Page 21 – Foundation Source

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Product Briefs

New Premier Services

OtterCares Foundation

Blog

Setting Students Up For Success: A Conversation with The OtterCares Foundation

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White Papers

Outsourced Philanthropy: A Smarter Approach for Family Offices

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Blog

4 Key Tax Changes for Exempt Organizations: Help Your Clients Navigate The OBBB’s Complex Landscape

Media

WSR: PE Firm GTCR To Buy FMG Suite From Aurora Capital

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Articles

Navigating the One Big Beautiful Bill Act: Key Tax Changes for Exempt Organizations

Blog

The Ps and Qs Framework: How Your Grantmaking Organization Can Manage Change with Intention and Drive Deeper Alignment

Media

PE Hub: Wynnchurch expected to sell truck maker; Spectrum bets on Quavo; GTCR to acquire FMG Suite from Aurora

Media

FA: GTCR To Acquire FMG Suite, Expanding Presence In Advisor Ecosystem

Media

InvestmentNews: GTCR to acquire FMG Suite, expanding its wealth tech portfolio

Wealth for Good Award

Blog

Celebrating Leadership in Innovation: Joseph Mrak III Wins WealthBriefing’s 2025 Wealth for Good Award