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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…
Community foundations understand how the traditional community foundation business model falls short of new aspirations. Sustainability is an ongoing challenge and many community foundations work towards continually adapting their business model to support a changing context and achieve enough…
Following up on CF Insights' November 2008 report "Making Informed Decisions in Uncertain Times", this report is aimed at helping community foundations take informed action in relation to their operating models and community activities in reaction to the economic slump. The findings are based on…
Do you want to know how community foundations are finding innovative new sources of support, and diversifying their revenue base? How new revenue sources strengthen each community foundation's differentiation and sustainability? Difficult economic times in 2008-2010 have been an important wake-up…
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.…
Things to do NOW – “An Ounce of Prevention...”
Review your organization’s activities – seems simple and basic, but the IRS will be certainly asking about them and the audit context is not the time to learn about someone’s pet project for the first time. Do you have documentation to establish…
By Susan E. Budak and Susan N. Gary
The widespread adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) across the country has already been of great help to charities, in part because the financial markets collapsed just months after the uniform act was approved. Most,…
This memorandum considers whether adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) requires changes to existing guidance regarding the reporting and classification of assets held by community foundations. Current guidance is incorporated in a 1997 memorandum, Report on…