FAIRFIELD, Conn., – Foundation Source, the leading provider of philanthropic solutions for donors, nonprofits, institutions, and the wealth advisors who serve them, has been selected as the winner in the ‘Thought Leadership (Americas)’ and ‘CEO within a Technology Company (Americas)’ categories at the 2026 WealthBriefing Wealth for Good Awards.
Foundation Source’s thought leadership efforts center on its mission of equipping advisors with the tools needed to make philanthropic planning a core part of modern wealth management. The firm offers a dedicated education program that comprises proprietary research, practical advice, and resources to help advisors stay current on philanthropy trends so they can effectively turn clients’ charitable intentions into a strategic giving plan.
Foundation Source CEO Joseph Mrak III has led the firm through several significant acquisitions over the past few years, enabling it to create a true one-stop platform for charitable giving. Mrak has also spearheaded a series of product launches and enhancements – including endowment subaccounting, fiscal sponsorship, and a university DAF program – collectively advancing the firm’s comprehensive PhilTech (philanthropic technology) ecosystem that makes giving easier and more accessible, compliant, and impactful.
“Philanthropy is becoming a defining component of modern wealth planning, and this recognition underscores the work our team has done to help advisors adapt to that shift,” Mrak said. “Through the power of technology and education, we’re committed to making philanthropic planning more seamless, strategic, and effective for advisors and their clients.”
The annual WealthBriefing Wealth for Good Awards recognize outstanding organizations – grouped by speciality and geography – that have demonstrated true innovation and excellence over the past year, as judged by a prestigious panel of independent experts.
Stephen Harris, CEO of Clearview Financial Media and publisher of WealthBriefing, said: “I extend my heartfelt congratulations and best wishes to all winners and highly commended firms. These awards are immensely valuable as they offer organizations and individuals the opportunity to sharpen their strategic thinking, gain independent validation, be recognized both internally and externally, and celebrate their success in style with industry peers.”
Winners and highly commended companies were announced on June 11, 2026, at Druces, London.
About Foundation Source (foundationsource.com)
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 includes 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 facilitates more than 190,000 grants and planned gifts representing more than $4 billion in charitable aid annually.
About Clearview Financial Media
Clearview Financial Media was founded in 2004 by Chief Executive Stephen Harris, with a mission to deliver high-quality, ‘need-to-know’ intelligence for the global private wealth community.
Headquartered in London with a truly international reach, Clearview is the publisher of the WealthBriefing group of newswires, complemented by in-depth research reports, newsletters, and a global program of thought-leadership events and prestigious awards.
Clearview continues to serve as a trusted source of insight, recognition, and connection for leading professionals in the wealth management and family office sectors worldwide.
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