At Innovative, we understand that a donor’s goal is to maximize the impact of their donations. This is why we use a simple, low-cost, and transparent fee schedule for our due diligence and grant funding services.

Service fees are deducted from the donated funds.

There are four parts to the fee schedule

One Time

$50 Donor Onboarding (billed to account once established and funded)

$0 Financial Advisor Onboarding

Monthly

$50 Billed in advance on the 25th

As Needed

$50 Per Individual Grant Request (none required)

$20 Per Expedited Check Mailing (2-3 Day FedEx)

$25 Per Trade Request Form

• Does not apply to trades executed by the financial advisor linked to the account.                 

• Self-Directed Accounts Only. Ten trades per form. Trade requests must be submitted three trading days apart to allow prior trades to settle. Trades are completed within three to seven trading days. Restrictions apply, trades may be declined by IDAF, custodian fees changes may be charged.

• Third-party fees will apply for the handling, maintenance, and liquidation of property.

Disclosures

Innovative does not have account minimums or grant request minimums.

Innovative does not use Assets Under Management fees, revenue sharing, commissions, or other forms of compensation on Donor Directed Accounts.

A separate service fee may be requested to process the onboarding of complex assets. This will be proposed in advance, once the scope of the work is determined.