Forward to: Foundation Relations

Foundation & Philanthropy
Analytics Workflows

Ten agent workflows for Foundation Relations — foundation giving analysis, philanthropist monitoring, endowment tracking, DAF intelligence, community foundation mapping, impact investing trends, giving pledge tracking, family office philanthropy, philanthropic advisory firms, and foundation analytics dashboard — enabling data-driven foundation engagement powered by comprehensive domain intelligence.

1Foundation Giving Analysis

AI agent analyzes foundation giving patterns by monitoring 990 filings, annual reports, and foundation websites to identify giving trends, average grant sizes, and geographic focus areas.

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Analyze Foundation Giving Patterns
/about/press/investorsOpenPageRankIAB Categories
FOUNDATION GIVING PATTERN ANALYSIS — 480 FOUNDATIONS ════════════════════════════════════════════════════════ gatesfoundation.org — Bill & Melinda Gates Foundation /about: Endowment: $67B | Annual giving: $7.5B /investors: Global health 58%, education 12%, US poverty 8% Average grant: $2.4M | Median: $450K SIGNAL: Education giving up 18% — expanding domestic programs fordfoundation.org /about: Endowment: $16B | Annual giving: $800M /investors: Inequality focus — all programs must address root causes Average grant: $380K | Multi-year: 72% of grants SECTOR GIVING TRENDS: Total foundation giving: $105B (record — up 8%) Average grant size: $142K (up 5%) Multi-year grants: 48% (growing — up from 34%) Unrestricted: 28% (growing — trust-based movement)

2Philanthropist Monitoring

AI agent monitors high-net-worth philanthropists, giving pledge signatories, and emerging donors to track giving patterns and identify cultivation opportunities for major gifts.

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Track Philanthropist Activity
/about/press/blogOpenPageRank
PHILANTHROPIST INTELLIGENCE — 240 INDIVIDUALS TRACKED ════════════════════════════════════════════════════════ mackenziescott.com — MacKenzie Scott /about: $19B given since 2019 — no application process /press: Latest round: $640M to 361 organizations SIGNAL: Our profile matches — ensure visibility through intermediaries laurenepowelljobs.com — Emerson Collective /about: Education + immigration + environment + media /press: $200M commitment to HBCUs SIGNAL: Education alignment — but HBCU focus may not match GIVING PLEDGE SIGNATORIES IN OUR SECTOR: Total pledgers: 241 | Giving in our area: 34 New pledgers (2025): 12 — 4 aligned with our mission ACTION: Research 4 new aligned pledgers for cultivation strategy

3Endowment & Investment Tracking

AI agent monitors foundation endowment performance, investment strategies, and payout rates to assess funder financial health and predict future giving capacity.

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Track Foundation Financial Health
/investors/about/pressOpenPageRank
FOUNDATION ENDOWMENT INTELLIGENCE ════════════════════════════════════════════════════════ Foundation Endowment Return Payout Trend gatesfoundation.org $67B +14% 7.2% Growing fordfoundation.org $16B +11% 5.8% Stable hewlett.org $12B +9% 5.1% Flat macfound.org $8.4B +12% 5.5% Growing kresge.org $4.1B +6% 5.0% Cautious MARKET IMPACT ANALYSIS: S&P 500 YTD: +8.4% — foundation endowments healthy Bond yields: Stable — fixed income allocations performing SIGNAL: Strong market = higher giving capacity for 2026-2027 NOTE: 3 foundations spending above 5% — may reduce in downturn

4Donor-Advised Fund Intelligence

AI agent monitors DAF sponsors, financial institutions offering DAFs, and policy developments to track the fastest-growing philanthropic vehicle and optimize DAF solicitation strategies.

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Track DAF Landscape
/about/press/productsIAB Categories
DONOR-ADVISED FUND INTELLIGENCE ════════════════════════════════════════════════════════ fidelitycharitable.org /about: $52B in assets — largest DAF sponsor /press: $12B distributed in 2025 — record distributions SIGNAL: Optimize Fidelity Charitable listing — 2M+ donors schwabcharitable.com /about: $24B in assets — average grant: $4,800 /press: New DAF-to-recurring gift feature launched nptrust.org — National Philanthropic Trust /press: Total DAF assets: $234B — up 22% /about: Average payout rate: 22.5% — above foundation minimum OUR DAF STRATEGY: DAF gifts received: $180K (2.4% of revenue) Peer average: 8% of revenue from DAFs RECOMMENDATION: Launch DAF solicitation campaign — $300K potential

5Community Foundation Mapping

AI agent maps community foundations in organizational operating areas to identify local funding opportunities, collaborative initiatives, and community leadership connections.

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Map Community Foundation Landscape
/about/products/pressCountries
COMMUNITY FOUNDATION INTELLIGENCE ════════════════════════════════════════════════════════ cof.org — Council on Foundations /about: 900+ community foundations — $120B in combined assets /press: Community foundation giving up 12% in 2025 FOUNDATIONS IN OUR OPERATING AREAS: chicagocommunity.org — Chicago Community Trust /about: $4.8B assets | Annual giving: $340M /products: Youth development RFP open — $2M available SIGNAL: Apply — deadline April 1. Strong local alignment siliconvalleycf.org — Silicon Valley Community Foundation /about: $14B assets — largest community foundation /products: DAF holder-recommended grants — strong tech donor base SIGNAL: List on SVCF platform for tech donor access UNTAPPED COMMUNITY FOUNDATIONS: 8 in operating areas ACTION: Submit profiles to all 8 — estimated yield $120K annually

6Impact Investing Trends

AI agent monitors the impact investing ecosystem to identify program-related investments, social impact bonds, and blended finance opportunities that could diversify organizational revenue.

