Endowments & Investing
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2025 Council on Foundations - Commonfund Study of Investment of Endowments for Private and Community Foundations (CCSF)
Publication, Research
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices, and the 2025 CCSF studies 285 private and community foundations representing $126.9 billion in assets. Topics covered include:Returns and Investment ObjectivesAsset…
Community Foundation Trends: Highlights from the CF Insights FY24 Annual Survey
Watch the webinar recording to dive into the latest findings from the CF Insights FY24 Annual Survey, and hear how peers across the country leverage detailed community foundation business model data to make informed decisions on how to inform their own operations.David Rosado, Director for…
Legal Compliance Guidance
Download this guide as a PDF
Nonprofit entities place their investments with community foundations (the Foundation) for a variety of reasons, including investment expertise, efficiencies, and access to planned giving advice, and services. As nonprofit entities seek to place their assets and…
Legal Compliance Guidance
Download this guide as a PDF
Nonprofit entities place their investments with community foundations ("the Foundation") for a variety of reasons, including investment expertise, efficiencies, and access to planned giving advice and services. As nonprofit entities seek to place their assets and…
Foundations’ Endowed Portfolios Produced Double-Digit Investment Returns in 2024; Long-Term Return Data Also Positive
WASHINGTON - In the volatile but ultimately supportive market environment of 2024, average annual returns on foundation endowments landed in double-digit positive territory from the previous year for the 255 foundations surveyed in the annual Council on Foundations–Commonfund Study of…
2024 Council on Foundations - Commonfund Study of Investment of Endowments for Private and Community Foundations (CCSF)
Publication, Research
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices, and the 2024 CCSF studies 255 private and community foundations representing $104.9 billion in assets. Topics covered include:Returns and Investment ObjectivesAsset…
Community Foundation Consulting Services
By leveraging CF Insights tools and benchmarking data, the Council can help your community foundation align economics with mission, make informed adjustments to administrative fees, model the effects of broader economic forces on your operations, and more.
Get dedicated support to:
Uncover…
2023 Council on Foundations - Commonfund Study of Investment of Endowments for Private and Community Foundations (CCSF)
Publication, Research
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2023 CCSF studies 291 private and community foundations that represent $126 billion in assets. Topics covered include:
Returns and Investment Objectives
Asset…
Publication, Research
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…
Publication, Research
The CCSF Study is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2021 CCSF studies 231 private and community foundations that represent $119.7 billion in assets. Topics covered include:
Returns and Investment Objectives
Asset…
As philanthropy continues to support nonprofits and invest in local communities, foundations across the country are looking beyond their grantmaking to better leverage their endowments and investments to further their mission. The recent 2020 Study of Investment of Endowments for…
Publication, Research
The CCSF report is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2020 CCSF studies 260 private and community foundations that represent $115.4 billion in assets. Topics covered include:
Returns and Investment Objectives…
Publication, Research
The CCSF report is the field’s most comprehensive and authoritative study on investment and governance policies and practices. The 2019 CCSF studies 265 private and community foundations that represent $104.7 billion in assets. Topics covered include:
Returns and Investment Objectives
Asset…
The use of for-profit entities financed by both nonprofit and for-profit dollars provides a nongovernmental free enterprise way to solve many social issues while adding to the wealth of the populace rather than depleting government funds and heralding a bright future. We commonly call these…
You can become an impact investor today. This guide created by The Philanthropic Initiative will help you learn the different options you have for aligning your financial assets with your social goals to help for-profit and non-profit social benefit organizations become stronger and more…
Community Foundations Can Help Make the Most of Opportunity Zones
Interest is growing in a new tax incentive meant to spur growth and economic opportunity in the nation’s most distressed communities. “Opportunity Zones” were included in the 2017 tax bill after a bipartisan push to spur private capital into places that continue to fall further and further behind…