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This peer learning circle is designed to facilitate connections, build relationships, and foster candid discussion about the rewards and challenges of working to connect and collaborate across differences. Meeting every other month, the peer learning circle provides a supportive environment…
Large community foundations tend to house more DAFs, which can be high touch in nature and require additional staff to grow and manage, than their smaller peers.
Averages were used to total 100%. (n=185)
DAFs are a significant source of fund activity within the field and within this data sample. In 2023, they made up 30% of all reported assets, received 47% of all fundraising dollars, and gave 57% of all grant dollars (n=485). Grantmaking totals continued to climb with a median 5% year-over-year…
DAF flow rates, calculated as grants divided by gifts, increased across the field for a second consecutive year. 49% of community foundations in the data sample reported a DAF flow rate that was higher than 100 percent, having granted more dollars from their DAFs in 2023 than they brought in as…
DAFs hosted by community foundation are shown to broadly and consistently maintain relatively high distribution rates as compared to other fund types. Close to half of all community foundations reported an aggregate DAF distribution rate of over 10 percent, while a little less than a quarter of the…
Nearly 70% of survey respondents said they have a written policy to activate dormant DAFs after the passage of a predefined, agreed upon period of time without the recommendation of a grant by a DAF holder. It’s expected that some portion of the 24% of survey respondents that didn’t respond to this…
Nearly all survey respondents said they would, at minimum, attempt to contact the holder of a dormant DAF to encourage them to activate their fund. Follow-up steps are varied but commonly include distributing the fund in alignment with the donor’s original stated intent or transferring the fund to…
Every community foundation that said they take action to activate dormant DAFs do so after no more than five years without fund activity, and 85% of respondents said they take action after three years. In cases where the time horizon may extend beyond five years, it will typically be a case of the…
Legacy and Multi-Generational Giving
Join us for our first Donor Services Virtual Meet-Up of 2025! We will focus our conversation on learning strategies from peers in navigating Multi-Generational Legacy Giving.
Join fellow community foundation donor services staff for a collaborative…
A community foundation’s operating model can vary in several ways based on the context in which it operates. Important factors include the needs and expectations of the community foundation’s donor base, which sectors drive the regional economy and how the community foundation is connected to them…