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.
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% per gift
($250 minimum annual fee)
|
| Escrow Funds |
No Fee
|