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CONFIDENTIAL

DONOR PERCEPTION REPORT PREPARED FOR

Wichita Community Foundation MAY 2020

675 Massachusetts Avenue 7th Floor Cambridge, MA 02139 617-492-0800

131 Steuart Street Suite 501 San Francisco, CA 94105 415-391-3070

cep.org The online version of this report can be accessed at cep.surveyresults.org.


CONFIDENTIAL Interpreting Your Charts Many of the charts in this report are shown in this format. See below for an explanation of the chart elements.

Missing data: Selected donor ratings are not displayed in this report due to changes in the survey instrument, or when a question received fewer than 5 responses.

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CONFIDENTIAL Key Ratings Summary

Key Measures

Average Rating

Percentile Rank

6.26

80th

Overall Satisfaction Custom Cohort

6.31

80th

Likelihood to Recommend the Foundation Custom Cohort

5.92

59th

Impact on the Community Custom Cohort

6.52

74th

Responsiveness of Staff Custom Cohort

5.70

27th

Foundation Understanding of Donors' Goals Custom Cohort

4.92

Clarity of Communication about Foundation's Goals

16th Custom Cohort

3


CONFIDENTIAL Survey Population

Survey WCF 2020

Survey Year Wichita Community Foundation 2020

Survey Fielded February and March 2020

Survey Population

Number of Responses Received

155

54

Survey Response Rate 35%

Types of Funds Included DAF, Designated Funds, Field-of-interest Funds, Agency Funds over $100,000

Throughout this report, Wichita Community Foundation’s survey results are compared to CEP’s broader dataset of over 10,000 donors from over 80 community foundations. The full list of participating funders can be found at http://cep.org/dpr-participants/. In order to protect the confidentiality of respondents, results are not shown when CEP received fewer than five responses to a specific question.

Subgroups In addition to showing WCF's overall ratings, this report also shows ratings segmented by Fund Type. Using data from WCF's donor list, and in consultation with WCF, CEP tagged donors based on their Fund Type. The ratings of Designated Fund holders trend lower than the ratings of other fund holders on many measures in the report, including for their overall satisfaction with the Foundation and their likely to recommend WCF to a friend or colleague. Fund Type Donor Advised Funds

Number of Responses 38

Designated Funds

8

Org-Agency Designated Funds

5

Other

3

4


CONFIDENTIAL Comparative Cohorts Customized Cohort Wichita Community Foundation selected a set of 15 funders to create a smaller comparison group that more closely resembles WCF in scale and scope. Custom Cohort Ann Arbor Area Community Foundation Arkansas Community Foundation Blue Grass Community Foundation Charlottesville Area Community Foundation Community Foundation for Southern Arizona Community Foundation of Greater Des Moines Greater Worcester Community Foundation Hutchinson Community Foundation Innovia Foundation Oklahoma City Community Foundation Stark Community Foundation The Community Foundation of Greater Flint The Community Foundation of North Louisiana The Dallas Foundation Wichita Community Foundation

Standard Cohorts CEP also included three standard cohorts to allow for comparisons to a variety of different types of funders. Cohort Name

Count

Description

Small Foundations

41

Community foundations with an annual giving size below $15 million

Large Foundations

37

Community foundations with an annual giving size of $15 million or greater

Donor-Advised Funds

12

Community foundations whose donor survey populations contained at least 95% donor-advised funds

5


CONFIDENTIAL Funder Characteristics

Donor Staff Load Total full-time donor designated staff Total donor-advised fund giving per full-time donor designated staff

Asset and Giving Patterns

WCF 2020

Median Funder

Custom Cohort

1.5 FTE

3.1 FTE

2 FTE

$1.2M

$2.2M

$1.2M

WCF 2020

Median Funder

Custom Cohort

Total assets

$79.8M

$229.3M

$127.2M

Total giving

$4.4M

$14.7M

$6.6M

Assets

WCF 2020

Average Funder

Custom Cohort

Discretionary assets

25%

24%

22%

Donor-advised assets

34%

38%

37%

Other non-discretionary assets

40%

38%

41%

WCF 2020

Average Funder

Custom Cohort

Discretionary giving

23%

18%

20%

Donor-advised giving

42%

52%

45%

Other non-discretionary giving

35%

29%

35%

Giving

6


CONFIDENTIAL Satisfaction and Likelihood to Recommend

Please rate your overall satisfaction with WCF 1 = Not at all satisfied

7 = Extremely satisfied

0th (5.26)

25th (5.94)

50th (6.16)

75th (6.25)

100th (6.61)

6.26

WCF 2020

80th

Custom Cohort

6.37

Donor Advised Funds 5.86

Designated Funds

6.40

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

How likely is it that you would recommend WCF to a friend or colleague? 1 = Not at all likely

4 = Neutral

0th (5.26)

7 = Extremely likely 25th (5.91)

50th (6.09)

75th (6.24)

100th (6.67)

6.31

WCF 2020

80th

Custom Cohort

6.66

Donor Advised Funds 5.00

Designated Funds 6.00

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

7


CONFIDENTIAL Satisfaction with Aspects of WCF - Overall

"Please think about your giving to or through WCF over the past 3 years. Where possible, please indicate whether you are satisfied with the Foundation's work in each area."

Proportion of Donors Satisfied - Leadership and Knowledge WCF 2020

Custom Cohort 0

Median Funder 20

40

60

80

100

The quality of WCF's staff 89%

WCF 2020

85%

Custom Cohort

87%

Median Funder

WCF's knowledge of and experience working with local nonprofits 83%

WCF 2020

81%

Custom Cohort

79%

Median Funder

WCF's leadership in the community (i.e., knowledge of and responsiveness to community needs) 81%

WCF 2020

81%

Custom Cohort

80%

Median Funder

WCF's ability to make an impact on specific issues 78%

WCF 2020

77%

Custom Cohort

73%

Median Funder

Proportion of Donors Satisfied - Finance and Administrative Services WCF 2020

Custom Cohort 0

Median Funder 20

40

60

80

100

WCF's investment strategy and investment performance 63%

WCF 2020

70%

Custom Cohort

71%

Median Funder

WCF's administrative fees or costs WCF 2020 Custom Cohort Median Funder

66% 68% 70%

8


CONFIDENTIAL Proportion of Donors Satisfied - Reputation and Referral Network WCF 2020

Custom Cohort 0

Median Funder 20

40

60

80

100

WCF's integrity and trustworthiness WCF 2020

94%

Custom Cohort

94%

Median Funder

94% WCF's ability to mobilize community resources in support of specific issues 63%

WCF 2020

66%

Custom Cohort

63%

Median Funder

WCF's efforts to connect me with other donors WCF 2020

57%

Custom Cohort

57%

Median Funder

59%

9


CONFIDENTIAL Satisfaction with Aspects of WCF - by Subgroup "Please think about your giving to or through WCF over the past 3 years. Where possible, please indicate whether you are satisfied with

WCF's work in each area."

