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
Fourth Quarter Investment Performance
Foundation Portfolios Up 1.6% in 4th Quarter The Grantmaker Investment Value Index (“GIV”) rose 1.6% in the third quarter, bringing year-to-date gains to 11.4%. The
Disbursements Forecast Update: December 2025
Disbursements Projected to Increase 7.1% in 2025 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated September 2025
Foundations Add $150 billion in 2025
FoundationMark models indicate that U.S. foundations’ assets increased by $150 billion, or 9.1%, in the 2025 bringing the total to $1.786 trillion, a new record.
Third Quarter Investment Performance
Foundation Portfolios Up 5.2% in 3rd Quarter The Grantmaker Investment Value Index (“GIV”) rose 5.2% in the second quarter, bringing year-to-date gains to 9.9%. The
Disbursements Forecast Update: September 2025
Disbursements Projected to Increase 8.6% in 2025 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated September 2025
Third Quarter 2025 Assets to New Record
FoundationMark models indicate that U.S. foundations’ assets increased by over $75 billion, or 4.4%, in the third quarter of 2025 bringing the total to $1.757