Financial Strength
Greater Hartford Gives Foundation’s endowment of $1.2 billion means that our organization stands on a secure financial foundation that ensures long-term stability and continued growth. This enduring strength empowers us to invest in meaningful initiatives and make a lasting impact in the communities we serve.
Our commitment to responsible stewardship and community-focused values allows us to address the emerging needs of the Greater Hartford region.
$1.2 Billion in assets
Total assets are comprised of both Trust and Corporate portfolios.
$54.8 Million in grants awarded to the community last year
Grantmaking for 1/1/24 – 12/31/24
$45 Million in donations last year
Includes all donors from 1/1/24 – 12/31/24
8.6% investment returns 1, 3, 5 year, and since inception returns (numbers will update by Dec)
Link to Investment Policy page
5% spending policy
The current spending policy formula is calculated as follows: 5% of a trailing twenty-quarter average of the market value of each fund, provided that the resulting value falls between 4.25% (floor) and 5.75% (cap).
Link to Investment Policy PDF (current link)
