Bill Pottinger

0Joined Dec 2021

Comments
1

A Comparison of Donor-Advised Fund Providers

Excellent, helpful and concise, thanks so much Michael!  Perhaps include a minimum balance line to your Appendix just under "minimum fees" section.  As you noted, Vanguard has a $25k minimum balance, effectively making their minimum annual fee $150.   Fidelity has no initial minimum deposit and no minimum balance, which may be helpful when opening an account and managing large grants that bring the account balance below the minimum between contributions.