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We are excited to share an inspiring and transformative Diversity, Equity, and Inclusion (DEI) Roundtable Series, tailored specifically for professionals implementing DEI work in the philanthropic sector. Don't miss this opportunity to connect with like-minded professionals, learn new tools and…
Tanya M. Odom, Ed.M., is director of the Equity & Inclusion Program at the Walton Family Foundation. She is a global consultant, writer, coach, and diversity, equity, and inclusion, and civil rights thought leader. She has worked globally for over 20 years, in over 40 countries, as a consultant…
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 manage more DAFs than their smaller counterparts, as they seek to grow their donor bases and provide services to those donors to facilitate their participation in locally-focused philanthropy.
Averages were used to total 100 percent. (n=157)
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.
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…
Expense to asset ratios among annual survey participants remain consistent with 2020 levels, with an only slight decrease in the overall median (from 1.1% in 2020). As is generally the case, larger community foundations achieve an economy of scale that results in typically lower ratios than for…
Two-thirds of all annual survey participants reported that they ended FY2021 having generated surplus revenue, which is often reinvested back into a given foundation's community leadership efforts. For the other third and others who end the year with operating deficits, they are typically covered…