Administrative Fees
The Community Foundation of Shelby County provides the administrative structure enabling charitable funds to support needs, opportunities and causes in our community.  Administrative fees range from one-half percent to one percent, based upon a charitable fund’s asset size.  A minimum fee is charged to funds under our fund minimum of $25,000. Charitable Distribution Accounts are not assessed a fee, but earnings generated by the account’s balance are retained by the foundation.

Investment Fees
Charitable funds residing within the Conservative, Balanced and Aggressive investment pools are assessed a .75 percent fee annually.  Those funds held within our Money Market and Stable pools are not assessed an investment fee.