Media Archives

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PE Hub: GTCR-backed Foundation Source snaps up charity-focused fintech firm Vennfi

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TNPT: Foundation Source Acquires Parent of Charityvest

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InvestmentNews: Foundation Source acquires fintech powering Charityvest donor-advised funds sponsor

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Chronicle of Philanthropy: Fundraising Update: The Fundraising Skills that Help Most in Leadership

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InvestmentNews: Janney Aims for Slice of Estimated $52B DAF Market With New Charitable Fund

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CNBC: Wealthy millennials and Gen Z are redefining philanthropy

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COP: Young Donors Want Opportunities to Volunteer and Collaborate

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dwn: Advisor Tech Talk (Week of 10/9/24)

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Taxation of Exempts: So, You’re Splitting Up? What to Know When Dividing a Foundation

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Philanthropy Australia: New gen generosity: How are Gen Z and Millennials changing philanthropy?

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FA: The Link Between Giving And Wellness

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