As we bid farewell to 2023, we can’t help but feel immense pride in the accomplishments and recognition our company has received throughout the year! For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. With our innovative technology solutions and philanthropic expertise, we’re proud to push the boundaries of modern philanthropy. Thank you to our clients and team for making 2023 the best year yet!
WealthBriefing – Business Infrastructure
The WealthBriefing WealthTech Americas Awards honors outstanding technology companies supporting the family office and wealth management sectors. We were thrilled to receive the award for the Best Business Infrastructure (US) this year, for exemplifying outstanding, “technology infrastructure support for the US wealth management industry.”
Family Wealth Report – Product Innovation
In 2023, our product team worked hard to create the best experience possible for our clients by releasing new features and incorporating user feedback. We were thrilled to be recognized as the Winner of the Product Innovation B2B category in the Family Wealth Report Awards this year.
Think Advisor – Financial and Investment Innovation
Each year, ThinkAdvisor honors individuals and organizations for “producing meaningful, innovative and replicable results in the areas that matter most to advisors: Community Impact; Executive Leadership; Innovation; and Thought Leadership” in their Luminaries Awards. We’re honored to have won the award for the Financial and Investment Innovation category for our work with advisors.
Wealth For Good – Innovative Solution
We were honored to receive the award for the Best Innovative Solution (Americas) in the Wealth for Good Awards 2023 for Impactfully, our purpose-built platform that seamlessly handles operational, grantmaking, expense and reporting functions for funders.
We were also proud to be shortlisted this year for Best Philanthropic/Educational Initiative in the Private Asset Management Awards this year hosted by With Intelligence, and to have received an Honorable Mention in the Zeplin Harmony Awards!
These awards inspire us to keep raising the bar. In 2024, we will continue to leverage the strength of our cloud-based platform to expand our suite of charitable solutions and build deeper partnerships with financial institutions and advisory professionals to deliver more holistic wealth management solutions and support for philanthropic families. Learn more about what’s in store for the future of Foundation Source in our recent blog.
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.