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
Third Quarter Investment Performance
GIV Index Down 4.9% in Third Quarter The Grantmaker Investment Value Index (“GIV”) was down 4.9% in the third quarter and down 20.6% year-to-date for
Giving Forecast Update: September 2022
Giving Forecasted to be Down 3.3% Asset levels reached a record $1.3 trillion at the end of 2021 before retreating to just over $1 trillion
Foundation Retreat Nearly to 2017 Level
FoundationMark models indicate that U.S. foundations’ assets fell $290 billion in the nine months ended September 30, 2022. Equity and fixed income prices have come
Foundation Assets Drop over $200 billion in First Half
*The data in the chart above combines historic information drawn from foundations’ reported asset levels and disbursements obtained from their annual tax filings, along with
Foundation Assets Estimated at $1.23 Trillion as of September 30, Down Slightly from June Record
FoundationMark models indicate that U.S. foundations’ assets stood at $1.23 trillion as of September 30, 2021, down slightly from the June 30 record. In the
Foundation Assets Estimated at $1.24 Trillion as of June 30, New Record
FoundationMark models indicate that U.S. foundations’ assets rose to $1.24 trillion as of June 30, 2021. The recent growth in foundation assets is primarily attributable