Proportion of Donors Satisfied - Leadership and Knowledge - By Fund Type Donor Advised Funds 0

Designated Funds

Org-Agency Designated Funds 20

40

60

80

100

The quality of WCF's staff 87%

Donor Advised Funds

88%

Designated Funds Org-Agency Designated Funds

100% WCF's knowledge of and experience working with local nonprofits 84%

Donor Advised Funds

75%

Designated Funds Org-Agency Designated Funds

100% WCF's leadership in the community (i.e., knowledge of and responsiveness to community needs) 79%

Donor Advised Funds

88%

Designated Funds Org-Agency Designated Funds

80% WCF's ability to make an impact on specific issues

Donor Advised Funds

74% 88%

Designated Funds Org-Agency Designated Funds

80%

10


CONFIDENTIAL Proportion of Donors Satisfied - Finance and Administrative Services - By Fund Type Donor Advised Funds

Designated Funds

0

Org-Agency Designated Funds 20

40

60

80

100

WCF's investment strategy and investment performance 66%

Donor Advised Funds

38%

Designated Funds Org-Agency Designated Funds

80% WCF's administrative fees or costs 73%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

80%

Proportion of Donors Satisfied - Reputation and Referral Network - By Fund Type Donor Advised Funds 0

Designated Funds

Org-Agency Designated Funds 20

40

60

80

100

WCF's integrity and trustworthiness 97%

Donor Advised Funds

75%

Designated Funds Org-Agency Designated Funds

N/A WCF's ability to mobilize community resources in support of specific issues 71%

Donor Advised Funds

25%

Designated Funds Org-Agency Designated Funds

80% WCF's efforts to connect me with other donors 55%

Donor Advised Funds

38%

Designated Funds Org-Agency Designated Funds

N/A

11


CONFIDENTIAL Satisfaction with Aspects of WCF - Custom Options "Please think about your giving to or through WCF over the past 3 years. Where possible, please indicate whether you are satisfied with WCF's work in each area."

Proportion of Donors Satisfied - Custom Options WCF 2020 0

20

40

60

80

100

WCF staff or Board solicitations/fundraising WCF 2020

47% WCF's work with Share The Season (WCF's holiday season giving initiative) 77%

WCF 2020

WCF's work with strategic initiatives (i.e. Focus Forward -- James Chung, Talent Ecosystem, News and Information Initiative) WCF 2020

67%

12


CONFIDENTIAL Proportion of Donors Satisfied - Custom Options - By Fund Type Donor Advised Funds 0

Designated Funds

Org-Agency Designated Funds 20

40

60

80

100

WCF staff or Board solicitations/fundraising 46%

Donor Advised Funds

50%

Designated Funds Org-Agency Designated Funds

60% WCF's work with Share The Season (WCF's holiday season giving initiative) 82%

Donor Advised Funds Designated Funds

29%

Org-Agency Designated Funds

100% WCF's work with strategic initiatives (i.e. Focus Forward -- James Chung, Talent Ecosystem, News and Information Initiative) 71%

Donor Advised Funds Designated Funds Org-Agency Designated Funds

38% 60%

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CONFIDENTIAL Most Important Reasons for Giving to WCF - Overall "From the list below, please select the top three reasons that you choose to conduct charitable giving through WCF over other charitable options." Note: The following question was recently added to the donor survey and depicts comparative data from 25 funders in the dataset.Â

Top Reasons Donors Choose to Conduct Charitable Giving Through WCF Over Other Charitable Options WCF 2020

Custom Cohort

Median Funder

0

20

40

60

80

100

To place my charitable assets in a community-based fund provider rather than a national provider 65%

WCF 2020

62%

Custom Cohort

45%

Median Funder

WCF's reputation WCF 2020

44%

Custom Cohort

44%

Median Funder

44% The quality of WCF's staff 37%

WCF 2020

35%

Custom Cohort

34%

Median Funder

WCF's knowledge of the Wichita community and its nonprofits 33%

WCF 2020

31%

Custom Cohort

33%

Median Funder

WCF's leadership in the Wichita community 21%

WCF 2020

22%

Custom Cohort

25%

Median Funder

To be a part of WCF's network of donors 15%

WCF 2020

14%

Custom Cohort

15%

Median Funder

The quality of WCF's tools to facilitate my giving WCF 2020

15%

Custom Cohort

15% 22%

Median Funder

The ability of WCF to accept non-traditional/illiquid gifts 10%

WCF 2020 Custom Cohort

11%

Median Funder

11% WCF's initatives and grantmaking strategy 8%

WCF 2020 Custom Cohort

13%

Median Funder

13% WCF's fees and investment performance

WCF 2020

8%

Custom Cohort

8% 11%

Median Funder

Other WCF 2020

10%

Custom Cohort

10%

Median Funder

10%

14


CONFIDENTIAL Most Important Reasons for Giving to WCF - by Subgroup "From the list below, please select the top three reasons that you choose to conduct charitable giving through WCF over other charitable options." Note: The question below was recently added to the donor survey and depicts comparative data from 25 funders in the dataset.Â

Top Reasons Donors Choose to Conduct Charitable Giving Through WCF Over Other Charitable Options - By Fund Type Donor Advised Funds

Designated Funds

0

Org-Agency Designated Funds 20

40

60

80

100

To place my charitable assets in a community-based fund provider rather than a national provider 64%

Donor Advised Funds

75%

Designated Funds Org-Agency Designated Funds

40% WCF's reputation 42%

Donor Advised Funds

38%

Designated Funds Org-Agency Designated Funds

80% The quality of WCF's staff 39%

Donor Advised Funds

25%

Designated Funds Org-Agency Designated Funds

40% WCF's knowledge of the Wichita community and its nonprofits 28%

Donor Advised Funds

38%

Designated Funds Org-Agency Designated Funds

60% WCF's leadership in the Wichita community 25%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

20% To be a part of WCF's network of donors 14%

Donor Advised Funds Designated Funds

0%

Org-Agency Designated Funds

40% The quality of WCF's tools to facilitate my giving 19%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

0% The ability of WCF to accept non-traditional/illiquid gifts 11%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

