Giving
Your investment helps expand our critical community impact work and enables us to provide you with high-quality administrative, philanthropic and advisory services.
Support Fees
Greater Worcester Community Foundation offers several types of philanthropic funds to help donors achieve a wide range of charitable goals.
Support fees charged by the Foundation vary depending on the type and size of the fund. Support fees are charged monthly and withdrawn from the fund's assets. A minimum fee of $250 per year is drawn on all funds.
Current Support Fee Rates
- Agency Funds - 0.75%
- Designated Funds - 1.25%*
- Discretionary Funds - 1.25%
- Donor Advised Funds
- Fund balances up to $1 million: 1%
- Fund balances between $1 and $5 million: 0.75%
- Fund balances between $5 and $10 million: 0.50%
- Fund balances over $10 million: 0.25%
- Field of Interest Funds - 1.25%
- Scholarship Funds - 1.95%
Investment Management Fee
The Foundation's investment managers each assess charges to cover custody of assets, investment management, and trading activity.
Investment manager fees are assessed each month based on current market value. Investment performance results are reported net of investment management fees.
Please visit Investment Portfolios for a breakdown of fees by portfolio type, or download the document below.
Please click the button below to download or print this information.
Questions?
Contact Kelly Stimson
Vice President of Philanthropic Services
508-755-0980 ext 112
Questions?
Contact Jacob Vazquez
Philanthropic Advisor
508-755-0980