Community Foundation Leadership Survey
We are requesting your help with this brief 2019 survey to help assess current activities, perceptions and views of Community Foundation Leaders on how they manage their Foundation's fiduciary responsibilities.  

We will be preparing a concise brief summarizing the survey results and make it available to 2019 Conference attendees.
 
Please tell us the size of your community foundation (in assets):
<$100 million
$100 million to $500 million
$500 million to $750 million
$750 million to $1 billion
More than $1 billion

Do your board members and executive staff sign a written acknowledgement of their fiduciary duties and responsibilities?
Yes
No
I don't know
  • Comment:

  • 500 characters left.

If yes, when was the written acknowledgment of their fiduciary duties and responsibilities updated?  Please tell us the approximate date.  If you don't know, type, "I don't know."
 

50 characters left.

If you have a written acknowledgement, is it updated annually?
Yes
No
I don't know
  • Comment:

  • 500 characters left.

How familiar are you with the following concepts:
 Not Familiar A Little Familiar Somewhat Familiar Very Familiar  
the Global Standard of Fiduciary Excellence  
the Prudent Practices for Investment Stewards  
  • Comment:

  • 500 characters left.
Do you have an Investment Policy Statement that governs your organization's assets?
Yes
No
I don't know
  • Comment:

  • 500 characters left.
If yes, when was the Investment Policy Statement last reviewed and/or updated?  Please tell us approximate date.  If you don't know, type, "I don't know."
 

50 characters left.

If you have an Investment Policy Statement, is it updated annually?
Annually
Every 2-3 years
>3 years
I don't know
  • Comment:

  • 500 characters left.
Do your organization's investment advisors/managers acknowledge their fiduciary duties to you in writing?
Yes
No
I don't know
  • Comment:

  • 500 characters left.
Are your organization's investments managed prudently in accordance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA)?
Yes
No
I don't know
  • Comment:

  • 500 characters left.
Does your organization monitor the performance, risk management, and cost of your investment advisors/managers?
Yes
No
I don't know
  • Comment:

  • 500 characters left.
If yes, please mark the following methods you use to monitor performance, risk management, and the cost of your investment advisors/managers:
Periodic reviews comparing investment performance against appropriate market and peer group benchmarks and overall portfolio objectives
Periodic reviews are made of qualitative and/or organizational changes of investment managers and other service providers
Periodic reviews of policies for trading practices and proxy voting
Periodic reviews are conducted to ensure that investment-related fees, compensation and expenses are fair and reasonable for the services provided
Periodic reviews of the organization's effectiveness in meeting its fiduciary responsibilities
I don't know
Other  
  • Comment:

  • 500 characters left.
Does your organization follow a process to ensure prudent due diligence in selecting investment advisors/managers and other service providers?
Yes
No
I don't know
  • Comment:

  • 500 characters left.
If yes, please mark the following methods you use to ensure prudent due diligence in selecting investment advisors/managers and other service providers:
Board Member recommendation or referral
Outside consultant referral
Request for Proposals (RFP) selection process
I don't know
Other  
  • Comment:

  • 500 characters left.
Do you provide Investment Fiduciary Training for your board and executive staff?
Yes
No
I don't know
  • Comment:

  • 500 characters left.
If you provide training, who is the Investment Fiduciary Training provided for? Please mark all that apply.
Executive staff
Board members
Other  
  • Comment:

  • 500 characters left.
If you provide training, when do you provide Investment Fiduciary Training for your board and/or executive staff?
Annually at Board Meetings
Quarterly at Board Meetings
Periodically at special meetings
Other  
  • Comment:

  • 500 characters left.

If you provide Investment Fiduciary Training, please mark all topics for which you provide training:
Investment Policy
Managing Conflicts of Interest
Code of Ethics
Service Provider Selection Process
Monitoring of Investments and Service Providers
Fiduciary Best Practices
Other  
  • Comment:

  • 500 characters left.

If you provide Investment Fiduciary Training, what is the length of time it is usually allotted?  Please mark all that apply.
15-30 minutes
1 hour
1/2 day (3-6 hours)
Full day (6+ hours)
Other  
  • Comment:

  • 500 characters left.

If you provide training, who usually provides Investment Fiduciary Training at your organization? Mark all that apply.
Executive staff member
Board member
Investment advisor/manager
External fiduciary consultant
Other  
  • Comment:

  • 500 characters left.

If you provide Investment Fiduciary Training, how do you measure whether your trainings are successful?  If you don't measure or if you don't know, please let us know this as well.
 

1000 characters left.

If you provide Investment Fiduciary Training, do the majority of your participants feel these trainings are valuable?
Yes
No
I don't know
Other  
  • Comment:

  • 500 characters left.

If you don't provide Investment Fiduciary Training for your board members and/or executive staff, what are the reasons? Please mark all that apply.
Our Board Members and Executive Staff fully understand their fiduciary responsibilities
We haven't had the time to provide such training
We haven't found the right provider for such training
Other  
  • Comment:

  • 500 characters left.
If you don't provide Investment Fiduciary Training, do you feel your team would benefit from this type of training?
Yes
No
I don't know
  • Comment:

  • 500 characters left.
The most useful format for Investment Fiduciary Training in my organization would be:
Workshop for just your organization
Workshop for your organization and other Community Foundations
Workshop for your organizations and other Nonprofits
Other  
  • Comment:

  • 500 characters left.
Are you interested in learning about the Fiduciary Essentials for Nonprofit Leaders course designed to improve fiduciary leader's decision-making, building trust among existing and prospective donors, and reducing the overall risks associated with managing a Community Foundation?
Yes
No
  • Comment:

  • 500 characters left.
If you would like to provide us with your contact information, please do so below. We will not share your personal information with anyone.

First Name:
Last Name:
Job Title:
Company Name:
Work Phone:
Email Address:
emailaddress@xyz.com

Please add additional comments and questions here:
 

1000 characters left.
Thank you for participating!  If you have any questions, don't hesitate to contact us:

Allan Henriques
916-276-2297

Kate McBride
732-241-4988