Foundation Source appoints new technology and product leaders to advance philtech platform. September 30, 2026 | Foundation Source, the leading provider of philanthropic solutions for donors, nonprofits, institutions, and the wealth advisors who serve them, today announced the appointments of Manu Sood as Chief Technology Officer and Hetal Patel as Head of Product, as part of the company's continued investment in technology, AI and product innovation to support the growth of its PhilTech platform. Continue Reading Foundation Source has significantly expanded its offering across private foundations, donor-advised funds and planned giving. The appointments of Ms. Sood and Ms. Patel represent the latest investment in the technology, talent and capabilities supporting that growth, including an increased... | | Show full article | * Full name Foundation Source * М/S&P/F *** / *** / *** Try in 7-days Demo access. Free for company representative * Evaluate advanced analytical tools * Get full online access to the database * Try its powerful bond screener * Track bond prices from 400+ sources

Fast Company names Foundation Source and charityvest to 2026 list of the World's Most Innovative Companies. Foundation Source earns fourth place on Emerging Enterprise list for automating charitable giving Charityvest named to nonprofit list for weaving philanthropy into wealth management. May 19, 2026 FAIRFIELD, Conn., - Foundation Source and its DAF partner Charityvest have been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026. This year's list shines a spotlight on businesses that are shaping industry and culture through their innovations. Foundation Source is the leading provider of philanthropic solutions for donors, nonprofits, institutions, and the wealth advisors who serve them. Charityvest, whose technology platform is powered by Foundation Source, serves as a modern donor-advised fund solution for donors, advisors, universities and nonprofits. Foundation Source's recognition follows a period of accelerated expansion that has reshaped the philanthropic technology landscape. Over the past two years, Foundation Source has acquired PG Calc, the leader in planned giving software and services, Vennfi, the fintech behind Charityvest, Giving Place, a software platform for family office giving programs, and Pacific Foundation Services, a foundation management organization. Combined, these acquisitions have driven the company's charitable assets to grow from $26 billion at year-end 2024 to over $55 billion as of year-end 2025, helping to deploy more than $4 billion in charitable aid annually. "We're honored to be recognized by Fast Company for our commitment to building the infrastructure that streamlines and scales charitable giving services across the wealth management industry," Joseph Mrak III, CEO of Foundation Source said. "As charitable giving becomes a bigger priority and donors seek smarter ways to give, advisors can play an important role in helping them translate generosity into lasting impact. Our goal is to deliver solutions that enable them to better meet clients' holistic needs and future-proof their practice for the next generation." Charityvest's honor reflects a breakthrough year for its donor-advised fund platform, which became the first fully branded DAF solution purpose-built for independent advisors. In 2025, Charityvest onboarded more than 150 new advisors representing $122 million in combined client philanthropic AUM, and grew all-time philanthropic contributions on the platform 185% to surpass $285 million. "This acknowledgement reflects our ongoing dedication to equipping the advisor community with modern, configurable donor-advised funds that reflect how families and their advisors are approaching philanthropy today," said Stephen Kump, President of DAFs at Foundation Source and Founder of Charityvest. "Advisors are uniquely positioned to guide clients toward more strategic giving, and our focus remains on providing them with the tools needed to unlock more charitable capital in order to create a lasting impact." The World's Most Innovative Companies is Fast Company's hallmark franchise and one of its most anticipated editorial efforts of the year. To determine honorees, Fast Company's editors and writers review companies driving progress around the world and across industries, evaluating thousands of submissions through a competitive application process. The result is a globe-spanning guide to innovation today, from early-stage startups to some of the most valuable companies in the world. "Our list of the Most Innovative Companies is about spotlighting organizations that don't just adapt to change - they drive it," said Brendan Vaughan, editor-in-chief of Fast Company. "The companies we honor this year are redefining what leadership looks like in 2026, pairing bold ideas with measurable impact and turning breakthrough innovation into real-world value. They are setting the pace for their industries and offering a blueprint for what sustained innovation can achieve." The full list of Fast Company's Most Innovative Companies honorees can now be found at fastcompany.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 Charityvest (charityvest.org) Charityvest is a 501(c)(3) public charity and a donor-advised fund (DAF) sponsor on a mission to catalyze more generosity via modern technology. In October 2024, Foundation Source, the leading provider of philanthropic software and services, acquired Vennfi, the fintech company powering Charityvest. Today, Charityvest combines its mission-driven approach with Foundation Source's technology and experience to deliver secure, streamlined and accessible giving solutions for individuals, families and organizations. Learn more and open your personal giving account at charityvest.org. About Fast Company Fast Company is the only media brand fully dedicated to the vital intersection of business, innovation, and design, engaging the most influential leaders, companies, and thinkers on the future of business. Headquartered in New York City, Fast Company is published by Mansueto Ventures LLC, along with fellow business publication Inc. For more information, please visit fastcompany.com. * next postfoundation Source wins 2026 family wealth report award for philanthropy advice. Foundation Source wins 2026 family wealth report award for philanthropy advice. May 1, 2026 Latest TPI study finds philanthropy central to advisor-client relationships, with room to improve engagement. April 16, 2026 Foundation Source and FS charitable fund partner with the safety navigator to strengthen camp safety nationwide. March 26, 2026 Foundation Source empowers people and companies to create a better world through philanthropy. Foundation Source enterprise support more than 27,000 charitable organizations with innovative technology backed by philanthropic expertise. Technology. Services. Who Foundation Source enterprise work with. About Foundation Source enterprise. Connecticut 55 Walls Drive Fairfield, CT 06824 New York 3333 New Hyde Park Road New Hyde Park, NY 11042 California 1660 Bush Street San Francisco, CA 94109 Massachusetts 129 Mount Auburn Street Cambridge, MA 02138 (C) 2026 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 Webster Bank, N.A. or another third-party financial institution. 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Foundation Source, a philanthropic software provider, has appointed Sabrina Bailey as president in a newly created role to support the company's expansion. Bailey will report to CEO Joseph Mrak III and oversee core business lines whilst driving strategic alignment and operational excellence. Bailey previously served as CEO of Fiducient Advisors and held executive roles at LSEG, Northern Trust and Mercer. She brings experience in financial services and scaling technology-enabled platforms. Foundation Source facilitated over $4 billion in charitable grants in 2025, its highest annual total. The company supports more than 5,600 private foundations, 20,000 donor-advised fund accounts and 1,700 nonprofits, administering over $55 billion in charitable assets. The appointment reflects the company's transformation into an enterprise-grade philanthropic technology provider.