0% WCF's initatives and grantmaking strategy 8%

Donor Advised Funds Designated Funds

0%

Org-Agency Designated Funds

20% WCF's fees and investment performance 8%

Donor Advised Funds Designated Funds

0%

Org-Agency Designated Funds

0% Other 14%

Donor Advised Funds Designated Funds

0%

Org-Agency Designated Funds

0%

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CONFIDENTIAL Community-Related Measures

In your opinion, to what extent is WCF making an impact on the Wichita community? 1 = No impact

7 = Significant positive impact

0th (4.76)

25th (5.57)

50th (5.80)

75th (6.10)

100th (6.49)

5.92

WCF 2020

59th

Custom Cohort

6.09

Donor Advised Funds 6.00

Designated Funds 5.40

Cohort:

Org-Agency Designated Funds

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

How well does WCF understand the Wichita community? 1 = Not at all well

7 = Extremely well

0th (4.89)

25th (5.64)

50th (5.84)

75th (6.08)

100th (6.39)

6.08

WCF 2020

73rd

Custom Cohort

6.11

Donor Advised Funds 5.71

Designated Funds

6.20

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

16


CONFIDENTIAL Donors' Connection to the Community

To what extent does working with WCF make you feel more connected to the Wichita community? 1 = Not at all

7 = To a great extent

0th (3.52)

25th (4.72)

50th (4.97)

75th (5.14)

100th (5.83)

5.08

WCF 2020

65th

Custom Cohort

5.11

Donor Advised Funds 4.88

Designated Funds

5.20

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

17


CONFIDENTIAL Knowledge of WCF

How well-known do you think WCF is among your friends and colleagues in the Wichita community? 1 = Not at all well-known

7 = Extremely well-known

0th (3.14)

25th (4.25)

WCF 2020

50th (4.49)

75th (4.86)

100th (5.60)

4.19 18th

Custom Cohort

3.89

Donor Advised Funds 4.63

Designated Funds

6.20

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

18


CONFIDENTIAL Donor Impact

To what extent does working with WCF enhance your knowledge of the issues you care about? 1 = Level of knowledge is not changed

0th (3.20)

7 = Level of knowledge is greatly increased

25th (4.09)

50th (4.37)

75th (4.59)

100th (5.25)

4.19

WCF 2020

31st

Custom Cohort

4.18

Donor Advised Funds 3.43

Designated Funds 5.00

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

19


CONFIDENTIAL Receiving Information about Community Impact "Please indicate the frequency with which you receive information from WCF about its impact on the Wichita community."

Proportion of Donors Receiving Information about WCF's Impact on the Wichita community Monthly or more often

WCF 2020

Custom Cohort

Every few months

Yearly or less often

Never

20%

70%

22%

62%

30%

Average Funder

9%

13%

58%

10%

Proportion of Donors Receiving Information about Impact on the Wichita Community - By Subgroup Monthly or more often

Donor Advised Funds

Every few months

Never

21%

71%

8%

100%

Designated Funds

Org-Agency Designated Funds

Yearly or less often

40%

40%

20%

20


CONFIDENTIAL Interactions with Donors

How responsive is WCF staff when you have a question or need assistance? 1 = Not at all responsive

7 = Extremely responsive

0th (5.82)

25th (6.23)

50th (6.41)

75th (6.53)

100th (6.73)

6.52

WCF 2020

74th

Custom Cohort

6.72

Donor Advised Funds 5.83

Designated Funds 6.80

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

Overall, how transparent is WCF? 1 = Not at all transparent

7 = Extremely transparent

0th (4.71)

25th (5.66)

50th (5.77)

75th (5.93)

100th (6.45)

5.92

WCF 2020

74th

Custom Cohort

6.05

Donor Advised Funds 5.00

Designated Funds 6.40

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

21


CONFIDENTIAL WCF Communications

How clearly has WCF communicated its own goals to you? 1 = Not at all clearly

7 = Extremely clearly

0th (4.20)

25th (5.06)

50th (5.27)

75th (5.49)

100th (6.03)

4.92

WCF 2020

16th

Custom Cohort

Donor Advised Funds 4.38

4.94

Designated Funds 5.20

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Subgroup:

Off

Fund Type

Note: The question below was recently added to the donor survey and depicts comparative data from 25Â funders in the dataset.

How clearly has WCF communicated what it has learned about the Wichita community's needs to you? 1 = Not at all clearly WCF 2020

7 = Extremely clearly

Custom Cohort 1

Median Funder 2

3

4

5

6

7

5.28

WCF 2020

5.28

Custom Cohort

5.18

Median Funder

How clearly has WCF communicated what it has learned about the Wichita community's needs to you? - By Fund Type 1 = Not at all clearly

7 = Extremely clearly

Donor Advised Funds

Designated Funds

1

2

Org-Agency Designated Funds 3

4

5

Org-Agency Designated Funds

7

5.43

Donor Advised Funds Designated Funds

6

4.25 5.80

22


CONFIDENTIAL Note: The question below was recently added to the donor survey and does not yet have comparative data.

How clearly has WCF communicated what it has learned about the needs of those it seeks to help in the Wichita community? 1 = Not at all clearly

7 = Extremely clearly

WCF 2020 1

2

3

4

5

6

7

5.02

WCF 2020

How clearly has WCF communicated what it has learned about the needs of those it seeks to help in the Wichita community? - By Fund Type 1 = Not at all clearly

7 = Extremely clearly

Donor Advised Funds

Designated Funds

1

2

Org-Agency Designated Funds 3

4

5

Org-Agency Designated Funds

7

5.22

Donor Advised Funds Designated Funds

6

4.12 4.80

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CONFIDENTIAL Donors' Charitable Goals

Have you communicated your personal charitable goals to staff at WCF? Proportion who have communicated their goals

0th (24%)

25th (46%)

50th (54%)

75th (63%)

100th (78%)

43%

WCF 2020

21st

Custom Cohort

35%

Donor Advised Funds 75%

Designated Funds 20%

Cohort:

Org-Agency Designated Funds

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

In your opinion, how well does WCF staff understand your personal charitable goals? 1 = Limited understanding 0th (4.64)

7 = Complete understanding 25th (5.62)

50th (5.85)

75th (6.01)

100th (6.47)

5.70

WCF 2020

27th

Custom Cohort

5.92

Donor Advised Funds 5.17

Cohort:

Custom Cohort

Designated Funds

Past results:

On

Off

Subgroup:

Fund Type

24


CONFIDENTIAL Desired Relationship with WCF "Which among the following options best describes the type of relationship you would like to have with WCFÂ around issues of giving decisions?"

