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Donor-advised funds tend to make up a more significant portion of assets in larger community foundations, which, while also having a higher proportion of non-endowed assets, could be reflective of their ability to provide flexible grantmaking options to their donors.
Averages were used to total…
As community foundation asset size as well as the proportion of those assets in non-endowed assets grows, so too do foundation-wide distribution rates. Additionally, donor-advised funds are seen as more active funding vehicles. It is important to specifically watch the growth of donor-advised and…
While the basic community foundation operating model is supported mainly by administrative fees on funds, differences in the revenue mix do emerge among foundations of different sizes. Emerging and smaller community foundations rely more heavily on outside fundraising and distributions from…
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The presence of specialized staff at larger community foundations, who generally possess relatively complex operating models, is reflected in the management of fewer funds per FTE. (n=198)
In general, economies of scale allow for community foundations to achieve relatively lower expense-to-asset ratios, though such a metric is heavily dependent on the operating model of the individual foundation. As those in the field move beyond simply being a grantmaker, we often see a fluctuation…
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A smaller portion of community foundations were seen to generate surplus revenue in 2016 than the 48% of respondents who did so…
Staffing expenses typically make up around two-thirds of overall community foundation expenses, regardless of foundation size.
Averages were used to total 100%. (n=238)
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.