Videos
WEBINAR REPLAY: FEG 2024 Community Foundation Survey
Hear from FEG consultants Jeff Davis, Jeff Weisker, and Quincy Brown as they reveal financial and enterprise trends from across the community foundation field. During the webinar, they addressed key themes and considerations for your organization from the FEG 2024 Community Foundation Survey. Topics included: Asset Allocation, Spending Policy, Responsive Investing, Diverse Asset Managers, Donor Development, and Investment Governance.
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DISCLOSURES
This report was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
The Community Foundations data is obtained from the proprietary FEG 2024 Community Foundation Survey. The study includes a survey of 107 U.S. Community Foundations. The survey was open for responses online from January 16 - March 8, 2024. Participants did not pay to be included in the survey. Participants also had the option to complete, as a word document and email the results back to FEG. The data from this survey was grouped into between five and seven categories based on assets of the community foundation with assets ranging from less than $25 million to greater than $1 billion. The information in this study is based on the responses provided by the participants and is meant for illustration and educational purposes only.
The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.
Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.
Any return expectations provided are not intended as, and must not be regarded as, a representation, warranty or predication that the investment will achieve any particular rate of return over any particular time period or that investors will not incur losses.
Past performance is not indicative of future results.
This report is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.
Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.