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Charitable Giving Continues to Grow, Driven by Great Wealth Transfer and Expanding Philanthropic Toolkit

PhilTech Can Help Advisors

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3 Ways PhilTech Can Help Advisors Level-Up Their Practice

Media

Crain Currency: Foundation Source enters DAF market with Vennfi acquisition

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FWR: US-Based Foundation Source Expands Capabilities With Acquisition

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Fortune: Private Equity Deals

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Think Advisor: Foundation Source Buys Fintech Firm Powering Charityvest

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M&A: GTCR-Backed Foundation Source Acquires Vennfi

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PBI: Foundation Source obtains Vennfi

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WM: Philtech Provider Foundation Source Acquires Vennfi

Press Releases

Foundation Source Acquires Vennfi, the Fintech Powering Donor-Advised Fund Charityvest

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FA: Foundation Source Acquires Charity-Focused Fintech Firm Vennfi

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