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

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

Publication Date: 
December, 2020

In 2020, CNJG’s colleague, the Council of Michigan Foundations 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 CMF have commissioned over the past 20 years. An Evaluation of Private Foundation Model Portfolios, Investment Returns, & Payout Rates captures what CMF believes is the most comprehensive snapshot of payout data available to foundations to date. This research can be as a tool for private foundations in Michigan and across the philanthropic sector.

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