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.

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