35 Years Experience Serving Community Foundations

Community Foundations are the core of our expertise and we have a deep understanding of the challenges in this space. FEG has served as a trusted partner and fiduciary to nonprofit organizations and foundations for more than 35 years and often plays a significant role in helping these clients create and manage sound investment programs. We help navigate: 

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Average Tenure for Community Foundation Clients

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Institutional Clients are Nonprofits

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Assets under Advisement

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Assets under Management

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Community Foundation Clients

 

*All statistics as of 9/30/2023. Updated annually. 

Navigating the Investment Path for Community Foundations

Experience FEG’s approach to institutional investing for Community Foundations.
FEG goes beyond the portfolio, we understand the challenges facing Community Foundations and their unique needs. We help our clients navigate:

Governance: Community Foundations have been trending towards hiring an Outsourced CIO provider, but is this the best option for your foundation? We offer discretionary and non-discretionary services in order to provide the best service for your needs.  

Impact Investing: Aligning your mission with investments is important to a lot of community foundations. One way they try to do this is through Impact Investing. Board of Directors and Investment Committees can struggle with how to invest and what is truly impact investing for a specific area. 

Talk to a Community Foundations Expert

Contact Us
CF-Survey-Exec-Summary-v4

Industry Leaders in Community Foundations

We bring together enterprise considerations from dozens of Community Foundations to provide key insight into planning for the future.

Read Executive Summary
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Boosting Donor Development

FEG understands the ways in which our role as an investment advisor can help provide the financial foundation necessary to support a foundation’s community impact and mission. Engaging with donors is paramount to the growth of community foundations. We are proud to assist in our clients’ development efforts by: 

  • Participating in donor-related events

  • Providing donor-specific education on the portfolio

  • Offering support for charitable meetings and events

Responsive Investing for Community Foundations

FEG understands the growing trend within community foundations and nonprofits to integrate investments that align with their unique missions. We have helped many organizations implement Responsive Investing (RI) – which broadly covers Impact Investing; Environmental, Social, and Governance (ESG); and Mission Related Investing (MRI) issues – to align financial and social benefit (a “double bottom line”).

We have provided Responsive Investing solutions for more than 25 years.

FEG created a Responsive Investing (RI) Team that focuses on providing thought-leadership and a robust set of investment opportunities for our clients. Responsive Investment Solutions Exchange (RISE) is the dedicated group within FEG that focuses on leadership, analysis and reporting. We provide:

  • A full range of RI services, including portfolio RI reporting, RI Sleeves (e.g., Faith Based or ESG) and complete portfolio implementation. 

  • Education, resources, and opportunities to develop an investment program centered around the core values of community foundations. 

  • A clear path and guidance throughout the entire process, from setting objectives and defining strategy, to portfolio implementation and ongoing management. 

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FEG in the Community

FEG is a proud partner and supporter of several nonprofit industry communities which Community Foundations are a part of, including:

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INSIGHTS

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Recent Insights for Community Foundations

Community Foundation

Community Foundation Survey

FEG’s Community Foundation Survey on financial and enterprise topics to provide robust peer data and transparency into trends.

OCIO

Navigating the OCIO Landscape

Community Foundations have seen a trend towards an OCIO investment model in the past five years. Learn if this service may be right for your Foundation.
RFP

RFP Essentials

There are many considerations before a Community Foundation selects an investment advisor. Read our five essential questions to consider before issuing a Request for Proposal (RFP).

COMMUNITY

FEG in the Community 

We believe strongly in the importance of giving back to our own community. Read some of the ways FEG employees are strengthening their local communities.  

Disclosures

As of December 31, 2023. Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $77.7bn in AUA, FEG's total assets under management (AUM) of $13.6bn includes discretionary ($10.7bn) and non-discretionary AUM ($10.9bn). 

Responsive Investing (RI) and all aspects of our services related to RI are done by FEG on a best-efforts basis. Because of various limitations due to the nature of various industry-related issues, FEG cannot guarantee that RI will align with or achieve the expected RI values or investment returns. Further, FEG relies on third-party service providers to determine whether various investments meet the applicable RI characterizations; thus, FEG's ability to correctly categorize the RI exposures of such investments will depend in large part on the accuracy of the third-party service providers. There can be no assurance that third-party service providers will correctly characterize the investments. Additionally, in many cases, FEG relies on representations from its investment managers and may not have the ability to verify the accuracy of the representations due to limited transparency.