Sharing Knowledge. Growing Impact.
Benefits
Benefits
CF Insights Members The Field
Services Expert Guidance and Analysis Checked
Peer Learning and Connections Checked
Technical Assistance
with Tools
Checked
Consulting and Project Support Checked Checked
Tools Benchmarking and Custom Reports Checked with Annotation
Dashboard for Board Presentations Checked
Activity-Based Costing Analysis Model Checked Checked
Economic Scenario Planning Model Checked Checked
Interactive Strategy Model Checked Checked
Knowledge Member Research Briefs Checked
Trend Analysis and Rankings Checked Checked
Reports on Key Issues and Ideas Checked Checked

* Columbus Survey Participants have on-demand access to a select subset of
benchmarking reports

Data We Collect
Data We Collect

Data Collected by CF Insights

All data collected by CF Insights is available to members as criteria with which to build peer groups and as the basis for over 60 on-demand reports.

Foundation Basics:

  • Fiscal Year End Date
  • Year Foundation Created
  • Staffing by Function
  • Strategic Operating Priorities
  • Affiliations with Other Foundations
  • Software Type Used
  • Engagement in the Following Areas:
    • Community Leadership
    • Fiscal Sponsorship/Fundraising
    • Fundraising for Operations
    • Nonprofit Resource Center
    • Services to Private Foundations
    • Special Initiatives

Geographic:

  • Urban vs. Rural
  • Population of Area Served
  • Geographic Area Served
  • State
  • Region

Assets and Funds:

  • Total Assets
  • Total Assets by Product Type
  • Total Number of Foundation Funds
  • Total Number of DAFs
  • Total Number of Funds Held at SOs
  • Total Number of SOs
  • Operating Endowment and Reserves

 

Expenses:

  • Total Operating Expenses
  • Special Initiative Operations Expenses
  • Operating Expenses as Percent of Assets

Contributions:

  • Total Foundation Contributions - $ and #
  • Total Contributions to DAFs - $ and #
  • Total Contributions to SOs - $ and #

Grants:

  • Total Foundation Grants - $ and #
  • Total Grants from DAFs - $ and #
  • Total Grants from SOs - $ and #

Activity-Based Costing Results:

  • Contributions/Subsidies by Product - $
  • Total Cost by Product - $
  • Total Cost by Activity Type - $

Administrative Fee Schedules:

CF Insights collects the following fee information by specific product and fund type.

  • Total Fees
  • Minimum Fees
  • Minimum Fund Balance

Investment Data from the Colonial Consulting/FAOG Investment Survey:

Colonial Consulting and FAOG provide CF Insights with the results of their annual and quarterly investment surveys.

  • Annualized Returns
  • Overall Allocation
  • Equity Allocation
  • Fixed Income Allocation
  • Alternate Allocation

Contact info@cfinsights.org for more information.

Tour-Old
Tour-Old
Updated Tour Video
Updated Tour Video
Entering CF Insights Data
Entering CF Insights Data
Creating Peer Groups and Benchmarking Reports
Creating Peer Groups and Benchmarking Reports

The CF Insights Team

   

David Rosado

Member Services Manager

View David Rosado's profile on LinkedIn

Phone: 212-807-2430

E-mail: dar@foundationcenter.org

View Bio »

              
     

 

Diana Esposito

Consultant, CF Insights

View Diana Esposito's profile on LinkedIn

E-mail: dce@foundationcenter.org

View Bio »

BeccaBio

Role at FSG

Becca leads CF Insights and FSG’s Community-Based Philanthropy focus area, where she helps community leaders and philanthropists on issues of strategy, evaluation, and organizational sustainability. She has 15 years of nonprofit and strategy consulting experience and since 2001 has led a wide range of projects for FSG, with a particular focus on place-based private and community foundations. In addition, she is a primary architect of FSG’s community foundation sustainability research and tools for the field.
 

Before FSG

Prior to joining FSG, Becca was a consultant at Mercer Management Consulting where she worked with corporate, nonprofit, and government clients. She also served as an AmeriCorps*VISTA volunteer at Wellspring House, Inc., a community-based organization operating programs to address family homelessness.

Education

  • Dartmouth College, BA, magna cum laude, with a major in Economics and a minor in Applied Mathematics

Affiliations

  • American Evaluation Association

Why I’m at FSG

I’ve had the opportunity to learn from and support a wide range of community-based philanthropists over the last 10 years, and I never cease to be fascinated by each unique community and the process of crafting the right strategy to fit a distinct set of needs, resources, values, relationships, and leadership approaches.

Through CF Insights, we help over 500 community foundations share knowledge, take a fresh look at key strategic and business model questions, and make more data-driven decisions.  I believe that a focus on building our collective knowledge base can help each individual organization find new opportunities for impact, taking into account the unique aspects of their own community and organization.  

Overview

Diana brings training, knowledge management and secondary research to the CF Insights team.

Role at FSG

Diana works with community foundations across the country, ranging in asset sizes between $5 million and $1.4 billion by helping them gain a better understanding of their operating models.  She is responsible for managing CF Insights member services, providing training and technical assistance to community foundation staff and boards. 

