Donor-Advised Fund Fee Calculator

With competitive fees, free philanthropic advising, and an array of events and learning opportunities to choose from, open a donor-advised account with the Bradley Impact Fund and maximize the impact of your philanthropy.

Bradley Impact Fund Fee Calculator

$ USD
Fee Amount $0.00
Investment Amount $0.00

Fee Schedule

Contribution Amount Contribution Range Fee Allocation
First $1,000,000 $1-$1,000,000 0.800%
Next $1,500,000 $1,000,001-$2,500,000 0.500%
Next $2,500,000 $2,500,001-$5,000,000 0.250%
Next $5,000,000 $5,000,001-$10,000,000 0.200%
Over $10,000,000 $10,000,001+ 0.125%

The Bradley Impact Fund charges a one-time, flat fee on new donations collected upfront. Fees are all inclusive of Bradley Impact Fund administrative, investment management, and advisory services. Fee schedule is applicable up to any 3-year pledged commitment.


GIVE THROUGH A DONOR-ADVISED ACCOUNT

Increase your philanthropic impact and benefit from greater flexibility, convenience, and tax advantages by opening a donor-advised account with a minimum $5,000 gift. With limited paperwork, secure online account access, and guidance from our professional staff, opening a donor-advised account with the Bradley Impact Fund is simple.

Open Your Donor-Advised Account

Ready to join today?

Contact us today at 414-291-2500 or click here to get started.