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Peoria, IL 309-674-8730
Unrestricted Funds remain in perpetuity to address needs within our community as they change over time. A community-based committee reviews and approves grants, then awards them in your fund’s name.
Field of Interest Funds can be donor-directed for a particular purpose, such as literacy or art education. We select the nonprofit organizations that best serve your charitable intent.
Designated Funds allow you to choose the charitable organizations you want to receive a portion of the earnings from your fund.
Donor Advised Funds allow you to be actively involved in your charitable giving.
Scholarship Funds let you help a group of students at a specific school or in a particular curriculum in furthering their education. You can be involved in part or all of the selection process.
Organizational Endowment Funds let nonprofit organizations create permanent endowment funds. We handle all administrative and investment responsibilities, freeing the organization to pursue its mission.
| First $500,000 | 1.00% |
| $500,000 – $1 million | 0.90% |
| $1 million – $2 million | 0.80% |
| $2 million – $5 million | 0.70% |
| $5 million – $10 million | 0.60% |
| $10 million and above | 0.50% |
| First $1,000,000 | 1.50% |
| $1 million – $2 million | 1.00% |
| $2 million – $5 million | 0.70% |
| $5 million – $10 million | 0.60% |
| $10 million and above | 0.50% |
2.0% of the assets given to the fund
1.5% of fund balance
Notes:
2.0%
These fees includes all investment management and custodial fees charged directly to CFCI for the investment of assets. CFCI will endeavor to negotiate the lowest fees possible using the collective buying power of the pooled accounts.
Notes:
