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From the Research: A National View of Foundation Investment Returns & Payout Rates
March 1, 2021 @ 3:00 pm–4:30 pm EST
A deep dive into private and community foundation investment returns and payout rates
Commissioned by the Council of Michigan Foundations, a joint research team from the Johnson Center and Plante Moran Financial Advisors conducted a study of private and community foundation investment returns and payout rates.
In contrast to other studies that used a sample of foundations, this project utilizes the Johnson Center’s database of all electronically filed IRS Form 990s and Form 990-PFs, drawn from the massive IRS data set stored in the Amazon cloud. This dataset allowed the team to calculate both investment returns and payout rates for more than 50,000 U.S. foundations from 2013–2018.
Join the lead researchers from the Johnson Center and Plante Moran for a deep dive into the technical aspects of the research, and engage in a conversation about both the observed investment returns and the calculated payout rates for private and community foundations alike.
- Jeff Williams, Johnson Center for Philanthropy
- Casey Veach, Plante Moran Financial Advisors
Deadline to Register: February 28