Community Foundationest. 1989 · Edmonton, AB

Edmonton Community Foundation

Open to any Canadian donor.

Community foundation for Edmonton and region (est. 1989). ESG-integrated investment management with a Mission Related Investment Portfolio allocating up to 10% to local social-impact investments. 4% annual spending policy preserves endowment value.

Place-based public foundation serving a specific geographic region.

Cost calculator

Estimate fees for your scenario. Grants are never reduced by fees — fees apply after each year's granting.

Total fees over scenario
$17,054
9% of contributions
Granted to charities
$71,807
Your giving over the horizon
Ending balance
$169,526
Effective rate: 1.25% at $100K · 1.25% at $1M
See year-by-year breakdown
YearContributionGrowthGrantedFeesEnd balance
1$100,000$5,000$5,250$1,247$98,503
2$10,000$5,425$5,696$1,353$106,879
3$10,000$5,844$6,136$1,457$115,129
4$10,000$6,256$6,569$1,560$123,256
5$10,000$6,663$6,996$1,662$131,262
6$10,000$7,063$7,416$1,761$139,147
7$10,000$7,457$7,830$1,860$146,915
8$10,000$7,846$8,238$1,957$154,566
9$10,000$8,228$8,640$2,052$162,103
10$10,000$8,605$9,035$2,146$169,526

Minimums

To open a DAF$10,000

Granting rules

FrequencyOngoing
Max grants/yearUnlimited
Capital encroachmentPermitted
Disbursement rule4% spending policy

Assets accepted

  • Cash
  • Public securities
  • Private company shares
  • Life insurance

Scale & activity

From T3010 CRA filing · FYE 2024-12-31

Total DAF assets
$175M
Annual grants
$6.5M
Actual payout
3.7%
DAF accounts
481
Avg. account
$363,722

CRA registration 122437072RR0001. Payout rate is actual grants divided by total assets over the filing period — a real-world indicator that can differ from the provider's stated disbursement policy.

Fee structure

Admin fee tiers

Balance rangeRate
$0K+· All-in range 1.0%-1.5%; 1.25% used as representative midpoint1.25%

All-in cost range of 1.0% to 1.5% disclosed in 2022 Asset Management Plan. Specific fee schedule not publicly disclosed.

Data sources

Confidence: Published in third-party document · Last verified 2026-04-21

Value proposition authored by WellFunded