Charity Investment

Association of Charitable Foundations Giving Trends 2017 Research

29/09/2017

We were delighted to host the launch of the Foundation Giving Trends 2017 research with the  Association of Charitable Foundations. Using data from the Top 300 Foundation Grant-Makers the research gives a useful picture of the giving, income and assets of the top UK independent charitable foundations.

Key findings included:

  • The combined net assets of the Top 300 Foundations reached a record high of almost £60 billion, growing by 10% compared to 2016 data. 
  • Investment income grew by 5.5%, more than double the rate of annual voluntary income from new gifts. Investment income represents 41% of the income of the Top 300 Foundations.
  • Listed investments remain the largest component of Foundation investments, unlisted investments have increased their share of the value of the portfolio. This reflects holdings in privately-owned companies and investment in private equity.
  • At least 10% of the Top 300 Foundations make programme related and social investments.
  • Grant-making by the Top 300 foundations reached a record high of £2.9 billion; growing by 12% over the last 12 months. This represents 15% of all UK private giving (£19.1 billion)
  • 63% of Foundations increased grant-making more than inflation.

    Foundations annual spending power is equivalent to 0.4% UK government spending, but they often punch far above their weight; using their independence, long-term focus and creativity to find solutions to immediate need and long-term problems.

  •  

    Foundations are increasingly collaborating with each other and with public and private sector partners to drive 
  • innovative social change (as in the report).

For more information and to download a copy of the report please visit the Association of Charitable Foundations website here.

Author

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Limited 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com