Each year, private foundations are required to give 5% of their assets in pursuit of their charitable missions. They almost always give more. Historically, the smallest foundations have been the most generous relative to their asset size – those patterns held true in 2021 and over the last decade.
The data presented is a longitudinal sample of our private foundation clients that have been in existence at least three years and have assets between $1 million and $500 million. Ns: 2012=306, 2013=363, 2014=423, 2015=462, 2016=516, 2017=599, 2018=625, 2019=738, 2020=825, 2021=946.
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