Philanthropy Southwest

What Philanthropy Southwest does

Philanthropy Southwest is a nonprofit membership association founded in 1947 (originally as the Conference of Southwest Foundations) that serves private, family, community, and corporate foundations across eight Southwestern U.S. states: Texas, Arizona, New Mexico, Oklahoma, Colorado, Nevada, Utah, and California. Headquartered at 3000 Pegasus Park Drive, Suite 706 in Dallas, Texas, the organization operates as a regional convener and peer network for philanthropic funders, organized around its PSW Impact Engine framework spanning Meaningful Relationships, Ideas & Innovation, and Sector & Professional Growth. Its core technology is a web-based PSW Learning Library and Exchange platform that hosts reports, templates, presentations, and webinar recordings for members; no proprietary technology products are disclosed.

The portfolio of member-facing offerings includes three leadership development programs (Wayfarer Leadership Program, Emerging Leaders in Philanthropy, and the Grounded retreat program), four issue-specific member collaboratives (Civic and Community Engagement Collaborative, Equity in Action, Texas Child Welfare Funders, and the Native, Indigenous, and Tribal Collaborative), and a calendar of convenings anchored by the 78th Annual Conference in Tucson, Arizona, a CEO Fly-In, and recurring Wednesday Webinars. Operational capacity is sustained in part by named Impact Partners (Casey Family Programs, Walton Family Foundation, and Houston Endowment) and a range of implementation partners such as Native Americans in Philanthropy, Texas Alliance of Child and Family Services, Meadows Mental Health Policy Institute, Phoenix Indian Center, and H.E. Butt Foundation.

Philanthropy Southwest generates revenue through annual membership dues, event registration fees, and collaborative program participation fees (e.g., $2,500 per participant in the Native, Indigenous, and Tribal Collaborative, with discounts for additional participants from the same member organization and add-on Grounded Leadership Retreat pricing of $699-$899). Pricing for general membership is not publicly disclosed, and revenue figures are not reported. The organization is independently governed by a Board of Directors with no parent company, no venture capital or private equity backing, and no disclosed funding rounds, acquisitions, or restructuring events.

Name

Philanthropy Southwest

Legal name

Philanthropy Southwest

Website

https://philanthropysouthwest.org

Company type

Private

Founded year

1947

Operating status

Operating

Headcount range

1–10 employees

Short description

Philanthropy Southwest is a Dallas-based nonprofit membership association founded in 1947 that convenes private, family, community, and corporate foundations across eight Southwestern U.S. states through leadership programs, issue-specific collaboratives, events, and a member Learning Library.

Ownership category

akta.pro rank

Product category

Philanthropy & Grantmaking Membership Services

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Public Charities & Grantmaking Intermediaries (BPAGAKAE)

Keywords

• Philanthropy membership services
• Foundation peer network
• Regional grantmaker association
• Leadership development programs
• Funder collaboratives

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Membership Fees: Philanthropy Southwest generates revenue through annual membership fees from funders including private foundations, family foundations, community foundations, corporate giving programs, and public foundations across the Southwestern U.S. region.
2. Collaborative Program Fees: Specialized collaborative programs such as the Native, Indigenous, and Tribal Collaborative charge registration fees of $2,500 per participant, with $500 discounts for additional participants from member organizations.
3. Event Registration: Revenue generated from event registrations including the CEO Fly-In, Annual Conference, and various webinars and programs offered to members and non-members.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Philanthropy Southwest is a regional membership association that provides funders across the Southwestern United States with peer networking, leadership development programs, issue-focused collaboratives, educational events (including the Annual Conference, CEO Fly-In, and Wednesday Webinars), and access to a member resource library (PSW Learning Library). Its work is organized around the PSW Impact Engine framework, with pillars of Meaningful Relationships, Ideas & Innovation, and Sector & Professional Growth.

Product overview

Philanthropy Southwest is a membership organization serving funders in the Southwestern U.S., not a technology product company. Its offerings consist of member programs and services organized around the PSW Impact Engine framework. The portfolio includes the PSW Learning Library (an online resource platform), leadership development programs (Wayfarer Leadership Program, Emerging Leaders in Philanthropy, Grounded), and member collaboratives focused on specific issue areas (Civic and Community Engagement, Texas Child Welfare Funders, Native/Indigenous/Tribal). Events include the Annual Conference, CEO Fly-In, and Wednesday Webinars. These are membership services, not software products.

