FAIRFIELD, Conn., – Foundation Source, the leading provider of philanthropic solutions for donors, nonprofits, institutions, and the wealth advisors who serve them, has been selected as the winner in the ‘Philanthropy Advice’ category at the 2026 Family Wealth Report Awards.
This recognition reflects Foundation Source’s ongoing commitment to advancing philanthropic knowledge and support across the wealth management industry. Over the past year, the firm has expanded its thought leadership and educational offerings for advisors, including proprietary research on donor behavior and giving trends, practical guides on integrating philanthropy into client conversations, and a growing library of tools designed to help advisors deepen client relationships through charitable planning. By equipping advisors with actionable insights alongside modern technology, Foundation Source continues to elevate the role of philanthropy as a core pillar of wealth management.
“This recognition is particularly meaningful because philanthropic advice sits at the heart of what we do,” said Joseph Mrak III, CEO of Foundation Source. “Helping donors translate intention into measurable impact requires not only strategic counsel, but also strong operational infrastructure to execute that strategy effectively. Over the past two years, we have invested significantly in building both.”
Foundation Source has completed several significant acquisitions to accelerate the delivery of charitable planning services. Most recently, Foundation Source acquired Pacific Foundation Services, which meaningfully expanded the firm’s philanthropic advisory and program support capabilities. In April 2025, the company acquired Giving Place, a software platform for family office giving programs and private foundations. In 2024, it acquired Vennfi, the fintech powering donor-advised fund sponsor Charityvest, and PG Calc, the leader in planned giving software and services.
The annual Family Wealth Report Awards honor the most innovative and outstanding firms, teams, and individuals serving North America’s family offices, family wealth managers, and trusted advisor communities.
“Every category winner and highly commended firm has undergone a rigorous and truly independent judging process and should be justly proud of their success this year,” said Stephen Harris, CEO of Clearview Financial Media and publisher of Family Wealth Report. “We’ve seen a marked increase in both the number of entrants and the level of interest across all our global awards programs — and the Family Wealth Report Awards are no exception. I extend my sincere congratulations and best wishes to all of this year’s winners and highly commended firms. They are all worthy recipients who now join the global elite of Family Wealth Report Award winners — the very best in wealth management today.”
Winners and highly commended companies were announced on April 30, 2026 at the gala dinner at the Mandarin Oriental Hotel in Manhattan, New York.
About Foundation Source (foundationsource.com)
Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, Foundation Source is the partner of choice for integrated, enterprise-grade solutions spanning private foundations, donor-advised funds and planned giving programs. Its flexible suite of tools and resources includes end-to-end administrative support for the most popular charitable vehicles, specialized compliance, tax, development and consulting capabilities, and deep domain expertise to help maximize impact, mitigate risk, and improve efficiency for all parts of the philanthropic ecosystem. Foundation Source works with donors, nonprofits, wealth advisors and financial institutions to launch, enhance or augment charitable initiatives with turnkey, white-label and outsourced offerings that meet a wide range of philanthropic objectives quickly, professionally, and compliantly.
As of December 31, 2025, Foundation Source supports more than 5,600 private foundations, 20,000 DAF accounts, and 1,700 nonprofits, administers more than $55 billion in charitable assets and facilitates more than 190,000 grants and planned gifts representing more than $4 billion in charitable aid annually.
About Clearview Financial Media
Clearview Financial Media was founded in 2004 by Chief Executive Stephen Harris, with a mission to deliver high-quality, ‘need-to-know’ intelligence for the global private wealth community. Headquartered in London with a truly international reach, Clearview is the publisher of the WealthBriefing group of newswires, complemented by in-depth research reports, newsletters, and a global program of thought-leadership events and prestigious awards. Clearview continues to serve as a trusted source of insight, recognition, and connection for leading professionals in the wealth management and family office sectors worldwide.
MEDIA CONTACT
Carly Taylor
973-618-6993
