Investments and Fees
Investments
You can choose how your contributions are invested to provide the potential for the assets to grow, which can result in additional dollars for charitable grants. With a variety of investment agents from which to choose, we offer you maximum flexibility.
The investment agents charge fees that vary with the investment agent and the investment vehicles used.
Banks
- The Huntington National Bank
- JP Morgan
- Key Bank
- PNC / National City Bank, Columbus
- Park National Bank
Other Investment Agents
- Robert W. Baird & Co.
- BNY Mellon
- Budros Ruhlin & Roe
- Columbus Investment Advisory, Inc.
- Croghan Colonial Bank
- Delaware County Bank & Trust
- Diamond Hill Capital Management, Inc.
- Edward Jones
- Fidelity*
- Fifth Third Bank
- First Manhattan Co.
- Hamilton Capital Management
- Hirtle, Callaghan & Co.
- Lincoln Financial Group/
- Steinhaus Financial Group
- Merrill Lynch
- Mesirow Financial, Inc.
- Morgan Stanley Smith Barney
- Nationwide Securities, Inc.
- Northern Trust*
- RBC (Royal Bank of Canada)*
- Charles Schwab*
- Stifel, Nicholas & Company, Inc.
- Sweney Cartwright & Co.
- UBS Financial Services, Inc.
- Waller Financial Planning Group
- Wells Fargo Advisors LLC*
*Supporting Foundation investment agent
Investment Options and Guidelines (PDF)
Fees
TCF charges an administrative fee based on the amount of work required to administer the different types of funds. Through economies of scale, we are able to charge minimal fees compared to the costs of maintaining a private foundation.
