Media

Helping Wealth Managers Modernize with PhilTech

By Joe MrakMarch 21, 2025No Comments

Media

ACCLAIM: Helping Wealth Managers Modernize with PhilTech

Back to Media

Joe Mrak

CEO for Foundation Source

Previous PostApril is National Volunteer Month. Do you know where your volunteers are?
Next PostThe Rise of Female Millennial Donors: Transforming Philanthropy for a New Era

Media

In Uncertain Markets, Focus On Client Values

April 1, 2025

Media

April is National Volunteer Month. Do you know where your volunteers are?

March 31, 2025

Media

The Rise of Female Millennial Donors: Transforming Philanthropy for a New Era

March 19, 2025

© 2025 All Rights Reserved. Foundation Source Philanthropic Services Inc. Foundation Source is a registered trademark of Foundation Source Philanthropic Services Inc. This website is provided for general information purposes only and does not constitute legal, tax or investment advice. Foundation Source does not provide banking services; such services are provided by Wester Bank, N.A. or another third-party financial institution.

Privacy Notice | Cookie Policy | Terms of Use | Vendor Code of Conduct | Do Not Share or Sell My Personal Information
Site is designed & powered by Nectar Inc.

Privacy Preference Center

When you visit any website, it may store or retrieve information on your browser. This information might be about you, your preferences or your device and is primarily used to deliver an effective user experience. Click on the different categories below to find out more and change our default settings.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
__hssc	1 hour	HubSpot sets this cookie to keep track of sessions and to determine if HubSpot should increment the session number and timestamps in the __hstc cookie.
__hssrc	session	This cookie is set by Hubspot whenever it changes the session cookie. The __hssrc cookie set to 1 indicates that the user has restarted the browser, and if the cookie does not exist, it is assumed to be a new session.
_cfuvid	session	Calendly sets this cookie to track users across sessions to optimize user experience by maintaining session consistency and providing personalized services
_GRECAPTCHA	5 months 27 days	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category .
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-analytics	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Analytics" category .
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-functional	1 year	The cookie is set by the GDPR Cookie Consent plugin to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-necessary	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Necessary" category .
cookielawinfo-checkbox-others	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to store the user consent for cookies in the category "Others".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to store the user consent for cookies in the category "Performance".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
CookieLawInfoConsent	1 year	Records the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie.
datadome	1 year	This is a security cookie set by Force24 to detect BOTS and malicious traffic.
rc::a	never	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::b	session	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::c	session	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::f	never	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
viewed_cookie_policy	1 year	The cookie is set by the GDPR Cookie Consent plugin to store whether or not the user has consented to the use of cookies. It does not store any personal data.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Cookie	Duration	Description
__cf_bm	30 minutes	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
bcookie	1 year	LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser ID.
bscookie	1 year	LinkedIn sets this cookie to store performed actions on the website.
lang	session	LinkedIn sets this cookie to remember a user's language setting.
lidc	1 day	LinkedIn sets the lidc cookie to facilitate data center selection.
messagesUtk	6 months	HubSpot sets this cookie to recognize visitors who chat via the chatflows tool.
UserMatchHistory	1 month	LinkedIn sets this cookie for LinkedIn Ads ID syncing.
yt-remote-cast-available	session	The yt-remote-cast-available cookie is used to store the user's preferences regarding whether casting is available on their YouTube video player.
yt-remote-cast-installed	session	The yt-remote-cast-installed cookie is used to store the user's video player preferences using embedded YouTube video.
yt-remote-fast-check-period	session	The yt-remote-fast-check-period cookie is used by YouTube to store the user's video player preferences for embedded YouTube videos.
yt-remote-session-app	session	The yt-remote-session-app cookie is used by YouTube to store user preferences and information about the interface of the embedded YouTube video player.
yt-remote-session-name	session	The yt-remote-session-name cookie is used by YouTube to store the user's video player preferences using embedded YouTube video.
ytidb::LAST_RESULT_ENTRY_KEY	never	The cookie ytidb::LAST_RESULT_ENTRY_KEY is used by YouTube to store the last search result entry that was clicked by the user. This information is used to improve the user experience by providing more relevant search results in the future.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Cookie	Duration	Description
