FoundationMark models indicate that U.S. foundations’ assets fell $290 billion in the nine months ended September 30, 2022. Equity and fixed income prices have come under a great deal of pressure during the year due to concern about inflation and the possibility of a recession.  The FoundationMark estimates point to asset levels down 22.3% in […]

Giving Forecasted to be Down 3.3% Asset levels reached a record $1.3 trillion at the end of 2021 before retreating to just over $1 trillion by the end of September 2022.  This decrease caused the rolling three year asset level to drop to $1.138 trillion from $1.177 trillion.   Based on the two important caveats regarding […]

GIV Index Down 4.9% in Third Quarter The Grantmaker Investment Value Index (“GIV”) was down 4.9% in the third quarter and down 20.6% year-to-date for 2022. Over longer the longer term, foundation investment performance annualized at 5.5% per year for the ten years ended September 2022, trailing the 60/40 mix (the traditional mix of 60% […]