Sharing Knowledge. Growing Impact.

 What Insights Are You Craving?

Tour-Old
Tour-Old
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
Benefits
Benefits
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 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

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.

Community Foundation Santa Cruz County: How the Funding Information Network Supports Our Work

The Funding Information Network provides local grantseekers free access to professional tools and resources. Every day at our center, people can gain skills to become a successful grantseeker or proposal writer. 

Nowhere else in our county can someone get this kind of funding data. Data that’s been verified, coded, and sorted to meet the needs of local nonprofits and individual grantseekers.

Being a network partner has deepened our connections with nonprofits, offering help beyond grants. We’re trained and able to provide coaching and occasionally a useful reality check. 

Being a network partner has given us the opportunity to be personable and human with people, to demystify and take the scariness out of grantseeking, to broaden our reach.


As the network supervisor, I feel it has opened doors to greater interaction with our grantees and applicants. If we can’t fund you, we can help you.

Feedback from the people we serve are a testament to the value the partnership brings:

  • “A bright light on what can be a difficult path to find and follow through to a successfully funded grant.”
  • “What a wonderful resource, available right in our backyard. Thank you!”
  • “I learned a lot. Made a complicated process easy.”
  • “Thank you for offering this service. It helped give me a sense of direction.”

How it All Began

In 1997, with support from the David and Lucile Packard Foundation, we joined a small group of other community foundations in devising ways to provide training and support to our nonprofits. 

When project funding ran out, our board saw the value and made the commitment to continue providing this kind of help.

We use our operating and grant funds to provide year-round nonprofit resources and workshops. In 2006, we took it to the next level and joined the network. 

A Network of Support

Some other great benefits of being a partner are:

  • Technical assistance and outreach. Our local grantseekers get personalized, fast, professional fundraising research guidance from Foundation Center staff.
  • Free access to online data and materials to use for our own in-person trainings and resource library; plus over 40 workshops a year in fundraising, board and executive leadership, and communications.
  • Easy connection and peer-learning with 450+ network partners through online groups and national and regional conferences. We’re all in it for the right reasons, and support each other’s work in advancing the social sector.

The network has been a real win for our community foundation and a most successful partnership.

To find out more about the Funding Information Network and how to become a partner, visit foundationcenter.org/fin.

Kim East oversees the Funding Information Network at Community Foundation Santa Cruz County. She helps nonprofits and individual grantseekers get the help they need for success. Kim manages nonprofit workshops and a resource library, as well as working as a communications associate.

Since 1982, Community Foundation Santa Cruz County has helped donors, their advisors, and local nonprofits invest in the future of Santa Cruz County, California. They are a Funding Information Network partner and a CF Insights member.



 

 

 







Fueling Impact
Fueling Impact
2008 Columbus Webinar
2008 Columbus Webinar
Pathway to Business Model Innovation Getting to "Fueling Impact"
Pathway to Business Model Innovation Getting to "Fueling Impact"
Launching a New Study: Strategic Value of DAFs
Launching a New Study: Strategic Value of DAFs
Do More Than Grow Webinar
Do More Than Grow Webinar
Columbus Training Webinar - FY 2013
Columbus training webinar
Columbus training webinar
Columbus Training Webinar - May 2012
Columbus Training Webinar - May 2012
CF Insights Columbus Data Training Webinar
CF Insights Columbus Data Training Webinar

32 Old Slip, 24th Floor, New York, NY 10005 | cfinsights@foundationcenter.org

Created by Community Foundations // Propelled by Foundation Center