CF REGIONAL GATHERING PA-NJ-DE-MD JULY 22, 2025

Community Foundation Profile for 07-22-2025 1 day gathering in Conshohocken

Each Community Foundation's profile will be shared electronically with other community foundation colleagues. Approximate/rounded answers are good enough for this informal survey. See you soon! karen@chescocf.org

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* 1. Our Community Foundation's MISSION STATEMENT:

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* 2. Our community foundation works in these areas to GROW PHILANTHROPY:

	No. Not at all.	No. We stopped doing this.	Maybe. Considering.	Yes. Recently initiated.	Yes. Have been for a while. Doing OK.	Yes. Have been for a while. We are experts.
Emerging Philanthropists: Youth Philanthropy (high school)	Emerging Philanthropists: Youth Philanthropy (high school) No. Not at all.	Emerging Philanthropists: Youth Philanthropy (high school) No. We stopped doing this.	Emerging Philanthropists: Youth Philanthropy (high school) Maybe. Considering.	Emerging Philanthropists: Youth Philanthropy (high school) Yes. Recently initiated.	Emerging Philanthropists: Youth Philanthropy (high school) Yes. Have been for a while. Doing OK.	Emerging Philanthropists: Youth Philanthropy (high school) Yes. Have been for a while. We are experts.
Emerging Philanthropists: Young Adults (college)	Emerging Philanthropists: Young Adults (college) No. Not at all.	Emerging Philanthropists: Young Adults (college) No. We stopped doing this.	Emerging Philanthropists: Young Adults (college) Maybe. Considering.	Emerging Philanthropists: Young Adults (college) Yes. Recently initiated.	Emerging Philanthropists: Young Adults (college) Yes. Have been for a while. Doing OK.	Emerging Philanthropists: Young Adults (college) Yes. Have been for a while. We are experts.
Next Gen Philanthropists: Millennials (age @21-45)	Next Gen Philanthropists: Millennials (age @21-45) No. Not at all.	Next Gen Philanthropists: Millennials (age @21-45) No. We stopped doing this.	Next Gen Philanthropists: Millennials (age @21-45) Maybe. Considering.	Next Gen Philanthropists: Millennials (age @21-45) Yes. Recently initiated.	Next Gen Philanthropists: Millennials (age @21-45) Yes. Have been for a while. Doing OK.	Next Gen Philanthropists: Millennials (age @21-45) Yes. Have been for a while. We are experts.
Family & Individual Philanthropy	Family & Individual Philanthropy No. Not at all.	Family & Individual Philanthropy No. We stopped doing this.	Family & Individual Philanthropy Maybe. Considering.	Family & Individual Philanthropy Yes. Recently initiated.	Family & Individual Philanthropy Yes. Have been for a while. Doing OK.	Family & Individual Philanthropy Yes. Have been for a while. We are experts.
Women & Girls' Fund	Women & Girls' Fund No. Not at all.	Women & Girls' Fund No. We stopped doing this.	Women & Girls' Fund Maybe. Considering.	Women & Girls' Fund Yes. Recently initiated.	Women & Girls' Fund Yes. Have been for a while. Doing OK.	Women & Girls' Fund Yes. Have been for a while. We are experts.
Giving Circles	Giving Circles No. Not at all.	Giving Circles No. We stopped doing this.	Giving Circles Maybe. Considering.	Giving Circles Yes. Recently initiated.	Giving Circles Yes. Have been for a while. Doing OK.	Giving Circles Yes. Have been for a while. We are experts.
Due Diligence / Smart Grantmaking Training	Due Diligence / Smart Grantmaking Training No. Not at all.	Due Diligence / Smart Grantmaking Training No. We stopped doing this.	Due Diligence / Smart Grantmaking Training Maybe. Considering.	Due Diligence / Smart Grantmaking Training Yes. Recently initiated.	Due Diligence / Smart Grantmaking Training Yes. Have been for a while. Doing OK.	Due Diligence / Smart Grantmaking Training Yes. Have been for a while. We are experts.

