Philanthropic Advisor Fee Schedule

This fee schedule applies to all funds at the Martin County Community Foundation.

Agency Endowment Fund 0.75%
➢ Agency Endowment Fund over $250,0000.5%
Martin County Community Fund2%
Corporate FundsSee DA Fee
Community Grant Funds2%
Designated FundSee DA Fee
Donor Advised Fund 1%
➢ $500,000 or less1%
➢ $2.5 Million0.75%
➢ $5 Million0.5%
Field of Interest Fund1%
Neighborhood FundSee DA Fee
Scholarship Fund2%
MCCF Endowment FundThe minimum fee is $250.00 per year. Fees are assessed to the fund on a monthly basis.
The monthly fee equals one-twelfth of the annual fee, based on the average fair market value of fund assets for the month.