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 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
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 Second 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