FS PR, Author at Foundation Source

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WealthTech Today: Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joe Mrak

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Wealth Management: Grantmaking Organizations Experienced Strong Growth in 2024

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dwn: FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech

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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

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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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