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The Economic Scenario Planning (ESP) model is designed to help community foundations of any size and shape create five-year forecasts and plan for multiple scenarios. Community foundations using the model cite important benefits, often revising goals or making operating model changes as a result.…
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2022 CCSF studies 277 private and community foundations that represent $206.8 billion in assets. Topics covered include:
Returns and Investment Objectives
Asset…
Kathy Whlepley is Vice President of the National Center for Family Philanthropy. Kathy has spent the past 25 years working to build the assets and impact of philanthropic and nonprofit organizations.
Updated June 2024
The Activity-Based Costing (ABC) toolkit helps your community foundation assess the performance of your community foundation’s products and services to make informed decisions and improve sustainability. Match economics to mission, gauge your investment in community leadership…
Already, 2023 has seen significant global activity related to how civil society is regulated globally. The U.S. Department of the Treasury, the U.N., and the Financial Action Task Force (FATF) have each issued new guidance for governments and financial institutions, and these developments represent…
Bob Sorge leads the Madison Community Foundation (MCF) and embraces its mission to enhance the common good through philanthropy and its vision that greater Madison will be a vibrant and generous place where all people thrive. He recognizes that MCF is the community’s foundation – built by, governed…
Karen A. Simmons' first day on the job as President/CEO of the Chester County Community Foundation was 9/11/2001. Starting from that fateful day, Simmons has overseen endowed fund growth from $8 million to $100+ million, with $75 million in the planned gift pipeline. 400+ individual, family and…
Scott Jenkins is the strategy director for state policy at Lumina Foundation, an independent, private foundation in Indianapolis that is committed to making opportunities for learning beyond high school available to all. In that role, he leads the development and advancement of the foundation’s…
Allan Oliver is the Executive Director of the Thornburg Foundation. He oversees the Foundation’s Strategic Initiatives in early childhood education, good government reforms and food and agriculture, as well as Community Funding grants for human services and civil rights, opportunities for children…
McClain joined Health Forward in 2020 as director of policy and strategic initiatives. She was promoted to vice president, policy and impact in 2023. She is a member of Health Forward’s executive team and leads both policy and grantmaking strategies. Prior to joining Health Forward, McClain served…