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Our paper provides an overview of nonprofit spending trends, focusing on spending levels and methodologies, return objectives, and the use of illiquid assets. We also outline changes since our last study in 2021.
We surveyed executives and investment committee members from a variety of nonprofit organizations, including higher education, community and private foundations, healthcare, and the arts, to see how their planning and methodologies have changed.
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The SEI Nonprofit Management Research Panel completed a survey of executives and investment committee members from nonprofits in the U.S. and Canada to obtain information on a number of key measures. The poll was completed by nearly 100 participants, representing nonprofits with endowments ranging from $5 million to more than $5 billion. None of the respondents are current clients of SEI. We conducted the poll May through July 2023.
This information is provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company (SEI).