Community Foundations

  


Search
   Articles/Reports Cost-Revenue Tools ISM Tools
Featured

FSG Cost-Revenue Analysis

Working with a core group of community foundations, FSG Social Impact Advisors developed a set of tools and approach to help community foundations better understand the costs, revenues and overall sustainability of their products.  Initially released in the Fall of 2003, this approach is based on activity based costing accounting methodology.

This tool and supporting documentation are available for free to community foundations for internal use only.  Any commercial use of this tool by community foundations or the consultants that serve them requires a licensing fee.  To inquire about licensing, click here.

Cost-Revenue Analysis Instructions

Detailed instructions on how to use the Cost-Revenue Analysis tools and model.  We highly recommend reading these directions thoroughly before attempting to use the tool.
Download PDF »

Cost-Revenue Analysis Template/Model

An Excel file with the Cost-Revenue Analysis model.  The file has eight worksheets; the purpose of each is described in the Instructions document.
Download Excel File »

Cost-Revenue Analysis Kickoff Communication Tools

We have provided several communications tools to help foundations communicate with their staff and Boards to start the Cost-Revenue Analysis process.
Download MS Word Document: Kickoff memo to Staff
Download MS Word Document: Staff survey memo with instructions on completing the staff survey
Download PowerPoint Presentation: Kickoff Presentation to Board »

Cost-Revenue Analysis Presentation Tool

Based on our work with dozens of foundations in presenting the results of the Cost-Revenue Analysis to their boards, we have provided a generic Powerpoint presentation for explaining the analysis’ findings to the Board.  Each slide can be customized with your foundation’s own specific results.
Download PowerPoint Presentation: Template for presenting findings to Board »

Comparison of the FSG Cost-Revenue Analysis Model and the Interactive Strategy Model



FSG has developed two tools to help community foundations make more informed decisions to ensure the long-term sustainability of their operations:
  • The FSG Cost-Revenue Analysis Model: aids foundations in performing an analysis of the actual costs and revenues by product, and
  • The FSG Interactive Strategy Model: aids foundations in modeling the impact of changes in strategy and operations on long-term sustainability
A comparison and description of these two tools is available below.
Download PDF »

 

  

Latest FSG News:
Click Here to read FSG
Perspectives
Click Here to subscribe

 

LINKS THAT MIGHT ALSO INTEREST YOU

Ideas

Strengthening Community Foundations - Redefining the Opportunities
A 2003 white paper reviewing the economic sustainability of community foundations based on our detailed analysis of nine community foundations.

The FSG Interactive Strategy Model

Actions

Strengthening Community Foundations
Building a knowledge base to enhance sustainability – the new CFI