Foundation Source CEO Joseph Mrak examines a question every advisory practice is now facing in the 2026 Midyear Outlook from Wealth Management.
Published
Signal category
Research & Knowledge
Quote
“In the 2026 Midyear Outlook from Wealth Management, our CEO Joseph Mrak examines a question every advisory practice is now facing”
— Foundation Source team
Company
Foundation Source
We empower people and companies to create a better world through philanthropy.
- Industry
- Financial Services
- Location
- Fairfield, US
- Company size
- 271 employees
As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance and advisory solutions that meet you where you are in your philanthropic journey. For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients. Our purpose-driven team is dedicated to helping philanthropists maximize their impact with the latest tools and technology. To see in-person, hybrid and remote career opportunities, visit https://foundationsource.com/about-us/careers/.
Founded 2001