With year-end giving already underway, we offer our annual Guide to the Giving Season with new resources for donors, advisors and fundraisers to inspire creative, thoughtful and tax-wise gifts – now and in the future.
“Our work with clients has given us a unique window into the state of charitable giving, enabling us to become a source of expertise in a changing sector. As the only provider to deliver scalable, end-to-end digital solutions across private foundations, donor-advised funds, planned giving, and charitable trusts, we have an unparalleled vantage point on charitable giving, its drivers, and the trends that are poised to impact the philanthropic ecosystem in the year ahead.”
Joe Mrak
CEO
Elizabeth Wong
Head of Philanthropic Advisory Services
“The new season of Be Giving is a celebration of inspiring people who are coming together in service of something greater than themselves. It has been an honor to connect with a new group of thought leaders who each play a unique role in driving real change across the philanthropic ecosystem. Whether you are new to charitable giving or a seasoned philanthropist, the insights in these episodes can help you take a more informed approach to giving.”
“Year after year, we witness the power of charitable giving to generate impact, promote a sense of meaning and legacy, and bring families and communities closer together—this year is no exception. Our foundation clients have granted more than $865 million to nearly 19,000 recipients through the end of September and we expect that to increase during the official giving season, when volume tends to surge. We see this as a sign of continued investment in the nonprofit sector.”
Gillian Howell
Head of Client Advisory Solutions
For Donors
For Advisors
For Fundraisers
ABOUT FOUNDATION SOURCE
Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, Foundation Source is the partner of choice for integrated, enterprise-grade solutions spanning private foundations, donor-advised funds and planned giving programs. Its flexible suite of tools and resources include end-to-end administrative support for the most popular charitable vehicles, specialized compliance, tax, development and consulting capabilities, and deep domain expertise to help maximize impact, mitigate risk, and improve efficiency for all parts of the philanthropic ecosystem. Foundation Source works with donors, nonprofits, wealth advisors and financial institutions to launch, enhance or augment charitable initiatives with turnkey, white-label and outsourced offerings that meet a wide range of philanthropic objectives quickly, professionally, and compliantly.
As of December 31, 2025, Foundation Source supports more than 5,600 private foundations, 20,000 DAF accounts, and 1,700 nonprofits, administers more than $55 billion in charitable assets and facilitate more than 190,000 grants and planned gifts representing more than $4 billion in charitable aid annually.
