As community foundation asset size as well as the proportion of those assets in non-endowed assets grows, so too do foundation-wide distribution rates. Additionally, donor-advised funds are seen as more active funding vehicles. It is important to specifically watch the growth of donor-advised and discretionary funds over time. DAFs are a widely-used donor vehicle and one of the fastest growing, while discretionary funds ultimately provide flexibility to a community foundation.
Sample size for DAF distribution rates are slightly smaller (n=238) than for the whole foundation (n=246).
Size of Foundation | Donor-Advised Funds | Whole Foundation |
---|---|---|
<$25M | 4% | 4% |
$25M - $50M | 7% | 5% |
$50M - $100M | 11% | 6% |
$100M - $250M | 11% | 7% |
$250M - $500M | 13% | 9% |
>$500M | 13% | 8% |