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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

Close Move

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.

Knowledge » View Article

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?

Learn how to use a variety of resources available through CF Insights and the Community Foundations Leadership Team to better define your business model and plan for a new path forward. In the words of one community foundation, the resources have “helped us see that growth in assets doesn’t translate into growth in sustainability. It’s led us to look at new revenue sources.”

This webinar session, hosted by CF Insights in February 2011 explores the publications, data, and models available to support your business model planning in three steps: