FoundationAdvocate does not offer investment advice or recommend service providers, but we do occasionally comment on general investing concepts and provide some background information on investment concepts and theory as well as provide links to external articles that we believe are insightful.
Mandated Five Percent is a Floor Not a Ceiling Most people in the philanthropic world are familiar with the 5% payout requirement that nonprofits must
How Much are Foundation Assets Down? Preliminary March estimates from our affiliate, FoundationMark, indicate that foundation assets are down about 12.7% since the beginning of
The chart above shows that foundation asset allocation hasn’t varied much year to year. Two long term trends have been a reduction in cash and
The Math is Simple Private foundations have $1 trillion in assets. An incremental 1% return on investment would yield an additional $10 billion….per year…every year.
FoundationMark Portfolio Strategies Investments – Others*: There is a distinct line on the IRS form requiring the fair market value of a foundation’s holdings in
There is a core question in managing money that is very difficult to answer, which is How hard is our money working? One hears about