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After a request by a CF Insights member seeking information about the operation of Women's Funds at community foundation, a survey was created and administered to a subset of potential respondents. This short, eight-question survey collected some high-level information about fees pricing, revenue…
The Economic Scenario Planning (ESP) model is designed to help community foundations of any size and shape create five-year forecasts and plan for multiple scenarios. Community foundations using the model cite important benefits, often revising goals or making operating model changes as a result.…
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…
The Pension Protection Act of 2006 includes the first comprehensive regulation of donor-advised funds. These requirements generally took effect at the beginning of the tax year following enactment of the Act, for charities that hold assets in such funds. However, a provision barring the payment…
The 2023 Grantmaker Salary and Benefits (GSB) Key Findings is an illustrated, three-page document highlighting important trends shaping the philanthropic sector. Also available as a free PDF, the 2023 GSB Key Findings is a small part of the full dataset available in the 2023 GSB Report, …
This document outlines the basics of component funds, field of interest funds, donor-advised funds, and restrictions around these funds.
Imagine the following scenarios:
A donor advisor has not made a recommendation from a donor advised fund for two years.
An agency has requested that your community foundation not make a distribution from an agency endowment until the agency requests a distribution at some point in the…
In existence since the 1930s, donor advised funds have been one of the fastest growing charitable giving vehicles of the past decade.[1] Capitalizing on this growth and on the increasing interest in international philanthropy among donors in the United States, a number of public charities have…
This session will focus on how community foundations can leverage CF Insights’ peer benchmarking data and tools to inform your strategies, strengthen your business models, and drive impact.
Join Elizabeth Day, the President and CEO of the Community Foundation of Frederick County, for an…