Sharing Knowledge. Growing Impact.

 What Insights Are You Craving?

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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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Expanding Research and Analysis for Community Foundations – A Field-Wide Study
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Fueling Impact: A Fresh Look at Business Model Innovation and New Revenue Sources
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Growing Smarter: Achieving Sustainability in Emerging Community Foundations
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Learning from the Future: A Resource for Planning Ahead – Five Stories of Community Foundations Using the Stress Test
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Pathway to Business Model Innovation - Webinar Materials
Time to take a fresh look at your business model?  Looking to get more strategic about growth priorities and diversify your revenues?
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Raising Money While Raising Hell: Catalytic Community Leadership and Successful Fundraising for Community Foundations
Learn how several advocacy-oriented community foundations have aligned their leadership roles with their fundraising efforts.
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Seeking Shared Success: Business Model Innovation through Mergers, Affiliations, and Alliances
Do you want to know how a new structure can help your community foundation on the path to sustainable growth? Are you curious about the structural options available to help your foundation leverage expertise, promote philanthropy, and amplify community leadership and program strategy?
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Strengthening Community Foundations: Redefining the Opportunities
Findings and implications of FSG’s initial study in 2003 examining the economics and market dynamics of community foundations’ products and services.
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Created by Community Foundations // Propelled by FSG