Donor-Advised Fund
Fees & Costs

For its services, the Foundation shall be entitled to collect from the donor-advised fund a sum to be set annually by the Foundation’s Board of Governors as an administrative fee, which shall be consistent with what the Foundation charges other donor-advised funds held by the Foundation. Administrative fees are used exclusively to support the Foundation’s mission-based operations and are your investment in a 501(c)(3) public charity dedicated to improving the quality of life in our community by bringing together philanthropy and solutions to local issues.

The institution where the Foundation invests the assets, will charge a monthly investment fee to the Fund, in accordance with fee schedules approved by the Foundation’s Board of Governors.

Total administrative and investment fees range from 0.55%-1.05% (annualized). Average fees are approximately 1% annually. The Foundation can provide Donor(s) with the total annual fees once investment recommendations are selected.

All costs incurred by the Foundation in transferring assets donated to the Foundation for the donor-advised fund shall also be paid from the Fund. Although very rare, the Foundation may charge additional fees for extraordinary services such as unique grant processing and review for international granting.

Pinellas Community Foundation is a 501(c)(3) nonprofit organization registered with the state of Florida. A copy of the official registration and financial information for Pinellas Community Foundation (CH3646) may be obtained from the Division of Consumer Services by calling toll-free within the state 1-800-HELP-FLA (435-7352) or visiting www.FDACS.gov. Registration does not imply endorsement, approval, or recommendation by the state. Your gift may be tax-deductible; please consult your tax professional to explore your benefits.

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Leigh Davis

Leigh Davis

Director of Donor & Advisor Relations