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Longitudinal tracking of growth in assets, gifts, and grants is done using a consistent sample of the largest 100 community foundations by asset size, who together hold over 90 percent of the dollars in the field. This group's collective asset total grew by nearly 25 percent over FY20. Fundraising…
Longitudinal tracking of growth in assets, gifts, and grants is done using a consistent sample of the largest 100 community foundations by asset size, who together hold over 90 percent of the dollars in the field. This group's collective asset total grew by more than 11 percent over 2019. After…
With community foundations continuing to serve as highly active players during the pandemic's second year, nearly every asset size cohort saw increases in these metrics for the second consecutive year. Medians across the field tend to scale up along with asset size, with larger community…
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.
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.
Larger community foundations tend to maintain relatively complex operating models, requiring a higher number of specialized staff who will be less likely to manage donor funds. (n=173)
Larger community foundations tend to maintain relatively complex operating models, requiring a higher number of specialized staff who will be less likely to manage donor funds. (n=167)
The field median expense to asset ratio decreased slightly in 2020 from the year before (1.2 percent in 2019), though the median for small community foundations increased significantly over that same time, from 1.6 percent to 2.0 percent. As is generally the case, larger community foundations…
Just over one quarter of all annual survey participants reported any level of operating deficit in 2020 - which is unchanged from the year prior. For these community foundations, and more generally, operating deficits are covered by unrestricted funds, which limits their flexibility to invest in…