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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

Data We Collect

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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.

Knowledge » View Article

Growing Smarter: Achieving Sustainability in Emerging Community Foundations

How does a community foundation meet its mission and grow sustainably? How should community foundations define growth goals?

It's a striking paradox: as community foundations grow their assets, their sustainability is often threatened. Growing Smarter: Achieving Sustainability in Emerging Community Foundations (PDF, 2.09MB), authored by Eva Nico, Rebecca Graves Tracy Foster and Fay Hanleybrown and supported by The James Irvine Foundation, is based on research with young and emerging community foundations and explores the promise and paradox of growth.

Community foundations of virtually any size will find valuable information, case studies and economic models. An executive summary (PDF, 105KB) and discussion guide (PDF, 43KB), included in the paper, are also available as separate files for easy distribution. Additionally, a board presentation (PPT, 4.44MB) introduces core concepts of the report.

Related Resources:

For other resources from The James Irvine Foundation Community Foundations Initiative II, click here.

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