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RESOURCES

We have developed interactive tools that can help you make informed decisions. Click below to test them!

SPENDING POLICY CALCULATOR

Test how subtle differences in spending rates and methodologies can impact your portfolio over time with our spending policy tool. Enter your organization’s starting market value, spending rate, and asset allocation mix to see how these decisions may have played out.

Try the Calculator
COMMUNITY FOUNDATION PEER ANALYSIS TOOL

Born as a client request in 2015, FEG started the annual Community Foundation Survey to provide transparency into financial and enterprise trends facing community foundations today. The tool showcases select results from the 2019 survey. Select the answers that are comparable to your community foundation to provide peer comparisons within these categories.

View Interactive Tool
HISTORICAL MARKET RETURNS

An important facet of building portfolios is understanding risk and return objectives. Most organizations are likely to invest over a long time horizon, but it is important to consider how asset categories can experience vastly different returns and volatility over time. Use this interactive tool to see the dramatic change in risk and return over different historical periods.

View Historical Results

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