FEG 2024 Community Foundation Survey

FEG’s Community Foundation Survey is focused on providing peer data across financial and enterprise topics relevant to the community foundation field. We seek to provide insights on the issues facing community foundations today, so they can make a greater impact for tomorrow.

Survey topics include:

  • Asset Allocation and Performance

  • Spending Policy and Rebalancing

  • Responsive Investing (SRI/ESG,MRI/Impact, PRI)
  • Diversity, Equity, Inclusion (DEI)

  • Enterprise Trends (Donor Development and Investment Governance)

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Community Foundations Have Participated

To learn about 2024 survey trends, join us for the Community Foundation Survey webinar in June!
(More information coming soon.)

 

About the Survey

The survey began in 2015 as a client request for peer comparison on asset allocation and performance. Recognizing a lack of information on enterprise topics, FEG expanded the scope of the survey and made it available to community foundations nationwide for a more comprehensive view of the landscape. Since inception, hundreds of community foundations have participated to help inform themselves and their peers!

Thank you to all of the community foundations who participated in the FEG 2024 Community Foundation Survey! The study includes a survey of 107 U.S. Community Foundations across 31 states. The survey was open for responses online from January 16 - March 8, 2024. Participants did not pay to be included in the survey. Participants also had the option to complete as a word document and email the results back to FEG. The data from this survey will be shared during the 2024 June webinar.

 

2023 Survey Highlights

Thank you to all of the community foundations who participated in the FEG 2023 Community Foundation Survey! The study included a survey of 100 U.S. Community Foundations across 29 states. The survey was open for responses online from January 25 - March 15, 2023. Participants did not pay to be included in the survey. Participants also had the option to complete as a word document and email the results back to FEG. The data from this survey was grouped into between five and seven categories based on assets of the community foundation with assets ranging from less than $25 million to greater than $1 billion. The information in this study is based on the responses provided by the participants and is meant for illustration and educational purposes only.
Note: Assets under advisement were self reported by respondents as of September 30, 2022.

To download the slides from the 2023 presentation, complete the form below.

Talk to a Community Foundations Expert

Contact Us
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Industry Leaders in Community Foundations

We bring together enterprise considerations from dozens of Community Foundations to provide key insight into planning for the future.

FEG in the Community

FEG is a proud partner and supporter of several nonprofit industry communities which Community Foundations are a part of, including:

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