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
Foundation Portfolios Down 2.1% in First Quarter The Grantmaker Investment Value Index (“GIV”) fell 2.1% in the first quarter. For the year to March 31,
Disbursements Forecast Update: March 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 March 2025
First Quarter 2025 Assets Pull Back
FoundationMark models indicate that U.S. foundations’ assets fell by $50 billion, or 3.2%, in the first quarter of 2025 resulting in assets dropping to $1.554
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