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
Disbursements Forecast Update: June 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 June 2024
Second Quarter Investment Performance
Foundations Notch a 6.6% Investment Gain in First Quarter The Grantmaker Investment Value Index (“GIV”) rose 2.6% in the second quarter and 9.4% for the
Solid Second Quarter
FoundationMark models indicate that U.S. foundations’ assets rose by nearly $120 billion, or about 8.0%, in the first half of 2024 pushing assets to almost
Disbursements Forecast Update: March 2024
Disbursements Projected to Increase 5.3% in 2024 Disbursement projections are a function of two variables; 1) asset level, and 2) payout ratio. Estimated March 2024
First Quarter Investment Performance
Foundations Notch a 6.6% Investment Gain in First Quarter The Grantmaker Investment Value Index (“GIV”) rose 6.6% in the first quarter, continuing the upward trajectory
First Quarter Off to a Good Start
FoundationMark models indicate that U.S. foundations’ assets rose by about $85 billion, or about 5.8%, in the first quarter of 2024 pushing assets to a