Bridgestone charted six pathways that spend-down foundations and philanthropists have used to magnify their influence.
Data gathered from 140 private foundations for the 2012 Council on Foundations–Commonfund Study of Investments for Private Foundations (CCSF) show that these organizations’ endowments returned an average of 12.0 percent (net of fees) for the 2012 fiscal year (January 1 – December 31, 2012), a significant improvement over the FY2011 return of -0.7 percent. The 2012 CCSF represents the first fruits of collaboration between the Council on
Foundations and Commonfund Institute: the most comprehensive annual survey of its kind by two leading authorities on foundation investment practices and governance.
The Rockefeller Foundation's portfolio of program-related investments are shared in this new publication.
it’s thrilling to see the White House propose mandatory Form 990 e-filing in its Fiscal Year 2014 Budget, calling e-filing an “important step forward for transparency” by making nonprofit data easier to access and analyze for funders and researchers.
While organizations show slight signs of financial improvement, this is also the 5th straight year in which they reported dramatic increases in service demand. 78% of respondents reported an increase in demand for services, about half of respondents weren’t able to meet that demand. Organizations that work on the front lines saw even greater community need, with 85% of respondents that served low income communities reporting demand increases and 63% unable to meet that need.
Amidst all the uncertainty around the fate of the charitable deduction, marginal tax rates, and capital gains taxes, something happened with the major national donor-advised fund (DAF) managers. Schwab Charitable, for example, reported a tripling of contributions and a doubling of new donor-advised fund accounts in the fourth quarter of 2012 compared to the same period of 2011. Distributions from the new accounts weren’t quite as robust, but still surpassed the fourth quarter in 2011 by 70 percent. Schwab Charitable President Kim Laughton added that the new accounts created in 2012 would probably lead to a higher level of distributions in 2013.
This webinar is part of a project to develop an impact investment toolkit for community foundations funded by The Rockefeller Foundation
Sample spending policy from Akron Community Foundation
Survey of administrative fee survey