Fund Types/Agreements

A collection of listserv responses on best practices with non-endowed DAFs (donor advised funds), including fees and the minimum to start the fund.

This research shares community foundation fund administrative fee schedules.

This collection of responses from community foundation members shares about their fund requirements including minimum balances needed to establish those funds.

This listserv query shares feedback from community foundations on their policies for donor advised funds created upon death. 

This community foundation listserv query gathers information about the use of flow-through or pass-through scholarships in a similar fashion to ones used for a special community project.

Discover answers to your frequently asked questions involved in managing component funds and fund agreements over time in this webinar recording.

Read answers from the community foundation listserv to the question: for foundations that use a percent of moving average computation to determine spending (e.g., 12 trailing quarters), how do you handle funds that are newer than 12 quarters?