Foundation Operations and Management Report

Let this report guide you in making operational decisions at your foundation with benchmarking data on boards and governance, grantmaking, investments, staff compensation, and more.

Based on our annual Operations and Management Survey to our foundation members, this unique benchmarking tool gives powerful insight into the operations of small-staffed foundations in the United States. What are they earning on investments? What are they awarding in grants? How much are foundations paying for their operations and their staff salaries? Use these metrics to visualize where your foundation fits in with industry peers. 

What’s in the Report?

Boards and Governance

This section provides information on:

  • Board composition
  • Board compensation
  • Board members providing in-kind services
  • Board governance practices
Grantmaking

This section provides information on:

  • The number of grants foundations made
  • The types of grants they awarded
  • Trends in types of grants
  • How foundations are evaluating their work
  • How foundations are using donor advised funds (DAFs) to support their grantmaking
Investments

This section provides information on:

  • Investment returns
  • Investment portfolio allocations
  • Mission investing
  • The use of investment consultants
Staff, Compensation, and Benefits

This section provides information on:

  • Staff size and roles
  • CEO succession plans
  • Staff, compensation, and benefits
  • The use of outside of consultants
Expanded Appendices

This year’s report also contains expanded appendices with detailed information on:

  • Staff size and roles
  • CEO succession plans
  • Staff, compensation, and benefits
  • The use of outside of consultants