Compare Our Charges to National Christian Foundation, Fidelity, Vanguard, and Schwab
Compare the charges for donor-advised funds between the PCA Foundation and other reputable providers, including National Christian Foundation (NCF), Fidelity, Vanguard, and Schwab.
Donor Advised Fund Charge Comparison
| Advise & COnsult Fund | Increase Fund | National Christian Foundation | Fidelity | Vanguard | Schwab | |
|---|---|---|---|---|---|---|
| $0-$250,000 | 0% | 0.75% | 0.90% | 0.60% | 0.60% | 0.60% |
| $250,001-$500,000 | 0% | 0.50% | 0.90% | 0.60% | 0.60% | 0.60% |
| $500,001-$750,000 | 0% | 0.50% | 0.70% | 0.30% | 0.30% | 0.30% |
| $750,001-$1,000,000 | 0% | 0.33% | 0.70% | 0.30% | 0.30% | 0.30% |
Note: Charges of other DAF sponsors published, or estimated on the basis of information provided, on sponsors’ websites. Please review current websites, and consult with other sponsors’ representatives directly, to determine current, actual charge arrangements.
Examine the full fee structure comparison here.
donor-advised funds
Our Increase and Advise and Consult Fund offer alternatives to other providers.
Advise & Consult Fund
The Advise & Consult Fund is a donor-advised fund with no fees. Donate cash and other assets (stocks, bonds, mutual funds, private business equity, real estate) to your fund. Receive a tax deduction for the current tax year, and recommend grants at your pace to your church and favorite charities.
Increase Fund
The Increase Fund is a donor-advised fund. It is designed for donors who want their funds to be actively invested in the market. Like donations to our Advise and Consult Fund, donations to an Increase Fund may be in the form of cash or appreciated assets. Unlike that fund, the Increase Fund is credited with investment gains or losses and is subject to a small administrative charge.