_uetsid	1 day	Bing Ads sets this cookie to engage with a user that has previously visited the website.
_uetvid	1 year 24 days	Bing Ads sets this cookie to engage with a user that has previously visited the website.
SRM_B	1 year 24 days	Used by Microsoft Advertising as a unique ID for visitors.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
__hstc	6 months	Hubspot set this main cookie for tracking visitors. It contains the domain, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_clck	1 year	Microsoft Clarity sets this cookie to retain the browser's Clarity User ID and settings exclusive to that website. This guarantees that actions taken during subsequent visits to the same website will be linked to the same user ID.
_clsk	1 day	Microsoft Clarity sets this cookie to store and consolidate a user's pageviews into a single session recording.
_ga	2 years	The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
_ga_*	1 year 1 month 4 days	Google Analytics sets this cookie to store and count page views.
_gat_UA-*	1 minute	Google Analytics sets this cookie for user behaviour tracking.
_gat_UA-709512-1	1 minute	A variation of the _gat cookie set by Google Analytics and Google Tag Manager to allow website owners to track visitor behaviour and measure site performance. The pattern element in the name contains the unique identity number of the account or website it relates to.
_gcl_au	3 months	Google Tag Manager sets the cookie to experiment advertisement efficiency of websites using their services.
_gid	1 day	Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.
CLID	1 year	Microsoft Clarity set this cookie to store information about how visitors interact with the website. The cookie helps to provide an analysis report. The data collection includes the number of visitors, where they visit the website, and the pages visited.
CONSENT	2 years	YouTube sets this cookie via embedded youtube-videos and registers anonymous statistical data.
hubspotutk	6 months	HubSpot sets this cookie to keep track of the visitors to the website. This cookie is passed to HubSpot on form submission and used when deduplicating contacts.
MR	7 days	This cookie, set by Bing, is used to collect user information for analytics purposes.
SM	session	Microsoft Clarity cookie set this cookie for synchronizing the MUID across Microsoft domains.
vuid	1 year 1 month 4 days	Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Cookie	Duration	Description
_fbp	3 months	This cookie is set by Facebook to display advertisements when either on Facebook or on a digital platform powered by Facebook advertising, after visiting the website.
_tt_enable_cookie	3 months	Tiktok set this cookie to collect data about behaviour and activities on the website and to measure the effectiveness of the advertising.
_ttp	3 months	TikTok set this cookie to track and improve the performance of advertising campaigns, as well as to personalise the user experience.
ANONCHK	10 minutes	The ANONCHK cookie, set by Bing, is used to store a user's session ID and verify ads' clicks on the Bing search engine. The cookie helps in reporting and personalization as well.
fr	3 months	Facebook sets this cookie to show relevant advertisements to users by tracking user behaviour across the web, on sites that have Facebook pixel or Facebook social plugin.
MUID	1 year 24 days	Bing sets this cookie to recognise unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations.
personalization_id	2 years	Twitter sets this cookie to integrate and share features for social media and also store information about how the user uses the website, for tracking and targeting.
test_cookie	15 minutes	The test_cookie is set by doubleclick.net and is used to determine if the user's browser supports cookies.
VISITOR_INFO1_LIVE	5 months 27 days	A cookie set by YouTube to measure bandwidth that determines whether the user gets the new or old player interface.
VISITOR_PRIVACY_METADATA	6 months	YouTube sets this cookie to store the user's cookie consent state for the current domain.
YSC	session	YSC cookie is set by Youtube and is used to track the views of embedded videos on Youtube pages.
yt-remote-connected-devices	never	YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.
yt-remote-device-id	never	YouTube sets this cookie to store the video preferences of the user using embedded YouTube video.
yt.innertube::nextId	never	This cookie, set by YouTube, registers a unique ID to store data on what videos from YouTube the user has seen.
yt.innertube::requests	never	This cookie, set by YouTube, registers a unique ID to store data on what videos from YouTube the user has seen.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

Cookie	Duration	Description
__Secure-ROLLOUT_TOKEN	6 months	Description is currently not available.
AnalyticsSyncHistory	1 month	No description
li_gc	5 months 27 days	No description
muc_ads	2 years	No description
ttcsid	3 months	Description is currently not available.
ttcsid_CG3MR93C77UES45ATDT0	3 months	Description is currently not available.

Helping Wealth Managers Modernize with PhilTech

ACCLAIM: Helping Wealth Managers Modernize with PhilTech

Joe Mrak

Previous PostApril is National Volunteer Month. Do you know where your volunteers are?

Next PostThe Rise of Female Millennial Donors: Transforming Philanthropy for a New Era

Related Posts

In Uncertain Markets, Focus On Client Values

April is National Volunteer Month. Do you know where your volunteers are?

The Rise of Female Millennial Donors: Transforming Philanthropy for a New Era