What a Giving Fund Costs
The MortarStone Charitable Giving Account has no minimum initial contribution requirement and one of the lowest annual fees of any donor-advised fund. Total fees for a Giving Account typically amount to about 1% of the balance. That's generally less than the operating costs associated with a private foundation or the fees for donating with a credit card.
Annual Administrative Fee
1%
The Giving Account is generally assessed an annual administrative fee of 1%. Administrative fees help us provide leading technology and services, such as:
Reviewing and issuing donor-recommended grants to charities
In-depth grant due diligence
Knowledgeable donor support team