Fee Schedule

The Columbus Foundation fees are based on the amount of work
required by different fund types. The fee schedule below applies to the
funds in The Columbus Foundation and Community Foundations, Inc.
Through economies of scale, the Foundation is able to charge minimal
fees compared to the costs of maintaining a private foundation.

Annual Administrative Fees
Calculated on the Market Value of Fund Assets

Note: Annual fees, except
Organization Endowment Fund
fees, are assessed quarterly based upon the fund’s previous quarter end market value. Organization Endowment Fund fees are calculated once a year in the first quarter and are based upon the fund’s prior yearend market value.


Unrestricted and Field of Interest Funds
  • 1.15% of assets

Donor Advised Funds

For Funds invested with full choice of approved Investment Agents

  • Minimum quarterly fee of $120 ($480 annually); or
  • 1% of assets up to $500,000
  • 0.8% of assets from $500,000 to $1 million
  • 0.6% of assets from $1 million to $3 million
  • 0.4% of assets over $3 million

For Funds invested with the Vanguard Family of Funds

  • Minimum quarterly fee of $75 ($300 annually); or
  • 1% of assets up to $500,000
  • 0.8% of assets from $500,000 to $1 million
  • 0.6% of assets from $1 million to $3 million
  • 0.4% of assets over $3 million

*All new donor advised funds with assets of $50,000 or less will be invested with the Vanguard Family of Funds

Designated Funds and Organization Endowment Funds

  • 0.5% of the prior year end market value of assets up to $100,000
  • 0.3% of the prior year end market value of assets from $100,000 to $1 million
  • 0.2% of the prior year end market value of assets over $1 million

Scholarship Funds
  • Minimum quarterly fee of $50 ($200 annually); or
  • 1% of assets up to $100,000
  • 0.8% of assets from $100,000 to $1 million
  • 0.6% of assets over $1 million

Administrative Funds

  • No fee, since the funds support the ongoing operation of the Foundation


New Funds Created by and Additions to Funds from Planned Gifts
The Columbus Foundation will charge a one-time 1% fee on planned gifts contributed to new or existing funds occurring at death or upon termination of a trust. This applies to all planned gift contributions of assets by means of a bequest, trust, life insurance policy, retirement plan, or other testamentary transfer. The fee income will be used to help underwrite ongoing fund development and planned gift expenses.

























































Please feel free to contact The Columbus Foundation’s Donor Services and Development Department at 614/251-4000 with any questions.