Unique in the Marketplace
The world of philanthropy is thriving. As your foundation or endowment identifies new giving opportunities, it’s important to develop innovative programs and services to support these. This requires a highly specialized workforce with unique compensation and pay programs.
Elevate your talent management and investment strategies with greater insight into base salary, total cash compensation, incentive plan design and more!
This survey serves as an important resource for organizations looking to benchmark key investment staff positions including chief investment officer, managing director, director, manager, analysts, and operations staff.
Survey Highlights
- Base salary and total cash compensation data for all investment staff
- Detailed incentive plan design information, including performance measures, weighting of measures, incentive opportunity levels and payout and deferral practices
- Other data, including eligibility and participation as well as administration and governance of investment staff incentive plans
- National data reported by organization type and by asset category
- Key endowment and foundation investment staff positions, including chief investment officer, managing director, director, manager, two levels of analyst staff and three levels of investment operations staff
- Data on over 490 investment professionals from 65 organizations
Learn About Our Full Survey Suite
Gaining access to the right data is paramount. SullivanCotter’s proprietary survey data provides the intelligence and insights you’ll need to confidently navigate the compensation journey and make highly-informed decisions.
2025 Endowment and Foundation Investment Staff Compensation Survey
2025 Survey Participation Is Closed
Contribute to Gain Participation Privileges
Your participation ensures that your data are part of this valuable resource, providing you with robust, comprehensive information used by not-for-profit organizations across all market segments. In addition, participants receive exclusive, discounted pricing on valuable data and reports and early access to survey results.
Participation in our surveys is made easy through our online data collection tool
Survey Samples
- Download a sample of the 2024 survey report.
Reduced Pricing for Participants:
- 2025 Survey Participants: $1,600
- 2025 Early Submission Discount: $200 off participant price
- Nonparticipants: $6,400
Key Dates:
Participation opens: January 7, 2025
Deadline for early submission discount: January 24, 2025
Deadline for participation: February 21, 2025
Benchmarks publication: May 2025
Current status: Closed for participation
Questions?
If you have any questions about the survey, please contact our Survey Team by phone at 888.739.7039 or by email at surveys@sullivancotter.com.
Order the 2024 Endowment and Foundation Investment Staff Compensation Survey
2024 Survey Costs:
Note: Custom peer group reports are available upon request.
- 2024 Survey Participants: $1,500
- 2024 Early Submission Discount: $200 off participant price
- Nonparticipants: $6,000
Key Dates:
Survey data effective: January 1, 2024.
Questions?
If you have any questions about the survey, please contact our Survey Team by phone at 888.739.7039 or by email at surveys@sullivancotter.com.