Community
Foundation
Survey
FEG 2022 Community Foundation 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 they can make a greater impact for tomorrow. Some of the survey topics include:
- Asset Allocation and Performance
- Spending Policy and Rebalancing
- Responsive Investing (SRI/ESG, MRI/Impact, PRI)
- Diverse Managers
- Cryptocurrency
- Staffing and Investment Committee Structure
To learn about the trends from the 2022 survey, watch the replay!
In the coming weeks we will continue to share insights from the survey, including an executive summary and interactive tool. You can also download the slides from the presentation via the form below.
ABOUT THE SURVEY
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!
Thank you to all of the community foundations who participated in the FEG 2022 Community Foundation Survey! The study includes a survey of 98 U.S. Community Foundations across 33 states. The survey was open for responses online from February 21 - April 8, 2022. Participants did not pay to be included in the survey. Participants also had the option to complete as a word document and email the results back to FEG. The data from this survey was grouped into between five and seven categories based on assets of the community foundation with assets ranging from less than $25 million to greater than $1 billion. The information in this study is based on the responses provided by the participants and is meant for illustration and educational purposes only.
In total, there were 98 participants across 33 states, representing nearly $38 billion in assets. FEG hosted the Results Release Webinar on July 18, 2022. Watch the replay to learn about key themes and considerations from the survey, available here.
2022 Survey Highlights
For the 2022 edition of the survey, there were 98 participants across 33 states, representing approximately $38 billion in assets. FEG hosted the Results Release Webinar on July 18, 2022. Watch the Replay to learn about key themes and considerations from the survey. 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, 2021.