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Jeff SwansonWe have answers. To learn more about Signature Philanthropy contact Jeff Swanson at 949.553.4202x39 or via email.

There is never a fee charged to open any type of fund at the Community Foundation.

Endowed Funds

An endowed fund provides grants from annual earnings, while its principal is protected and grows over time. This ensures that the community benefits from a perpetual source of philanthropic support and that your charitable legacy endures.

Non-Endowed Fund

A non-endowed fund provides grants from both principal and earnings, giving donors maximum flexibility in their philanthropy.

Foundation Support Fee

Because OCCF is a public charity, our Foundation Support Fee supports the services we provide to donors and the community. The fee varies according to the type and size of fund. This covers gift establishment, receipt and tax acknowledgment of contributions, grant and fund administration, and donor services such as research on nonprofit agencies and issues.

Investment Fees

Each fund is allocated its proportionate share of investment fees charged by investment managers.

Endowed Funds

Grants can be made from annual earnings; principal remains permanent. Earnings are distributed according to the annual payout policy established by the OCCF Board.

Minimum to open: $25,000.

Type

Description

Annual Fee
Designated or Restricted Created for the benefit of a single agency or multiple
agencies. Contributions may be added by other donors.
  • 1.00% on the first $1 million
  • 0.75% on amounts from $1- 5 million
  • 0.75% flat on funds over $5 million
  • 0.50% flat on funds over $7.5 million
Field-of-Interest
($250,000 minimum)
Established according to a donor’s specified area(s) of interest.
  • 1.00% on the first $1 million
  • 0.75% on amounts from $1- 5 million
  • 0.75% flat on funds over $5 million
  • 0.50% flat on funds over $7.5 million
Donor-Advised Donors make recommendations regarding grant
distributions.

 

  • 1.00% on the first $1 million
  • 0.75% on amounts from $1- 5 million
  • 0.75% flat on funds over $5 million
  • 0.50% flat on funds over $7.5 million
Scholarship
($100,000 minimum)
Established to help students achieve educational success.
  • 2.00% on the first $1 million
  • 1.50% on amounts from $1 - 5 million
  • 1.00% on amounts over $5 million
Agency Endowment Established by a non-profit organization for its benefit.
Contributions may be added by other donors.
  • 0.75% on the first $5 million
  • 0.50% flat on funds over $5 million

Non-Endowed Funds


Distributions can be made from both principal and earnings. Donor makes recommendations for grant distributions.

Minimum to open: $25,000.

Type Description Annual Fee
Donor-Advised Single donor or family. Additional gifts can be made to the fund at any time.

Contributions may be added by other donors.
  • 2.00% on the first $1 million
  • 1.00% on amounts from $1- 5 million
  • 1.00% flat on funds over $5 million
  • 0.75% flat on funds over $7.5 million
  • 0.50% flat on funds over $10 million
Scholarship
($100,000 minimum)
Established to help students achieve educational success.
  • 3.00% on the first $1 million
  • 2.00% on amounts from $1- 5 million
  • 1.00% on amounts over $5 million

Dig Deeper

Foundation Support Fee overview (PDF)