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* 3. Our community foundation works in these SPECIALIZED areas to GROW PHILANTHROPY:

	No. Not at all.	No. We stopped doing this.	Maybe. Considering.	Yes. Recently Initiated	Yes. Have been for a while. Doing OK.	Yes. Have been for a while. We are experts.
Giving Days / Extraordinary Give	Giving Days / Extraordinary Give No. Not at all.	Giving Days / Extraordinary Give No. We stopped doing this.	Giving Days / Extraordinary Give Maybe. Considering.	Giving Days / Extraordinary Give Yes. Recently Initiated	Giving Days / Extraordinary Give Yes. Have been for a while. Doing OK.	Giving Days / Extraordinary Give Yes. Have been for a while. We are experts.
Professional Advisor Outreach	Professional Advisor Outreach No. Not at all.	Professional Advisor Outreach No. We stopped doing this.	Professional Advisor Outreach Maybe. Considering.	Professional Advisor Outreach Yes. Recently Initiated	Professional Advisor Outreach Yes. Have been for a while. Doing OK.	Professional Advisor Outreach Yes. Have been for a while. We are experts.
Business & Corporate Charitable Funds	Business & Corporate Charitable Funds No. Not at all.	Business & Corporate Charitable Funds No. We stopped doing this.	Business & Corporate Charitable Funds Maybe. Considering.	Business & Corporate Charitable Funds Yes. Recently Initiated	Business & Corporate Charitable Funds Yes. Have been for a while. Doing OK.	Business & Corporate Charitable Funds Yes. Have been for a while. We are experts.
Private Foundation Services	Private Foundation Services No. Not at all.	Private Foundation Services No. We stopped doing this.	Private Foundation Services Maybe. Considering.	Private Foundation Services Yes. Recently Initiated	Private Foundation Services Yes. Have been for a while. Doing OK.	Private Foundation Services Yes. Have been for a while. We are experts.
PA EITC	PA EITC No. Not at all.	PA EITC No. We stopped doing this.	PA EITC Maybe. Considering.	PA EITC Yes. Recently Initiated	PA EITC Yes. Have been for a while. Doing OK.	PA EITC Yes. Have been for a while. We are experts.
Education / Focus On Our Future	Education / Focus On Our Future No. Not at all.	Education / Focus On Our Future No. We stopped doing this.	Education / Focus On Our Future Maybe. Considering.	Education / Focus On Our Future Yes. Recently Initiated	Education / Focus On Our Future Yes. Have been for a while. Doing OK.	Education / Focus On Our Future Yes. Have been for a while. We are experts.
Arts, Culture, Heritage / Culture Builds Community	Arts, Culture, Heritage / Culture Builds Community No. Not at all.	Arts, Culture, Heritage / Culture Builds Community No. We stopped doing this.	Arts, Culture, Heritage / Culture Builds Community Maybe. Considering.	Arts, Culture, Heritage / Culture Builds Community Yes. Recently Initiated	Arts, Culture, Heritage / Culture Builds Community Yes. Have been for a while. Doing OK.	Arts, Culture, Heritage / Culture Builds Community Yes. Have been for a while. We are experts.
Environment / Smart Growth / Sustainability	Environment / Smart Growth / Sustainability No. Not at all.	Environment / Smart Growth / Sustainability No. We stopped doing this.	Environment / Smart Growth / Sustainability Maybe. Considering.	Environment / Smart Growth / Sustainability Yes. Recently Initiated	Environment / Smart Growth / Sustainability Yes. Have been for a while. Doing OK.	Environment / Smart Growth / Sustainability Yes. Have been for a while. We are experts.
Community Economic Development	Community Economic Development No. Not at all.	Community Economic Development No. We stopped doing this.	Community Economic Development Maybe. Considering.	Community Economic Development Yes. Recently Initiated	Community Economic Development Yes. Have been for a while. Doing OK.	Community Economic Development Yes. Have been for a while. We are experts.

Other GROWING PHILANTHROPY:

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* 4. Our community foundation works in these areas of NONPROFIT CAPACITY BUILDING:

