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FEG 2026 Community Foundation Survey Webinar
Foundations, FEG is an Investment Advisory Firm that surveys Community Foundations annually. The survey captures evolving practices and priorities across the community foundation landscape, including asset allocation, spending policy, values-aligned investing, and the emerging role of artificial intelligence in foundation…
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Fund admin fees, minimums, and $ to open a fund?
Hi fellow community foundation folks! Would you be willing to share the admin fees for your funds, fund minimums, if you accept pass-thru funds or only endowments, and whether people need $ up front to open a fund? We are reassessing our fee policies and hearing from you would be hugely helpful. Thanks in advance!
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Credit Card Services for Managed Funds
For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?
