$25,000 minimum*

Community Impact Fees

Endowed

Up to $1 Million: 1.25%
$1 Million and Above: 1.00%

Non-Permanent

Annual Fee of 3%

*Minimum may be accumulated over a 5-year period from initial gift

$100,000 minimum*

Community Impact Fees

Endowed

Up to $500,000: 2.25%
$500,000- $1 Million: 2.00%
$1 Million: 1.75%

Non-Permanent

Annual fee of 3%

*Minimum may be accumulated over a 5-year period from initial gift

When benefiting an existing endowment:

• Deferred Gift Annuity/Other: $2,500 minimum per
  gift transaction
• Charitable Gift Annuity: $10,000 minimum per gift
  transaction

When benefiting a newly created endowment:

• Deferred Gift Annuity/Other: $5,000 minimum per
  gift transaction
• Charitable Gift Annuity: Minimum contribution must
  be sufficient to yield a charitable value calculation of
  at least $25,000

There is a minimum annual fee of $250 for year one (1) of the planned gift.

Community Impact Fees

Up to $1 Million: 2.5%
$1 Million and Above: 1.00%