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

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

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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 COF Investment Survey:

The Council on Foundations provides 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.

Knowledge » View Article

Seeking Shared Success: Business Model Innovation through Mergers, Affiliations, and Alliances

Do you want to know how a new structure can help your community foundation on the path to sustainable growth? Are you curious about the structural options available to help your foundation leverage expertise, promote philanthropy, and amplify community leadership and program strategy?

Learn how alliances, affiliations, and mergers represent a path to enhanced sustainability and greater impact for community foundations. Hear perspectives from community foundation leaders, access tools for considering a new structure, and read case studies from six community foundations.

Seeking Shared Success: Business Model Innovation through Mergers, Affiliations, and Alliances (PDF, 924KB), authored by Rebecca Graves and Hollie Marston, is a partnership between the Council on Foundations’ Community Foundations Leadership Team and CF Insights. Included in the report is a Discussion and Self-Assessment Tool to help you clarify whether a new structure will meet your needs.

Materials from the webinar on March 3, 2011: