Professional service fees assessed to charitable accounts cover the philanthropic services and charitable giving management we provide our donor clients.

Bank fees for custodial services for donors participating in the Omaha Community Foundation's general portfolio are paid from OCF's operating funds (and, as such, are not assessed against individual funds).  Bank and investment manager fees relating to investments are charged against the earnings of the funds.

Asset-based fees are assessed quarterly and decline on fund balances above $1 million.

Exceptions

A higher fee will be negotiated for funds (such as scholarships) that result in an increased workload and considerable contributions and/or grants.