Fee Schedule

Like funds held by all community foundations, those held by the Community Foundation of Southern Wisconsin are charged a minimal annual service fee.

In exchange for this fee, donors receive a variety of benefits:

  • Professional investment management overseen by the CFSW Board of Directors.
  • Our professional staff’s knowledge and expertise in grant-making. This includes knowledge of the community and its needs. This information is shared with our donor advised fund holders and others.
  • Due diligence for grant awards assuring that the recipient is a certified 501(c) 3 organization.

Fees are charged quarterly and are based on each Fund’s average market value using the average of 12 trailing quarters. For example, consider a scholarship account that began with a balance of $10,000 three years (12 quarters) ago but with additions and investment returns is worth $30,000 today. The fee does not take into account the full growth of the fund but looks only at the fund’s average over three years. Let’s say that average is $20,000. At 1.5 percent, the annual fee for this scholarship would be $300. The quarterly withdrawal is $75.

Fee Schedule

Fund TypeEndowedSpendable
Community Funds1.00%1.00%
Designated/Org/Agency*1.00%1.25%
Field of Interest/EIE1.25%1.25%
Donor Advised*1.25%1.50%
Scholarship*1.50%1.50%
Special Project/Fundraising*5.00% of revenue received
* Funds that exceed $500,000 will receive fee reductions as follows: $500,000 – $1 million .25%; $1 million – $2 million .25%; Above $2 million .25%

Fees for Establishing a Fund

Fund TypeSuggested Balance for Establishing a Fund
Donor Advised$15,000
Scholarship$25,000
Field of Interest$10,000
Community Fund$50,000
Agency Fund/Organization Fund/Nonexempt Fund/Named Community Fund$10,000
Spendable Fund$1,000 minimum balance.

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