Fees & Minimums

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Fees & Minimums

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Fund Type Minimum Fee Notes

Donor Advised Fund $10,000 150 basis points or 1.5% May be endowed or not

Unrestricted Fund $5,000 150 basis points or 1.5% Endowed

Designated Fund $25,000 150 basis points or 1.5% Endowed

Agency Fund $25,000 150 basis points or 1.5% Endowed

Legacy Fund $5,000 150 basis points or 1.5% Endowed

Memorial Gift No minimum No fee
Deceased name appears on wall of Athens Community Center and in the Annual Report of the year of death.

Field of Interest $5,000 150 basis points or 1.5% Endowed

These amounts are for named funds