Before FSG

Prior to joining CF Insights, Diana worked at a Boston-based research and consulting firm in knowledge management.  She provided resources for analysts and consultants, conducted professional development trainings, managed the company intranet and disseminated firm and field-wide best practices within the organization. Diana also worked at Simmons School of Management and Tufts University.

Education

  • Simmons College, Graduate School of Library & Information Science, MLS
  • Framingham State University, BA, cum laude in communication studies

Affiliations

  • Special Library Association

Why I’m at FSG

I am at CF Insights because I have the opportunity to work with individuals at community foundations to help them make important decisions using the data we provide them.  In any given week, I could be guiding our members on how to use CF Insights tools and resources, presenting comparative data to community foundation boards or provide support on our most recent publication or tool. It’s very rewarding to know that you are helping advance an organization…and even the community foundation field as a whole! 

Overview

Hollie brings 10 years of research and management experience to the CF Insights team.

Role at FSG

Hollie is a Consultant at CF Insights.  She works with CF Insights members on a variety of data-driven projects, including developing peer benchmarking data, assessing fee structures, understanding long-term growth, completing Activity Based Costing analysis, and a variety of other customized engagements.   

Before FSG

Prior to joining CF Insights, Hollie was a Research Analyst and Assistant Director of Research at KLD Research & Analytics, a social investment research firm.  At KLD she conducted research on the environmental, social, and governance performance of corporations, conducted data quality assessments, developed research methodology processes and systems, and managed a team of 20 analysts.

Education

  • New York University, Wagner School of Public Service, MPA  
  • University of Massachusetts, Amherst, BA, cum laude in Social Thought and Political Economy and Women’s Studies, Phi Beta Kappa

Why I’m at FSG

The dynamic and engaging professional environment at FSG has made the work consistently pleasing. By the end of a typical day I might have interviewed a community foundation leader in any part of the U.S., analyzed a spreadsheet detailing growth in assets for a community foundation and its peers, conversed with my teammates on business development, or participated in a meeting on fostering creativity in the workplace.  This multiplicity of challenges, variety of responsibilities, and shared sense of mission are the rewards of working at FSG.

Jack Hopkins, founder of Jack Hopkins Consulting Services, serves as a Senior Advisor to FSG. The former President/CEO of the Kalamazoo Community Foundation with twenty-five years at the Community Foundation, previously served as president of Nazareth College, Michigan and chaired the Communication Department of Hope College, Michigan. Throughout his professional career he has worked with non-profit and foundation boards; presented at numerous philanthropic, educational and community and economic development conferences; consulted with community foundations throughout the U.S. and with small and international businesses and authored numerous professional articles.

DavidBio

David Rosado

David works as Member Services Manager for CF Insights. Prior to joining Foundation Center's CF Insights team, David spent seven years as their Community Foundations Liaison, where he proudly established his data geek bonafides by working primarily with grants data. In his previous role, he spent his time helping community foundations become Electronic Grant Reporters, while maintaining data already submitted by longtime participants in the eReporting program. He's always ready to lend a hand whenever anyone within or outside the organization needs any kind of assistance, and his experience working personally with community foundations makes him a natural fit to work with CF Insights members. He's more than happy to help you access the database and create peer groups, generate custom data reports, work with you to compare your community foundation's performance to your peers, as well as simply introducing you to all that CF Insights has to offer. If you want to know anything about specific CF Insights services, already know and want to take advantage of these useful offerings, or simply want to debate on the New York Mets' chances this year, feel free to reach out to him.

AaronBio

Aaron Schill

Simply put, Aaron loves communities of all shapes and sizes. He is fascinated by the complexity of challenges they face, and believes that access to high-quality data is the key to achieving lasting solutions. He recognizes that community foundations are uniquely able to address community needs because of their varied roles as philanthropic institutions, community conveners, and drivers of social change. As Director of CF Insights, Aaron would say his number one job is to ensure that we support the diverse needs and missions of community foundations by engaging in meaningful conversations, providing timely and accurate data, and conducting relevant research for the field. Whether you would like to discuss questions specific to your foundation, want to understand trends across the field, or have suggestions of ways CF Insights can better serve community foundations, please contact Aaron.

DianaBio

Diana Esposito

Diana brings a wealth of knowledge about CF Insights, its members, and the community foundation field to her new position as CF Insights Consultant at Foundation Center. She has provided services to numerous CF Insights members including training, consultation on business model practices and assistance on generating insights using data. She also brings an abiding commitment to providing the highest levels of customer service to members; in 2012, a member engagement survey showed that 100 percent of members reported being extremely satisfied or satisfied with member services.

Diana also served as Senior Knowledge Manager, Approach Areas, at FSG, acting as a key resource to the organization’s Collective Impact and Strategic Learning and Evaluation areas. Most recently, she was Director of Programs and Services for Associated Grant Makers, a Boston-based regional association of foundations.

32 Old Slip, 24th Floor, New York, NY 10005 | cfinsights@foundationcenter.org

Created by Community Foundations // Propelled by Foundation Center