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Track Impact Investing Landscape
/about/press/productsIAB Categories
IMPACT INVESTING INTELLIGENCE ════════════════════════════════════════════════════════ thegiin.org — Global Impact Investing Network /press: Impact investing market: $1.2T — up 18% /about: 72% of impact investors target market-rate returns hbs.edu — Harvard Business School /blog: Social Impact Bonds — 32 active in US, growing /press: Education SIBs showing 7-12% ROI for investors OPPORTUNITIES FOR OUR ORG: Pay-for-Success contract: Our workforce outcomes qualify PRI from foundations: $500K-$2M low-interest loans available Social enterprise investment: Need business plan first RECOMMENDATION: Explore Pay-for-Success for workforce program

7Family Office Philanthropy

AI agent monitors family office philanthropy trends, giving circles, and next-gen donors to identify emerging funding sources and engagement strategies for family wealth holders.

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Track Family Office Giving Trends
/about/press/blogOpenPageRank
FAMILY OFFICE PHILANTHROPY INTELLIGENCE ════════════════════════════════════════════════════════ ncfp.org — National Center for Family Philanthropy /press: Family foundations: 42,000+ in US — fastest growing type /blog: Next-gen donors prioritize: equity, systems change, lived experience exponentphilanthropy.org /about: 2,200 member foundations (under $200M assets) /press: Small family foundations giving locally at higher rates SIGNAL: Target small family foundations in our operating areas NEXT-GEN DONOR ENGAGEMENT: Prefer: Site visits over galas Value: Participatory grantmaking, beneficiary voice Give: Higher % unrestricted than older generation RECOMMENDATION: Create next-gen donor engagement program

8Philanthropic Advisory Firms

AI agent monitors philanthropic advisory firms and wealth management philanthropy practices to build referral relationships and ensure visibility among donor advisors who influence giving decisions.

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Map Philanthropic Advisory Landscape
/about/products/leadershipOpenPageRank
PHILANTHROPIC ADVISORY LANDSCAPE ════════════════════════════════════════════════════════ bridgespan.org — Bain-affiliated advisory /about: Advises $2B+ in annual philanthropic capital allocation /leadership: 14 partners — 3 focus on our sector SIGNAL: Cultivate Bridgespan partners — they advise major donors rockpa.org — Rockefeller Philanthropy Advisors /about: Advises on $400M annually /products: Philanthropic advisory for ultra-high-net-worth SIGNAL: Submit to RPA vetted non-profit list arabella.com — Arabella Advisors /about: Managed $1.6B through fiscal sponsorship /press: Growing role in collaborative philanthropy SIGNAL: Engage Arabella for collaborative funding opportunities

9Giving Circle & Collaborative Philanthropy

AI agent monitors giving circles, pooled funds, and collaborative philanthropy platforms to identify emerging collective giving opportunities that aggregate smaller donors into significant funding.

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Track Collaborative Giving
/about/press/productsIAB Categories
COLLABORATIVE PHILANTHROPY INTELLIGENCE ════════════════════════════════════════════════════════ philanthropy-together.org /about: 2,700+ giving circles — $1.3B distributed collectively /press: Giving circles growing 35% annually globalfundforwomen.org /products: Collaborative fund model — pooled giving for gender equity INSIGHT: Collaborative funds averaging $2.4M grants — competitive GIVING CIRCLES IN OUR AREA: Identified: 18 active circles Aligned with our mission: 7 Already engaged: 2 of 7 ACTION: Pitch to 5 remaining aligned giving circles — $60K potential

10Foundation Analytics Dashboard

AI agent synthesizes all foundation intelligence into an executive dashboard — providing leadership with real-time visibility into the philanthropic landscape, pipeline health, and engagement priorities.

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Generate Foundation Intelligence Dashboard
/about/press/investorsOpenPageRankIAB Categories
FOUNDATION ANALYTICS DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ LANDSCAPE: Foundations tracked: 480 | Aligned: 142 Total sector giving: $105B (record) DAF assets: $234B — distributions accelerating ENGAGEMENT PIPELINE: Active relationships: 28 foundations Cultivation stage: 14 foundations Giving circles: 2 of 7 engaged OPPORTUNITIES: DAF solicitation campaign: $300K potential Community foundations: $120K untapped Collaborative giving: $60K potential
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Generate Foundation Report

Foundation Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Foundations monitored: 480 domains Philanthropists tracked: 240 individuals Community foundations mapped: 32 in operating areas DAF sponsors analyzed: 18 platforms KEY INSIGHTS Foundation giving at record $105B with strong endowment performance supporting increased payouts. DAF market at $234B represents massive untapped opportunity — our DAF revenue at 2.4% vs 8% peer average. Trust-based philanthropy driving shift to unrestricted funding. Community foundations in operating areas have $120K in untapped annual potential. Next-gen donors prioritize participatory approaches.
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