Technology systems play a critical role in supporting community foundation operations, ensuring data integrity, and enhancing donor services. CF Insights Plus Members are invited to this informal session to explore how community foundations use technology, including AI tools, to streamline internal processes and improve data collection and reporting, and put you in a stronger position to serve your donors and communities.
Technology systems play a critical role in supporting community foundation operations, ensuring data integrity, and enhancing donor services. CF Insights Plus Members are invited to this informal session to explore how community foundations use technology, including AI tools, to streamline internal processes and improve data collection and reporting, and put you in a stronger position to serve your donors and communities.
Participants will gain practical insights into aligning systems and workflows with operational needs and have the opportunity to raise challenges, concerns, and share learnings for discussion.
This session will be conducted in a roundtable format designed to encourage peer dialogue and shared learning among participants, come ready to share!
This event is for Career Pathways Program Alumni who want to step away from the challenges of their day-to-day to find renewed energy and motivation. Over the two and a half days, attendees will embark on activities that sharpen leadership skills holistically through a lens of career development and longevity. Through community building and individual work, we will build skills that foster awareness, integrate professional and personal development, and become intentional about creating new tools and practices to navigate change and reimagine institutions and communities for the future.
Through peer discussions, we will embrace collective wisdom, and equip participants with an expanded network, fresh ideas, and new motivation.
The retreat will take place in-person at the Hotel Santa Fe Hacienda & Spa, in Santa Fe, NM from July 27-29, 2026.
If you have any questions, please contact us at CareerPathways@cof.org.
Watch the webinar recording to dive into the latest findings from the CF Insights FY24 Annual Survey, and hear how peers across the country leverage detailed community foundation business model data to make informed decisions on how to inform their own operations.
David Rosado, Director for Community Philanthropy, guided participants through the most recent survey results and demonstrated how to use the CF Insights benchmarking tool to generate customized peer groups and reports. Through this webinar, you can learn the practical steps to apply CF Insights data to your foundation’s decision-making and enhance your impact. Join us as we unpack the findings from the report and hear how peers across the country leverage detailed community foundation business model data to make informed decisions on how to inform their own operations.
Member Speaker: Caresa Summers, Manager, Executive Office, Santa Fe 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.
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.
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.
The following is a list of Annual Survey participants sorted by asset size, supplemented by publicly available information where available.