Community Foundations
35+ Years Experience Serving Community Foundations
Community Foundations are the core of our experience and we have a deep understanding of the challenges in this space. FEG has served as a trusted partner and fiduciary to nonprofit organizations and foundations for more than 35 years and often plays a significant role in helping these clients create and manage sound investment programs. We help navigate:
➤ Delegated Investing
➤ Spending Policy Changes
Average Tenure for Community Foundation Clients
Institutional Clients are Nonprofits
Assets under Advisement
Assets under Management
Community Foundation Clients
*All statistics as of 9/30/2023. Updated annually.
Talk to a Community Foundations Professional
Talk to a Community Foundations Expert
Industry Leaders in Community Foundations
We bring together enterprise considerations from dozens of Community Foundations to provide key insight into planning for the future.
Navigating the Investment Path for Community Foundations
Experience FEG’s approach to institutional investing for Community Foundations.
FEG goes beyond the portfolio, we understand the challenges facing Community Foundations and their unique needs. We help our clients navigate:
Governance: Community Foundations have been trending towards hiring an Outsourced CIO provider, but is this the best option for your foundation? We offer discretionary and non-discretionary services in order to provide the best service for your needs.
Impact Investing: Aligning your mission with investments is important to a lot of community foundations. One way they try to do this is through Impact Investing. Board of Directors and Investment Committees can struggle with how to invest and what is truly impact investing for a specific area.
Boosting Donor Development
FEG understands the ways in which our role as an investment advisor can help provide the financial foundation necessary to support a foundation’s community impact and mission. Engaging with donors is paramount to the growth of community foundations. We are proud to assist in our clients’ development efforts by:
➤ Participating in donor-related events
➤ Providing donor-specific education on the portfolio
➤ Offering support for charitable meetings and events
Recent Insights for Community Foundations
Community Foundation Survey
FEG’s Community Foundation Survey on financial and enterprise topics to provide robust peer data and transparency into trends.
Navigating the OCIO Landscape
RFP Essentials
There are many considerations before a Community Foundation selects an investment advisor. Read our five essential questions to consider before issuing a Request for Proposal (RFP).
FEG in the Community
We believe strongly in the importance of giving back to our own community. Read some of the ways FEG employees are strengthening their local communities.