Showing: 6731 - 6740 of 7796 results
Expense to asset ratios among annual survey participants remain consistent with 2020 levels, with an only slight decrease in the overall median (from 1.1% in 2020). As is generally the case, larger community foundations achieve an economy of scale that results in typically lower ratios than for…
#chart-wrapper-16888 g.highcharts-axis-labels.highcharts-yaxis-labels {
display: none;
}
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=167)
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…
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.
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.
These findings are based on fiscal year 2020 (FY 2020) data collected from 211 CF Insights annual survey responses, and supplemented with publicly available data. We appreciate all who shared their data and informed these survey results.
Collectively, annual survey respondents held 11 percent more in assets than 2019. This increase was fueled by a second straight year of strong investment returns and significant increases in fundraising from donors who helped support the local philanthropic response to the emerging COVID-19 crisis…
Significant increases in donor-advised fund (DAF) fundraising and grantmaking reflect the field's ability to "activate" this portion of their donor base in a time of crisis. As many community foundations work to act as partners to their DAF holders, the trust that results from that partnership…
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.