Changes in Giving & Assets

Changes in Giving & Assets

In addition to new and increasing asset bases, five of the states had an increase in giving that significantly outpaced the increase in foundation assets.

  • In Oklahoma, for example, giving increased by 51.8% from 2009-2011, while foundation assets increased 24.1%. This was due to a number of factors, including substantial increases in giving by several foundations, grants being made out of the asset base of some foundations, and a few foundations closing down during this time period.

  • Arkansas was the only state in the region that saw increased giving over the two-year period, accompanied by a decrease in assets. While assets increased for more than half of the foundations in the state (53%), the assets of the foundations that did decrease were significant enough to sway the trend for the state as a whole.

  • The study also found that assets of Texas-based foundations increased by 13.6%, greater than the 8% in giving. The analysis showed this difference to be largely attributable to timing, with substantial donations coming in to existing and newly formed Texas-based foundations in 2011 (note: foundations have three years to make grants based on new donations). Specifically, 389 foundations in the region received gifts totaling $5 billion in 2011, with more than $2.5 billion going to 211 foundations headquartered in Texas.

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