Differentiator

Problem solved

Functional benefit

Products and services

• PSW Learning Library Online learning platform providing PSW members access to reports, templates, presentations, and webinar recordings from PSW and partner philanthropic-serving organizations.
• PSW Impact Engine

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• Native Americans in PhilanthropycoreStrategic or Co-development Partner · 12 February 2026Native Americans in Philanthropy (NAP) is a key development partner for the Native, Indigenous, and Tribal Collaborative, enabling NAP members to participate in the program alongside PSW members. NAP members must email PSW staff for authorization to register.
• Casey Family ProgramscoreStrategic or Co-development PartnerCasey Family Programs is an Impact Partner powering PSW, providing strategic support and co-developing collaborative programs including the Native, Indigenous, and Tribal Collaborative. The organization serves as an advisor to the Texas Child Welfare Funders collaborative.
• Walton Family FoundationcoreStrategic or Co-development PartnerWalton Family Foundation is listed as an Impact Partner supporting Philanthropy Southwest's mission and programs.
• Houston EndowmentcoreStrategic or Co-development PartnerHouston Endowment is listed as an Impact Partner contributing to PSW's operational capacity and programmatic work.
• Phoenix Indian CenterminorImplementation/ SI/ Consulting PartnerPhoenix Indian Center hosts the Cultural Grounding Workshop for the Native, Indigenous, and Tribal Collaborative in Phoenix, AZ, providing venue and facilitation services.
• H.E. Butt FoundationminorStrategic or Co-development PartnerH.E. Butt Foundation operates Laity Lodge facility in Leakey, TX, hosting optional Grounded Leadership Retreat sessions for PSW collaborative programs at special member rates.
• Dolph Briscoe Center for American HistoryminorOthersHistorical archive partner housing digitized records documenting pivotal moments and leaders in philanthropy, available for research access.
• Texas Alliance of Child and Family Services (TACFS)coreStrategic or Co-development PartnerTACFS is a key policy partner for Texas Child Welfare Funders, providing policy expertise, advocacy support, and program collaboration on child welfare issues in Texas.
• Meadows Mental Health Policy InstitutecoreStrategic or Co-development PartnerPartner with Texas Child Welfare Funders on mental health initiatives for children in foster care, providing research and policy expertise.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Forum of Regional Associations of Grantmakers: Umbrella network of regional philanthropy-serving associations across the U.S., of which PSW is itself a member-association. Most directly comparable as the institutional peer and trade body for PSW's exact service category (regional grantmaker associations).
• Exponent Philanthropy: National membership organization for foundations with few or no staff, plus the donors and allies that support them. Closely comparable to PSW as a peer-learning and capacity-building association for small-staffed and family foundations, with overlapping leadership programs and peer network offerings.
• Native Americans in Philanthropy: National Native-led philanthropy advocacy and member organization that is a documented PSW development partner on the Native, Indigenous, and Tribal Collaborative. Highly comparable as a peer-driven philanthropy convening organization focused on indigenous communities.
• Hispanics in Philanthropy: National membership network mobilizing Latino philanthropists and allies. Comparable to PSW in providing peer networking, leadership development, and advocacy resources for a mission-aligned funder segment, with similar community and convening model.

Broad incumbents

• Council on Foundations: Largest U.S. national membership association for grantmaking foundations and corporate giving programs. Highly comparable to PSW in serving the same funder base with peer learning, leadership development, and policy convenings, but operates nationally rather than regionally.
• Independent Sector: National membership coalition of nonprofits, foundations, and corporate giving programs that conducts policy advocacy and research on the charitable sector. Comparable to PSW as a broad sector-serving membership and convening organization, but operating nationally across all nonprofit types.
• Candid: Major philanthropic data and research provider (formerly Foundation Center and GuideStar). Comparable to PSW in serving grantmakers with knowledge resources, and partners with PSW on the Southwest Regional Giving Dashboard, but operates as a national-scale data infrastructure rather than membership association.
• Center for Effective Philanthropy: National nonprofit that produces research and assessment tools used by foundations to improve practice. Comparable to PSW as a research-and-capacity-building resource for the same funder audience, though positioned as a research provider rather than a membership association.

Regional players

• Southeastern Council of Foundations: Regional membership association serving funders in the Southeastern U.S. Highly comparable model to PSW — multi-state funder network with annual conference, peer networks, leadership programs, and issue-based collaboratives — but covers a different geographic region.
• Minnesota Council on Foundations: Regional philanthropy-serving association for funders in Minnesota and the Upper Midwest. Similar role, structure, and value proposition to PSW (membership network, learning library, annual conference, issue convenings) for a different U.S. region.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/@southwestfdns
• Facebookfacebook.com/pages/Conference-of-Southwest-Foundations/143485289021172
• LinkedInlinkedin.com/company/philanthropysouthwest

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Philanthropy Southwest