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This sample fund activity policy provides language that you can either use in a stand-alone policy or incorporate into an existing donor-advised fund agreement or policy.
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 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…
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…
Originally held on October 19, 2023, during this webinar, Council staff provided a demonstration of how to use the CF Insights platform to search for peers and access detailed comparative data reports and discussed the ways in which you can leverage this information to inform strategic…
To help community foundations address twin challenges of fewer resources and greater need, CF Insights conducted research by interviewing and collecting survey responses from a cross section of 73 community foundations during the month of October 2008.
Community foundations have several attributes that, taken together, distinguish them from many of their philanthropic brethren, including a local orientation, relationships with many living donors, and a public charity tax status. This affects everything from their approach to solving problems to…
On May 30, 2014, the Urban Institute’s Center on Nonprofits and Philanthropy conducted a survey of donor-advised funds (DAFs) operated by community foundations. All community foundations with total assets of $5 million or more were invited to take the survey. When the survey closed on June 20, we'd…
This document outlines the basics of component funds, field of interest funds, donor-advised funds, and restrictions around these funds.
What requirements must our foundation follow for substantiating contributions to donor-advised funds?
To claim a charitable, gift or estate tax deduction for any contribution to a donor-advised fund, donors must obtain a contemporaneous written acknowledgement from the sponsoring organization…