves grants, then awards them in your fund’s name.

Field of Interest Funds

Field of Interest Funds can be donor-directed for a particular purpose, such as literacy or art education. We select the nonprofit organizations that best serve your charitable intent.

Designated Funds

Designated Funds allow you to choose the charitable organizations you want to receive a portion of the earnings from your fund.

Donor Advised Funds

Donor Advised Funds allow you to be actively involved in your charitable giving.

Scholarship Funds

Scholarship Funds let you help a group of students at a specific school or in a particular curriculum in furthering their education. You can be involved in part or all of the selection process.

Organizational Endowment Funds

Organizational Endowment Funds let nonprofit organizations create permanent endowment funds. We handle all administrative and investment responsibilities, freeing the organization to pursue its mission.

Schedule of Fees

Designated Funds and Agency Funds

First $500,000                        1.0%

$500,000 – $1 million            0.9%

$1 million – $2 million           0.85%

Above $2 million                    0.75%

Donor Advised, Field of Interest, and Unrestricted Funds

1.5%

Non-Endowed Funds (Pass Throughs)

2.0% of the assets given

Scholarships

2.0%

This fee includes all investment management and custodial fees charged directly to CFCI for the investment of assets, but does not include internal management fees charged by mutual funds.

CFCI will always endeavor to negotiate the lowest fees possible using the collective buying power of pooled accounts. However, we reserve the right to revise the fee structure every three year to adjust to any unforeseen increase in charges made to us by investment managers.

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