In a year marked with policy shifts and funding uncertainty, the philanthropic sector has had to pivot. But one thing remains steadfast: the collective commitment to make a meaningful impact. To help donors, advisors and fundraisers maximize their year-end giving, we offer our annual Guide to the Giving Season to inspire creative, thoughtful and tax-wise gifts—now and in the future.

“For more than a quarter century, Foundation Source has partnered with some of the most generous donors, nonprofits, advisors and institutions to turn philanthropic vision into lasting impact. Each year, we take a step back to reflect on these insights, identifying the trends shaping charitable behavior today and those poised to define it in the years ahead.”
Joe Mrak
CEO
“As we reflect on private foundation giving trends from 2023 to 2024, overall giving and endowment growth were solid and grantmaking activity remained largely consistent with prior years. This stability is noteworthy given the evolving policy landscape under the new White House administration and the challenges many nonprofits have faced year-to-date.”
Gillian Howell
National Philanthropy Executive

Year-End Giving Strategies
For Donors
For Advisors
For Fundraisers
Tax-Efficient Planning
For Donors
For Advisors
For Fundraisers













