Joe Mrak, Author at Foundation Source

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Generosity is Growing: Here’s How Advisors Can Help

Media

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

Press Releases

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

Blog

3 Ways PhilTech Can Help Advisors Level-Up Their Practice

Media

Crain Currency: Foundation Source enters DAF market with Vennfi acquisition

Media

FWR: US-Based Foundation Source Expands Capabilities With Acquisition

Media

Fortune: Private Equity Deals

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Think Advisor: Foundation Source Buys Fintech Firm Powering Charityvest

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Joe Mrak

Generosity is Growing: Here’s How Advisors Can Help

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

Wealth Management: Grantmaking Organizations Experienced Strong Growth in 2024

dwn: FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech

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

3 Ways PhilTech Can Help Advisors Level-Up Their Practice

Crain Currency: Foundation Source enters DAF market with Vennfi acquisition

FWR: US-Based Foundation Source Expands Capabilities With Acquisition

Fortune: Private Equity Deals

Think Advisor: Foundation Source Buys Fintech Firm Powering Charityvest

M&A: GTCR-Backed Foundation Source Acquires Vennfi