Foundations and Endowments

Infographic: Trends Facing Today’s Charitable Organizations

Public charities are the largest category of the 30-plus types of tax-exempt organizations defined by the Internal Revenue Code, and this group is facing both challenges and opportunities. First is finding the right level of spending in the face of lower expected returns from investment markets and higher demands for the use of endowment assets. Not-for-profits are also losing confidence in applying global diversification to the investment portfolio.

On the plus side, over the next few years through 2020, per capita disposable income is expected to rise, causing individuals to more likely donate toward philanthropic and social advocacy.

Not-for-profit board meeting, “Trends Facing Today’s Charitable Organizations”

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