We are honored to have been announced as finalists in two categories in the ThinkAdvisor Luminaries Awards 2025, a program that celebrates exemplary leadership and groundbreaking innovation in financial services.
Congratulations to our CEO Joe Mrak for being named a finalist for the CEO of the Year Individual award among financial planning firms in the Technology Platforms, Products and Services category! This nomination highlights Joe’s leadership and his commitment to using technology to empower philanthropy and financial planning. Under Joe’s leadership, we have been able to expand our philanthropic solutions capabilities and technology through key acquisitions and investments. He has been the driving force behind Foundation Source’s latest period of strategic advancement.
In the Advisory Support, Products and Services category, Foundation Source is a finalist for the Product or Service Innovation award for charitable giving/philanthropy. This nomination recognizes our cutting-edge contributions to the philanthropic sector and our commitment to developing innovative solutions for advisors to make a greater impact.
These nominations are a testament to the innovation and dedication that drive the Foundation Source team. Being recognized in these categories shows our commitment to supporting philanthropy through technological advancement and empowering advisors with philanthropic solutions and software that make a difference.
We are proud to stand with other industry leaders in these awards and grateful to ThinkAdvisor for celebrating the impact of the work we do every day. The winners will be announced at the awards ceremony on December 4th in New York City. Congratulations to all the finalists! Check out the full list.
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.
