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

Our Privacy Policy

We are committed to protecting your privacy online. When you visit our site, we may ask you for personal information from you such as your name and e-mail address.

In addition, our site uses the Google Analytics web analytics service. Information recorded by Analytics includes information such as how you arrived at our site (including the URL you came from, if you arrived from another site), your network name, your browser type, which type of Internet browsing device you are using, the country, state, and city where your server is located, and the pages that were viewed during your visit to our site.

This site uses two specific Google Analytics features: Google Analytics Demographics and Interest Reporting. These features generate information about a user’s age, gender and interests from Google’s Interest-based advertising or third-party audience data to improve services on this website. This information is tracked using Google’s DoubleClick cookie.

We do not and will not merge any personally-identifiable information with non-personally identifiable information previously collected unless you have been given notice of and have given prior affirmative (i.e. opt-in) consent to that merger. Google’s ability to use and share information collected by Google Analytics about your visits to this website is restricted by the Google Privacy Policy. To provide website visitors more choice on how their data is collected by Google Analytics, Google has developed an Opt-out Browser add-on, which is available by visiting Google Analytics Opt-out Browser Add-on, to enable you to opt-out of Google’s programs.

Finally, we do not sell or rent personal information to others. We use your information only for the limited purposes of sending you updates and useful information about our programs, promotional information, enhancing the site operation, for statistical purposes, and for overall systems administration.

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