Donor-Advised Funds: Assets, Awards, and Accounts at a Sampling of Big Providers

May 4, 2006 | Read Time: 3 minutes

	ASSETS			AMOUNT DISTRIBUTED TO CHARITIES			NUMBER OF FUNDS
	2004	2005	Percent change	2004	2005	Percent change	2004	2005	Percent change
Commercial Funds
American Gift Fund (Newark, Del.)	$8,275,203	$13,999,251	+69.2%	$1,124,383	$1,217,601	+8.3%	145	145	0.0%
AMG Charitable Gift Foundation (Englewood, Colo.)	19,278,198	24,748,655	+28.4	2,094,193	2,223,984	+6.2	49	51	+4.1
Ayco Charitable Foundation (Clifton Park, N.Y.) ¹	238,000,000	236,000,000	-0.8	56,000,000	73,000,000	+30.4	1,675	1,840	+9.9
Bank of America Charitable Gift Fund (Boston)	118,700,000	136,900,000	+15.3	14,600,000	29,993,239	+105.4	120	127	+5.8
Calvert Social Investment Foundation (Bethesda, Md.)	8,400,000	14,970,000	+78.2	1,851,000	2,428,000	+31.2	179	223	+24.6
Domini Global Giving Fund (New York) ²	0	30,000	—	0	2,000	—	0	3	—
Fidelity Charitable Gift Fund (Boston) ¹	2,733,691,120	3,046,611,900	+11.4	693,473,822	736,230,000	+6.2	32,959	34,412	+4.4
Heartland Charitable Trust (Dubuque, Iowa)	6,686,582	8,429,511	+26.1	3,755,261	3,087,921	-17.8	102	100	-2.0
LM Charitable Gift Trust (New York) ³	15,993,932	14,528,955	-9.2	1,813,372	3,138,953	+73.1	39	45	+15.4
MyCFO Charitable Fund (Palo Alto, Calif.) ¹	20,297,800	43,794,600	+115.8	6,448,261	7,409,187	+14.9	22	32	+45.5
National Philanthropic Trust (Jenkintown, Pa.) ¹	483,725,696	501,750,050	+3.7	88,238,013	91,176,775	+3.3	926	1,002	+8.2
OppenheimerFunds Legacy Program (Denver)	n/a	44,212,024	—	n/a	4,658,735	—	n/a	702	—
Raymond James Charitable Endowment Fund (St. Petersburg, Fla.)	29,500,000	42,700,000	+44.7	3,000,000	4,000,000	+33.3	303	415	+37.0
Renaissance Charitable Foundation (Indianapolis)	16,287,636	51,538,196	+216.4	4,337,304	4,993,973	+15.1	106	490	+362.3
Schwab Fund for Charitable Giving (San Francisco) ¹	297,972,901	480,532,961	+61.3	75,339,940	101,084,554	+34.2	5,967	6,831	+14.5
Smith Barney Charitable Trust (New York)	59,166,055	133,103,879	+125.0	6,738,177	19,276,906	+186.1	522	821	+57.3
T. Rowe Price Program for Charitable Giving (Baltimore) ⁴	24,256,955	35,103,256	+44.7	4,130,781	5,623,820	+36.1	600	832	+38.7
Vanguard Charitable Endowment Program (Southeastern, Pa.) ¹	695,457,715	954,049,300	+37.2	135,950,601	219,093,635	+61.2	3,854	4,554	+18.2
Community Foundations
Baltimore Community Foundation	$46,000,000	$81,000,000	+76.1%	$14,000,000	$37,000,000	+164.3%	222	265	+19.4%
Baton Rouge Area Foundation (La.)	52,940,000	78,289,000	+47.9	5,238,000	10,599,000	+102.3	161	203	+26.1
Berkshire Taconic Community Foundation (Great Barrington, Mass.)		8,603,203	10,375,723	+20.6	2,277,968	2,480,407	+8.9	162	152	-6.2
Boston Foundation ¹	186,244,590	217,537,452	+16.8	28,792,679	45,757,046	+58.9	550	573	+4.2
California Community Foundation (Los Angeles) ¹	169,400,141	222,547,283	+31.4	39,480,500	69,412,187	+75.8	562	568	+1.1
Chicago Community Trust ⁵	119,000,000	208,300,000	+75.0	19,000,000	28,000,000	+47.4	272	332	+22.1
Cleveland Foundation	81,691,504	111,457,384	+36.4	8,911,872	9,708,800	+8.9	400	395	-1.3
Columbus Foundation (Ohio)	84,658,461	108,456,332	+28.1	17,649,237	17,264,869	-2.2	475	502	+5.7
Community Foundation for Greater Atlanta ¹	139,003,163	208,001,060	+49.6	28,908,955	33,214,427	+14.9	560	542	-3.2
Community Foundation of Louisville (Ky.) ¹	51,113,359	60,936,737	+19.2	6,198,820	5,216,377	-15.8	108	119	+10.2
Community Foundation of Greater Memphis ⁶	90,441,884	112,893,209	+24.8	24,050,677	26,398,982	+9.8	662	685	+3.5