	No. Not at all.	No. We stopped doing this.	Maybe. Considering.	Yes. Recently initiated	Yes. Have been for a while. Doing OK.	Yes. Have been for a while. We are experts.
Grant funding for nonprofits to hire consultants	Grant funding for nonprofits to hire consultants No. Not at all.	Grant funding for nonprofits to hire consultants No. We stopped doing this.	Grant funding for nonprofits to hire consultants Maybe. Considering.	Grant funding for nonprofits to hire consultants Yes. Recently initiated	Grant funding for nonprofits to hire consultants Yes. Have been for a while. Doing OK.	Grant funding for nonprofits to hire consultants Yes. Have been for a while. We are experts.
Grant funding for nonprofits to partner, collaborate, reposition, merge	Grant funding for nonprofits to partner, collaborate, reposition, merge No. Not at all.	Grant funding for nonprofits to partner, collaborate, reposition, merge No. We stopped doing this.	Grant funding for nonprofits to partner, collaborate, reposition, merge Maybe. Considering.	Grant funding for nonprofits to partner, collaborate, reposition, merge Yes. Recently initiated	Grant funding for nonprofits to partner, collaborate, reposition, merge Yes. Have been for a while. Doing OK.	Grant funding for nonprofits to partner, collaborate, reposition, merge Yes. Have been for a while. We are experts.
Provide nonprofit management trainings, peer groups	Provide nonprofit management trainings, peer groups No. Not at all.	Provide nonprofit management trainings, peer groups No. We stopped doing this.	Provide nonprofit management trainings, peer groups Maybe. Considering.	Provide nonprofit management trainings, peer groups Yes. Recently initiated	Provide nonprofit management trainings, peer groups Yes. Have been for a while. Doing OK.	Provide nonprofit management trainings, peer groups Yes. Have been for a while. We are experts.
Provide nonprofit board member training	Provide nonprofit board member training No. Not at all.	Provide nonprofit board member training No. We stopped doing this.	Provide nonprofit board member training Maybe. Considering.	Provide nonprofit board member training Yes. Recently initiated	Provide nonprofit board member training Yes. Have been for a while. Doing OK.	Provide nonprofit board member training Yes. Have been for a while. We are experts.
Help connect nonprofits + new potential board members	Help connect nonprofits + new potential board members No. Not at all.	Help connect nonprofits + new potential board members No. We stopped doing this.	Help connect nonprofits + new potential board members Maybe. Considering.	Help connect nonprofits + new potential board members Yes. Recently initiated	Help connect nonprofits + new potential board members Yes. Have been for a while. Doing OK.	Help connect nonprofits + new potential board members Yes. Have been for a while. We are experts.
Train & support nonprofit planned giving	Train & support nonprofit planned giving No. Not at all.	Train & support nonprofit planned giving No. We stopped doing this.	Train & support nonprofit planned giving Maybe. Considering.	Train & support nonprofit planned giving Yes. Recently initiated	Train & support nonprofit planned giving Yes. Have been for a while. Doing OK.	Train & support nonprofit planned giving Yes. Have been for a while. We are experts.
Train & support nonprofit endowment-building	Train & support nonprofit endowment-building No. Not at all.	Train & support nonprofit endowment-building No. We stopped doing this.	Train & support nonprofit endowment-building Maybe. Considering.	Train & support nonprofit endowment-building Yes. Recently initiated	Train & support nonprofit endowment-building Yes. Have been for a while. Doing OK.	Train & support nonprofit endowment-building Yes. Have been for a while. We are experts.
Help nonprofits cope with cutbacks	Help nonprofits cope with cutbacks No. Not at all.	Help nonprofits cope with cutbacks No. We stopped doing this.	Help nonprofits cope with cutbacks Maybe. Considering.	Help nonprofits cope with cutbacks Yes. Recently initiated	Help nonprofits cope with cutbacks Yes. Have been for a while. Doing OK.	Help nonprofits cope with cutbacks Yes. Have been for a while. We are experts.
Advocacy training & info for nonprofits	Advocacy training & info for nonprofits No. Not at all.	Advocacy training & info for nonprofits No. We stopped doing this.	Advocacy training & info for nonprofits Maybe. Considering.	Advocacy training & info for nonprofits Yes. Recently initiated	Advocacy training & info for nonprofits Yes. Have been for a while. Doing OK.	Advocacy training & info for nonprofits Yes. Have been for a while. We are experts.

Other NONPROFIT CAPACITY BUILDING:

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* 5. Our community foundation works in these areas of COMMUNITY LEADERSHIP:

	No. Not at all.	No. We stopped doing this.	Maybe. Considering.	Yes. Recently initiated.	Yes. Have been for a while. Doing OK.	Yes. Have been for a while. We are experts.
Civic engagement	Civic engagement No. Not at all.	Civic engagement No. We stopped doing this.	Civic engagement Maybe. Considering.	Civic engagement Yes. Recently initiated.	Civic engagement Yes. Have been for a while. Doing OK.	Civic engagement Yes. Have been for a while. We are experts.
Democracy, voting rights, inclusion	Democracy, voting rights, inclusion No. Not at all.	Democracy, voting rights, inclusion No. We stopped doing this.	Democracy, voting rights, inclusion Maybe. Considering.	Democracy, voting rights, inclusion Yes. Recently initiated.	Democracy, voting rights, inclusion Yes. Have been for a while. Doing OK.	Democracy, voting rights, inclusion Yes. Have been for a while. We are experts.
Community needs assessments / Community report card	Community needs assessments / Community report card No. Not at all.	Community needs assessments / Community report card No. We stopped doing this.	Community needs assessments / Community report card Maybe. Considering.	Community needs assessments / Community report card Yes. Recently initiated.	Community needs assessments / Community report card Yes. Have been for a while. Doing OK.	Community needs assessments / Community report card Yes. Have been for a while. We are experts.
Community convening on specific pressing issues	Community convening on specific pressing issues No. Not at all.	Community convening on specific pressing issues No. We stopped doing this.	Community convening on specific pressing issues Maybe. Considering.	Community convening on specific pressing issues Yes. Recently initiated.	Community convening on specific pressing issues Yes. Have been for a while. Doing OK.	Community convening on specific pressing issues Yes. Have been for a while. We are experts.
Diversity, equity & inclusion initiatives	Diversity, equity & inclusion initiatives No. Not at all.	Diversity, equity & inclusion initiatives No. We stopped doing this.	Diversity, equity & inclusion initiatives Maybe. Considering.	Diversity, equity & inclusion initiatives Yes. Recently initiated.	Diversity, equity & inclusion initiatives Yes. Have been for a while. Doing OK.	Diversity, equity & inclusion initiatives Yes. Have been for a while. We are experts.
Advocacy	Advocacy No. Not at all.	Advocacy No. We stopped doing this.	Advocacy Maybe. Considering.	Advocacy Yes. Recently initiated.	Advocacy Yes. Have been for a while. Doing OK.	Advocacy Yes. Have been for a while. We are experts.

