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Financial Planning

What You'll Need to Get Started

Here are the account minimums and fees for some of the largest donor-advised funds.

You can open an account with two of the largest donor-advised funds and a large community foundation with as little as $5,000.

FIDELITY CHARITABLE GIFT FUND
Account minimum: $5,000
Annual fee (% of assets): 0.60%

NATIONAL PHILANTHROPIC TRUST
Account minimum: $25,000
Annual fee (% of assets): 0.85%

SCHWAB CHARITABLE FUND
Account minimum: $5,000
Annual fee (% of assets): 0.60%

TULSA COMMUNITY FOUNDATION
Account minimum: $5,000
Annual fee (% of assets): 0.35% (or $50 minimum for two years, then $100)

VANGUARD CHARITABLEENDOWMENT PROGRAM Account minimum: $25,000
Annual fee (% of assets): 0.57%

SEE ALSO: Start Your Own Charity