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Fee reduction for high-performing ESG pools

Dec 23, 2021

A significant fee reduction has gone into effect for all three of our Values-driven Investments. These investment options (also known as ESG pools for their emphasis on environmental, social, and governance criteria) are among the fastest-growing pools in terms of their popularity over the past few years, allowing our donors to align their investments with their broader values.
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Maintenance fee may be applied

Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.

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Our premier clients enjoy reduced pricing to further maximize their impact.

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