low administrative fees
Charitable Gift Funds With Low Administrative Fees
Whitefish Community Foundation offers a sliding scale administrative fee structure for Donor Advised Funds.
Administrative fees cover the operating expenses of the Whitefish Community Foundation which in turn, allows us to do our charitable work to benefit the community. So, even your fee is benefiting charity when you hold your fund with the Whitefish Community Foundation.
Just like any commercial charitable fund company, Whitefish Community Foundation performs the grant due diligence and administration, tax filings, annual account summaries, and support. We offer online access to your Donor Advised Fund account, and quick turn around on your grant requests. Holding your Donor Advised Fund with Whitefish Community Foundation allows you to have all the privacy you would like to enjoy and none of the work so you can focus your attention on your charitable interests.
Average Daily Value
First $500,000
Next $500,000
Next $1,500,000
Amounts in excess of $2,500,000+
Please contact us to discuss your needs 406-863-1781
Administrative Fees
0.60% of assets or $200 (Whichever is greater)
0.40% of assets
0.20% of assets
0.10% of assets
Donor Advised Fund Guidelines: Donor Advised Fund Fees and Minimums
Charitable
Giving
Funds
Our charitable giving funds offer individuals and families all the flexibility of a private foundation without all the administration.
Flexible investment options
We offer several investment options to help grow your fund over time and achieve your charitable giving goals. Your gift will grow tax-free.
professional investment management
Our assets are under the professional management and responsible oversight of Mason Investment Advisory Services.
WE MAKE IT EASY FOR YOU TO CONNECT WITH CHARITABLE ORGANIZATIONS AND HELP WITH THE CAUSES YOU CARE ABOUT.
When you are ready to begin, we are here to help you make a difference.
Linda Engh-Grady – President
Contact Linda to help you establish your charitable fund. She has over 12 years of experience helping donors further their charitable giving using charitable giving funds. Linda and her team have a deep understanding of the needs in our community and can advise you on where your gifts will make the most impact.
Contact Regarding:
- Opening a Donor Advised Fund investment options.
- Circle of Giving.
- Planned Giving questions and setting up a Legacy Fund.
- WCF board and governance questions.
- nonprofit governance questions.
- WCF grant programs.
