News and Analysis of Foundation Investment Performance

Main Content

Foundation Investment Performance

The FoundationMark Grantmaker Investment Value Index (“GIV Index”) rose 3.8% in the first quarter of 2021. 

Commentary

Equity markets posted gains across the board, while fixed income saw negative returns in the first quarter 

One-Year GIV Index Performance Up 37.4%: A year after the sharp sell-off in the early months of the pandemic, U.S equities are over 56% higher, resulting in strong gains for foundations.

Winter 2021 Newsletter

Record Giving, Record Asset Levels

Higher Giving, Higher Assets The graph and table below show current estimated foundation assets grew to $1.2 trillion at the end of 2020.  The FoundationMark assumptions underlying the asset level are shown at right, including a giving level of $88 billion, up about 7% from 2019.  We recognize that giving may have been higher as […]