The FoundationMark 15 The FoundationMark 15 (“FM 15”) is a selection of 15 of the largest and best-known private foundations in the United States. Most private foundations, like those comprising the FM 15, rely on their investment returns as an important, and, often, their only, source of income to support their philanthropic goals. To view the performances and full … [Read more...] about FoundationMark 15 Asset Allocation
Trustee Resources
Giving Has Been Growing
Charitable Disbursements up 40% in the Past Five Years As the chart below shows, private foundations have increased their annual philanthropic support (green line) by nearly 40%, from $54 billion (FY2013) to $73 billion (Most Recent), an increase of $19 billion per year. Also growing at a rapid pace have been incoming contributions (blue line) with new contributions … [Read more...] about Giving Has Been Growing
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
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
Incoming Contributions
Five Years of Substantial Growth from Incoming Contributions Foundations have two primary sources of asset growth, 1) investment returns, and 2) new contributions. At FoundationAdvocate, we spend the lion's share of out time focusing on investment returns, but we thought it would be interesting to understand a little more about the incoming contributions. Private … [Read more...] about Incoming Contributions