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News and Analysis of Foundation Investment Performance
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Foundation Advocate

Everything was Great, Until it Wasn’t

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The FoundationMark GIV Index estimates that foundations clocked average performance of 18.8% in 2019, the highest in the past 10 years. Foundation assets topped $1.1 trillion according to our estimates and giving grew over 6%, marking a decade long boom in charitable support.  The coronavirus outbreak changed everything. As market turmoil continues, commentary is outdated as … [Read more...] about Everything was Great, Until it Wasn’t

College Endowments Report Fiscal 2019 Returns, and the News Isn’t Good

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Autumn is back to school season, and while some people might think about tailgating at football games, there is another competition that takes place on campuses every fall, colleges report their investment returns. While FoundationAdvocate's ("FA") focus is the private foundation universe, we are keenly interested in their nonprofit cousins, college endowments. Unlike most … [Read more...] about College Endowments Report Fiscal 2019 Returns, and the News Isn’t Good

Our Story

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How Are Foundations Doing? In many ways, our story is very straightforward. We wanted to know how foundations’ investments were performing.  Our background in advising nonprofit organizations on their investments motivated us to want to take a closer look at foundation performance.  Specifically, we wanted to know which foundations were doing well from an … [Read more...] about Our Story

Lists & Links

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Press Large Foundations Not Necessarily Better At Investing Than Small Foundations (paywall)Where Do America's Big Foundations Invest Their Billions? Don't AskFoundation Assets Top $1 Trillion, but Signs Point to Slump Investment Returns Can Pay Big Dividends for FoundationsBillions Squandered More... Articles An OCIO Performance Index Exists for the First Time. … [Read more...] about Lists & Links

Strange Assets

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Mel Gibson's Church … [Read more...] about Strange Assets

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