Sharing Knowledge. Growing Impact.

Take a Tour of the Benchmarking Tool

See how you can select a peer group using over 60 different criteria and view reports on data in several important content areas.

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Conference Sessions 

Recent Conference Presentations

Annual Conference of the Kansas Association of Community Foundations

November 16, 2011
  • Business Model Innovation at its Core – Practical Approaches to Creating Long-term Sustainability

Community Foundations of Canada 2011 Conference

October 19, 2011
  • The Community Foundation Business Model - Responding to Changing Times

AdNet Days

September 17, 2011
  • Roundtable discussions on CF Insights' Development Dashboards

Philanthropy Northwest - Washington State Community Foundation Convening

August 11 & 12, 2011

Midwest Community Foundation Venture CEO Retreat

June 21, 2011
  • Smart, Strong and Growing – a special peer learning opportunity on the topic of community foundation sustainability and growth.

    Community Foundations of Canada 2011 Annual Conference

    May 12 - 14, 2011
    • The Community Foundation Business Model: Responding to Changing Times 

2011 Winter FAOG Conference

JANUARY 19, 2011
  • Based on a survey by the Foundation For The Carolinas, discuss the ways in which larger community foundations differ in scope of offerings, policy and practice

Florida Philanthropic Network, Community Foundations of Florida Meeting

FEBRUARY 2, 2011
  • Looking to the future, community foundations want to create a sustainable model with differentiated revenue and a cost structure that is informed by analysis and expectations
  • CFs need innovative ideas and tools to chart a path to smart growth
  • Hearing how other CFs have addressed cost and revenue structures and how they have used tools available is a helpful starting point 

2010 Council on Foundations Fall Conference for Community Foundations

SEPTEMBER 12-15, 2010
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 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 COF Investment Survey:

The Council on Foundations provides 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.

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Created by Community Foundations // Propelled by FSG