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Low Fees. Greater Impact.

More of Your Giving Goes to What Matters

Administrative fees cover the operating expenses of the Whitefish Community Foundation which in turn, allows us to benefit the community. So, even your fee is benefiting the community when you hold your fund with the Whitefish Community Foundation.

Just like any commercial charitable fund custodian, Whitefish Community Foundation performs the grant due diligence and administration, tax filings, annual account summaries, and support. We offer online access to your Donor Advised Fund account, and quick turn around on your grant requests. Holding your Donor Advised Fund with Whitefish Community Foundation allows you to have all the privacy you would like to enjoy and none of the work so you can focus your attention on your charitable interests.

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Donor Advised Fee Structure

Our competitive admin fees keep costs low while maximizing your impact. Fees directly support our mission to benefit the Flathead Valley.

First $500,000

0.60% of assets or $250 (Whichever is greater)

Next $500,000

0.40% of assets

Next $1,500,000

0.20% of assets

$2,500,000 or more

0.10% of assets

Endowment Fund Fee Structure

Our competitive admin fees keep costs low while maximizing your impact. Fees directly support our mission to benefit the Flathead Valley.

Balances below $1M

1% of assets or $250 (whichever is greater)

Balances above $1M

0.50% of assets

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Ready to Make an Impact?

We make it easy for you to connect with nonprofits and make an impact where it is needed most. 

Email our Chief Development Officer, Lynnette Donaldson, today or call us at (406) 863-1781.