Community Foundation for Southeastern Michigan (Detroit)	70,000,000	88,700,000	+26.7	13,600,000	12,190,000	-10.4	330	352	+6.7
Community Foundation for the National Capital Region (Washington) ⁴	225,000,000	230,000,000	+2.2	80,000,000	80,000,000	0.0	486	564	+16.0
Community Foundation Serving Richmond and Central Virginia	53,500,959	78,838,636	+47.4	9,175,118	13,762,324	+50.0	220	240	+9.1
Community Foundation Silicon Valley (San Jose, Calif.) ¹	239,000,000	311,213,625	+30.2	56,765,743	52,458,884	-7.6	332	371	+11.7
Dallas Foundation	29,316,275	45,471,820	+55.1	13,445,552	14,303,611	+6.4	124	144	+16.1
Denver Foundation	120,989,106	152,244,539	+25.8	15,400,000	17,500,000	+13.6	347	374	+7.8
East Bay Community Foundation (Oakland, Calif.) ¹	113,288,921	120,128,843	+6.0	21,950,554	15,677,534	-28.6	192	227	+18.2
East Tennessee Foundation (Knoxville)	36,256,406	34,012,478	-6.2	19,176,205	4,381,111	-77.2	144	162	+12.5
Greater Cincinnati Foundation	105,000,000	142,370,532	+35.6	22,750,000	19,517,831	-14.2	664	697	+5.0
Greater Houston Community Foundation	143,509,308	192,602,344	+34.2	38,978,373	109,144,475	+180.0	390	479	+22.8
Greater Kansas City Community Foundation (Mo.)	317,322,195	407,345,436	+28.4	37,795,000	65,224,732	+72.6	626	672	+7.3
Greater Milwaukee Foundation	116,611,548	139,976,000	+20.0	13,552,636	12,328,000	-9.0	448	477	+6.5
Hartford Foundation for Public Giving (Conn.)	95,507,428	98,987,735	+3.6	4,174,146	4,124,698	-1.2	118	124	+5.1
Maine Community Foundation (Ellsworth)	71,915,000	85,185,000	+18.5	6,421,000	8,558,000	+33.3	244	263	+7.8
Marin Community Foundation (Novato, Calif.) ¹	56,000,000	58,000,000	+3.6	10,000,000	12,500,000	+25.0	165	181	+9.7
Minneapolis Foundation ⁴	155,683,842	171,690,911	+10.3	32,584,948	29,685,851	-8.9	454	492	+8.4
New Hampshire Charitable Foundation (Concord)	66,461,243	80,501,416	+21.1	9,659,965	14,220,307	+47.2	346	358	+3.5
New York Community Trust	$634,217,015	$712,466,100	+12.3%	$90,489,766	$89,208,000	-1.4%	952	978	+2.7%
Omaha Community Foundation	18,637,190	24,883,869	+33.5	1,479,962	2,374,454	+60.4	55	74	+34.5
Oregon Community Foundation (Portland)	156,422,763	253,352,224	+62.0	14,000,000	15,400,000	+10.0	426	458	+7.5
Peninsula Community Foundation (San Mateo, Calif.)	371,000,000	362,000,000	-2.4	75,000,000	94,000,000	+25.3	414	441	+6.5
Philadelphia Foundation	49,417,453	54,041,381	+9.4	6,633,252	16,034,335	+141.7	217	264	+21.7
Pittsburgh Foundation	104,436,234	118,112,479	+13.1	5,863,022	15,322,390	+161.3	392	420	+7.1
Rhode Island Foundation (Providence)	46,088,011	61,199,966	+32.8	2,604,385	2,853,078	+9.5	174	198	+13.8
Rochester Area Community Foundation (N.Y.) ⁴	79,887,054	84,004,375	+5.2	15,521,419	15,468,238	-0.3	535	553	+3.4
Saint Paul Foundation	286,826,784	342,816,183	+19.5	15,839,847	22,325,858	+40.9	559	619	+10.7
San Diego Foundation ¹	231,879,100	257,964,000	+11.2	38,430,300	38,515,700	+0.2	458	449	-2.0
Seattle Foundation	145,987,289	199,484,002	+36.6	22,805,680	29,632,551	+29.9	604	564	-6.6
Tulsa Community Foundation (Okla.)	34,000,000	45,670,000	+34.3	11,500,000	12,500,000	+8.7	117	170	+45.3
Winston-Salem Foundation (N.C.)	52,500,000	79,828,000	+52.1	11,400,000	14,500,000	+27.2	544	568	+4.4
Other Groups
American Endowment Foundation (Hudson, Ohio)	$100,760,379	$103,448,504	+2.7%	$4,115,632	$5,451,180	+32.5%	401	475	+18.5%
Catholic Community Foundation (St. Paul) ¹	15,917,018	16,907,337	+6.2	4,736,420	4,738,783	0.0	120	158	+31.7
Christian Community Foundation (Woodland, Colo.) ⁷	59,151,925	109,000,000	+84.3	20,343,790	19,000,000	-6.6	1,540	1,619	+5.1
Christian Legacy Foundation (Tampa, Fla.)	250,000	5,900,000	+2,260.0	62,000	110,000	+77.4	6	18	+200.0
