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Foundation Advocate

FoundationMark Adds Peer Group Analysis

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FoundationMark, has recently rolled out a new feature - peer group analysis.  Foundations have been badly underserved in terms of available financial benchmarking resources. The few publications available tend to either 1) focus on only the largest foundations, 2) be buried in academic papers, or 3) report episodic survey results, all of which make it difficult to make … [Read more...] about FoundationMark Adds Peer Group Analysis

Record Giving, Record Asset Levels

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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 foundations may have responded to the … [Read more...] about Record Giving, Record Asset Levels

Third Quarter 2020 Performance Round-Up

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Each quarter we pull together the published results of three leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below.  Periods ended September 30, 2020 … [Read more...] about Third Quarter 2020 Performance Round-Up

Second Quarter 2020 Performance Round-Up

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Each quarter we pull together the published results of three leading measures of foundation performance, the FoundationMark GIV Index, the Northern Trust Foundation and Endowment Universe, and the foundation subgroup of the BNY Mellon U.S. Master Trust Universe. The results are shown in the table and graph below.  Periods ended June 30, 2020 … [Read more...] about Second Quarter 2020 Performance Round-Up

How Much do Foundations Give Per Year?

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Measuring Giving in Dollars and as a Percent of Assets Examining foundation giving is best approached from two perspectives, first, in terms of actual dollars distributed by foundations each year, and secondly as a percentage of assets.  Below we provide answers to both. In doing so, we hope to demonstrate the relationship between asset levels and giving, as well as provide … [Read more...] about How Much do Foundations Give Per Year?

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