Individuals + Families

Modern philanthropy is dynamic. Global. Creative. In order to create the kind of impact you want, you need access to the people, resources, issue-area knowledge, and evaluation tools that can turn your ambitions into reality. On your terms and on your time.

Every donor's experience is unique. Some folks approach us with a desire to dive deeply into philanthropy with their family and are seeking a highly participatory experience. Some are looking to the future and are specifically interested in exploring how they can create a legacy. Others are facing a significant financial event and need to understand the taxation implications of complex gifts.

Regardless the motivation, when you open a fund at MCF, we’ll take the time to understand the ideal level of involvement you want in your giving. And tailor our services to your needs within three service levels.

MCF’s Classic Service is just that — classic: an offering honed over more than three decades to effectively support your giving. As a Classic donor, you’ll have 24/7 access to MCF’s secure online Giving Center and to expert gifting and grantmaking assistance. You can tailor your investment strategy among one or more of six professionally managed investment pools. You can leverage MCF’s extensive library of existing community knowledge and have the opportunity to engage in site visits when making grants of $10,000 or more. Classic is the perfect approach to philanthropy for donors seeking a seamless and efficient experience.

Funds up to $500,000 in size will automatically receive Classic Service. The minimum annual fee is $1000.

MCF’s Enhanced Service builds on our Classic offering to provide a comprehensive approach to your giving. A seasoned senior philanthropic advisor will develop with you a tailored approach to your giving, starting with a thorough onboarding and orientation process. They maintain a deep understanding of your areas of interest, objectives for your giving, and any other dynamics which can impact your philanthropy. Alongside custom research and site visits, MCF’s proprietary curricula enables you and your family to expand and explore your giving. Couple this with exclusive MCF offerings such as the Venture Impact Program, which enables impact investing through grantmaking, and The Lens, which allows MCF donors to add an increased level of intention to their philanthropy by using an equity framework — and you have a complete offering for those who place a high priority on their giving, and who can benefit from a robust suite of resources in order to accomplish their goals.

Funds between $500,000-$5 million in size will automatically receive Enhanced Service. The minimum annual fee is $3,750. Classic fund holders who are interested in receiving this service level can do so by paying the minimum annual fee.

Virtuoso is MCF’s modern alternative to a private foundation. It is designed for those with a profound commitment to charitable giving and significant resources to dedicate. Virtuoso donors receive all of the services of the Enhanced level, but are also separately supported by The Family Office of Philanthropy, a separate team within MCF, akin to the practice used within the wealth management industry. This team has unsurpassed skills to support the philanthropy of multiple generations of a family, deep research and connection capabilities, and the ability to provide access to legal, evaluation and marketing expertise. Importantly, Virtuoso offers the opportunity for you to leverage your own family office or wealth manager to manage your investment strategy.

Virtuoso is available to funds of $5 million or greater. The minimum annual fee is $33,000.

For a document that provides a comprehensive overview of the services provided within each level, please contact Andrea Henderson, Senior Director of Philanthropic Planning, at 415.464.2507 or

"My experience has exceeded my expectations. I have confidence that the people at MCF know what they are doing, believe in what they are doing, and are looking out for my best interests."

- MCF Donor
Interested in opening a fund right now?

Download our New Fund Information Sheet, complete the information, and send it to one of our philanthropic planning team (contact information below). If you have any questions with the information required, they’d be only too happy to help.


For information about opening a fund, please contact

Henderson andrea linkedin
Andrea Henderson

Senior Director, Philanthropic Planning

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