What are Donor Advised Funds?
 To open a fund today, contact Vice President of External and Donor Relations Carol Bradford at (213) 452-6266. |
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Participate directly in grantmaking by making recommendations for grants to specific organizations and causes you care about by opening a donor advised fund at the California Community Foundation. Work closely with foundation staff to select grant recipients, evaluate potential funding strategies and involve family members or colleagues in the giving process. Make contributions to your fund at any time and take a tax deduction for the year in which gifts are made. Donor advised funds are the most efficient, cost-effective alternative to private or family foundations.
Download Donor Advised Fund Fact Sheet.
How do Donor Advised Funds work?
1) Donor gifts assets to CCF, which will steward the fund.
2) Donor evaluates and recommends nonprofit organizations with the assistance of CCF.
3) CCF distributes grants to qualified nonprofits.
Highlights:
Opening Balance
$25,000
Administrative Fees
Administrative fees charged to funds cover general operating costs including gift establishment, receipt of assets and contributions, grants and fund administration, research into nonprofit agencies and issue areas and other donor services. Fees are assessed quarterly (minimum is $750 annually). Investment management and consulting fees related to the foundation's investment pools are charged separately. Additional fees may be charged for any mutually agreed upon extraordinary legal, banking or other services rendered on behalf of a fund.
| Fund Assets |
Fee Structure |
| Up to the first $1 million |
1.25% of assets |
| $1 million and up to $5 million |
0.75% of assets |
| $5 million and up to $20 million |
0.50% of assets |
| $20 million and up to $40 million |
0.25% of assets |
| $40 million or more |
0.15% of assets |
To learn more about donor advised funds, please contact Vice President of External and Donor Relations Carol Bradford at (213) 452-6266.
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