FEG Investment
Advisors

Research & Studies

FEG Community Foundation Survey

FEG’s Community Foundation Survey delivers aggregated industry insights across financial and enterprise topics that matter most to the community foundation field. By participating, organizations gain access to sector-wide trends and actionable analysis designed to support learning, strengthen collaboration, and help community foundations navigate today’s challenges to drive greater impact in the future.

Key Survey Topics

Asset Allocation
Spending Policy and Rebalancing
Values Aligned Investing
Diverse Asset Managers
Enterprise Trends 

Stay Ahead of the Curve

121
Community foundations participated
$51B+
In assets represented
30
States Represented

Assets represented were self-reported by respondents as of September 30, 2025.

Featured cont2026 Survey Highlightsent

Trends in Community Foundation Investing

Community foundations nationwide are navigating a shifting landscape shaped by new investment models, growing emphasis on mission alignment, and emerging technologies. This year’s survey insights offer a snapshot of how leaders are adapting their portfolios, policies, and operations to sustain impact in a complex environment.

  • Despite continued market volatility and economic change, spending rates across community foundations remained largely unchanged year over year.

  • Interest in artificial intelligence continued to grow across the sector, though most organizations reported they remain in the early stages of evaluating operational and investment-related applications.
  • Survey responses indicated a slowing pace of planned increases to private market allocations as institutions reassess liquidity needs and portfolio flexibility.

Questions? Talk with one of our Community Foundation experts.