We’re proud to announce that our CEO, Joseph Mrak III, has been honored with the 2025 WealthBriefing Wealth for Good Award in the CEO: Technology (Americas) category. This prestigious recognition celebrates leaders who are driving meaningful change in the wealth management industry through innovation, vision, and impact.
Since joining Foundation Source, Mr. Mrak has led our firm through a transformative period of strategic growth. Under his leadership, we’ve expanded our capabilities through key acquisitions and investments in enterprise-grade technology—empowering wealth managers and enterprises to seamlessly integrate philanthropy into their offerings.
We’re also excited to share that Foundation Source won in another category: Thought Leadership (Americas). These awards recognize Foundation Source’s powerful combination of modern, cloud-based platforms and professional services, including specialized administrative, compliance, tax, and program guidance that enables our firm to provide comprehensive philanthropic support at scale. It also underscores the value of innovative and dedicated leadership.
At the heart of this evolution is a commitment to making charitable giving more accessible, efficient, and impactful. From private foundations to donor-advised funds and planned giving, Foundation Source now offers a comprehensive suite of technology, administrative, and philanthropic consulting services. These solutions are designed to support professional advisors in helping their clients align their wealth with their values—driving social good in ways that matter most to them.
This award is a testament not only to Mr. Mrak’s leadership but also to the dedication of our entire team. Together, we’re redefining how philanthropy fits into the broader wealth management ecosystem.
To learn more about this recognition and our continued innovation, read the full press release.
We’re On a Roll!
For the second year in a row, Foundation Source has been named as a finalist in the Philanthropy category for leveraging PhilTech at the Wealth Management Industry Awards. Check out the full list of all the finalists. The awards ceremony will be held on on Thursday, September 4th at Cipriani in New York City. Congratulations to all of the finalists!
Learn More About How We Support Advisors
Schedule a call or reach us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.
