Fee Schedule 

Communities Foundation of Oklahoma is proud to offer our first-rate services at affordable prices.  As part of our commitment to transparency, the following information is summarized from our Board Policies document. 

 

 Fund Type
Associated Fee

 Designated/Endowment Funds

1.0% on assets up to $1,000,000.00
0.75% on assets between $1,000,000.01 and $5,000,000.00
0.60% on assets over $5,000,000.01

 Donor Advised Funds
1.50% on assets up to $1,000,000.00
1.25% on assets between $1,000,000.01 and $2,000,000.00
1.00% on assets between $2,000,000.01 and $3,000,000.00
0.75% on assets over $3,000,000.01

 Scholarship Endowment Funds
2.0%

 Field of Interest Funds
1.0%

 Community Funds 
1.0% to 2.0% 

 Fiscal Sponsorship/Operating Funds     
3.0%
($250 minimum annual fee)

 Escrow Funds
No Fee

 Unrestricted Funds
1.0%

 

 

 

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2932 NW 122nd Street Suite D, Oklahoma City, OK 73120   (405) 488-1450   (877) 689-7726   Email us

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