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?
Charitable Disbursements up 40% in Past 5 Years As the chart below shows, private foundations have increased their annual philanthropic support by nearly 40%, from $54 billion to $73 billion, an increase of $19 billion per year. One thing that may surprise readers is the level of incoming contributions to foundations. Nearly $60 billion came into foundations in the … [Read more...] about Giving Has Been Growing
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 Returns – Implication for Charitable Giving