See how you can select a peer group using over 80 different criteria and view reports on data in several important content areas.
Columbus Survey Participants have on-demand access to a select subset of
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.
Assets and Funds:
Activity-Based Costing Results:
Administrative Fee Schedules:
CF Insights collects the following fee information by specific product and fund type.
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.
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Building on the Activity-Based Costing methodology, the Interactive Strategy Model (ISM) helps community foundations model the impact of strategic changes on their economics.
The Interactive Strategy Model, including input templates and forecast output pages. Please read the User Guide before beginning to use this tool.
Download Zipped Excel File » (ZIP, 3.00MB)
Walk through each stage of the analysis with detailed, step-by-step instructions found in the User Guide (PDF, 1.00MB).
We highly recommend a thorough read before using the model.
Development of the ISM was commissioned by the Council on Foundations, The Boston Foundation, The Cleveland Foundation, The Columbus Foundation, The Philadelphia Foundation and the Fiscal and Administrative Officers Group of the Community Foundations Leadership Team.
This tool and supporting documentation are available for free to community foundations for internal use only. Any commercial use of the tools by community foundations or the consultants that serve them requires a licensing fee. Inquire about licensing.
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