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The collective asset total among all reporting community foundations is 10 percent lower than the collective total for 2021. During a year in which the broader economy was experiencing a significant decline which impacted invested assets, 84 percent of all participating community foundations…
Donor-advised funds (DAFs) housed at community foundations represent a significant portion of the funds held in the field, and unsurprisingly experienced the same negative year over year changes in assets and fundraising that the field saw more broadly. Still, DAFs remain a highly active vehicle…
Staff and financial resources are important to monitor for smaller foundations who are looking to grow, and for larger foundations who are looking for the flexibility to diversify their offerings.
The following is a list of Annual Survey participants sorted by asset size, supplemented by publicly available information where available.
Strategies for Planned Giving: Annuities and Trusts
This informal peer discussion will explore the complexities of planned giving, providing an in-depth look at the benefits and mechanisms of charitable gift annuities and trusts. Peers from community foundations across the nation will share…
Working with Professional Advisors (CPAs and Estate Planning Attorneys)
Donor service professionals at community foundations often work closely with donors to facilitate their charitable giving and help them achieve their philanthropic goals effectively. Join this peer virtual meet-up to learn…
Join us for a “Part Two” of our Donor Services Virtual Meet-Up to learn strategies from peers in navigating the intricacies of collaborating with Professional Advisors. Engage in small group peer discussions on critical topics such as outreach strategies, building relationships, and motivating…