An Evaluation of Private Foundation Model Portfolios, Investment Returns, and Payout Rates

As a leadership organization that puts equity at the center and is committed to creating space for reflective conversation, CMF continues to ask the question: Have the market forces and growth in philanthropy—and for CMF, growth in Michigan philanthropy specifically—changed enough to warrant an increase in the 5% rule for private foundations?

In 2020 CMF partnered with the Dorothy A. Johnson Center for Philanthropy and Plante Moran Financial Advisors to deepen and expand past research exploring the 5% payout rate to help answer this question, building on the learnings of previous studies we’ve commissioned over the past 20 years.

An Evaluation of Private Foundation Model Portfolios, Investment Returns, & Payout Rates captures what we believe is the most comprehensive snapshot of payout data available to foundations to date. We value this research as a tool for private foundations in Michigan and across the sector.


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Content Partner: Council of Michigan Foundations


Content Partner Website

https://www.michiganfoundations.org


What are the main takeaways or key points from this resource?:

Council of Michigan Foundations


Publication/Event Date:

December, 2020


Is your resource available to the public or only your members?:

Public


Authors(s):

Council of Michigan Foundations


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Categories:

Field/Sector Learning and Evaluation 
Models and Approaches