From expanding our capabilities to welcoming new subject matter experts to our team, 2024 may just go down as one of the most transformative years in the history of Foundation Source. As we look to a new year ahead filled with anticipation, we can’t help but pause for a moment and reflect on some of the most gratifying accomplishments and recognition our company has received throughout the year. We want to acknowledge our clients and our team for being an essential part of our journey—and for helping us make 2024 one for the history books!
WealthBriefing – Wealth For Good Awards
Foundation Source was selected as a winner in the Technology – Innovative Technology Solution (Americas) category at the WealthBriefing Wealth for Good Awards 2024. The third annual program recognizes the most innovative and exceptional firms, teams and individuals driving change in and around impact investing and philanthropy. The awards have been designed to showcase outstanding organizations grouped by specialism and geography which the prestigious panel of independent judges deemed to have demonstrated innovation and excellence during the last year.
WealthManagement.com Industry Awards (the “Wealthies”)
Now in its 10th year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. This year, 92 awards were presented to 84 companies from a pool of 287 finalists. Foundation Source was named as a winner in the Philanthropy category for our Client Meeting Kit, a suite of specialized insights to help advisors before, during and after client meetings, and honored to be a finalist in the Technology – Innovation Platforms category for our philtech solutions.
ThinkAdvisor Luminaries Awards
Our Client Meeting Kit was recognized again at the ThinkAdvisor Luminaries Awards, a program celebrating the trailblazers redefining excellence in financial services. We were named a winner in the Advisory Support Products and Services – Charitable Giving/Philanthropy category for our curated selection of thought leadership and educational digital resources that help advisors engage in key philanthropic conversations with their clients.
We’re also proud to have been named as a finalist for three additional awards at the Family Wealth Report Awards for Technology Product Innovation (B2B) and the With Intelligence Private Asset Management Awards for Best Philanthropic/Educational Initiative and Best Family Office Service Provider – New Innovations.
An Exciting Next Chapter for Philanthropists and Their Professional Teams
These awards inspire us to continue to serve the philanthropic, financial and technology sectors by expanding upon our range of offerings to make giving easier and more impactful. Through innovation and education, we will look to 2025 as another year to leverage the strength of our enterprise-caliber philanthropic solutions, expand our capabilities, build deeper partnerships with financial institutions and advisory professionals to deliver more holistic wealth management solutions and provide support for philanthropic families.
Want to learn more about the ways we support private foundations?
If you’re looking for an easier way to manage a foundation or want to start a foundation, our philanthropic specialists are here to help! To learn more, schedule a call with us or reach us at 800-839-0054. Together, let’s #begiving.
