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
2024 Gains
FoundationMark models indicate that U.S. foundations’ assets rose by nearly $170 billion, or about 11.5%, in 2024 pushing assets to $1.64 trillion. Foundation asset levels
Disbursements Forecast Update: December 2024
Disbursements Projected to Increase 6.6% in 2024 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated September 2024
Fourth Quarter Investment Performance
Foundation Portfolios Fell Modestly in the Fourth Quarter The Grantmaker Investment Value Index (“GIV”) was essentially flat in the fourth quarter, bringing year-to-date performance to
Third Quarter Gains
FoundationMark models indicate that U.S. foundations’ assets rose by nearly $60 billion, or about 3.8%, in the third quarter of 2024 pushing assets to $1.66
Disbursements Forecast Update: September 2024
Disbursements Projected to Increase 7.3% in 2024 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated September 2024
Third Quarter Investment Performance
Foundation Portfolios Rose 4.3% in Third Quarter The Grantmaker Investment Value Index (“GIV”) rose 4.3% in the third quarter, bringing year-to-date performance to 13.6%. Foundation