Advisors

Comparing Donor-Advised Funds

At the Community Foundation, we believe in investing in the future of Boulder County.

That’s why we support endowment building, and investing now for future benefit. We also know that some donors prefer to establish a Gift Fund because their favorite charities need support right away.

 

Donor-Advised Investment Pools

Donor-Advised Cash Pool

Min. to establish
$25K$25K
Fee to establish
None2% on all contributions
Other fees
1.25% annually for funds with balances up to $2M plus investment fees (see Administrative Fees).None
Investment earnings (losses)
YesNo
Annual grants payout
Per donor’s discretionPer donor’s discretion
Turnaround time for grants paid
Up to 2 weeks for grants under $100K; up to one month for larger grants.
Up to 2 weeks for grants under $100K; up to one month for larger grants.
Min. grant size
$250$250
Fund advisors and successor advisors
Family, friends or advisors named by donors.Family, friends or advisors named by donors.
Additions to fund
Allowed anytimeAllowed anytime
 

Fund descriptions

Endowed Fund

An Endowed Fund is a traditional fund offered by most community foundations (in many cases, it’s a good alternative to a private family foundation). At the Community Foundation, these funds are established by individuals, families and corporations, and invested using a long-term growth strategy.
 
When donors establish an Endowed Fund, they can name it or leave it as an anonymous fund. Donors may also name fund advisors, often including family members, professional advisors, or groups of employees. Foundation staff is available to assist with grantmaking.

 

Gift Fund 

A Gift Fund is for donors who want a more active, shorter-term giving strategy. As with the Endowed Fund, donors may distribute as much or as little from a Gift Fund as they wish – including spending it down to a zero balance. Unlike an Endowed Fund, however, a Gift Fund is kept in cash, rather than invested in the stock market. 
 
In both types of funds, donors may request that grant distributions be made from their funds throughout the year. 
 
Questions? Please contact Philanthropic Services.

Comparing Donor-Advised Funds

At the Community Foundation, we believe in investing in the future of Boulder County.

That’s why we support endowment building, and investing now for future benefit. We also know that some donors prefer to establish a Gift Fund because their favorite charities need support right away.

 

Donor-Advised Investment Pools

Donor-Advised Cash Pool

Min. to establish
$25K$25K
Fee to establish
None2% on all contributions
Other fees
1.25% annually for funds with balances up to $2M plus investment fees (see Administrative Fees).None
Investment earnings (losses)
YesNo
Annual grants payout
Per donor’s discretionPer donor’s discretion
Turnaround time for grants paid
Up to 2 weeks for grants under $100K; up to one month for larger grants.
Up to 2 weeks for grants under $100K; up to one month for larger grants.
Min. grant size
$250$250
Fund advisors and successor advisors
Family, friends or advisors named by donors.Family, friends or advisors named by donors.
Additions to fund
Allowed anytimeAllowed anytime
 

Fund descriptions

Endowed Fund

An Endowed Fund is a traditional fund offered by most community foundations (in many cases, it’s a good alternative to a private family foundation). At the Community Foundation, these funds are established by individuals, families and corporations, and invested using a long-term growth strategy.
 
When donors establish an Endowed Fund, they can name it or leave it as an anonymous fund. Donors may also name fund advisors, often including family members, professional advisors, or groups of employees. Foundation staff is available to assist with grantmaking.

 

Gift Fund 

A Gift Fund is for donors who want a more active, shorter-term giving strategy. As with the Endowed Fund, donors may distribute as much or as little from a Gift Fund as they wish – including spending it down to a zero balance. Unlike an Endowed Fund, however, a Gift Fund is kept in cash, rather than invested in the stock market. 
 
In both types of funds, donors may request that grant distributions be made from their funds throughout the year. 
 
Questions? Please contact Philanthropic Services.