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How are Foundations Doing? April 2019 Topic: Who Should We Compare Ourselves To?

April 30, 2019 By Foundation Advocate

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

March 15, 2019 By Foundation Advocate

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

Foundations and Endowments: A Case for Risk

September 20, 2021 By Foundation Advocate

Similar Yet DistinctMost people consider foundations and endowments to be essentially interchangeable entities as both can be viewed as pots of money that exist to provide charitable support to nonprofits.  But if you peel back the first layer of the onion, you will see structural differences between the two that can have important implications on their investment … [Read more...] about Foundations and Endowments: A Case for Risk

Foundations and Endowments: Cousins, not Twins

January 1, 2007 By Foundation Advocate

Similar Yet DistinctMost people consider foundations and endowments to be essentially interchangeable entities as both can be viewed as pots of money that exist to provide charitable support to nonprofits.  But if you peel back the first layer of the onion, you will see structural differences between the two that can have important implications on their investment … [Read more...] about Foundations and Endowments: Cousins, not Twins

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