FEG COMMUNITY FOUNDATION SURVEY

Thank you to all the community foundations who participated in the FEG 2021 Community Foundation Survey! There were 110 participants across 35 states, representing approximately $30 billion in assets. FEG hosted the Results Release Webinar on June 2, 2021. Watch the Replay to learn about key themes and considerations from the survey.

Stay tuned for more updates on the survey data, including an Executive Summary and Interactive Tool, in the coming weeks. You can also download the slides from the presentation via the form below.

Note: Assets under advisement were self reported by respondents as of September 30, 2020.

ABOUT THE SURVEY

FEG’s Community Foundation Survey collects data on financial and enterprise topics to provide robust peer data and transparency into trends impacting the community foundation field. We seek to provide insights on issues relevant to community foundations today, so that they may make a greater impact for tomorrow.

Some of the survey topics include:

• Spending Policy and Rebalancing
• Responsive Investing (Impact, ESG/SRI, MRI, PRI)
• Diverse Managers
• Donor Advised Funds
• Staffing and Investment Committee Structure
• Asset Allocation and Performance

The survey began in 2015 as a client request for peer comparison on asset allocation and performance. Recognizing a lack of information on enterprise topics, we expanded the scope of the survey and made it available to community foundations nationwide for a more comprehensive view of the landscape. Since inception, hundreds of community foundations have participated to help inform themselves and their peers!

Participants receive the full survey report and access to an expanded version of our interactive peer analysis tool.