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
First Quarter Investment Performance
GIV Index Starts the Year on a Positive Note The Grantmaker Investment Value Index (“GIV”) rose 5.5% in the first quarter, following a good fourth
Giving Forecast Update: March 2023
Giving Forecasted to be Down Slightly in 2022 Asset levels reached a record $1.3 trillion at the end of 2021 before falling to $1.05 trillion
First Quarter Starts Positive
FoundationMark models indicate that U.S. foundations’ assets rose by $40 billion, a bit less than 4%, in the first quarter of 2023. After a very
Foundation Assets Fall By Record In 2022
FoundationMark models indicate that U.S. foundations’ assets fell nearly $250 billion in 2022. After three consecutive down quarters, the fourth quarter saw a significant bounce
Giving Forecast Update: December 2022
Giving Forecasted to be Down Slightly in 2022 Asset levels reached a record $1.3 trillion at the end of 2021 before falling to $1.05 trillion
Fourth Quarter Investment Performance
GIV Index Up in Fourth Quarter, but Down for Year The Grantmaker Investment Value Index (“GIV”) rose over 6% in the fourth quarter, but that