2025 Community Foundation Survey Executive Summary

<span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text" >2025 Community Foundation Survey Executive Summary</span>

Over the past decade, the FEG Community Foundation Survey has engaged more than 250 unique community foundations across 46 states, offering valuable insights to inform strategic decisions that help drive meaningful impact in local communities.

Originally designed to benchmark spending policies and asset allocation, the survey has evolved to address pressing topics such as values-aligned investing and emerging technologies like artificial intelligence.

Open to all U.S. community foundations, the survey is primarily completed by senior-level investment and finance decision-makers, providing high-quality, relevant insights. The 2025 edition features responses from 113 community foundations, representing a broad range of asset sizes—from under $25 million to over $1 billion.¹

This initiative continues to be a trusted resource for community foundations seeking to align their financial strategies with their mission-driven goals.

Read the full 2025 Community Foundation Executive Summary

¹ Assets under advisement were self-reported by respondents as of September 30, 2024.

Authors

Jeffrey Weisker

Disclosures

This information was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.