Funds Management

Community foundations generally maintain a variety of fund types from donor advised funds to agency endowment funds to designated and field-of-interest funds. Community foundations and other charitable organizations may also have relationships with supporting organizations. Learn more about the particular characteristics, management and legal requirements of these giving options and find information to help determine the best structure for your donors.

In-Depth knowledge on Funds Management

This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance the four factors of Purpose, Conditions and Trends, Time Horizon, and Assets for Mission, especially in times of greater crisis or opportunity. It leaves the final decision to you, without judgment for your payout amount, lifespan, or mission.

Operating endowments can provide stability and long term sustainability for community foundations. They can also provide resources that enable community foundation leaders to play a stronger leadership role in the community and direct resources to the most pressing issues facing the community. Developing and executing an endowment building campaign brings its own complexities and challenges and can often require a different engagement strategy with potential donors. This conference call featured conversation with respected development and community foundations leaders with firsthand experience building operating endowments as they shared an overview of operating endowment campaigns and an analysis of a successful campaign.

Community foundation administrative fee structures and frequently asked questions about administrative fees for funds.