Foundations’ investment performance is the engine behind their philanthropic support. We provide news and analysis of foundation investment performance to inform trustees and the financial community on this critical topic.
Articles
Disbursements Forecast Update: March 2024
Disbursements Projected to Increase 5.3% in 2024 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated March 2024
First Quarter Investment Performance
Foundations Notch a 6.6% Investment Gain in First Quarter The Grantmaker Investment Value Index (“GIV”) rose 6.6% in the first quarter, continuing the upward trajectory
First Quarter Off to a Good Start
FoundationMark models indicate that U.S. foundations’ assets rose by about $85 billion, or about 5.8%, in the first quarter of 2024 pushing assets to a
Fourth Quarter Investment Performance
Solid Fourth Quarter Returns Across the Board The Grantmaker Investment Value Index (“GIV”) rose 8.5% in the fourth quarter bringing full year 2023 performance to
Fourth Quarter Rebound
FoundationMark models indicate that U.S. foundations’ assets rose by about $100 billion, or about 7.7%, in the fourth quarter of 2023 pushing assets to a
Disbursements Forecast Update: December 2023
Disbursements Likely Up 5.5% in 2023 In 2023 asset levels rebounded from 2022’s losses to reach a record $1.5 trillion. 2023’s asset gain of nearly