FoundationAdvocate’s affiliated site, FoundationMark, provides free in depth performance reports to trustees. If you’d like yours, request it here.
FoundationMark reports are designed to answer a few core questions that trustees may have:
One the summary page, trustees can see where there foundation stands versus peer on a number of key metrics including performance and expenses.
Trustees can graphically see the effect of their cumulative performance in relation to the stock market, bond market, and other foundations.
FoundationMark reports compare your foundations’ expenses by category to peers.
In a universe of 50,000 foundations, there are bound to be foundations that have a lot of common characteristics with yours. FoundationMark groups foundations by asset size and portfolio strategy to create truly representative peer groups.
Foundations are required to disclose their investment expenses, FoundationMark compares foundations’ investment expense with similar sized foundations.
Foundations can see what proportion of their disbursements go to grants versus operation expenses.
Interested in a free FoundationMark report on your foundation’s investment performance? click here
E-Mail: info@FoundationAdvocate.com