Administrative Fee Schedule for Funds
Endowed Funds 1.0%
Donor-Advised Funds 1.0%
Scholarship Funds 2.0%
Pass-through Funds 2.5%
Investment Management Fees
Currently all funds are invested with Morgan Stanley Wealth Management. In addition, investment fees are deducted quarterly from each fund.
In 2017 they average less than 1% of asset value, decreasing as the amount in the total investment fund increases.