Desired Type of Relationship with WCF Want a partner for advice

Want some assistance with giving decisions

29%

WCF 2020

14%

18%

Custom Cohort

57%

18%

20%

Average Funder

Want to be self-sufficient and use WCF mostly to manage funds

64%

23%

57%

Desired Type of Relationship with WCF - By Subgroup Want a partner for advice

24%

Donor Advised Funds

Designated Funds

Want some assistance with giving decisions

12%

Want to be self-sufficient and use WCF mostly to manage funds

14%

12%

62%

75%

25


CONFIDENTIAL Designated Contact at WCF "Do you have a designated contact at WCFÂ whom you can reach out to with questions or concerns?"

Designated Contact at WCF I have a designated contact

I do not have a designated contact

69%

WCF 2020

31%

66%

Custom Cohort

34%

73%

Average Funder

27%

Designated Contact at the WCF - By Subgroup I have a designated contact

I do not have a designated contact

74%

Donor Advised Funds

Designated Funds

Org-Agency Designated Funds

26%

25%

75%

100%

26


CONFIDENTIAL Donor Resources "Where applicable, please indicate which of the following WCFÂ resources or services you use to achieve your charitable giving goals, and the helpfulness of each."

Use of Resources to Achieve Donor Goals WCF 2020

Custom Cohort

Median Funder

0

20

40

60

80

100

WCF events or educational programs for donors 21%

WCF 2020 Custom Cohort

34%

Median Funder

34% wichitacf.org (WCF's website) 23%

WCF 2020 Custom Cohort

35%

Median Funder

35% Advice from WCF staff about my charitable giving 34%

WCF 2020 Custom Cohort

31%

Median Funder

31% DonorCentral 30%

WCF 2020 Custom Cohort

N/A

Median Funder

N/A E-mail Marketing 6%

WCF 2020 Custom Cohort

N/A

Median Funder

N/A Print Materials (Report to the Community, Catalysts) 13%

WCF 2020 Custom Cohort

N/A

Median Funder

N/A

27


CONFIDENTIAL Helpfulness of Donor Resources 1 = Extremely Helpful WCF 2020

Custom Cohort 1

Median Funder 2

3

4

5

6

7

WCF's events or educational programs for donors 5.64

WCF 2020 Custom Cohort

5.55

Median Funder

5.53 wichitacf.org (WCF's website) 5.75

WCF 2020

5.58

Custom Cohort

5.52

Median Funder

Advice from WCF staff about my charitable giving 5.83

WCF 2020

5.94

Custom Cohort

5.84

Median Funder

DonorCentral 6.00

WCF 2020 Custom Cohort

N/A

Median Funder

N/A Print Materials (Report to the Community, Catalysts) 5.57

WCF 2020 Custom Cohort

N/A

Median Funder

N/A

28


CONFIDENTIAL Proportion of donors who have used at least one WCF resource to achieve giving goals 0th (54%)

25th (68%)

WCF 2020

50th (75%)

75th (80%)

100th (100%)

62% 12th

Custom Cohort

59%

Donor Advised Funds 63%

Designated Funds 80%

Org-Agency Designated Funds

Cohort:

Custom Cohort

Past results:

On

Off

Subgroup:

Fund Type

29


CONFIDENTIAL Donor Resources - by Subgroup "Where applicable, please indicate which of the following WCF resources or services you use to achieve your charitable giving goals, and the helpfulness of each."

Use of Resources to Achieve Donor Goals - By Fund Type Donor Advised Funds

Designated Funds

0

Org-Agency Designated Funds 20

40

60

80

100

WCF events or educational programs for donors 22%

Donor Advised Funds Designated Funds

0%

Org-Agency Designated Funds

60% wichitacf.org (WCF's website) 14%

Donor Advised Funds

38%

Designated Funds Org-Agency Designated Funds

60% Advice from WCF staff about my charitable giving 27%

Donor Advised Funds

50%

Designated Funds Org-Agency Designated Funds

60% DonorCentral 35%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

40% E-mail Marketing 5%

Donor Advised Funds Designated Funds

0%

Org-Agency Designated Funds

20% Print Materials (Report to the Community, Catalysts)

Donor Advised Funds Designated Funds Org-Agency Designated Funds

8% 25% 40%

30


CONFIDENTIAL Helpfulness of Donor Resources - By Fund Type 1 = Extremely Helpful Donor Advised Funds 1

2

3

4

5

6

7

WCF's events or educational programs for donors 5.38

Donor Advised Funds

wichitacf.org (WCF's website) 5.20

Donor Advised Funds

Advice from WCF staff about my charitable giving 5.40

Donor Advised Funds

DonorCentral 5.83

Donor Advised Funds

Print Materials (Report to the Community, Catalysts) Donor Advised Funds

N/A

31


CONFIDENTIAL Future Giving

Proportion of Donors who Indicate They Will Give to WCF in the Future WCF 2020

Custom Cohort

Median Funder

0

20

40

60

80

100

Proportion of donors who indicate they will give to WCF in the future 79%

WCF 2020

86%

Custom Cohort

83%

Median Funder

Proportion of Donors who Indicate They Will Give to WCF in the Future - By Fund Type Donor Advised Funds 0

Designated Funds

Org-Agency Designated Funds 20

40

60

80

100

Proportion of donors who indicate they will give to WCF in the future Donor Advised Funds Designated Funds Org-Agency Designated Funds

78% 75% 80%

32


CONFIDENTIAL Motivation for Contribution "Please think back about your giving to or through WCF over the past three years. Choose among the following options the two most important reasons you give to or through WCF."

Most Important Reasons for Giving to or Through WCF Over Past Three Years WCF 2020

Custom Cohort

Median Funder

0

20

40

60

80

100

To give to a specific organization 41%

WCF 2020

38%

Custom Cohort

41%

Median Funder

To give back to my community 35%

WCF 2020

38%

Custom Cohort

36%

Median Funder

Financial or tax benefits associated with my gift 35%

WCF 2020

26%

Custom Cohort

20%

Median Funder

To create a charitable legacy or continue a family tradition of giving 31%

WCF 2020 Custom Cohort

30%

Median Funder

30% To make an impact on a specific issue or in a particular area of work 25%

WCF 2020

31%

Custom Cohort

33%

Median Funder

I received an inheritance or became the steward of financial resources 10%

WCF 2020 Custom Cohort Median Funder

3% 4% To memorialize a loved one

WCF 2020

4% 10%

Custom Cohort

8%

Median Funder

Other 10%

WCF 2020 Custom Cohort Median Funder

4% 6%

33


CONFIDENTIAL Most Important Reasons for Giving to or Through WCF Over Past Three Years - By Fund Type Donor Advised Funds

Designated Funds

0

Org-Agency Designated Funds 20

40

60

80

100

To give to a specific organization 26%

Donor Advised Funds

75%

Designated Funds Org-Agency Designated Funds

60% To give back to my community 40%

Donor Advised Funds

25%

Designated Funds Org-Agency Designated Funds

20% Financial or tax benefits associated with my gift 43%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

20% To create a charitable legacy or continue a family tradition of giving 40%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

20% To make an impact on a specific issue or in a particular area of work 20%

Donor Advised Funds

25%

Designated Funds Org-Agency Designated Funds

60% I received an inheritance or became the steward of financial resources 11%

Donor Advised Funds Designated Funds

0%

Org-Agency Designated Funds

20% To memorialize a loved one

Donor Advised Funds

0% 25%

Designated Funds Org-Agency Designated Funds

0% Other 11%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

0%

34


CONFIDENTIAL Characteristics of Future Giving "How would you characterize your plans for future giving to WCFÂ or to your fund over the next five to ten years, relative to your contributions in the past?"

