Our Fees
Each donor-advised fund pays an annual fee of 1.50% of the balance per year, or a minimum annual fee of $500. The fee is charged monthly and covers expenses associated with the management of your fund.* In addition, it helps fund our efforts to convene and engage others around issues affecting our larger community. Through your partnership with us, you support work on many local issues, which results in greater community impact throughout Sonoma County.
Your fee includes these philanthropic services:
- Customized fund design
- Investment/asset oversight (quarterly fund statements, monitoring investment performance, setting and reviewing investment policies)
- Fund administration (IRS reporting, gift acknowledgement for tax purposes)
- Option to give anonymously
- Fund publicity/promotion
- One-on-one (or family) sessions to help you create a social investment strategy or refine your giving for maximum impact
- Planned gift consultation & implementation
- Due diligence on all grant recommendations
- Implementation of all grant recommendations
- Partners in Philanthropy program which keeps you informed of quality grant proposals that match your areas of interest
- Site visits to local charitable projects and programs
- Annual Celebration event with board members and local leaders
- Convenings with local experts around important community issues
In addition, your fee supports our greater community impact work in:
- Tackling pressing community needs or important civic issues through convening community leaders around targeted initiatives (e.g., reducing homelessness, strengthening our arts/culture)
- Attracting funds from larger private foundations and other outside sources
*Information on investment managers and investment fees available upon request.
Please contact J Mullineaux at 707.303.9620
Greg Young, a Community Foundation donor advisor, talks of the rewards of supporting a nonprofit organization with a local branch in Sebastopol. "I belong to Bread for the Journey because I want to support local start-up organizations that need a little boost to achieve their vision. That boost is often money, but sometimes it's simply asking the right question like, 'What is a business plan and why do you need one?' Watching these seeds sprout is even more rewarding than I had dreamed; meeting people who have the passion and knowledge to make our community a better place is an amazing experience. It fills me with hope for the future... and joy."
Helen McStravick’s commitment to caring for those in need spans her lifetime and continues today through her donor-advised fund with the Community Foundation Sonoma County. After Harry’s death in 2001, Helen has continued to make grants from their donor-advised fund to support the mentally ill homeless population in Sonoma County, and she will leave the remainder of her estate to do the same. It’s comforting as she grows older, “a gift for me,” she says, and a way of honoring her husband’s wishes and extending her reach in the community. More…