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Nearly all respondents said that they consider a DAF to be inactive if no grant is made from the fund within five years, with three-quarters considering a DAF to be inactive if it hasn't awarded a grant within three years. Although few in number, there were instances of the community foundation…
More than two-thirds of those respondents who share what steps they take to address "inactive" DAFs said that they, at minimum, notify the DAF holder to activate the fund by recommending a grant, but fewer community foundations take additional action beyond that initial step. When survey…
Mark Constantine is the Senior Vice President at the Jessie Ball DuPont Fund. He has served for more than a decade as a consultant to foundations and national nonprofit organizations on issues related to governance, strategy, and learning.
Administrative fees charged for the management of donor funds continue to be the main driver of community foundation operating revenues. On average, Columbus Survey participants earn 70 percent of their operating revenues from these fees. There will, however, be differences in the extent to which…
It is typical for two-thirds of operating expenses to go toward staff capacity, regardless of the size of the community foundation.
Averages were used to total 100%. (n=209)
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Though operating budgets continue to increase across the field – the median increase among Columbus Survey participants was 5.7…
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…