Become a Member

Benefits

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

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

Data We Collect

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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.

Become a Member » Overview of Benefits

Overview of Benefits

When you join the CF insights community, you help your community foundation and contribute to building a better community foundation field.

Your dues generate direct benefits for your organization. You gain relevant data drawing from over 500 community foundations, targeted advice, and a network of peers who share your interests.

CF Insights members are a diverse group of foundations interested in sharing knowledge. Collectively, they serve 1/2 of the US population and represent 2/3 of total community foundation assets.

CF Insights members know how they compare.

The field’s most accurate, comprehensive database is always at your fingertips. You can identify the set of community foundation peers you want to benchmark, and chart performance metrics for assets, gifts, grants, expenses, and fees.

View Available Criteria

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CF Insights members stay on track.

The key indicators you select are displayed in an annual dashboard that illustrates your organization’s performance relative to your peer group, and helps answer your board’s key questions.

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CF Insights members have support.

An experienced staff, dedicated to understanding community foundation growth and operations, assists you in applying data and conducting deeper analysis.

CF Insights members keep current.

Hot topics and trends are featured in learning events, and ideas and promising practices are circulated to help you stay dialed in to the best thinking in the field.