Future Giving Relative to Past Contributions Likely to increase contribution level

Likely to continue giving at the same contribution level

41%

WCF 2020

46%

35%

Custom Cohort

12%

55%

34%

Average Funder

Likely to decrease contribution level

10%

55%

11%

Future Giving Relative to Past Contributions - By Subgroup Likely to increase contribution level

48%

Donor Advised Funds

Designated Funds

Likely to continue giving at the same contribution level

20%

Likely to decrease contribution level

38%

60%

14%

20%

35


CONFIDENTIAL "Are you considering any of the following options for additional giving to your fund at WCF, or for other gifts to WCFÂ over the next five to ten years?"

Type of Future Giving WCF 2020

Custom Cohort

Median Funder

0

20

40

60

80

100

Making additional contributions to a previously established fund 60%

WCF 2020

65%

Custom Cohort

66%

Median Funder

Starting a new fund at WCF 13%

WCF 2020

7%

Custom Cohort Median Funder

4% Making a bequest or other type of planned gift to or through WCF 11%

WCF 2020

11%

Custom Cohort

10%

Median Funder

Involving my family in a program of giving 11%

WCF 2020

13%

Custom Cohort

14%

Median Funder

Making additional contributions to an unrestricted or field of interest fund 8%

WCF 2020 Custom Cohort

9%

Median Funder

9% Other

WCF 2020

6%

Custom Cohort

4%

Median Funder

4%

36


CONFIDENTIAL Type of Future Giving - By Fund Type Donor Advised Funds

Designated Funds

0

Org-Agency Designated Funds 20

40

60

80

100

Making additional contributions to a previously established fund 59%

Donor Advised Funds

62%

Designated Funds Org-Agency Designated Funds

40% Starting a new fund at WCF 11%

Donor Advised Funds

25%

Designated Funds Org-Agency Designated Funds

20% Making a bequest or other type of planned gift to or through WCF 11%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

0% Involving my family in a program of giving 16%

Donor Advised Funds Designated Funds

0%

Org-Agency Designated Funds

0% Making additional contributions to an unrestricted or field of interest fund 8%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

0% Other

Donor Advised Funds Designated Funds Org-Agency Designated Funds

3% 12% 20%

37


CONFIDENTIAL Reasons Donors are Not Giving in the Future "If you do not plan on giving to WCFÂ or to your fund in the next five to ten years, what is the primary reason you do not plan on giving?"

Reasons Donors Are Not Giving in the Future

WCF 2020

Average Funder

Custom Cohort

36%

30%

36%

0%

19%

17%

Gift/fund was a one-time contribution

45%

27%

25%

Administrative fees/costs are too high

9%

4%

3%

Benefits received have not met my expectations

0%

2%

1%

Processes, tools, and services have not met my expectations

0%

3%

3%

Other reasons

9%

15%

14%

Giving directly to nonprofits instead Limited financial resources

Reasons Donors Are Not Giving in the Future (By Subgroup) Giving directly to nonprofits instead Limited financial resources

Donor Advised Funds

Designated Funds

Org-Agency Designated Funds

Other

38%

N/A

N/A

N/A

0%

N/A

N/A

N/A

Gift/fund was a one-time contribution

50%

N/A

N/A

N/A

Administrative fees/costs are too high

0%

N/A

N/A

N/A

Benefits received have not met my expectations

0%

N/A

N/A

N/A

0%

N/A

N/A

N/A

12%

N/A

N/A

N/A

Processes, tools, and services have not met my expectations Other reasons

38


CONFIDENTIAL Charitable Giving "Please think of your charitable giving over the past five years, including gifts you made to or through WCF. Approximately, what has been the size of your total charitable giving on an annual basis?" Note: The question below was recently added to the donor survey and depicts comparative data from 24 funders in the dataset.

Total Size of Annual Giving

WCF 2020

Average Funder

Custom Cohort

9%

8%

12%

$1K - $9K

11%

19%

21%

$10K - $49K

42%

37%

40%

$50K - $99K

13%

14%

11%

$100K - $249K

17%

12%

9%

$250K - $499K

4%

5%

4%

$500K - $999K

4%

2%

2%

$1MM - $5MM

0%

2%

1%

Greater than $5MM

0%

1%

0%

<$1K

Total Size of Annual Giving (By Subgroup) <$1K $1K - $9K $10K - $49K $50K - $99K

Donor Advised Funds

Designated Funds

Org-Agency Designated Funds

Other

8%

12%

20%

N/A

8%

0%

20%

N/A

43%

50%

40%

N/A

8%

25%

20%

N/A

$100K - $249K

22%

12%

0%

N/A

$250K - $499K

5%

0%

0%

N/A

$500K - $999K

5%

0%

0%

N/A

$1MM - $5MM

0%

0%

0%

N/A

Greater than $5MM

0%

0%

0%

N/A

39


CONFIDENTIAL Giving Outside of WCF

Giving To or Through WCF As a Percentage of Total Giving

WCF 2020

Average Funder

Custom Cohort

1% to 20%

65%

45%

56%

21% to 40%

8%

15%

15%

41% to 60%

8%

12%

8%

61% to 80%

0%

13%

11%

81% to 100%

19%

16%

10%

Giving To or Through WCF As a Percentage of Total Giving (By Subgroup)

Donor Advised Funds

Designated Funds

Org-Agency Designated Funds

Other

1% to 20%

62%

71%

80%

N/A

21% to 40%

5%

0%

20%

N/A

41% to 60%

8%

14%

0%

N/A

61% to 80%

0%

0%

0%

N/A

81% to 100%

24%

14%

0%

N/A

40


CONFIDENTIAL Use of Professional Advisors Outside of WCF "Are you using advice from a professional advisor outside of WCF in planning your charitable giving?" Note: The question below was recently added to the donor survey and depicts comparative data from 25 funders in the dataset.

