One of the unique facets of Foundation Source is the depth and breadth of our in-house subject matter experts—leaders who are frequently called upon to share their perspective on philanthropy, wealth management and technology. Recognized as a winner at the WealthBriefing Wealth For Good Awards 2026 for Thought Leadership (Americas) and Regional Management CEO within a Technology Company (Americas), our CEO Joe Mrak sat down for an interview with Acclaim magazine to discuss why philanthropy belongs at the center of holistic wealth management—and how advisors can meet the moment.
Now in its fifth edition, the WFG program shines a light on the firms and individuals using financial muscle and access to drive change, support philanthropy and achieve impact in society, the environment and business.
Read the interview to explore key topics for advisors and firms including:
- Why charitable giving is a core component of holistic financial guidance
- Equipping advisors to lead values-based client conversations
- Meeting the historic, multigenerational wealth transfer underway
- Scaling philanthropic advice through technology and expertise
- Translating charitable goals into measurable, lasting impact
- And more
“This recognition affirms that philanthropy belongs at the center of wealth management as a core component of holistic financial guidance,” said Joe. “We’re giving advisors confidence to navigate personal, values-based conversations, and translate clients’ charitable goals into measurable action.”
Congratulations to Joe and to all the winners of these awards!
Looking for more philanthropic insights for advisors and firms?
Check out our Advisor Series for more unique perspectives from our seasoned team of experts.
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.
