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Fees

GivingDonorsBecome a Donor › Fees

Administrative Fees

The Marin Community Foundation charges an administrative fee for funds that are housed at the Foundation. For donor-advised, scholarship, field-of-interest, designated beneficiary, and unrestricted funds, this fee is 0.5% (50 basis points) or $500 annually, whichever is greater.

 

Investment Fees

MCF passes the fees charged by the investment managers through to each fund. These typically range between 5 and 75 basis points annually, depending on the donor's investment allocation choice between the Equity, Socially Screened Equity, Fixed Income, Enhanced Cash, and Money Market Pools.

 

Expense on the Sale of Gifts

When brokers, agents, or others charge fees for liquidating stocks or other assets (such as real estate) made as gifts to a fund, these fees are passed through to the fund.

Note that there is never a fee for opening any type of fund at MCF.

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From the Resource Library

Your Contact for Information on Fees at MCF

Chief Financial and Operating Officer

Sid Hartman

Chief Financial and Operating Officer

415.464.2513

"My relationship with MCF comes down to trust. My clients count on me, and I refer them to MCF because MCF has earned my trust."

Deborah Breiner
Estate Planning Attorney, San Rafael