Hello, We are a Community Foundation with roughly 130 funds. Some are unrestricted, some managed and some are temporarily restricted. We do not charge any fees to manage these funds, rather we just pass on expenses from our Financial Advisor and operating costs to the funds on a percentage basis. Can I ask the pros and…
Good morning, We are reevaluating our giving circles' fee structure and would like to know if anyone has a set fee structure they are willing to share. Thank you.
