FEG Investment Advisors’ 2025 Community Foundation Survey, featured in Nonprofit News, offers a compelling snapshot of how U.S. community foundations are reshaping their investment strategies. Drawing insights from 113 foundations managing over $41 billion in assets,1 the survey reveals a continued rise in values-aligned investing—now embraced by 59% of respondents, up from just 16% in 2017. It also highlights growing momentum toward private capital and early AI adoption, with 20% of foundations integrating AI into their operations. These insights reinforce FEG’s commitment to equipping community foundations with data-driven guidance to align their investments with their missions.
1Assets under advisement were self reported by respondents as of September 30, 2024.