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FAIRFIELD, Conn., — Leading wealth management industry participant, Foundation Source has been selected as a winner in the following category at The WealthBriefing Wealth for Good Awards 2024:

  • Technology – Innovative Technology Solution (Americas)

The annual WealthBriefing Wealth for Good Awards program recognizes the most innovative and exceptional firms, teams and individuals. The awards have been designed to showcase outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.

The WealthBriefing Wealth for Good Awards are part of a global programme run by WealthBriefing, and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

Participants around the world recognise that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.

“It’s an honor to be recognized for our innovation and excellence in the PhilTech space,” said Joseph Mrak III, chief executive officer of Foundation Source. “For more than 20 years, Foundation Source has provided proprietary, industry-leading technology and philanthropic expertise supporting thousands of philanthropists to help them drive greater impact in the world.”

Stephen Harris, ClearView Financial Media’s CEO, and publisher of WealthBriefing, was first to extend his congratulations to all winners and highly commended companies. “Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year.

“This year we have seen a marked increase in entrants and interest in all our global awards programmes and the WealthBriefing Wealth for Good Awards is no exception. These awards give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers.

“I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of WealthBriefing winners.”

Winners and highly commended companies were announced on the 27th June 2024.

About Foundation Source (

Foundation Source is the leading provider of enterprise-caliber and technology-led charitable giving solutions. We offer a range of purpose-built, cloud-based platforms that facilitate all stages of giving and a configurable suite of administrative, compliance, tax, and philanthropic advisory services for donors, nonprofits, professional advisors, and financial institutions.

For more than two decades, Foundation Source has empowered people and companies to create a better world through philanthropy. In February 2024, we acquired planned giving software and services firm PG Calc. Today we support more than 4,000 charitable organizations, administer more than $22 billion in foundation assets, and facilitate more than 120,000 grants and planned gifts annually.

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.

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