Join us in making the Yakima Valley a better place to live.
Yakima Valley Community Foundation invites residents of Yakima County to contact us to help make your philanthropic dreams become a reality.
With a gift of $5,000 or more, you can create a new named fund that will support specific charities or a broad area in which you would like to make an impact. (A minimum gift of $2,500 will establish a named fund, with the agreement it will become $5,000 within two years.)
Contributions of any size to existing funds are welcome.
All gifts are pooled for investment purposes. At the present time, all Community Foundation assets are managed by two investment firms: US TRUST - Bank of America and Baker Boyer Bank. However, assets may be managed by an independent investment advisor provided that all such assets are managed in accordance with the YVCF Investment Policy. Minimum fund values are required for investment of YVCF assets by an independent advisor.
US TRUST - Bank of America Staff & Fee Schedule
Jean Edwards, Private Client Manager
Janet Wright, Portfolio Manager
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1.25% on the first $1M assets
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0.80% on the next $2M assets
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0.60% on the next $2M assets
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0.50% on the next $5M assets
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0.40% on the balance over $10M assets
Baker Boyer Bank Staff & Fee Schedule
Alan Dillman, Vice President and Trust Officer
Mark Kajita, Portfolio Manager
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0.95% on the first $1M assets
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0.75% on the next $1M assets
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0.50% on assets over $2,000,000
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Accounts over $5,000,000 may be negotiated
YVCF staff members can help you learn more about areas of need and the ways that charitable giving can be part of your financial and estate planning. If you would like more information, please contact YVCF President John Colgan at johnc@yvcf.com or call (509) 457-7616.
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