In this edition of our Tech For Good Series, we’re highlighting the role of philanthropy in wealth and family advisory and how today’s PhilTech solutions are being recognized in the FinTech world. In fact, we’re proud to share that Foundation Source’s tech-enabled charitable giving solutions are now included in two technology maps—a signal of their increasing importance for financial institutions and wealth advisors.
Kitces Financial Advisor Technology Map
Founded by financial planner and blogger Michael Kitces, this resource is focused on identifying the technology that advisors use and like—and it’s practically legendary in the FinTech and advisor space. You’ll find Foundation Source (alongside Charityvest) in the Specialized Planning section.
Modus Family Office Tech Map
Inspired by the long-running Kitces Financial Advisor Technology Map, the Modus Family Office Technology Map is focused more specifically on the technology used by single-family offices. We’re proud to be the first philanthropic provider listed.
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To see how you can organize all your client philanthropic activity into one platform, click here to join a demo. Or, call us at 800-839-0054 to learn how we can best support your clients who are passionate about philanthropy. Together, let’s #begiving.
