Want to learn more? Download our fee schedule for quick reference.

Radical Honesty

How many times have you signed “I have read, understand, and agree to the terms and conditions” but you did not understand what they meant? Transparency, much less comprehension, can be tough to get when you are dealing with money.

Let’s fix this. This is more than money. This is your Kingdom impact at stake.

Our Commitment to You

  • Disclosure

    We strive to keep information transparent. There are no monthly minimum charges and no account balance requirements. View our fees below, and click here to view investment information

  • Kingdom First

    We believe your charitable giving money should align with your values, from investment to grant check. We take the extra step so your charitable dollars are invested in causes that do not conflict with Christian values. Click here to learn more.

  • Open Conversation

    If you still have more questions, you do not have to stop there. We invite conversation, and we are committed to improving. Contact us to talk.

Fee Types

In an industry where fees are rarely on full-display, we’re stepping up with a different approach: We offer an honest, straightforward disclosure of fees.

We call it The Signatry Commitment. This heart for transparency and integrity drives what we do.

Administrative
The tiered administrative fee schedule is calculated daily. It is based on a fund’s average daily balance, at 1/365th of the annual (tiered) rate. The administrative fee is assessed once a month and is deducted from the fund.
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Investment Pool
Management fees are withheld from investment pools. All performance is reported on a net return basis. View the full investment pool options here.
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Credit Card and E-check Processing
Credit card and e-check processing fees are subtracted by our payment processor. The contributor will be receipted for the full amount of the contribution. However, the Signatry Fund will reflect the gift amount minus the fees.
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Grant Requests
If a grant is requested to be sent by wire, a bank fee is assessed. If a grant is requested to be expedited and sent by FedEx, an additional shipping fee will be assessed.
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From AmountTo AmountFee Factor (%)
$0$1,000,0000.85%
$1,000,001$2,000,0000.80%
$2,000,001$3,000,0000.70%
$3,000,001$5,000,0000.45%
$5,000,001$10,000,0000.40%
$10,000,001Above0.35%
This applies to all fund types with The Signatry. (donor advised fund, designated fund, Generations fund, charity fund, separately managed accounts*). *Separately managed accounts are also subject to your advisor’s management fee.
From AmountTo AmountFee Factor (%)
$0$1,000,0000.85%
$1,000,001$2,000,0000.80%
$2,000,001$3,000,0000.70%
$3,000,001$5,000,0000.45%
$5,000,001$10,000,0000.40%
$10,000,001Above0.35%
This applies to all fund types with The Signatry. (donor advised fund, designated fund, Generations fund, charity fund, separately managed accounts*). *Separately managed accounts are also subject to your advisor’s management fee.
Investment PoolRisk ProfileFee Factor (%):
Money MarketVery Low0.05%
Capital PreservationLow0.35%
Conservative IncomeLow to Moderate0.35%
Income & GrowthModerate to Moderately Aggressive0.75%
GrowthModerately Aggressive to Aggressive0.75%
Aggressive GrowthAggressive0.75%
This fee applies only to funds invested in The Signatry’s investment pools.
Investment PoolRisk ProfileFee Factor (%):
Money MarketVery Low0.05%
Capital PreservationLow0.35%
Conservative IncomeLow to Moderate0.35%
Income & GrowthModerate to Moderately Aggressive0.75%
GrowthModerately Aggressive to Aggressive0.75%
Aggressive GrowthAggressive0.75%
This fee applies only to funds invested in The Signatry’s investment pools.
Credit & Debit CardseChecks
2.99% plus $0.45 per transaction.$0.45 per transaction plus 0.15% on any transaction over $15,000.*
This fee applies to credit card, debit card, and eCheck contributions to The Signatry. *The eCheck contribution limit is $250,000. For contributions greater than $250,000 please process via bank wire.
Credit & Debit CardseChecks
2.99% plus $0.45 per transaction.$0.45 per transaction plus 0.15% on any transaction over $15,000.*
This fee applies to credit card, debit card, and eCheck contributions to The Signatry. *The eCheck contribution limit is $250,000. For contributions greater than $250,000 please process via bank wire.
Wire FeeFedEx
$25 bank fee$25 shipping fee
Wire FeeFedEx
$25 bank fee$25 shipping fee

How an Administrative Fee Works

To cover operational costs, we assess an administrative fee each month.

We calculate your administrative fee based on the average daily balance of your fund for the month. If your daily balance was $5,000 for half of the month and $15,000 daily for the other half, we would take the average daily balance of $10,000 and apply the applicable fee for that time period. For accounts under $1 million, the fee is 0.85%. View the full fee schedule here.

The calculation looks like this.
Here is a sample scenario.

This is a scenario for illustration purposes only.