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Ways To Give

Administrative Fees

When you establish a fund at Excellence, you are making an investment in the reform of mental health care. The fees you pay help us work together to change mental health care.

The fees we assess, which are similar to all money management fees, help to pay operations and administration costs, as well as grant-making services, including

  • Research and vetting
  • Distribution of grant monies
  • Notifications to fund owners

And financial management of our charitable funds, including

  • Investment oversight
  • Processing of grants and contributions
  • Compliance with IRS regulations
  • Annual filing to public agencies

Your fees also help us implement important initiatives to address mental health care issues, fund an urgent need or underwrite conferences

Fees assessed on funds

  • 1.5% per year on first $250,000
  • 1.25% per year on next $250,000 – $500,000
  • 1.0% per year on next $500,000 – $1 million
  • .75% per year on next $1 million – $3 million
  • 0.60% per year on next $3 million and above

On funds with an average quarterly balance of less than $1 million, the fees above apply OR 7% of grants given out (until March 1, 2017 when the percentage will increase to 10%), whichever is higher. Minimum fee is $1,000 ($250 per quarter).

Compare Your Options

Excellence
We provide options you won’t find elsewhere: staff support and financial oversight for improving mental health care anywhere in the world through donor-advised funds that give you flexibility, influence and involvement. Our mental health focus and international scope are unique.

Regional/Local Community Foundations
Most have donor-advised funds for local use only and limited help in targeting mental health care.


Private Foundations
To create a private foundation requires substantial assets and a dedicated administrative infrastructure.

Commercial Charitable Gift Funds
Available through banks and investment companies, comparatively less flexible.

Administrative Fees
The fees you pay help us work together to change mental health care. For a complete description, click here.

 

The Foundation for Excellence in Mental Health Care is a registered 501(c)(3) charity.
Donations to any of our funds are tax-deductible to the full extent of the law. Tax ID: 27-4682873. A copy of the latest 990 filed by FEMHC may be obtained here or by contacting:
Excellence, Attn: Finance
8532 SW St. Helens Drive, Suite 250
Wilsonville, Oregon 97070
503.816.5676

Or by writing to the Oregon Department of Justice, Charitable Activities Section,
1162 Court Street NE
Salem, Oregon 97301-4096