Are you using advice from a professional advisor outside of WCF in planning your charitable giving? Yes

No

41%

WCF 2020

59%

42%

Custom Cohort

58%

34%

Average Funder

66%

Are you using advice from a professional advisor outside of the Foundation in planning your charitable giving? - By Subgroup Yes

No

47%

Donor Advised Funds

Designated Funds

Org-Agency Designated Funds

53%

25%

75%

100%

41


CONFIDENTIAL 2018 Changes in Tax Code Note:Â The question below was recently added to the donor survey and does not yet have comparative data.

"Do you believe the 2018 change in the U.S. tax code is having an effect on your charitable giving?"

Do you believe the 2018 change in the U.S. tax code is having an effect on your charitable giving? No, the new tax code is not having an effect on my charitable giving Yes, due to the new tax code, I am decreasing my charitable giving

Yes, due to the new tax code, I am increasing my charitable giving Don't know

62%

WCF 2020

8%

13%

17%

Do you believe the 2018 change in the U.S. tax code is having an effect on your charitable giving - by Subgroup No, the new tax code is not having an effect on my charitable giving Yes, due to the new tax code, I am decreasing my charitable giving

66%

Donor Advised Funds

5%

71%

Designated Funds

Org-Agency Designated Funds

Yes, due to the new tax code, I am increasing my charitable giving Don't know

20%

20%

16%

14%

20%

13%

14%

40%

42


CONFIDENTIAL Customized Questions "Please identify your interest in learning more about the following opportunities at WCF."

Co-funding initiatives with other donors and/or WCF Not at all interested

Somewhat interested

Extremely interested

58%

WCF 2020

31%

12%

Opportunity to engage with donors who have similar charitable interests Not at all interested

Somewhat interested

Extremely interested

50%

WCF 2020

37%

13%

Family philanthropy consulting Not at all interested

Somewhat interested

Extremely interested

74%

WCF 2020

20%

7%

Developing a strategic giving plan Not at all interested

WCF 2020

Somewhat interested

Extremely interested

63%

27%

10%

43


CONFIDENTIAL "Please identify your interest in learning more about the following opportunities at WCF." - by Subgroup

Co-funding initiatives with other donors and/or WCF - by Subgroup Not at all interested

Somewhat interested

Extremely interested

50%

Donor Advised Funds

42%

8%

100%

Designated Funds

Opportunity to engage with donors who have similar charitable interests - by Subgroup Not at all interested

Somewhat interested

Extremely interested

51%

Donor Advised Funds

41%

8%

88%

Designated Funds

12%

Family philanthropy consulting - by Subgroup Not at all interested

Somewhat interested

Extremely interested

67%

Donor Advised Funds

27%

6%

100%

Designated Funds

Developing a strategic giving plan - by Subgroup Not at all interested

Donor Advised Funds

Designated Funds

Somewhat interested

Extremely interested

67%

25%

75%

8%

25%

44


CONFIDENTIAL Learning About Nonprofit Organizations

Which of the following, if any, resources do you use to get information on nonprofit organizations that you support? WCF 2020 0

20

40

60

80

100

Meetings/site visits 58%

WCF 2020

Peers 47%

WCF 2020

Nonprofit's website 42%

WCF 2020

Direct mail/flyers 38%

WCF 2020

Annual reports 36%

WCF 2020

WCF staff 28%

WCF 2020

Newspapers/magazines 21%

WCF 2020

Other online resources 17%

WCF 2020

Financial/legal advisors 15%

WCF 2020

Other WCF 2020

13%

45


CONFIDENTIAL Which of the following, if any, resources do you use to get information on nonprofit organizations that you support? - By Fund Type Donor Advised Funds

Designated Funds

0

Org-Agency Designated Funds 20

40

60

80

100

Meetings/site visits 59%

Donor Advised Funds

50%

Designated Funds Org-Agency Designated Funds

100% Peers 51%

Donor Advised Funds

38%

Designated Funds Org-Agency Designated Funds

40% Nonprofit's website

Donor Advised Funds

38%

Designated Funds

38%

Org-Agency Designated Funds

80% Direct mail/flyers 38%

Donor Advised Funds

50%

Designated Funds Org-Agency Designated Funds

40% Annual reports 35%

Donor Advised Funds

50%

Designated Funds Org-Agency Designated Funds

40% WCF staff 24%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

80% Newspapers/magazines 16%

Donor Advised Funds

50%

Designated Funds Org-Agency Designated Funds

0% Other online resources 16%

Donor Advised Funds

38%

Designated Funds Org-Agency Designated Funds

0% Financial/legal advisors 19%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

0% Other 16%

Donor Advised Funds

12%

Designated Funds Org-Agency Designated Funds

0%

46


CONFIDENTIAL Interest in WCF Services "Please indicate whether you would like to receive more, less, or the same amount of the following Foundation services:"

Personal contact from WCF staff to discuss your charitable giving goals Would like to receive more of these services

WCF 2020

Average Funder

Would like to receive the same amount of these services

8%

Would like to receive less of these services

78%

10%

14%

80%

9%

Advice about giving opportunities that align with your goals Would like to receive more of these services

WCF 2020

Average Funder

Would like to receive the same amount of these services

8%

Would like to receive less of these services

76%

14%

16%

72%

14%

Communication regarding WCF's work in the community Would like to receive more of these services

WCF 2020

Average Funder

Would like to receive the same amount of these services

17%

Would like to receive less of these services

77%

19%

6%

75%

6%

Updates about WCF's discretionary grants Would like to receive more of these services

WCF 2020

13%

Would like to receive the same amount

73%

Would like to receive less of these services

13%

47


CONFIDENTIAL "Please indicate whether you would like to receive more, less, or the same amount of the following Foundation services:" - by Subgroup

Personal contact from WCF staff to discuss your charitable giving goals - by Subgroup Would like to receive more of these services

Donor Advised Funds

Designated Funds

Would like to receive the same amount of these services

8%

Would like to receive less of these services

75%

14%

17%

71%

14%

Advice about giving opportunities that align with your goals - by Subgroup Would like to receive more of these services

Donor Advised Funds

Would like to receive the same amount of these services

11%

Would like to receive less of these services

72%

17%

71%

Designated Funds

29%

Communication regarding WCF's work in the community - by Subgroup Would like to receive more of these services

Would like to receive the same amount of these services

21%

Donor Advised Funds

Would like to receive less of these services

74%

5%

86%

Designated Funds

Org-Agency Designated Funds

14%

100%

Updates about WCF's discretionary grants - by Subgroup Would like to receive more of these services

