The proportion of respondents who experienced a dramatic decrease in gifts doubled from 2015, though as in previous years, gift change rates remain difficult to predict. Grants are predictably more stable, driven by fund holders and in keeping with the community foundation’s mission and payout goals. More than half of all survey respondents saw grantmaking totals change by less than 20%.
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Median change in assets: 5.2%
Gifts per capita is calculated by dividing the foundation’s total gifts (including supporting organizations) by the population of the foundation’s service area. The service area is defined by each community foundation.
Total transactions represent the number of gifts and grants processed annually (including supporting organizations). The average transaction size represents the total dollar value of gifts plus the total dollar value of grants divided by the total number of transactions.
The distribution rate is calculated by dividing the foundation’s total grants by total assets (including supporting organizations) at the end of the foundation’s fiscal year. The percentage of total assets in donor-advised funds (Percent Total Assets DAF) is the total amount of IRS-classified donor-advised funds divided by total foundation assets.