Foundations’ investment performance is the engine behind their philanthropic support. We provide news and analysis of foundation investment performance to inform trustees and the financial community on this critical topic.
Articles
Third Quarter Investment Performance
Foundation Portfolios Rebound 7.7% in Second Quarter The Grantmaker Investment Value Index (“GIV”) rose 7.7% in the second quarter, bringing year-to-date gains to 5.4%. This
Disbursements Forecast Update: September 2025
Disbursements Projected to Increase 5.6% in 2025 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated June 2025
Third Quarter 2025 Assets to New Record
FoundationMark models indicate that U.S. foundations’ assets increased by over $100 billion, or 6.9%, in the second quarter of 2025 bringing the total to $1.678
Second Quarter 2025 Assets to New Record
FoundationMark models indicate that U.S. foundations’ assets increased by over $100 billion, or 6.9%, in the second quarter of 2025 bringing the total to $1.678
Disbursements Forecast Update: June 2025
Disbursements Projected to Increase 5.6% in 2025 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated June 2025
Second Quarter Investment Performance
Foundation Portfolios Rebound 7.7% in Second Quarter The Grantmaker Investment Value Index (“GIV”) rose 7.7% in the second quarter, bringing year-to-date gains to 5.4%. This