While the competition may have been tough, we’re proud to announce that Foundation Source has won the 2025 Wealth Management Industry Award in the Philanthropy category for the second year in a row! These awards are granted in recognition of initiatives that enhance financial advisor success and help them create better outcomes for their clients.
While we have long been a leader in high-net-worth philanthropic solutions, over the past year, we have significantly expanded our tech-enabled offerings to support a range of popular charitable giving vehicles and offer multiple engagement models to meet a wider range of needs. The result? We’re enabling more people to drive impact in the ways that are important to them.
We have also developed enterprise solutions to help independent advisory practices and financial institutions with wealth management, institutional advisory and private banking divisions add or augment their philanthropic offerings in a way that improves client service, increases operating efficiency, and mitigates risk.
Foundation Source is making PhilTech solutions widely available to all parts of the philanthropic ecosystem, including individual donors, nonprofits and charities, professional advisors and financial institutions serving wealth management and private banking clients. This prestigious award is further recognition that our expanding suite of solutions is emerging as a preferred way to augment wealth management practices and create meaningful impact for HNW clients.
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.