Donor Advised Funds

Would like to receive the same amount

11%

73%

16%

86%

Designated Funds

Org-Agency Designated Funds

Would like to receive less of these services

40%

14%

60%

48


CONFIDENTIAL Familiarity with WCF Initiatives "Where applicable, please indicate your familiarity with the following Wichita Community Foundation initiatives and if familiar, the extent to which they have influenced your charitable giving:"

Focus Forward (James Chung) I am not familiar with this initiative

WCF 2020

Has not influenced my charitable giving

29%

Has somewhat influenced my giving

53%

Has greatly influenced my giving

10%

8%

Talent Ecosystem Fund I am not familiar with this initiative

Has not influenced my charitable giving

Has somewhat influenced my giving

54%

WCF 2020

Has greatly influenced my giving

38%

6%

News & Information Initiative I am not familiar with this initiative

WCF 2020

Has not influenced my charitable giving

48%

Has somewhat influenced my giving

Has greatly influenced my giving

38%

15%

Magnify (Nonprofit Professional Development) I am not familiar with this initiative

WCF 2020

Has not influenced my charitable giving

47%

Has somewhat influenced my giving

35%

Has greatly influenced my giving

16%

49


CONFIDENTIAL Share the Season (holiday season giving) I am not familiar with this initiative

WCF 2020

Has not influenced my charitable giving

27%

Has somewhat influenced my giving

33%

Has greatly influenced my giving

29%

12%

Riverfront Legacy Masterplan I am not familiar with this initiative

WCF 2020

Has not influenced my charitable giving

30%

Has somewhat influenced my giving

54%

Has greatly influenced my giving

12%

4%

50


CONFIDENTIAL "Where applicable, please indicate your familiarity with the following Wichita Community Foundation initiatives and if familiar, the extent to which they have influenced your charitable giving:" - by Subgroup

Focus Forward (James Chung) - by Subgroup I am not familiar with this initiative

Donor Advised Funds

Has not influenced my charitable giving

25%

Has somewhat influenced my giving

53%

11%

62%

Designated Funds

Has greatly influenced my giving

11%

38%

Talent Ecosystem Fund - by Subgroup I am not familiar with this initiative

Donor Advised Funds

Has not influenced my charitable giving

Has somewhat influenced my giving

50%

Has greatly influenced my giving

38%

9%

88%

Designated Funds

12%

News & Information Initiative - by Subgroup I am not familiar with this initiative

Donor Advised Funds

Designated Funds

Has not influenced my charitable giving

45%

Has somewhat influenced my giving

33%

88%

Has greatly influenced my giving

21%

12%

51


CONFIDENTIAL Magnify (Nonprofit Professional Development) - by Subgroup I am not familiar with this initiative

Has not influenced my charitable giving

46%

Donor Advised Funds

Has greatly influenced my giving

40%

14%

88%

Designated Funds

Org-Agency Designated Funds

Has somewhat influenced my giving

20%

12%

60%

20%

Share the Season (holiday season giving) - by Subgroup I am not familiar with this initiative

Donor Advised Funds

Has not influenced my charitable giving

21%

Has somewhat influenced my giving

29%

32%

62%

Designated Funds

Has greatly influenced my giving

18%

25%

12%

Riverfront Legacy Masterplan - by Subgroup I am not familiar with this initiative

Donor Advised Funds

Designated Funds

Has not influenced my charitable giving

26%

Has somewhat influenced my giving

Has greatly influenced my giving

54%

62%

14%

6%

38%

52


CONFIDENTIAL Donor Suggestions for WCF Donors were asked to provide any suggestions for how the Foundation could improve. Of the 54 donors that responded to the survey, 24 donors provided a total of 27 constructive suggestions. These suggestions were thematically categorized by CEP and grouped into the topics below. To download the full set of donor comments and suggestions, please refer to the "Downloads" dropdown menu at the top right of your report. Please note that comments have been edited or deleted to protect the confidentiality of respondents.

Proportion of Donor Suggestions by Topic Topic of Suggestion

Proportion

Foundation Communication

33%

Community Impact

22%

Donor Resources and Services

22%

Foundation Administration

11%

Interactions

11%

53


CONFIDENTIAL Donor Suggestions Foundation Communication (33% N=9) Increase Visibility of the Foundation (N = 5) "Continue to get the message out to professionals, brokers, accountants and attorneys regarding the impact of WCF's community of donors and how simple it is to give donations through WCF." "WCF still needs to work on better and/or more effective ways to educate the community in all the different ways it can help donors and how easy and effective using WCF is." "Increased visibility and sharing goals for WCF." "...Have not done a good job of telling their story..." Provide Donors with More Frequent Updates about Foundation Work and Fund Status (N = 2) "Detailed reporting about my donor advised fund are very rudimentary, too boilerplate..." "More communication." Communicate Community Needs (N = 1) "The one improvement would be communicating needs in the community. We are sometimes willing to give just not sure who to give to." Solicit Donor Input (N = 1) "For all of the recent, high profile WCF projects, it seemed like just a few people had info and input on these projects." Community Impact (22% N=6) Orientation (N = 4) "To me, education is the most important issue. In my opinion WCF dodged the issue with the Chung report. And the WCF literacy program, like the other major literacy programs doesn't move the needle on student achievement." "I would like more people to receive scholarships or more insight into why scholarships are not being given." "Be more selective. Not say "yes" to everything." "Not focus only on Chung." Community Involvement (N = 1) "...Need to be more involved in the community." Provide Donors with More Information About Local Nonprofits (N = 1) "...Not-for-profits need more exposure to their donor pool." Donor Resources and Services (22% N=6) Provide Donors with More Learning Opportunities about Giving Areas of Interest (N = 2) "I would like to hear more about the different initiatives WCF engages in, and information about what other donors are doing. I know mailings are expensive, but it's helpful to read stories about what others are doing. I learn so much when I sit down with my contacts at WCF, but I don't feel like that information is being pushed out to the public; I had to go in to get it." "When a direct need is identified some notification to donors of the need so that if they wanted they could suggest donations to help that need." Donor Central (N = 1) "Donor Central is wooden and needs to be replaced..." Provide Donors with More Frequent Updates about Foundation Work and Fund Status (N = 1) "A more frequent report of the status of the investments would be a good idea." Other (N = 2) "Utilize former and current board members, CPAs and Estate planning attorneys for individual meetings with prospects about benefits of DAF." "Longer ago detailed giving on client website i.e., I forgot who I gave to 4 or 5 years ago." Foundation Administration (11% N=3) Administrative Costs (N = 2) "All we've seen thus far is rather sizable fees and no ROI." "Reduce fees, improve investment performance." Website (N = 1) "It would be nice to request and send funds to charities through the website without calling or filling out paper forms..." Interactions (11% N=3) Increase Donor Interaction (N = 1) "WCF is doing better at developing "touch points" with stakeholders as well as potential stakeholders, but this could be further improved. I recognize it is challenging to do - with a small staff responsible for execution of substantial projects..." Other (N = 2) "Board seems to be elitist..." "...Acknowledgment letters appear to be cut and paste and have errors more often than they should."

