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With fundraising totals decreasing across the field while grantmaking increased, DAF flow rates, or grant to gift ratio, increased for all size cohorts. 43 percent of all respondents reported a DAF flow rate higher than 100 percent, meaning those community foundations all granted more from their…
Nearly all respondents said that they will first attempt an appeal to a DAF holder to activate the fund after a predefined period of time after which the fund is considered dormant. Follow-up step are often included in the donor's original fund agreement; many said that those steps included one or…
The median expense to asset ratio increased slightly across all size cohorts from 2021, unsurprising given the number of foundations whose assets decreased over that time while operating expenses increased. 75 percent of all survey respondents that reported for both years reported increasing…
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…
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.