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Types of Funds
Collective Giving |
Annual |
Long-Term |
Endowment |
|
Fund Features |
Multiple donors towards a common cause. Robust support, including online donations. | Basic fund for a single donor or small number of large contributors. | Invested alternative to an annual fund. | Ideal legacy alternative to a private foundation. |
Minimum
|
$2,500 | $5,000 | $25,000 | $50,000 |
Activity Reports |
Monthly | Quarterly | ||
Overhead Allocation |
6% of contributions $1,000 set-up fee |
1.5% of contributions | 0.5%-1.5% (based on principal) |
|
Interest |
None | 50% to the fund | 100% to the fund | |
Available for Grant-making |
Principal | Interest (and/or principal) |
||
Time Period |
Variable | 2-9 years | 10 years or more | |
Other Services and Fees |
|
Grant-making |
Most grant recommendations are usually processed within 10 to 14 business days at no cost to you. There is a fee for domestic grants under $1,000, wire transfers and international grants. A minimum fund balance must be maintained. All grants must be made to qualified donees, as defined by the Canadian Revenue Agency. |
International Giving & Fundraising |
Through our international grant-making capability, fund advisors can make grant recommendations to U.S. registered charities and pre-approved international charities. |
Strategy |
Philanthropic consulting and advisory services are available on a fee for service basis. |
