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  2. Fee Schedule

Fee Schedule

Our fee schedules can vary depending on the dollar amount in the donor advised fund and the platform partner. Call us at 1-888-440-4233 to discuss your specific circumstances so that we can forward you the correct fee schedule. Feel free to use our Standard Fee Calculator for initial guidance.

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Office Location

5700 Darrow Road Ste. 118,
Hudson, Ohio 44236

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Phone: 1-888-402-9179
Fax: 330-656-2063

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