From the Research: A National View of Foundation Investment Returns & Payout Rates

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.

Presenters:

• Jeff Williams, Johnson Center for Philanthropy
• Casey Veach, Plante Moran Financial Advisors

Price: Free!
Deadline to Register: February 28

Jeff Williams, M.A., M.B.A., is the director of the Community Data and Research Lab at the Johnson Center for Philanthropy. He oversees a staff of researchers, database experts, and web developers who promote access to data and provide insights into nonprofit and philanthropic organizations and activities. With expertise in operations, strategy, data analytics, and public policy, Jeff is passionate about connecting data to people to action. Learn more about Jeff.

Casey Veach, CFA, is a manager at Plante Moran Financial Advisors and provides investment consulting services to institutional investors such as endowments, foundations, and other not-for-profit organizations. Casey also provides holistic wealth management and financial planning advice to high-net-worth individuals and families. Learn more about Casey.