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With assets having grown across the field in FY19, expense-to-asset ratios remained virtually unchanged from the previous survey year.
Larger community foundations achieve an economy of scale that results in typically lower ratios than for smaller community foundations, though operating model…
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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=192)
The following is a list of Annual Survey participants sorted by asset size, supplemented by publicly available information where available.
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.
Tamara Copeland is the President of the Washington Regional Association of Grantmakers. She leads a staff committed to promoting and supporting effective and responsible philanthropy across Northern Virginia, suburban Maryland and the District of Columbia.
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