Other COMMUNITY LEADERSHIP:

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* 6. Our Community Foundation #'s:

Year Founded

# Staff FTE

# Board Members

# Volunteers (not including Board)

# Funds

Population # in Service Area

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* 7. The DENSITY & CHARACTER of our geographic service area is approximately

% Rural

% Suburban

% Urban

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* 8. Our CF's AUM, Gifts in, Grants out, Operating $, rounded to the nearest Millionth

$MILLION Total Assets Under Management

$MILLION Annual Donations/Gifts Received

$MILLION Annual Grants & Scholarships/Paid Out

$MILLION Annual Operating Budget

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* 9. Our @proportion of entrusted FUNDS, by TYPE (product mix):

% Donor Advised Funds

% Nonprofit Designated Funds

% Discretionary Funds

% Scholarship Funds

% Other Funds

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* 10. The TIME HORIZON for our CF's entrusted funds is @

% Fully-endowed (invested to last for perpetuity)

% Quasi-endowed (invested to spend down within several years)

% Provisional/Pass Through (100% granted out, at any time)

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* 11. We have experience with

	None at all.	No. We stopped doing this.	Maybe soon. Considering.	Yes, a little.	Yes, a lot.
Supporting Organizations	Supporting Organizations None at all.	Supporting Organizations No. We stopped doing this.	Supporting Organizations Maybe soon. Considering.	Supporting Organizations Yes, a little.	Supporting Organizations Yes, a lot.
Separately Managed Investment Accounts/Medallion Investment Partners	Separately Managed Investment Accounts/Medallion Investment Partners None at all.	Separately Managed Investment Accounts/Medallion Investment Partners No. We stopped doing this.	Separately Managed Investment Accounts/Medallion Investment Partners Maybe soon. Considering.	Separately Managed Investment Accounts/Medallion Investment Partners Yes, a little.	Separately Managed Investment Accounts/Medallion Investment Partners Yes, a lot.
Program Related Investments	Program Related Investments None at all.	Program Related Investments No. We stopped doing this.	Program Related Investments Maybe soon. Considering.	Program Related Investments Yes, a little.	Program Related Investments Yes, a lot.
Socially Responsible Investment Offerings/Options (SRI, ESG)	Socially Responsible Investment Offerings/Options (SRI, ESG) None at all.	Socially Responsible Investment Offerings/Options (SRI, ESG) No. We stopped doing this.	Socially Responsible Investment Offerings/Options (SRI, ESG) Maybe soon. Considering.	Socially Responsible Investment Offerings/Options (SRI, ESG) Yes, a little.	Socially Responsible Investment Offerings/Options (SRI, ESG) Yes, a lot.

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* 12. Our CF's OPERATING budget is approximately

% Fund Administration Fees

% Fees for Services

% Fundraising for Operating

% Fundraising for Core Programs

% Distribution from Operating Reserve

% Distribution from Operating Endowment

% Other Revenue

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* 13. Our community foundation is a member of/participates in these PROFESSIONAL SERVICE ORGANIZATIONS:

CF National Standards

CF Leads

PA Community Foundation Association

GuideStar by Candid - Nonprofit Data

Regional Association of Grantmakers

CF Insights

Crewcial Partners (Colonial Consulting) investment survey

Council on Foundations - Community Fdtns Support Team

National Center for Family Philanthropy

Other (please specify)

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* 14. What DISTINGUISHES our community foundation from others?

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* 15. Our PROUDEST initiatives, strategies, triumphs &/or learnings over the past few years:

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* 16. This is where our community foundation seeks HELP, learning from others' best practices in the field:

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* 17. Contact info:

Contact

Position

Org

Addr

City/Town

State

ZIP

Phone

E-mail

Website