Fee Structure
Each fund of the Foundation is subject to management and investment fees depending on its size and purpose. The schedule of annual fees below was set by the Foundation's board of directors and is subject to change.
Donor Advised Funds* 
1.25%
1.25% Designated Endowment Funds 1%
1%Partner Agency Endowment Funds .5% up to $250
1st Tennessee Custody Fees 6 basis points
6 basis pointsConsulting Services Group 20 basis points
20 basis points*fees are reduced when balance reaches $500,000
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