Every month, Foundation Advocate chooses one aspect of foundation investment performance to highlight. This month we ask a very fundamental question, Who Should We Compare Ourselves To? Before answering this seemingly straightforward question about performance, it might be useful to establish a quick framework to place performance into context. Rather than lead with … [Read more...] about How are Foundations Doing? April 2019 Topic: Who Should We Compare Ourselves To?
1% Better Investment Performance – Implication for Charitable Giving
The Math is SimplePrivate foundations have $1 trillion in assets. An incremental 1% return on investment would yield an additional $10 billion....per year...every year.To put that in perspective, the additional $10 billion would equal the annual charitable support provided by 12 Ford Foundations, 36 Rockefellers, or 45 Carnegies - you get the picture. Better returns of just 1% … [Read more...] about 1% Better Investment Performance – Implication for Charitable Giving
Press
New Tools for Foundations to View Peer Group DataLarge 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 … [Read more...] about Press
Lists
ListsTop 10 States by AssetsCelebrities' Foundations (coming soon)Money Managers Foundations (coming soon)New Philanthropists (coming soon)Richest People in United States Foundations (coming soon) … [Read more...] about Lists
Links
Nonprofit Performance Links FoundationAdvocate is owned and operated by the same parent company as FoundationMark, publisher of the "Better Benchmarks for Private Foundations" indices, and we rely on FoundationMark data for much of our analysis. That said, we know of several other organizations that publish investment performance data relating to nonprofits, and believe in … [Read more...] about Links