Administrative Fee Overview*

Written by Dana Kinsey

Last published at: May 1st, 2019

Administrative fees, Admin Fees or Fund Fees are the fees a Foundation charges to administer a Fund that is held. 

Features include:

  • Creating your Fund Fee Types in order to assess your Funds the proper fees based on your policies.  
    • You will also find an option to administer Tiered Fees or have the Admin Fee paid by another Fund if needed.
  • Utilizing Admin Fee Groups to charge fees for several similar Funds that all have the same fee structure.

To apply an Admin Fee to a Fund you will assign each Fund a Fund Fee Type and determine which Account to take the fee from and which account that the fees will go once collected.