National Study on Donor Advised Funds 2024 (DAF Research Collaborative)
This project represents the most extensive independent study on donor advised funds to date. Thanks to the…
Endowments and Foundations
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ETFs in Asset Owner Portfolios – Q1 2024 (S&P Dow Jones Indices)
In the initial analysis of U.S. and Canadian asset owners (endowments, foundations, SWFs, and pension funds), 13F…
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In Abundance: An Analysis of Collective Giving in the U.S. (Dorothy A. Johnson Center for Philanthropy)
This 2024 report examines groups like giving circles, SVP chapters, nonprofit-led circles, and giving projects.…
Endowment and Foundation Survey (CAPTRUST)
This annual survey of endowments and foundations reveals the trends occurring across the nation.
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The Institutional Investor Landscape
Institutional asset allocators have had to adapt to massive changes in recent years...
Foundations and Endowments: How Do They Invest?
Although Foundations and Endowments are often used interchangeably, they are not the same thing...
The Institutional Investor Landscape
While it may be tempting to focus solely on financial markets and economic developments...