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Fundraising and grantmaking per capita tend to correlate with asset size. Larger community foundations in more densely populated urban centers often serve higher concentrations of high net worth donors, achieving an economy of scale. (n=441)
All but one community foundation said they wait no more than five years to activate DAFs they deem to be dormant, with 97% of respondents saying they take action after three years. In cases where community foundations allow for longer waiting periods, it will usually be for a donor to grow the fund…
DAF flow rates are calculated as grants divided by gifts, indicating the proportion of grant dollars that went out in a given year relative to the gift dollars that came in that same year. Just over half of all reporting community foundations carried a flow rate higher than 100 percent, granting…
New and small community foundations tend to have relatively high proportions of endowed assets as they look to grow and sustain themselves for the long-term, while larger community foundations leverage their ability to provide flexible options to donors who may want to maintain non-endowed funds…
Larger community foundations tend to have specialized staff roles to serve large, diverse portfolios of donors who may require different levels of service, with additional roles in place to advance mission-driven community leadership efforts. Staff at smaller community foundations often serve…
This ratio is a shorthand way to refer to the “leanness” of a community foundation’s operating model but is highly informed by several factors such as the local cost of living and the depth of the foundation’s investment in various forms of community leadership. Larger community foundations will…
Over two-thirds of responding community foundations carried an operating surplus at the end of FY24. Community foundations rely mainly on administrative fees as their main source of revenue, with other income sources helping to cover operating costs, and unrestricted funds making up for any…
Nearly 94% of the community foundations included in this snapshot ended FY24 with a year-over-year increase in assets over FY23 totals, owed to a combination of strong fundraising performances field-wide, and a second straight year of broadly positive investment returns. Grantmaking also rose…
Donor advised funds (DAFs) remain a significant driver of fund activity within the field, receiving 60% of all gift dollars and accounting for 67% of all grant dollars in FY24. DAFs at community foundations maintained their relatively high distribution rates and flow rates in FY24, even as DAF…