Funds

Differences in community foundation size are reflected in their different operating models and product focus.

Endowed and Non-Endowed Assets

Smaller community foundations tend to have a much higher proportion of endowed assets than their larger counterparts.

Product Mix

Donor-advised funds tend to make up a more significant portion of assets in larger community foundations, which, while also having a higher proportion of non-endowed assets, could be reflective of their ability to provide flexible grantmaking options to their donors.

All

$50M - $100M

  • Donor-advised funds
  • Discretionary funds
  • All other funds

Distribution Rates

As community foundation asset size as well as the proportion of those assets in non-endowed assets grows, so too do foundation-wide distribution rates. Additionally, donor-advised funds are seen as more active funding vehicles. It is important to specifically watch the growth of donor-advised and discretionary funds over time. DAFs are a widely-used donor vehicle and one of the fastest growing, while discretionary funds ultimately provide flexibility to a community foundation.

Access the data for all participating community foundations