Administrative Fees
CFHC charges low administrative fees, generally between 1 and 2% annually. The fee structure is listed below.
- Endowed Donor-Advised Funds
- Endowed Unrestricted Funds, Field of Interest Funds, and Designated Funds
- Non-Endowed Donor-Advised Funds
- Endowed and Non-Endowed Scholarship Funds
- Accumulator Funds
- Organization (Agency) Endowed Funds
- Supporting Organizations (Charter Foundations)
- Special Projects
- Charitable Remainder Trusts
- Charitable Gift Annuities
- Investment and Other Fees
- Fundraising
Endowed Donor-Advised Funds
First $1,000,000: 1.00%
Next $5,000,000: 0.60%
Next $4,000,000: 0.80%
Amount over $10,000,000: 0.40%
Endowed Unrestricted Funds, Field of Interest Funds, and Designated Funds
First $1,000,000: 1.00%
Next $5,000,000: 0.50%
Next $4,000,000: 0.75%
Amount over $10,000,000: 0.25%
Non-Endowed Donor-Advised Funds
First $500,000: 1.5%
Next $4,000,000: 1.00%
Next $500,000: 1.25%
Next $5,000,000: .75%
Amount over $10,000,000: 0.50%
Endowed and Non-Endowed Scholarship Funds
1.5% for funds using CFHC common application
2.00% for all other scholarship funds
Accumulator Funds
(funds started with less than the $10,000 minimum)
1.0%
Organization (Agency) Endowed Funds
0.75%
Supporting Organizations (Charter Foundations)
All charter foundations must be started with a minimum of $1,000,000.
First $1,000,000: 1.00%
Next $5,000,000: 0.60%
Next $4,000,000: 0.80%
Amount over $10,000,000: 0.40%
Special Projects
Fees range from 2.0% to 15% based on services provided by CFHC. Special projects are labor intensive and generally short term.
Charitable Remainder Trusts
Contact the Community Foundation of Harford County for more information.
Charitable Gift Annuities
Contact the Community Foundation of Harford County for more information.
Investment and Other Fees
Investment fees charged to the Foundation will be apportioned among similarly invested funds and paid by the Fund.
Any extraordinary direct expenses incurred on a fund's behalf, such as a commission for the sale of contributed stock or expenses associated with the sale of a gift of property will be paid by the donor. Additional fees may be assessed for extra services such as special grant processing, program development and management, scholarship review, extraordinary technical support, or other non-standard services.
Fundraising
Donors wishing to engage in fundraising activities to add to a fund must comply with IRS regulations. Guidelines are available from CFHC.
