Now in its fourth year, the survey is open to all U.S. community Foundations. Specific sections covered in the survey include: spending policy, asset allocation, responsive investing (including SRI/ESG and PRI/MRI), investment committee structure, and donor advised funds.
Deadline to participate: March 29, 2019
FEG’s proprietary Community Foundation Survey collects insights on financial and enterprise trends to help inform community foundations nationwide. The survey aims to provide insights into the trends affecting community foundations today so that your organization might make a greater impact on tomorrow.
The survey originated as an in-depth look at spending policies among clients. Given the interest in results, FEG expanded the survey's scope and opened participation to all community foundations in 2016.
Explore the 2018 highlights below, and visit www.feg.com/take-cfsurvey to participate in the 2019 survey today.