Tab 29: List of Funds

The community foundation submits a list of funds, organized by fund type (e.g., scholarship, designated, donor advised). If a community foundation has more than 200 funds, a sample of 25 funds for each fund type will be sufficient and for those foundations with fewer than 200, the list provided should be comprehensive.

For more information, review Core materials, FAQs and a glossary of important terms

Related Standards

II. Mission, Structure and Governance

II.F.8    A community foundation's governing body ensures that the community foundation reflects and serves the breadth and diversity of the community.

III. Resource Development

III.A    A community foundation has, or works to develop, broad support in the form of contributions from many separate, unrelated donors with diverse charitable interests in the community served by the community foundation.

III.D    A community foundation accepts and administers a diversity of gift and fund types to meet the varied philanthropic objectives of donors and the needs of the community it serves.

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Key Elements

1. Variety of separate, unrelated donors (crosscheck with governing instruments and/or sample marketing materials for consistency)
   
2. Variety of fields/issues addressed (crosscheck with governing instruments and/or sample marketing materials for consistency)
   
3. Variety of fund/gift types (crosscheck with governing instruments and/or sample marketing materials for consistency)
   
4. Long-term goal of securing permanent resources to address changing community needs (crosscheck with governing instruments and/or sample marketing materials for consistency)
   
5. Evidence that the foundation reflects the community’s breadth and diversity. For this key element, community foundations should submit materials demonstrating how the foundation, broadly speaking, reflects the community’s diversity through, for example, its staff, volunteers, grantees, donors, partners, vendors, etc. Sample characteristics/qualities that might be demonstrated include age, gender, race, ethnicity, geography, socioeconomic background, skill sets, profession/occupation, and political affiliation.