Sharing Knowledge. Growing Impact.

 What Insights Are You Craving?

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
CF Insights Members The Field
Services Expert Guidance and Analysis Checked
Peer Learning and Connections Checked
Technical Assistance
with Tools
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


  • 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



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


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


  • 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 for more information.

Business Model Innovation

Align, Adapt, Aspire: Ten Years of Community Foundation Business Model Evolution
Community foundations understand how the traditional community foundation business model falls short of new aspirations.
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Do More than Grow - Realizing the Potential of Community Foundation Donor-Advised Funds
What community foundations can do to realize the strategic value of Donor-Advised Funds.
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Expanding Research and Analysis for Community Foundations – A Field-Wide Study
This analysis tests the need for comparative data in the community foundation field.
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Fueling Impact: A Fresh Look at Business Model Innovation and New Revenue Sources
Do you want to know how community foundations are finding innovative new sources of support, and diversifying their revenue base? How new revenue sources strengthen each community foundation’s differentiation and sustainability?
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Growing Smarter: Achieving Sustainability in Emerging Community Foundations
Learn about the importance of purposeful growth to achieve sustainability and mission-related goals.
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Learning from the Future: A Resource for Planning Ahead – Five Stories of Community Foundations Using the Stress Test
Learn from other community foundations about the benefits of long term planning using the ESP Model.
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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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