Sharing Knowledge. Growing Impact.
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Entering CF Insights Data
Entering CF Insights Data
Creating Peer Groups and Benchmarking Reports
Creating Peer Groups and Benchmarking Reports

Membership FAQs

What are the benefits of joining CF Insights?

When you join the CF insights community, you help your own community foundation and contribute to building a better community foundation field.

Your dues generate direct benefits for your organization. You gain relevant data drawing from over 500 community foundations, targeted advice, and a network of peers who share your interests.

Can I see a demonstration of CF Insights tools and resources?

Contact us to set up a customized online demonstration or take a tour now.

What is the membership dues structure?

Annual dues for CF Insights membership are based on the year-end assets of your foundation. The scale and calculator tool below allow you to determine your foundation's annual dues.

First $250 million ($0-250M)      $20 per million* 
Next $250 million ($250-500M)     $10 per million
Next $250 million ($500-750M)     $05 per million
Assets above $750 million     No additional fee

*Minimum annual dues are $200

CALCULATE your annual dues (XLS, 19KB)

Who is able to join CF Insights?

Membership is offered exclusively to community foundations, and members are asked to sign a confidentiality agreement restricting the sharing of CF Insights data.

 

What foundations are eligible to become CF Insights members?

The CF Insights community includes organizations considered community foundations by the Council on Foundations.  Members must be tax-exempt public charities dedicated to serving and improving the quality of life within a specific geography, and eligible to apply for COF’s National Standards. 

Adhering to this consistent definition is intended to ensure data comparability for all members. 

 

 

Who owns the data that is collected?

Data contributed by a community foundation remains the property of that foundation. In addition, COF has agreed to share its own community foundation data with CF Insights. The combined data CF Insights compiles in its database is owned by Foundation Center subject to its data-sharing agreement with COF and oversight by the CF Insights Advisory Board.  Foundation Center may employ this data for analysis and confidential use as part of consulting services offered to community foundations. CF Insights uses the data in a similar manner and will publish research reports on trends and best practices with Advisory Board approval of general content and subject matter.

Who has access to CF Insights data?

CF Insights provides both free content and content that is restricted to members-only.  Important field-wide research is disseminated to the field as a whole, particularly the resources supported through CF Insights’ partnership with the Community Foundations Leadership Team.  Peer-identified comparative reports are limited to members, along with custom research reports based on the data.  In addition, foundations have the opportunity to access additional information and services through CF Insights consulting services and project support.

Dues Calculator
Dues Calculator

Please enter your Gross Assets and click enter to calculate your dues.
Minimum annual dues are $200.

Benefits
Benefits
CF Insights Members The Field
Services Expert Guidance and Analysis Checked
Peer Learning and Connections Checked
Technical Assistance
with Tools
Checked
Consulting and Project Support Checked Checked
Tools Benchmarking and Custom Reports Checked with Annotation
Dashboard for Board Presentations Checked
Activity-Based Costing Analysis Model Checked Checked
Economic Scenario Planning Model Checked Checked
Interactive Strategy Model Checked Checked
Knowledge Member Research Briefs Checked
Trend Analysis and Rankings Checked Checked
Reports on Key Issues and Ideas Checked Checked

* Columbus Survey Participants have on-demand access to a select subset of
benchmarking reports

Data We Collect
Data We Collect

Data Collected by CF Insights

All data collected by CF Insights is available to members as criteria with which to build peer groups and as the basis for over 60 on-demand reports.

Foundation Basics:

  • Fiscal Year End Date
  • Year Foundation Created
  • Staffing by Function
  • Strategic Operating Priorities
  • Affiliations with Other Foundations
  • Software Type Used
  • Engagement in the Following Areas:
    • Community Leadership
    • Fiscal Sponsorship/Fundraising
    • Fundraising for Operations
    • Nonprofit Resource Center
    • Services to Private Foundations
    • Special Initiatives

Geographic:

  • Urban vs. Rural
  • Population of Area Served
  • Geographic Area Served
  • State
  • Region

Assets and Funds:

  • Total Assets
  • Total Assets by Product Type
  • Total Number of Foundation Funds
  • Total Number of DAFs
  • Total Number of Funds Held at SOs
  • Total Number of SOs
  • Operating Endowment and Reserves

 

Expenses:

  • Total Operating Expenses
  • Special Initiative Operations Expenses
  • Operating Expenses as Percent of Assets

Contributions:

  • Total Foundation Contributions - $ and #
  • Total Contributions to DAFs - $ and #
  • Total Contributions to SOs - $ and #

Grants:

  • Total Foundation Grants - $ and #
  • Total Grants from DAFs - $ and #
  • Total Grants from SOs - $ and #

Activity-Based Costing Results:

  • Contributions/Subsidies by Product - $
  • Total Cost by Product - $
  • Total Cost by Activity Type - $

Administrative Fee Schedules:

CF Insights collects the following fee information by specific product and fund type.

  • Total Fees
  • Minimum Fees
  • Minimum Fund Balance

Investment Data from the Colonial Consulting/FAOG Investment Survey:

Colonial Consulting and FAOG provide CF Insights with the results of their annual and quarterly investment surveys.

  • Annualized Returns
  • Overall Allocation
  • Equity Allocation
  • Fixed Income Allocation
  • Alternate Allocation

Contact info@cfinsights.org for more information.

32 Old Slip, 24th Floor, New York, NY 10005 | cfinsights@foundationcenter.org

Created by Community Foundations // Propelled by Foundation Center