Above Photo: The Thuringia Bach Festival annually gives students from all over the world the opportunity to work with the legendary German Bach Conductor, Helmuth Rilling.

Fund Fee Structure

There is an initial fee of $500 to set up a Donor Advised Fund (DAF), and a minimum initial deposit of $5000, requiring a total of $5500 to open an account. New charity evaluation is $350 per charity. The initial grant report and ten-month follow-up are free, but a detailed accounting may incur a charge. There is a $100 administration fee for each overseas transfer of funds.

Minimum initial deposit: $5500, including a $500 fee to open a new account

Per calendar year:

  • 5% of additional amounts up to $150,000
  • 2% for the next $150,000 to $500,000
  • 1% for amounts over $500,000
  • Administration fee per grant: $100

Fees retained for Donor Advised Funds

Example (rounded to the nearest dollar):

Name: John Smith

DateIncomeExpenditureBalance
JanuaryDeposit$285,000
Administration fee (one-time charge)$500$500$284,500
Retained fee 2%$5690$278,810
FebruaryGrant made$50,000$228,810
Grant admin fee$100$228,710
Grant made$100,000$128,710
Grant admin fee$100$128,610
JuneDeposit$200,000$328,610
Retained fee 2%$4000$324,610
AugustDeposit$200,000$524,610
Retained fee 2% on $15,000 (brings total for the year to $500,000) = $300 plus 1% on $185,000 (amount in excess of $500,000) = $1850$2,150$522,460
DecemberBalance$522,460