54


CONFIDENTIAL Donor Characteristics

Age of Respondents

WCF 2020

Average Funder

Custom Cohort

Under 25

0%

0%

0%

25-34

2%

1%

1%

35-44

6%

3%

3%

45-54

8%

10%

9%

55-64

25%

26%

25%

65-74

38%

34%

36%

75 or over

23%

25%

25%

Please select the option that represents how you best describe yourself:

WCF 2020

Average Funder

Custom Cohort

Female

42%

45%

45%

Male

58%

55%

55%

0%

1%

0%

Different Identity

Race/Ethnicity of Respondents

WCF 2020

Average Funder

Custom Cohort

African-American or Black

4%

3%

2%

American Indian or Alaskan Native

0%

0%

0%

Asian (incl. Indian subcontinent)

0%

1%

1%

Hispanic or Latinx

0%

1%

1%

Multi-racial

0%

1%

0%

Pacific Islander or Native Hawaiian

0%

0%

0%

96%

94%

95%

0%

0%

0%

White Race/ethnicity not included above

55


CONFIDENTIAL "Which of the following statements best describe your relationship with WCFÂ in the past 3 years?"

Relationship with WCF WCF 2020

Custom Cohort

Median Funder

0

20

40

60

80

100

I have a donor-advised fund or am an advisor for a donor-advised fund 80%

WCF 2020

60%

Custom Cohort

79%

Median Funder

I have a fund that is not a donor-advised fund 16%

WCF 2020

18%

Custom Cohort

15%

Median Funder

I have donated to a discretionary fund at WCF 6%

WCF 2020

20%

Custom Cohort

15%

Median Funder

I have a different type of relationship with WCF 10%

WCF 2020

11%

Custom Cohort

8%

Median Funder

"Please select any of the following below that best describe your role in regard to WCF fund and/or gifts to WCF."

Note: The question below was recently added to the donor survey and does not yet have comparative data.

Donor's Role(s) in WCF Fund and/or WCF Gifts WCF 2020 0

20

40

60

80

100

A member of a donor couple 48%

WCF 2020

The sole donor 29%

WCF 2020

A fund committee member 13%

WCF 2020

A family member of the donor 8%

WCF 2020

An advisor to the donor (i.e., financial advisor, attorney) WCF 2020

2% Other

WCF 2020

2%

56


CONFIDENTIAL Additional Survey Information On many questions in the donor survey, donors are allowed to select “don’t know” or “not applicable” if they are not able to provide an alternative answer. In addition, some questions in the survey are only displayed to a select group of donors for whom that question is relevant based on a previous response. As a result, there are some measures where only a subset of responses is included in the reported results. The table below shows the number of responses included on each of these measures. The total number of respondents to WCF’s donor survey was 54.

Question Text

Number of Responses

Are you currently satisfied with the Foundation's leadership in [the community]?

54

Are you currently satisfied with the Foundation's ability to make an impact on specific issues?

54

Are you currently satisfied with the Foundation's knowledge of and experience working with local nonprofits?

54

Are you currently satisfied with the quality of the Foundation's staff?

54

Are you currently satisfied with the Foundation's investment strategy and investment performance?

54

Are you currently satisfied with the Foundation's administrative fees or costs?

53

Are you currently satisfied with the Foundation's integrity and trustworthiness?

53

Are you currently satisfied with the Foundation's efforts to connect me with other donors?

53

Please think about your giving to or through WCF over the past 3 years. Where possible, please indicate whether you are satisfied with WCF's work in each area: WCF staff or Board solicitations/fundraising

53

WCF's work with Share The Season (WCF's holiday season giving initiative)

52

WCF's work with strategic initiatives (i.e. Focus Forward -- James Chung, Talent Ecosystem, News and Information Initiative)

54

In your opinion, how well does Foundation staff understand your personal charitable goals?

23

In your opinion, to what extent is the Foundation making an impact on [the community]?

50

How well-known do you think the Foundation is among your friends and colleagues in [the community]?

53

How well does the Foundation understand [the community]?

50

Do you have a designted contact at the Foundation to whom you can reach out with questions or concerns?

54

Helpfulness of Foundation events or educational programs for donors in achieving charitable goals

11

Helpfulness of the Foundation's website in achieving charitable goals

12

Helpfulness of the advice and expertise of Foundation staff in achieving charitable goals

18

Helpfulness of: DonorCentral

15

E-mail Marketing

3

Print Materials (Report to the Community, Catalysts)

7

How would you characterize your plans for future giving to the Foundation or to your fund over the next five to ten years?

41

What is the primary reason you do not plan on giving?

11

Do you believe the 2018 change in the U.S. tax code is having an effect on your charitable giving?

53

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CONFIDENTIAL About CEP and Contact Information Mission: To provide data and create insight so philanthropic funders can better define, assess, and improve their effectiveness – and, as a result, their intended impact.

Vision: We seek a world in which pressing social needs are more effectively addressed. We believe improved performance of philanthropic funders can have a profoundly positive impact on nonprofit organizations and the people and communities they serve. Although our work is about measuring results, providing useful data, and improving performance, our ultimate goal is improving lives. We believe this can only be achieved through a powerful combination of dispassionate analysis and passionate commitment to creating a better society.

About the DPR Since 2009, the Donor Perception Report (DPR) has provided community foundations with comparative data on their donors’ perceptions, preferences for engagement, and giving patterns. Based on research and guidance from a group of community foundation leaders, the DPR is the only survey process that provides comparative data for community foundations. Over 80 community foundations of all sizes from across North America have commissioned the DPR, over 10,000 donors have provided their perspectives. The DPR’s quantitative and qualitative data helps community foundation leaders to better understand their work with donors, and how that compares to their philanthropic peers.

Contact Information Hayden Couvillion, Associate Manager - Assessment and Advisory Services (617) 492-0800 ext. 160 haydenc@cep.org Emma Poole, Senior Analyst (617) 492-0800 ext. 620 emmap@cep.org

58


675 Massachusetts Avenue 7th Floor Cambridge, MA 02139 617-492-0800

131 Steuart Street Suite 501 San Francisco, CA 94105 415-391-3070

cep.org


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