Expert Guidance

These toolkits are available to download for free. You can also get expert guidance on using the toolkits to inform actionable takeaways for your community foundation. Contact David Rosado, Senior Advisor of Community Philanthropy, to learn about consulting options.

CF Insights Activity-Based Costing Toolkit

Toolkit
Updated June 2024 The Activity-Based Costing (ABC) toolkit helps your community foundation assess the performance of your community foundation’s products and services to make informed decisions and improve sustainability. Match economics to mission, gauge your investment in community leadership,…

CF Insights Interactive Strategy Model Toolkit

Toolkit
Building on the Activity-Based Costing methodology, the Interactive Strategy Model (ISM) helps community foundations model the impact of strategic changes on their economics. Consulting services are available for any of our CF Insights operating model analysis tools. Email cfinsights@cof.org to…

CF Insights Economic Scenario Planning Toolkit

Toolkit
The Economic Scenario Planning (ESP) Model, or “Stress Test,” allows community foundations to create five-year forecasts to answer questions about the potential effects of investment market performance and donor behavior. Consulting services are available for any of our CF Insights operating model…
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What is CF Insights?

The idea behind CF Insights is simple: What if each community foundation can know what all community foundations collectively know? Learn more about all aspects of CF Insights including annual survey, results, benchmarking, and more.

About CF Insights
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David Rosado
David Rosado

David Rosado

Senior Advisor, Community Philanthropy

david.rosado@cof.org