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The FEG 2019 Community Foundation Survey had 112 respondents across 35 states, with assets ranging from under $25 million to over $1 billion. We would like to extend our gratitude to all community foundations that participated.

Topics covered in the survey included performance, asset allocation, spending policy, responsive investing (including SRI/ESG and PRI/MRI), and donor advised funds.

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FEG’s Community Foundation Survey collects data on financial and enterprise topics as a bench marking tool to help inform community foundations nationwide. We seek to provide insights on issues relevant to community foundations today, so that they may make a greater impact on tomorrow.

The survey began in 2015 as a client request for peer comparison on asset allocation and performance. We have since expanded the scope to cover enterprise topics and made it available to all community foundations for a more comprehensive view of the landscape. Since inception, more than 185 community foundations have participated.

We greatly appreciate the time and energy of those who have participated in the past and look forward to increasing the number of participants and improving the usefulness of the content for community foundations in the future.