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Economic Scenario Planning for Name of Foundation

Economic Scenario Planning for Name of Foundation. Community Foundations Leadership Team. Prepared for: Board of Directors. April, 2010. Contents. Introduction Expected Scenario Alternate Scenarios Discussion. Introduction.

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Economic Scenario Planning for Name of Foundation

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  1. Economic Scenario Planning for Name of Foundation Community Foundations Leadership Team Prepared for: Board of Directors April, 2010

  2. Contents • Introduction • Expected Scenario • Alternate Scenarios • Discussion

  3. Introduction With the Help of the CFLT’s Economic Scenario Planning (ESP) Model We Have Developed a Five-Year Forecast for Our Foundation • In response to the worsening economy, the Community Foundations Leadership Team (CFLT) created the “Confront the Brutal Facts” task force to help community foundations better understand the challenges of the current economic climate and its impact on budget and business decisions • Based on the task force’s recommendation, the CFLT commissioned CF Insights and FSG Social Impact Advisors to create an Economic Scenario Planning (ESP) model (“stress test”) for community foundations available free of charge as an assessment and forecasting tool to answer pressing questions, such as: • Under what circumstances will the foundation’s assets return to pre-recession levels? • How will the foundation’s income statement be impacted if the market does much better or much worse than expected? • What adjustments need to be made to spending policies if absolute grant levels are to be maintained in the coming years? • How much of a gap in administrative fees might the foundation be facing / how much revenue from other sources does the foundation need to generate in the coming years? • What impact would a majornew gift have on the foundation? • Can the foundation afford to increase its operating expenses in the coming years? • Will the foundation have enough operating cash? • We have used the ESP model to create three scenarios for what the next five years could look likeforour foundation and look forward to discussing these with you today  

  4. Introduction Today We Will Present Our Assumptions, Show How They Impact Our Operating Model, and Discuss Key Implications for the Foundation • First, we will present a five-year forecast based on our current expectations of market performance, donor behavior, spending policy elements, alternative revenue growth, and operating expenses • Next, we will show how changes to these assumptions would impact core operating indicators • The key findings from these analyses highlight several important discussion topics: Our goal for today is to discuss these and related topics and determine the best course of action as the foundation heads into the next year

  5. Contents • Introduction • Expected Scenario • Alternate Scenarios • Discussion

  6. Expected Scenario Our Expected Scenario Is Based on [the Latest General Economic Outlook and Local Trends We’ve Experienced in the Past Few Months] Expected Scenario Summarize scenario qualitatively here Key Assumptions     

  7. Expected Scenario Summarize Results in Headline Here Comments • Insert comments here

  8. Expected Scenario Summarize Results in Headline Here Comments • Insert comments here Personnel Non-Personnel

  9. Expected Scenario Summarize Results in Headline Here Comments • Insert comments here

  10. Contents • Introduction • Expected Scenario • Alternate Scenarios • Discussion

  11. Alternate Scenarios These Two Alternate Scenarios Test How Key Operating Indicators Would Be Impacted if Some of Our Assumptions Panned Out Differently [ABC] Scenario [XYZ] Scenario Summarize scenario qualitatively here Summarize scenario qualitatively here Key Differences to Expected Scenario Key Differences to Expected Scenario     

  12. Alternate Scenarios Summarize Results in Headline Here

  13. Alternate Scenarios Summarize Results in Headline Here Comments Comments Comments • Insert comments here • Insert comments here • Insert comments here

  14. Alternate Scenarios Summarize Results in Headline Here Comments Comments Comments • Insert comments here • Insert comments here • Insert comments here

  15. Alternate Scenarios Summarize Results in Headline Here Comments Comments Comments • Insert comments here • Insert comments here • Insert comments here

  16. Alternate Scenarios Summarize Results in Headline Here Operating Endowment / Reserve Revenues Asset-Based Revenues Other Revenues

  17. Contents • Introduction • Expected Scenario • Alternate Scenarios • Discussion

  18. Discussion How Do Our Assumptions and Results Compare to Our Peers? • If you’ve participated in a peer learning group, you can use this space to show what you’ve learned about how your peers are thinking about the coming years OPTIONAL To come

  19. Discussion Based on the Results of the Economic Scenario Planning for Our Foundation, Several Key Discussion Topics Have Emerged

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