Fee Schedule For Endowments
All endowments are charged an annual administration fee that is calculated using a graduated fee schedule and the market value of the endowment. This charge defrays the cost of raising and administering endowment gifts, including the operating expenses of the Cal Poly Foundation.
The graduated fee schedule is as follows:
| Endowment Value | Annual Fee |
| $0 - $999,999 | 1.45 % |
| $1 million - $4,999,999 | 1.35% |
| $5 million - $9,999,999 | 1.15% |
| Over $10 million | 1.05% |
One twelfth of the annual fee rate is collected monthly.
The Cal Poly Foundation reviews the fee schedule annually at December 31 to determine the appropriateness of all charges. The Foundation reserves the right to adjust the schedule up or down depending on costs associated with the administration of the endowment pool.
Last Updated: January 1, 2009