Combined Jewish Philanthropies of Greater Boston ⁸	164,802,844	190,529,643	+15.6	20,425,974	20,652,864	+1.1	533	556	+4.3
Cornell University (Ithaca, N.Y.) ¹	22,538,968	26,217,241	+16.3	5,742,508	5,510,798	-4.0	87	92	+5.7
Donors Trust (Alexandria, Va.)	37,718,000	46,867,000	+24.3	5,947,000	13,080,000	+119.9	40	55	+37.5
Entertainment Industry Foundation (Studio City, Calif.)	3,700,000	3,260,000	-11.9	2,500,000	4,520,000	+80.8	13	12	-7.7
FJC (New York) ⁴	88,323,000	106,459,000	+20.5	16,200,000	24,156,000	+49.1	626	653	+4.3
Funding Exchange (New York) ¹	15,660,000	18,090,129	+15.5	1,870,000	1,280,835	-31.5	98	84	-14.3
Greater Miami Jewish Federation ¹	21,629,898	37,063,386	+71.4	4,297,128	7,978,613	+85.7	198	201	+1.5
Horizons Foundation (San Francisco)	n/a	1,850,000	—	206,000	287,000	+39.3	24	29	+20.8
Indiana University (Bloomington) ¹	264,865	264,208	-0.2	203,038	n/a	—	1	1	0.0
Jewish Communal Fund (New York) ¹	612,034,725	685,899,002	+12.1	184,947,481	202,997,219	+9.8	2,009	2,120	+5.5
Jewish Community Federation of Cleveland ¹	115,666,980	132,733,000	+14.8	33,000,000	36,100,000	+9.4	1,150	1,132	-1.6
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties ¹	177,230,393	206,573,022	+16.6	44,585,031	70,035,973	+57.1	752	800	+6.4
Jewish Community Foundation (Los Angeles)	215,529,000	246,844,000	+14.5	35,314,000	48,080,000	+36.1	617	648	+5.0
Jewish Federation of Greater Philadelphia ⁹	42,126,891	49,647,734	+17.9	5,607,986	10,025,240	+78.8	273	269	-1.5
Lutheran Community Foundation (Minneapolis)	8,508,345	21,567,238	+153.5	1,476,645	4,826,935	+226.9	90	128	+42.2
National Christian Foundation (Atlanta)	383,742,612	585,104,873	+52.5	168,603,834	195,663,027	+16.0	2,535	3,512	+38.5
National Heritage Foundation (Falls Church, Va.)	179,893,390	214,662,909	+19.3	10,781,771	12,579,118	+16.7	8,691	9,627	+10.8
Rotary Foundation of Rotary International (Evanston, Ill.) ¹	1,063,516	2,545,924	+139.4	206,409	472,684	+129.0	34	54	+58.8
Stonewall Community Foundation (New York) ⁵	439,641	266,484	-39.4	813,137	835,190	+2.7	24	27	+12.5
The Associated: Jewish Community Federation of Baltimore ¹	42,784,157	53,993,444	+26.2	7,839,749	8,614,090	+9.9	249	253	+1.6
Tides Foundation (San Francisco)	145,530,000	147,727,000	+1.5	74,589,438	86,300,600	+15.7	368	387	+5.2
United Jewish Communities of MetroWest (Whippany, N.J.) ¹	32,892,397	35,087,915	+6.7	8,574,906	7,418,397	-13.5	260	239	-8.1
United Jewish Foundation and Jewish Federation of Metropolitan Detroit (Bloomfield Hills, Mich.)¹⁰	144,000,000	166,000,000	+15.3	41,167,302	43,622,000	+6.0	606	621	+2.5
World Vision (Federal Way, Wash.) ⁵	19,519,538	32,722,704	+67.6	9,620,038	10,071,478	+4.7	108	124	+14.8
Young Life (Colorado Springs) ⁵	1,065,231	1,110,043	+4.2	664,432	530,527	-20.2	18	18	0.0
Note: Many figures for 2005 are estimated or unaudited. Figures cover fiscal years ending December 31 unless otherwise noted. n/a=Not available 1. Figures are for the fiscal year ending June 30. 2. Organization was founded in 2005. 3. This organization assumed the responsibilities of the Scudder Charitable Foundation in 2005. 4. Figures are for the fiscal year ending March 31. 5. Figures are for the fiscal year ending September 30. 6. Figures are for the fiscal year ending April 30. 7. Figures are for the Christian Community Foundation, the National Foundation, and the Charities Support Foundation. 8. Figures relate to calendar years 2004 and 2005. Fiscal year ends June 30. 9. Figures are for the fiscal year ending August 31. 10. Figures are for the fiscal year ending May 31.