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New Lower Fees = Maximum Charitable Impact

We have good news!

Our significant growth in assets this past year has enabled our Board of Trustees to lower our annual fees for donor advised funds and family or business foundations. We believe our new fee structure will encourage continued growth without diminishing our personalized level of service to our fundholders and to the community.

Please get in touch with one of our philanthropic advisors for assistance.

Visit here for the complete Community Investment Fee Schedule.