Fees
You can feel confident that T. Rowe Price Charitable is committed to keeping expenses low while delivering high-quality service. Your fees are calculated by:
Administrative Fee + Investment Fee = Total Annual Fee
Administrative Fee
T. Rowe Price Charitable assesses the administrative fee on your account's assets to help cover operating and administrative expenses. The prorated assessment is made daily and is reflected in the net asset value of each investment pool. Thus, you will not see fees subtracted in your account activity.
As an illustration, the annual administrative cost on a balance of $25,000 is $125 (0.50% x 25,000).
| Account Balance | Administrative Fee |
| First $500,000 | 0.50% |
| Next $500,000 | 0.39% |
| Next $1,500,000 | 0.18% |
| Next $2,500,000 | 0.12% |
| Next $10,000,000 | 0.10% |
| $15,000,000+ |
0.09% |
Investment Fee
| Investment Pool Name | Annualized Expense Ratio |
| Gift Preservation Pool | 0.23% |
| U.S. Bond Index Pool | 0.12% |
| Income Pool | 0.44% |
| Conservative Growth Pool | 0.31% |
| Moderate Growth Pool | 0.34% |
| Growth Pool | 0.49% |
| Aggressive Growth Pool | 0.56% |
| U.S. Equity Index Pool | 0.07% |
| International Equity Index Pool | 0.26% |
| Global Impact Equity Pool | 0.78% |
Investment fees for the pools are the pro-rata share of the fees and expenses of the underlying funds in which the pool invests and generally range between 0.07% and 0.80% on an annualized basis, with April 1 serving as the beginning of the term.
The pools are subject to investment changes at any time, and the annualized expense ratio may be lower or higher than the current pro-rata expense ratios of the underlying funds. Investment returns are net of expenses of the underlying mutual funds.
As an illustration, the annual cost of $25,000 invested in a pool with an expense ratio of 0.39% is $98.
Annualized expense ratios as of March 31, 2025, are indicated in the chart.
Frequently Asked Questions
Here are some of our frequently asked questions relating to fees.
Security transactions related to donations are subject to commissions and all other applicable fees. For stocks sold through T. Rowe Price Charitable's account at T. Rowe Price, the brokerage commission is $9.95. All fees are subject to change without notice.
If your account has a balance of $5 million or more, you can take advantage of the personal attention and investment flexibility of private portfolio management through T. Rowe Price. Please call 1-888-462-4826 to inquire.
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Bunching Tax Strategy
Rather than make yearly charitable contributions, combine two or more years of contributions into one tax year—a strategy called bunching—to benefit from itemized deductions for that year.
Use our calculator to estimate your tax savings.
Give strategically, now and in the future.
Contact us
By phone, email, and fax
By mail
T. Rowe Price Charitable
P.O. Box 17115
Baltimore, MD 21297 - 1115
4254707